Claridge Inc.’s Post

Check out Andrew Grant’s Wealth Management 2024 #marketoutlook where he discusses the importance of #activemanagement and high-quality investments amidst uncertainty in the year ahead: https://bit.ly/48dAMVX #KARInsights

Here's a must-read for anyone interested in navigating the intersection of corporate mission and investor alignment. 👀 In this article, Michelle Greene, President Emeritus, Former Interim CEO, and Board Chair for LTSE, offers her insights on the critical question, "Why is it so hard for good companies trying to achieve their mission to align with good investors trying to support them for long-term growth?" https://lnkd.in/gkRh8yNH

Live TOMORROW! Kevin Kim sat down with Longhorn Investments CEO & President Michael Hoffman - discussing everything from his career journey, navigating institutional competition, the hurdles of operating in multiple states, and much more. Don't miss Mike's insights on the evolving #privatelending landscape, follow the link to subscribe to our YouTube channel now: https://heyor.ca/ZNSAfC #realestateinvesting #hardmoney

Looking forward to sharing my experience and thoughts along with other great M&A experts on this Colorado Companies to Watch panel focused on exit strategy planning. See you next Thursday!

Hear about managing complex deals, and how fractional leaders can help!

Struggling with complex deals and maximizing investment potential? Chief Outsider Slade Kobran speaks with Bob Renner at Inverness Graham about his approach to overcoming challenges and his expertise on: ✔️ Strategies for Managing Complex Deals ✔️ Unlocking Hidden Potential in Investments ✔️ Effective Third-Party Collaborations Learn from Bob's success in growing Liaison Technologies and his insights into investment opportunities. https://bit.ly/3WN6yGm #PrivateEquity #CEO #BusinessStrategy

On May 15th, Alex Roepers, Atlantic's Founder and Chief Investment Officer, will be speaking at the London Value Investor Conference. His presentation will focus on compelling value stocks. Watch his interview from the 2023 NY Investor Conference this past December, where he discusses the move from growth to value: https://lnkd.in/e_M4URFM #valueinvestment #investment #LVIC24

Exciting news! Check out this Forbes article highlighting how PG&E has risen like a phoenix with our very own CEO Patti Poppe.

Linscomb & Williams is now Linscomb Wealth! Our history meets the future as we embark on an exciting journey of transformation. Read more about this significant update below. #LinscombWealth #NewChapter #WealthManagement

Intergenerational knowledge sharing in property is vital for nurturing a strong investment community. Research shows that 70% of wealth is passed down through generations, yet only 30% of families successfully transfer the knowledge about managing that wealth. A few of the key speakers at Birmingham’s Black Business Conference were: Dexter Simms Michael Gordon NatWest Merisha Stevenson Davies Okeowo Nicole Riley Key take away from the event: Showing investors well researched, detailed plans will increase your chances of attaining funding or selling investment opportunities. This is one of the reasons we decided to offer a Business-to-business service for property sourcers. Elevate your investment deals with professional research, due diligence, reports and packaging✅. #IntergenerationalWealth #PropertyInvestment #BirminghamBlackBusinessConference #RealEstateInvesting #PropertySourcing #BusinessToBusiness #BlackHistoryMonth #LegacyCenter #Natwest #Coutts #EarnYourLeisure