Citi’s Post

Hear from William R. Winkeler Jr., CFA, CFP®, Chief Investment Officer, on the December Market Recap. Click the link to read the article: https://lnkd.in/g9hCe9m7 What to expect: 📰 December in Review 📰 Narrow Market Leadership: What companies were responsible for the lions share of 2023 market results? 📰 What's on deck for January 2024?

Now that The Australian Financial Review has named our small caps in their top performers for 2023 (https://lnkd.in/gZvfndJs), all eyes are on this relatively unexplored corner of the ASX universe. Would you like to know more about the Elston Australian Emerging Leaders strategy? Download our latest quarterly report here: https://lnkd.in/gC8pM592 #emergingleaders #smallcap #assetmanagement

“Financial advice often has very little to do with finance. Alpha, asset management strategies – these are table stakes. Relationships are the selling point of your business.” As FinServe Network ambassador Marco R. Williams, CFP® of JP Morgan says, the financial services industry is powered by client relationships – and getting comfortable with having personal conversations with existing and prospective clients is key to winning their trust and maintaining their business. Learn more about how our Black Executive Leadership Program and his personal experiences have powered his career growth, and get his insights on how they can help yours as well! https://lnkd.in/d9BpifSv #financialservices #practicemanagement #wealthmanagement #finservenetwork #expandyouropportunities

It was great to spend some time with our teammates, clients and investors at KeyBanc Capital Markets' 25th annual Technology Leadership Forum in Vail, Colorado. The discussions were amazing - focused on the future of technology and finance.    Check out this video where I share my top themes from the event: #KBCMTech #Innovation #MiddleMarket #EmbeddedPayments #FinTech

Resilient leadership can help private equity firms maintain portfolio stability — and even growth — in markets increasingly characterized by volatility. But what does it take to develop leadership resilience? Take a look at what we’ve learned as experts in executive search. https://bit.ly/3V4raam #Resilience #PrivateEquity #ExecutiveSearch

“Financial advice often has very little to do with finance. Alpha, asset management strategies – these are table stakes. Relationships are the selling point of your business.” As FinServe Network ambassador Marco R. Williams, CFP® of JP Morgan says, the financial services industry is powered by client relationships – and getting comfortable with having personal conversations with existing and prospective clients is key to winning their trust and maintaining their business. Learn more about how our Black Executive Leadership Program and his personal experiences have powered his career growth, and get his insights on how they can help yours as well! https://lnkd.in/dmnShKCX #financialservices #practicemanagement #wealthmanagement #finservenetwork #expandyouropportunities

In 2013, I was the first employee of LDR Growth Partners I knew nothing and 10+ yrs later, I learn the more that I do learn, the less that I actually know. Most of my network doesn't know: - I was homeless for the first 3 months of LDR Growth Partners - My first office was in my 1995 Jeep Wrangler, outside of someone else's office (perhaps getting some free wifi;) - I questioned my decision for years of going all-in on a company that didn't have a business plan, had $3,000 in the bank account, I had no family money to help me make ends meat, and no business track record to fall back on (saying all that...I wouldn't recommend this approach) So not only do I externally fully support Ryan Martin in this new position. I strongly endorsed him internally, prior to this announcement, to our partnership, that we needed this hierarchical adjustment! Ryan Martin is the guy to get it done. Losing control, and authority, is not an easy thing to let go of especially when not too long ago you were the full C-Suite/Admin/trash guy/ customer rep and so on....Ultimately you are saying "there is someone else better for this next chapter". Well we preach this to other founders we purchase from, but to walk this path is not an easy. Now we have a little over 200 employees in our portfolio. They need a leader that is working on the business and not in the business. I will always be that guy that wants to jump on the shop floor and BS w/ the employees but now Ryan is going to lay out if, or when, I do that and that is a difficult thing to say, even now, out loud. I continue to work myself out of jobs LDR Growth Partners but in the end it has to be about what's best for those 200 employees. As we continue to work and invest in #manufacturing in #america! Onward and upwards!

🌟 #Leadership in the fund management industry is taking a dynamic turn as Australia's top female #investors shape the ASX with their strategic prowess. It's evident that diversity is not just a buzzword but a catalyst for superior performance on the trading floor. 💡 ✨ From Catherine Allfrey's value-oriented approach to Jun Bei Liu's long-term conviction investments, these leaders are marching to the beat of their own drums, selecting gems within the S&P/ASX 300 Index that show remarkable understanding of market trends and intrinsic value. Take a glimpse at some of the top picks: 🔬 #CSLLtd

What are some of the challenges arise against a backdrop of significant economic transformation? S&P Dow Jones Indices is hosting their annual Thought Leadership Seminar on 6 November, diving into the critical issues impacting the global economy. Meet market experts, institutional investors, and decision-makers as they share their unique insights on investment trends, opportunities in Asia, bond markets, multi-asset strategies, and more. Don't miss out on this insightful event! Learn more: https://cfainst.is/3zZ6zOg #InvestmentInsights #GlobalEconomy

The role of CEO is a human job with superhuman responsibility. Some of those responsibilities are expected—strategic vision, board management, investor relations—but many are unforeseeable, especially given the state of today's increasingly complex world. "We’ve got to be doing things that we were not prepared or trained to do," says Penny Pennington, Managing Partner at Edward Jones. Pennington believes that success in the role means having resilience, energy, and audacity, as well as a "shared conviction that what we’re doing is important work. It’s worth going into those areas of ambiguity, because if we don’t, our businesses will be irrelevant." Pennington, alongside 30+ successful current and former CEOs, provide invaluable perspective for new and aspiring CEOs in our recent project, "Excel in Your First Year of CEO." Access the full compilation here: https://okt.to/OGcqNF #ceoinsights #CEOsuccession #leadershipjourney #leadershipinsights