Edinburgh Investment Trust PLC’s Post

This year, at the Investment Company Showcase, we departed from the beaten track and looked at more unusual approaches to UK equities, from long/short strategies to super-concentrated portfolios. Watch the panel session here: https://lnkd.in/egrEmb4Z Lucy Walker Daniel Whitestone Stuart Widdowson AURORA INVESTMENT TRUST PLC BLACKROCK THROGMORTON TRUST PLC BlackRock Odyssean Investment Trust PLC Odyssean Capital LLP Annabel Brodie-Smith Vanessa Booth Nick Britton, CFA, MCSI Nick Gardner Juliet Webber Richard Stone #investmenttrusts #investmentcompanies #investing #aicshowcase

California dreaming: As we await the splendor of #ALTSLA, make sure you've checked out the agenda for a look at the amazing conversations and panelists. CAIA President John L Bowman, CFA, will be hosting a fireside chat with Katie Koch, President and Chief Executive Officer, The TCW Group, and Jenny Johnson, Chief Executive Officer, Franklin Templeton. You won't want to miss it! https://bit.ly/3SpojaP ALTS Markets Group CFA Society Los Angeles CalALTs (The California Alternative Investments Association) #investing #financeforum #alternativeinvestments

Wondering why Alternative Investments are showing up in the news more and more lately? Are you ready to learn more about this diverse and growing asset class? Join us next Thursday, June 20 at 2:00 pm EDT, to hear from seasoned wealth advisor Lawrence Barocas, CPWA, CRPS from Snowden Lane Partners, and leading alternative investment manager executives; C. Jay Steigerwald III from Ashford Securities LLC and Michael Crimmins from Madison Capital Markets. Learn more about why Alts have been in the news so much lately and how advisors are currently utilizing Alts in their practice. There will be time for questions; register today: https://lnkd.in/eB47hg4f #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser

The reduction in the number of listed investment companies and listed investment trusts is just an indication of sector evolution. https://ow.ly/UZPZ50S96KW Ian Irvine Australian Shareholders' Association LICAT - Listed Investment Companies & Trusts Association #SMSF #financialplanning #smstrusteenews #smsfinvestors

Will local finally be lekker? 🇿🇦 During today's Investment Roundtable at, Iain Power from Truffle Asset Management shared insights on SA equities, emphasizing the impact of the new two-pot system and the subsiding global headwinds. Notably, Power mentioned that they maintain a 12% overweight position in SA equity within the Nedgroup Investment Balanced Fund compared to the average balanced fund in the country. #Investment #Roundtable #SAEquities #GlobalPerspective #AssetManagement

What underpins the Wealth Management Investment Strategy Group’s (ISG) view of US Preeminence? Has the time come to reduce strategic asset allocation to US equities with a long-term shift toward non-US equities? These questions are answered in ISG’s 2024 Outlook — America Powers On. Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, provides a summary in this new video.

Nuveen, a TIAA company poaches senior BlackRock strategist to bolster European markets team. Nuveen has hired BlackRock’s Laura Cooper as a global investment strategist to spearhead the development of the asset manager’s fixed income investment strategy. Check out Linus Uhlig's latest article 👇 https://incm.pub/3LM62le #investing #assetmanagement #wealthmanagement #finance

What will happen in the private equity secondaries market in the coming year? This is what we asked Joaquín Alexandre Ruiz from the European Investment Fund (EIF). Thank you, Joaquín, for your valuable insights! #privateequity #secondaries #2024outlook

The range of strategies NAIC's Black-owned firms invest in increases each year. NAIC’s membership currently includes 19 Black-owned firms that span real estate, private credit, hedge funds, investment management, and more. These firms have an ever-increasing impact on asset management and the economy. Join us in recognizing these Black-owned alternative investment firms, and their founders, for their exemplary expertise and leadership in their industries and communities. Learn more about NAIC member firms: https://lnkd.in/d8UNgJHq #hedgefunds #privatecredit #realestate #investmentmanagement

It was great to have James Weir from Steward Wealth join the insightful panel discussion last week at the Inside Adviser Alternatives Symposium alongside Graeme Bibby, CFA CAIA CIMA and Peter Johansson CFA, CIPM moderated by James Edmonds, CFA. Together, we delved into the intricacies of navigating the alternatives sector, offering valuable tips for those looking to make the leap. A big thank you to all involved for a stimulating discussion!    https://lnkd.in/gfDAqtWn   #AlternativeInvestments #PanelTalks #ExpertInsights