Last week, Capital Group introduced its Long-Term Strategic Plan (LTSP) to our associates. The LTSP builds upon decades of evolution within our firm and maps our course to the year 2031 – our 100th anniversary. In the LTSP, we’ve outlined four guiding priorities: 1. Deliver superior investment results 2. Evolve with our clients 3. Simplify and scale 4. Invest in our culture and the associate experience To our centennial and beyond, we’ll remain rooted in our mission to improve people’s lives through successful investing. #CapGroupGlobal
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InvestmentNews recently caught up with our CEO, Dave Welling to delve into our M&A strategy and the nuances of integrating the firms that become part of our family. “The process of finding sellers is really important, but the value creation for the consumer, the employee, and the shareholder all happen after the acquisition,” says Welling. 🗨️ Dive deeper into the conversation here: https://buff.ly/3PgNpIf
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A Deep Dive into Berkshire Hathaway’s Business Model Understanding the intricacies of Berkshire Hathaway’s business model reveals the strategic prowess behind one of the world’s most successful conglomerates. Berkshire Hathaway’s diversified portfolio spans insurance, utilities, railroads, and a robust equity portfolio, ensuring stability and growth across economic cycles. By focusing on acquisitions that enhance its core competencies, Berkshire Hathaway continues to maintain its competitive edge. Explore more about how this model sets the company apart and drives its sustained success. #qub #Equityresearch #Financialanalysis
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MCE is starting out 2024 reflecting on last year’s incredible achievements. One of these exciting wins is reaching our highest-ever portfolio of $77M, all of which is invested in impact-driven companies uplifting the economic and environmental health of their communities in emerging markets. This success is largely due to an impressive $40M in disbursements last year alone. Responding to tremendous demand for our capital, there was a focus on new client acquisition–allowing us to bring on 16 new partners throughout all of MCE's regions . Thank you to our Investment Team members for your tireless work and commitment to the companies and people we serve! Abel Cuadrench i Tristany, Renaud Duverger, CFA, Mónica Furuya, Carolyn Han, Laura Lueken, Newton Nthiga, Lamia Ouederni, Elena Pons, Jimena Quiroz, CFA, and Maria Raurell Carulla. #2023Highlights #ImpactInvestment #InclusiveFinance
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Investec has hired former Eaton Partners Director Stefano Manna to lead its new GP-leds advisory team. The new team will focus on the mid-market, offering solutions including single and multi-asset continuation vehicles. Jonathan Arrowsmith, Head of Investment Banking at Investec, said, “While we expect IPO and M&A markets to improve next year, it’s clear that GP-led secondaries are not going away anytime soon. As we continue to build our presence across Europe, having a market-leading advisory offering for GPs, led by Stefano, will be critical.” Create a free SecondaryLink account: https://lnkd.in/g5t_Hgqg Subscribe to our newsletter: https://lnkd.in/eguN2zZn #Secondaries #Secondary #SecondaryMarket #BankingIndustry #AlternativeInvestments #Advisory #Advisor #GP #Funds #FinanceJobs #HiringandPromotion #Leadership #BankingJobs https://lnkd.in/dP-iRriD
Investec hires former Eaton Partners Director to lead new GP-leds advisory team
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Our CEO Stan Gregor Gregor opens our 2023 SGP conference! Day one was full of valuable insights on M&A, portfolio management, and the unique Summit growth model created with and for its family of advisors. #SummitStrong #WealthManagement #EquitableEquity #Advisors #FinancialPlanning Merchant
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Celebrating 5 Years of Success! Our Small and MidCap Opportunities strategy at Hilton Capital Management has reached an incredible milestone. Thank you to our amazing team and valued clients for making this journey possible. Here's to continued growth and prosperity! For more information about our Small and MidCap Opportunities strategy, check out the link below: https://lnkd.in/eddSymG4 #SMIDCap #InvestmentStrategy #Investing
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Our stellar Small & MidCap Opportunties (SMCO) SMA strategy just turned 5 yrs old! Thank you and Congrats to Hilton Capital Management, LLC PM Tom Maher for his exemplary management of the SMCO strategy. To have the results we've had over 5 yrs speaks volumes to his teams knowledge and prudent risk management in a challenging & typically volatile asset class. See article & links below. (The SMCO strategy is also now available via active ETF launched Nov 2023). #SMID #smallcaps #midcaps
Celebrating 5 Years of Success! Our Small and MidCap Opportunities strategy at Hilton Capital Management has reached an incredible milestone. Thank you to our amazing team and valued clients for making this journey possible. Here's to continued growth and prosperity! For more information about our Small and MidCap Opportunities strategy, check out the link below: https://lnkd.in/eddSymG4 #SMIDCap #InvestmentStrategy #Investing
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As we stand at the threshold of a new year, it is with great pride and enthusiasm that we share a concise yet comprehensive overview of Pinnacle's achievements and performance. TRACK RECORD For over half a decade, Pinnacle has maintained an impeccable track record, boasting a 100% success rate in introducing diverse investment opportunities. This enduring success speaks volumes about our commitment to excellence and the unwavering trust our clients and partners place in our expertise. AVERAGE 12-MONTH RETURN Our dedication to delivering tangible value to our investors is evident in the impressive average return of 15% over the past year. This performance underscores the reliability and profitability of our ventures, reinforcing Pinnacle's position as a beacon of success in the investment landscape. DIVERSE ASSET CLASSES At the core of our strategic approach is the engagement in four distinct asset classes: Property Development, Waste to Energy, Wealth Management, and Energy. This diversification not only shields us from market volatility but also positions us to capitalise on a broad spectrum of opportunities, ensuring sustained success. REINVESTMENT RATE One of the standout achievements this year is our remarkable reinvestment rate. An astounding 82% of our investors have chosen to reinvest, a clear testament to the trust and satisfaction fostered by our investment opportunities. This high reinvestment rate is a reflection of the enduring value we bring to our clients. REFERRAL SUCCESS A point of pride for Pinnacle is the fact that over 30% of our investors actively refer a friend. This impressive referral rate is a clear indication of the confidence in our offerings and the positive experiences our clients have had. It underscores the belief in the value we provide and the trustworthiness of Pinnacle. As we reflect on our achievements, we extend our sincere gratitude for the continued support and trust our clients and partners, have placed in Pinnacle. Looking ahead, we are excited about the prospects for the coming year and remain dedicated to delivering exceptional results and fostering lasting partnerships. #responsibleinvestment #investments #investors #investmentmanagement #wealthmanagement #alternativeinvestments #investmentincome #investmentgrowth #investmentadvisor #investmentintroducer #investmentbroker #investmentdistibuter #investmentopportunities #endofyear
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Explore the nuanced process of integrating Registered Investment Advisors (RIAs) with insights from Dave Welling, CEO of Mercer Advisors. Learn why Welling prefers the term 'integrator' over 'aggregator' and discover key strategies for success post-merger. https://hubs.la/Q02nXxyn0
The intricacies of integrating RIAs at Mercer
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There are barriers and challenges that cause division during the process of preparing the #NextGen to contribute in building a long-lasting family legacy. If succession planning is not executed well, there could be after-effects. Read our latest blog for insights: https://ow.ly/vKTg50R0MTF #FamilyBusiness #PwCPrivate
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