CFA Society France’s Post

We're excited to announce that Homrich Berg has once again been included in Financial Advisor Magazine's list of Top RIAs. Click here for the full list and methodology: https://bit.ly/3LpdBOv #homrichberg #fiduciary #feeonly #financialadvisor #financialplanning #ria #financialadvisors #financialplanners #wealthmanagement #wealthmanagementservices

I will also be speaking on the topic of Technology & AI for Valuation Professionals so do join us on 6 March #valuation #artificialintelligence #ai

I look forward to speaking at the RICS valuation conference tomorrow on explicit DCF: could it transform our understanding, analysis and measurement of target returns and risk?

Chatsworth is proud to have been chosen as communications partner for the 2024 ICMA - International Capital Market Association annual general meeting and conference.   This flagship conference - taking place in Brussels from 22 to 24 May - brings together a membership of senior public sector officials, bankers, investors, lawyers, academics and journalists active in the cross-border bond markets.   The Chatsworth team will be on-site throughout the event, reporting on the panels and keynote speeches. Make sure to follow the ICMA’s LinkedIn feed for all the highlights and view the agenda here: https://lnkd.in/esCR2QQQ   For over 50 years ICMA and its members have worked together to promote the development of the international capital and securities markets. It has pioneered the rules, principles and recommendations to ensure resilient well-functioning international debt securities markets, which are essential to fund sustainable economic growth and development.   This is a serious and well-respected meeting which brings together leaders from across capital markets to explore the most important market developments and challenges.   #capitalmarkets #ICMA #brussels #financialregulation

CT UK High Income board praises 'sensible and pragmatic' manager as trust posts outperformance. The CT UK High Income (CHI) trust has posted positive performance for the year to 31 March 2024, with net asset value and share price total return up 11.8% and 10.2%, respectively. Check out Cristian Angeloni's latest article 👇 https://incm.pub/453DAEa #investing #assetmanagement #wealthmanagement #finance

There’s just one week left to book your place for the ICGN Washington, D.C. Conference, hosted by the IFC - International Finance Corporation - registrations must close on 22 February. Priced at just £575 for ICGN Members and £725 for Non-Members, don’t wait to secure your place: https://lnkd.in/dxMBmwwq Some of the highlights from this packed two-day agenda of expert insight and global perspectives: - Welcome remarks from ICGN CEO Kerrie Waring and an opening keynote address by Emmanuel Nyirinkindi, Vice President, Cross-Cutting Solutions, IFC. - A lively discussion on 'Regulatory race to the bottom – is the competition among Listing Regimes to encourage IPOs leading to a dilution of investor protections?', hosted by Pomerantz LLP (see ICGN's recent Statement on proposed changes to the UK listing regime: https://lnkd.in/dyDEGgsU).  - Reflecting on key points from sessions on AI and the unique aspects of emerging markets at the cocktail reception that rounds off Day One. - Kicking off Day Two with welcome remarks by Theresa Taylor, President, Board of Administration, CalPERS, followed by a keynote address from Erica Williams, Chair, Public Company Accounting Oversight Board (PCAOB). - Preparing for our plenary session on ‘Board education and the broadening remit of the board of directors’ with an introduction by Peter Gleason, CEO, NACD (National Association of Corporate Directors). - Networking with 200 influential governance professionals, coming together to consider the issues that really matter in an evolving governance and investor stewardship landscape.   ICGN are excited to welcome UBS Asset Management and ISS STOXX as sponsors of this event and thank all our sponsors for their support. We can’t wait to see you in D.C. - see the full programme and book your place: https://lnkd.in/dxMBmwwq #investors #board #assetmanagers #assetowners #governance #corpgov #stewardship #conference #event #washingtondc

What's On The #AVCA2024 Regional Forums Agenda? The forums will be four concurrent sessions focusing on East, West, North and Southern Africa and will zoom in on business opportunities, nuances and the investment landscape across the continent. These sessions will convene capital allocators, fund managers, policymakers and portfolio companies for in-depth discussions about each region's distinct challenges and opportunities, fostering a deeper understanding of the continent’s diverse investment landscape. The Agenda: 🌎 Investment Case by Region 🌎 Portfolio Company Spotlight 🌎 Seizing the Investment Opportunities  🌎 Regional Outlook presentation by AVCA View the AVCA 2024 Agenda: https://lnkd.in/e4qCwV4t

The Malaysian Finance Ministry is preparing a new Public-Private Partnership (PPP) Masterplan as part of Budget 2025 which is set to be tabled on October 18. This master plan aims to boost private sector investment in crucial public infrastructure and improve the management of risks and returns between public and private entities. I talked with BFM 89.9 - The Business Station about how this new effort, following similar ones in 1991 and 2021, might be different this time around. https://lnkd.in/g4MZG8A5

📈 California's RIA Boom! Did you know? California is leading the charge for RIAs with assets below $1B, boasting more than double the proportion of firms catering to individuals and HNIs, compared to New York. Top 4 States by AUM for these RIAs: California: $108B, 605 firms Texas: $57B, 320 firms Florida: $47B, 314 firms New York: $41B, 252 firms Stay ahead of the curve with the latest industry insights. 🔗 Follow us for more updates!