CFA Society France’s Post

Looking forward to discuss how DEI influences success and opportunity in our industry. The landscape continues to evolve. Intentional means impacts transformational outcomes. Bernstein Private Wealth Management InvestmentNews #changingthetrajectory #wealthmanagement #diversemarketsstrategy #diverseandmulticulturalwealth

Tuesday 30 April 2024: Good morning! It’s FinQuiz time 🐝 Know your finance history? Share your answers in the comments below 👇👇 ✨ What’s Brewing? Daily UK capital markets news in a dash: There are at least 9 companies announcing Final Result today: Avacta Group plc (AVCT), CAPITAL & REGIONAL PLC (CAL), Card Factory plc (CARD), Kelso Group Holdings Plc (KLSO) and Northcoders Group PLC (CODE). At least 8 AGMs are taking place today: Anglo American (AAL), BBGI Global Infrastructure SA (BBGI), Elementis plc (ELM), MINOAN GROUP PLC (MIN) and The Pebble Group plc (PEBB) 📈 Investors, want to meet companies? Check out the virtual roadshows taking place today with Investor Meet Company on InvestorMeetCompany.com. There are 9 companies presenting today including: RBG Holdings plc at 10am, Facilities by ADF PLC at 10:30am, Kooth Digital Health (United Kingdom) PLC at 11am, AVACTA GROUP PLC at 12:30pm and Shield Therapeutics plc at 2:30pm 📘 EdCit Weekly: Decoding London's Voter ID Debate. New voter ID requirements could reshape the upcoming London mayoral election. Critics argue it could disenfranchise young and minority ethnic voters. Dive into the controversy and implications for democracy: https://shorturl.at/ipr67 #FinGlitzFirst #MorningFinanceFix #TEAForGenZ #FinancialLiteracyUnleashed #genfinance #ukstockmarket #finlit #budget #investing #personaldevelopment #personalfinance #individualinvestingzone

Tuesday 30 April 2024: Good morning! It’s FinQuiz time 🐝 Know your finance history? Share your answers in the comments below 👇👇 ✨ What’s Brewing? Daily UK capital markets news in a dash: There are at least 9 companies announcing Final Result today: Avacta Group plc (AVCT), CAPITAL & REGIONAL PLC (CAL), Card Factory plc (CARD), Kelso Group Holdings Plc (KLSO) and Northcoders Group PLC (CODE). At least 8 AGMs are taking place today: Anglo American (AAL), BBGI Global Infrastructure SA (BBGI), Elementis plc (ELM), MINOAN GROUP PLC (MIN) and The Pebble Group plc (PEBB) 📈 Investors, want to meet companies? Check out the virtual roadshows taking place today with Investor Meet Company on InvestorMeetCompany.com. There are 9 companies presenting today including: RBG Holdings plc at 10am, Facilities by ADF PLC at 10:30am, Kooth Digital Health (United Kingdom) PLC at 11am, AVACTA GROUP PLC at 12:30pm and Shield Therapeutics plc at 2:30pm 📘 EdCit Weekly: Decoding London's Voter ID Debate. New voter ID requirements could reshape the upcoming London mayoral election. Critics argue it could disenfranchise young and minority ethnic voters. Dive into the controversy and implications for democracy: https://shorturl.at/ipr67 #FinGlitzFirst #MorningFinanceFix #TEAForGenZ #FinancialLiteracyUnleashed #genfinance #ukstockmarket #finlit #budget #investing #personaldevelopment #personalfinance #individualinvestingzone

First, is the Rising Star Award, to be presented by Christine Chow, PhD. After accepting her award, a brief speech from our winner Yu-Ting Fu. https://lnkd.in/ddBeXCEc #ICGN2024 #conference #governance #corpgov #stewardship #sustainability #investors #assetmanagers #assetowners #awards #ICGNAwards #RisingStar

