Certified Investment Fund Director Programme’s Post

Dalia Blass, S&C’s Senior Investment Management Partner, will speak at ICI’s 2024 Investment Management Conference, held from March 17 to March 20. The conference brings regulators and industry experts together to discuss the most pressing issues facing asset managers and where the industry is headed. Learn more and register: https://lnkd.in/e9v3mFrx

Often, asset management requires the ability to evaluate investment opportunities and navigate market conditions with assurance, all whilst leading teams and engaging with clients amongst economic uncertainties. Undoubtably, doing this well requires a high level of both emotional and financial intelligence. However this skill can be developed and improved at any stage of an investors' career, through targeted work with Goldcrest Partners' expert coaches. Follow us on LinkedIn and visit our website to ensure your business is fit for the future: https://lnkd.in/e7ZjUd8v At Goldcrest Partners, we enable Financial Services firms to grow their most important asset - their people - through cutting edge leadership development and strategic thinking. #quote #assetmanagement #investment #economy #finance #financialservices #clients #economy #experts #coachingforinvestors #inspiration #motivation #corporatestrategy #businessinnovation #leadershipexcellence #seniorexecutives #businessprofessional #corporatevisionary #leadershipinsights #corporatesuccess #businessinfluence #executivemindset #corporateachievement

Endeavour Insights: Ryan Speciality Case Study The CI Endeavour Fund is a concentrated portfolio of global small companies, one of which is Ryan Speciality Group. This case study shares highlights and insights from a memorable meeting with the Ryan Specialty Founder, Pat Ryan, and President Tim Turner. In an underfollowed universe, quality relationships are critical. Endeavour Fund portfolio managers Geoffrey Di Felice and Marcus Guzzardi invest significant time in researching companies and building relationships with executive teams around the world, which allows for deep understanding, partnership, and alignment of values between the CI investment team and the company executive: “We have developed a simple saying: 'We don’t write corporate biographies’. By this we mean, we’re not looking to write about past victories, we want to participate in future success. We look for leaders with a track record of success, AND with their best years ahead of them.” For further information about the Endeavour Fund: https://lnkd.in/gQnHhMzk Case study link https://lnkd.in/gs6dXrV3

📅 Mark your calendars! On 1 October, we will welcome an exclusive gathering of esteemed institutional investors, executives and government officials in Riyadh to our second annual Middle East Investment Conference. Join us, as our global senior leadership team host engaging discussions on a range of topics, including global asset allocation trends, alternative investment opportunities, and in-depth explorations of real assets and hedge funds. 🖋 To RSVP, secure your place here: #investing #leadership #investors

📅 Mark your calendars! On 1 October, we will welcome an exclusive gathering of esteemed institutional investors, executives and government officials in Riyadh to our second annual Middle East Investment Conference. Join us, as our global senior leadership team host engaging discussions on a range of topics, including global asset allocation trends, alternative investment opportunities, and in-depth explorations of real assets and hedge funds. 🖋 To RSVP, secure your place here: #investing #leadership #investors

David Coombs, ACT Global Leadership Council member and Head of Multi-Asset Investments Rathbones Asset Management, shares how he believes the ACT framework is a force for positive change. Read on to learn how David believes corporate culture drives performance and that adding greater diversity of thought brings more challenge and ultimately better outcomes for clients: https://lnkd.in/epKxr7wf #investorsact

Please join Timothy D. Calkins, CFA, on June 17th for the #ALTSNY - Private Wealth CIO Keynote Panel: Creating the Optimal Multi-Asset Portfolio for Your Investors in 2024 Top thinkers and chief investment officers in the private wealth space share their investment and industry views about their projected macroeconomic outlook and how the democratization of alternatives factors into the evolution of the wealth management business. The panelists will aim to answer the following questions, including but not limited to: As alternatives become more accessible, what role do they play, how can the structure be evaluated, and how can the performance be accurately measured? What is the optimal structure in which these alternatives should be held, and how should clients think about this asset class holistically as part of their generational wealth plan. Moderator: Timothy D. Calkins, CFA Calkins, CFA, Co-Chief Investment Officer, Nottingham Advisors Asset Management Panelists: Wayne Yi, Chief Investment Officer, Simon Quick Advisors, LLC Michael Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors Alvina Lo, Chief Wealth Strategist, Executive Vice President, Wilmington Trust Sandip Bhagat, CFA, Chief Investment Officer, Whittier Trust Company Markets Group | CAIA Association | CFA Society New York

📅 Mark your calendars! On 1 October, we will welcome an exclusive gathering of esteemed institutional investors, executives and government officials in Riyadh to our second annual Middle East Investment Conference. Join us, as our global senior leadership team host engaging discussions on a range of topics, including global asset allocation trends, alternative investment opportunities, and in-depth explorations of real assets and hedge funds. 🖋 To RSVP, secure your place here: #investing #leadership #investors

📅 Mark your calendars! On 1 October, we will welcome an exclusive gathering of esteemed institutional investors, executives and government officials in Riyadh to our second annual Middle East Investment Conference. Join us, as our global senior leadership team host engaging discussions on a range of topics, including global asset allocation trends, alternative investment opportunities, and in-depth explorations of real assets and hedge funds. 🖋 To RSVP, secure your place here: #investing #leadership #investors

📅 Mark your calendars! On 1 October, we will welcome an exclusive gathering of esteemed institutional investors, executives and government officials in Riyadh to our second annual Middle East Investment Conference. Join us, as our global senior leadership team host engaging discussions on a range of topics, including global asset allocation trends, alternative investment opportunities, and in-depth explorations of real assets and hedge funds. 🖋 To RSVP, secure your place here: #investing #leadership #investors