Capital Allocators’ Post

Top quotes from my conversation with Yann Robard at Dawson Partners. 1. "We call ourselves the Google of private equity because we are always coming up with new ideas, new financial products, and new financial technologies." 2. "You need to be a half-step ahead of the market, but you can't be a full step ahead. Markets needs evolutions, not revolutions." 3. "The age-old debate is whether private equity has outperformed public markets. The answer for me is clear: yes it has." 4. "With grit, patience, passion, and persistence humans can do a lot more than they think they can." 5. "You can be a good person and win. I have to look at myself in the mirror every day and be proud of not just what, but how." 6. "There's no destination on this journey so you have to enjoy the ride." With thanks to 10 East and Inflection Point Partners LLC.

Uncomplicated Wealth by Talent Financial Services, Episode 6: Tax-Exempt Investing is Out Now! By investing in assets that are exempt from certain taxes, you can potentially earn higher returns and keep more of your hard-earned money. But remember, understanding how tax-exempt investing works is key! Tune in now to learn all about it! https://lnkd.in/d8j-PtQR

In this week’s episode of Many Rappy Returns, Michael & I discuss our favourite free investing tools from across the web & today’s Dumb Question of the Week: Do backtests really work? https://bit.ly/4blc4Vi

Thank you to the Financial Standard and Karren Vergara for a 20 minute discussion on the rise of private markets in private client portfolios. The structural reallocation from public markets to private markets is another watershed moment in the continued 'institutionalisation' of private wealth and financial planning in Australia. Spire Capital has proudly been supporting Australian advice firms to navigate global private markets for over a decade. As the amount of private market opportunities for advisors continue to proliferate, we are offering select and qualified advice firms access to a customised semi-liquid private markets portfolio for retail/mass affluent clients. The strategy is focussed on identifying the best relative value across private markets and currently favours PE secondaries and private debt (direct lending). Execution is via specialist managers on preferred terms and through access vehicles customised for Australian investors. Retail investors can access via leading Australian platforms. Meanwhile, we continue to curate a rolling menu of high-conviction private market co-investments (e.g. US Data Centres) for Wholesale investors seeking outsized returns. Please reach out to investorrelations@spirecapital.com.au for access to recent White Papers (Navigating the proliferation of private markets for wealth management and Liquidity in private market funds - mirage or miracle?) and for more information on how Spire can be your firm's trusted advisor for global private markets.

As a general rule when the market is doing well, financial advisors also do pretty well. Any growth that comes from the markets is great, but it can also go right back down if/when the markets shift. That's why organic growth — positioning your business to sustain growth in any market — is increasingly important. It’s also a top priority for myself and the team at LibertyFi, LLC (powered by Aptus Capital Advisors ). Steve Gresham recently spoke with Advisorpedia about ways advisors can lay the foundation for organic growth as we stand on the precipice of the great wealth transfer. By adding next-generation clients and outsourcing day-to-day tasks like technology and asset management, advisors can focus more of their time on client relationships and business growth, while also providing your clients with access to a wide range of services. https://lnkd.in/eRigKXSV

Matching real people, asking real questions about their money, with experienced Financial Advisors. You'll hear answers to important questions on the Morgan Stanley Podcast

Matching real people, asking real questions about their money, with experienced Financial Advisors. You'll hear answers to important questions on the Morgan Stanley Podcast

In this episode, Warren Ingram explores the strategic advantages of dividend investing and its role in ensuring financial discipline within corporations. Listen now: https://bit.ly/4aEmm2l

Many DIY investors I work with have built well allocated portfolios but find themselves sorting through online research to help them make financial decisions which can be overwhelming. Some eventually reach a point where they'd much rather be enjoying a round of golf or traveling than constantly worrying about their portfolios. This podcast shares the experience of once such DIY investor and his transition to finding value in working with a financial advisor.

Matching real people, asking real questions about their money, with experienced Financial Advisors. You'll hear answers to important questions on the Morgan Stanley Podcast