Jordan Ostapchuk spoke at the RFK Compass Summer Investors Conference on June 10–13, 2024. In his talk, Jordan argued that capital is one of the most transformational forces of our times. The movement of capital is a powerful force that shapes economies, societies, and physical environments, both directly and indirectly, visibly and invisibly. Based on his doctoral studies at the Institute of Design (ID), Illinois Institute of Technology, he presented Capital Design as a pioneering new field that leverages powerful design capabilities like foresight, abduction, and synthesis to help investors navigate uncertainty, understand systemic risks, and reframe portfolio construction strategies. Because institutional investors have a unique opportunity to play a role in confronting our most pressing human rights challenges, Capital Design can help identify blind spots and biases in capital allocation processes to create value beyond mere financial returns, building inclusive and resilient economies.   The Robert F. Kennedy Human Rights work to ensure business and investments align with human rights norms by convening, educating, and mobilizing a global network of investors—who collectively control $7 trillion in assets under management—and corporations to address inequality as a systemic risk in order to build a more just, inclusive, and equitable economy and society for the future.   Learn more about the 2024 RFK Compass Summer Investors Conference here: https://lnkd.in/dwdk4-XE   Learn more about Jordan Ostapchuk and Capital Design here: https://lnkd.in/d3McDVnk   #CapitalDesign #RFKCompass #RFKhumanrights #impactinvestment

What an exciting day! It's the official release of the draft CRE Alliance Standards, a concrete roadmap for how companies can advance equity and inclusion, combat discrimination, and embody socially responsible business practices across the enterprise. The operating environment for companies related to social impact is fraught, but the imperative has never been greater. The standards provide a critical tool for companies who are looking to meet the moment in a way that supports business resilience and long-term competitiveness.

Happening tomorrow, CIRI’s 2024 Small Cap Symposium, don’t miss out and register today! This event is being offered in person in Vancouver or virtually. As an IRO for a small-cap issuer, you are delivering the entire IR program on your own. Wouldn't you like to know how other small-cap IR executives execute an effective IR strategy on a limited budget, leverage IR events and ESG to attract investor attention and raise capital effectively? If you said 'Yes' to any of the above, then CIRI has the program for you! This half-day event will explore the specific challenges and opportunities that small-cap issuers face and includes sessions on: ·       How to optimize the ROI of Your Small Cap Budget with Rhylin Bailie, F.CIRI ·       Finding the Opportunity in ESG for Small-Caps with Stefan Parker ·       The 123s of Successful Financing Nicholas Van Dyk, CFA ·       What constitutes good analyst coverage and how to attract it with Hamir Patel Don’t miss out! Register and learn more here: https://lnkd.in/gvi3Aadf. #CIRI2024 #IRchat #investorrelations #smallcaps #smallcap #smallcapstocks

"Optimism isn't a belief that things will automatically get better; it's a conviction that we can MAKE things better". It's not always easy or even possible to hold onto conviction but if we want the future to look better, we have to find ways to fuel our conviction. I love how Melinda French Gates quote above and Obu's postcard turn optimism from something 'nice' into something powerful. Hope, inspiration and connection are all required ingredients for fuelling optimism and conviction, which is why I'm really excited to be taking part in these 3 events in the next few weeks and I'd love for you to join me: 🎟 On Thursday I'll be joining Catherine Gray and fellow panelists for the first screening on the global tour of Show Her The Money in London. The last few tickets remain - if you want a hit of hope and inspiration, join us! 🏔 Next Tuesday I'm joining Price Waterhouse Coopers- PwC 'Women in Tax' event in the Midlands to share 5 lessons from my experiences in entrepreneurship and endurance challenges that fuel my conviction that purpose, equality and impact in business aren't just a nice-to-have. Tickets available now. 🌊 And on 12th June I'll be joining Amy Newton and Inclusive Angels in Bristol for their event 'The Ripple Effect: Changing the face of Angel Investment', where I'll be having a conversation with Dr. Jill Jones on inclusive angel investing. If you'd like to fuel your conviction, join us - because the only way we're going to build a better future is to do it together. Links for tickets in the comments. 📷 One in a series of postcards that sits on my desk, created for Obu by my creative dream team Anna and Carrie 👊 #overbeingunderfunded #purposefulbusiness #angelinvesting #impactbusiness

Stacked agenda for the premier investment conference of the year! Global thought leaders in alternative asset management & allocation, innovators and policy makers… Who are you looking forward to connecting with?

Australia’s ultra-wealthy are increasingly looking to invest their #money offshore, says LGT Crestone Wealth Management Limited’s, chief executive, Michael Chisholm. Last week he spoke exclusively to Glenda Korporaal about this growing #trend, attributing it largely to more opportunities in emerging #tech, such as #AI, and #private #investments. According to Michael, while #Australian #investors have traditionally been heavily concentrated in #domestic #equities as well as #cash, this is shifting amid #geopolitical uncertainty. With this evolving #investment landscape comes a growing demand for expert #advice. In response, LGT Crestone has added 23 #advisers over the past two years, including Mason Allamby and Steve Collins. Read the full article at The Australian link below. https://bit.ly/3LPVZvB