Curinos’ Post

I love this photo reel, especially the top one of my co-founders and dear friends, Neil Bage and Joy E. Lere, Psy.D., (Only missing is our other partner Meghaan Lurtz.) Future Proof has been a home for Shaping Wealth for 3 years now. Thanks to what Matt Middleton and Joshua Brown, and their remarkable teams, have built, we've made countless new friends while reconnecting with old ones. From the jump we've had a disruptive mindset, so it was easy to align with the Future Proof and Ritholtz families, who also refuse to live by old scripts. With each passing year, I've seen our message land better and more broadly. The wealth business is going through a low-key revolution driven by alternative mindsets, business plans, and technologies. There was an electric vibe at Future Proof this year driven by firms willing to break with legacy and lean into entrepreneurship and adaptation. For us, that has meant transcending the planning world's nice-sounding but empty phrases like "client-centric" and "goal-oriented" by plumbing the timeless qualities of our humanity in combination with the most leading-edge insights from modern behavioral science in order to engage financial advisors as the true servant-leaders they are, or aim to be. It has meant discarding old notions of education (as a cost center) and elevating new notions of learning (as an investment) as central to a firm's growth strategy. It has meant meeting people where they are while at the same time signposting where they might want to be. Who they want to be. So-called "human" advice starts squarely with human capital. It's as much luck as skill that has led me to run a company that is unique its ability to help the wealth industry invest in its human capital. To strive to become future-proof. What I love about this community is that it invokes the art of the possible. New ways to host events, manage money, advise clients, train advisors, scale technology, build connection, navigate complexity, and -- notwithstanding 30k 1x1 meetings and some fabulous parties -- find signal in the noise. See you in Miami.

As 2024 begins and temperatures on Wall Street plummet, Financial Planning transports us back to warmer days and one of the hottest wealth management events of 2023. In this video interview at the 2023 Future Proof Festival, Advyzon CRO John Mackowiak speaks with Justin L. Mack about connecting with clients, consolidating technology, and more. Watch now:

Is 2024 shaping up to be a new chapter for private markets? Read my latest weekly column in Citywire to learn why I believe 2024 will be the year that alternatives begin to be viewed as "traditional," In large part due to the continued evolution of alts market infrastructure innovation and the merging of traditional private market firms and progressive technology solutions. I cover how the industry's largest firms, like BlackRock and Blackstone, amongst many others, have figured out how to bring together the best of "fin" and "tech" to use their size and scale to build (BlackRock's Aladdin®), invest (BlackRock & Blackstone's investments in iCapital, 73 Strings, LemonEdge, Canoe Intelligence & others), or acquire (BlackRock's acquisitions of eFront & Global Infrastructure Partners (GIP)) that connect the dots between AUM and technology - and everything in between. https://lnkd.in/eWZf7u3n

How is AI making an impact in private equity? https://okt.to/RENvgr In our next webinar with Private Equity Wire, Jourik Migom, Thoma Bravo's David Tse, Livingbridge's Steve Jones and Permira's Ben Rogers discuss ⤵️ 💡AI and in-house technology 💡Growth opportunities 💡Impact of disruptive tech on portfolio value creation 💡Deep tech and software assets Join us on April 18—and get the full industry report on these topics when you register above!

Based on Infrastructure Investor's 2024 LP Perspectives study, only 8% of LPs plan to increase investments in first-time funds. Our AI-powered Magic Box feature can help you effortlessly import and analyze data on emerging managers. Make informed decisions with Vyzer. Link in bio.

📰 An article from Stableton CEO, Andreas Bezner, CFA, has recently been featured in a special edition of Finanz und Wirtschaft - "Institutionelles Anlegen". Discover why institutional investors are turning their sights towards private markets and how Stableton's data-driven approach to secondaries is providing access to the leading privately-held technology giants by breaking the entry barriers and offering increased liquidity. Read the full Finanz und Wirtschaft special edition "Institutionelles Anlegen" here: https://lnkd.in/eGbcpadm

Great analysis here 👇 from Michael Sidgmore as to how technology is going to help transform #privatemarkets by further integrating into Wealth Portfolios. Proud that 73 Strings is at the forefront of this transformation!

Gone are the days with clients saying they are doing everything on excel! Have a listen to the experts on latest technology transformation and how it benefits asset managers and their investors globally. #oneiqeq #technology #fundadministration

💸 Unlock High-Yielding Opportunities in Private Markets! 💸 Curious about how digital corporate bonds can enhance your portfolio with direct, high-yielding access to private markets? Join our upcoming webinar to learn how Obligate uses cutting-edge distributed ledger technology to connect investors with exclusive debt-financing opportunities. If you’re seeking smarter investments and attractive yields, this is a must-attend! Obligate Nadine Gisdon Oscar Buhler Stephan Français THOMSON COMPUTING / METAVISIO #HighYieldInvesting #CorporateBonds #PrivateMarkets #DLT #Fintech #Obligate