Big thank you to the team at Allfunds for inviting us to their annual event at the Houses of Parliament last night. As always a well attended event with some insightful speakers from inside and outside the industry. A really interesting panel discussion on the alternatives market, the use of LTIF’s and LTAF’s and what the future in this asset class may hold, and what Allfunds are doing to support this space and more. Bradley Lewis Claudio Pagliara Karen Burfoot Tom Wooders #allfunds #wealthmanagement #commonsense
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When you put the participant at the center of your product design, everything else falls into place. Our CEO, Dave Paulsen, explains how ARS has taken an innovative approach to lifetime income solutions in a recent webcast with Dimensional Fund Advisors and LeafHouse. See the full clip here: https://hubs.li/Q02GZYkC0
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#Throwback to when Kevin Kim sat down with Senior Managing Director of Capital Markets, Sortis Holdings, Inc., Mark Jury! Kevin and Mark discussed Sortis' business, Mark's perspective on institutional #investors in #PrivateLending, and more. Follow the link to listen now: https://bit.ly/3RPYBxn #ICYMI
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Much like a well-balanced quartet, your financial team needs to collaborate in harmony. Each instrument, every team member, contributes their unique talents for a balanced financial composition. The outcome? A promising tune of financial stability and progress. #badiigroup #businessowner #financialplanning #secondopinion #southlaketx #westlaketx
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#ICYMI, we published Part 3 of our snapshot series including our #CRE Property Listing Index derived from data from the #LightBoxRCM platform. While the index was down 10.7 basis points year-over-year in 4th quarter, investor engagement was rising up! 🔎 Check out report here: https://lnkd.in/g4jbwW-h #commercialrealestate #capitalmarkets #investmentsales #investors #brokers
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I'm happy to report this new Tweet from Powerdyne International, Inc. is in fact the real deal $PWDY Update: The company is excited to announce that we have retained the services of The Kinsley Street Investors Group to assist with our move up to the OTCQB Market. Stay tuned for more exciting news next week. #pwdy #updates #investors
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Great to see Gustav Pegers from Orient Capital representing MUFG Pension & Market Services at the upcoming LSEG (London Stock Exchange Group) webinar on new IR tools and solutions! It should be a great listen/watch, re-posting this for my IR network, should they find it of interest. #InvestorRelations #CorporateGovernance #CapitalMarkets
What are the new tools that IR teams are using? 🔗 Click here to register and find out more: https://lseg.group/3BHzJ55 Register for the second part of our Investor Relations Webinar Series to hear from our Marketplace members 📌 Simon Bennison (Emperor), Michael Roper (Irwin), Gustav Pegers (Orient Capital) and Bob Huxford (SEC Newgate UK) as they provide their expert insights on how a change in trends has caused a shift in solutions for IR teams. The discussion will be chaired by Emma Sisson (LSEG (London Stock Exchange Group)). 📆 Tuesday 29 October 14:00 - 15:00 BST #IssuerServices
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Attending #SFVegas and can't choose between panels, or simply had to skip everything altogether this year? We've partnered up with KBRA to bring you daily recaps of this year's SFVegas to help keep you in the loop about everything that's happening, so you can stay one step ahead, every step of the way. Download Monday's recap now - http://spr.ly/6043X6cbV Sponsored by KBRA #securitization #capitalmarkets
SFVegas 2024 Conference: KBRA’s Monday Recap
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Did you catch our Avison Young | US Capital Markets Q2 Overview with Erik Russell Edeen Scott A. Singer Rory Murphy? Follow the link for more: https://lnkd.in/gTfbA-_B #realestate #realestatemarket
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Taking a breath as markets are closed. However, work on ETFMandate continues, even over the Easter weekend. So excited about this journey and about the launch of my flagship, the Premium Newsletter! Do not miss it! Follow now www.etfmandate.com and subscribe for the FREE Newsletter #Launch #Newsletter #InvestmentOpportunities #ETFMandate #ETFinvesting #MultiAsset #SingleStocks #PremiumNewsletter #Flagship ETFMandate by IDT Wealth Advisory AG Independent - Dynamic - Transparent
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Head of Sales and Relationship Management UK & Ireland at Allfunds
4moThank you for joining us Lee and was great to catch up.