Thanks to Leo Almazora at InvestmentNews for covering our launch. He discussed our acquisition of Mount Yale Capital Group, our new executive chairman, and our plan to introduce a new co-investment opportunity for our partner firms called Alt:62. “Launching exclusively with family office capital empowers us to pledge to our partners that we will not compromise our shared vision,” our founding partner Jim Dickson said about Alt:62. Click to read the whole article. #ElevationPointLaunch #WealthManagement #RIAs #FinancialAdvisors #Independence #GrowthPartnership #ValueAligned #OCIO #AdvisorSupport Elevation Point, LLC is an independent financial services firm and uses a variety of different investment strategies. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person.
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Jason Miller, CFP®, CPWA®, Chief Operating Office at Crewe Advisors, shares insights in Charles Paikert's Family Wealth Report article regarding private equity's increasing influence in the RIA sector. Highlighting the 2023 ECHELON RIA M&A Deal Report, Miller discusses the attractive nature of the recurring revenue model to PE firms and their significant role in industry consolidation. https://lnkd.in/ghzmmsTr
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Jason Miller, CFP®, CPWA®, COO at Crewe Advisors, shares insights in Charles Paikert's Family Wealth Report article regarding private equity's increasing influence in the RIA sector. Highlighting the 2023 ECHELON RIA M&A Deal Report, Miller discusses the attractive nature of the recurring revenue model to PE firms and their significant role in industry consolidation. https://lnkd.in/gRZqbijU
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We’re heading to the 12th Annual Private Equity New York Forum! Join Karl Malchow and Sean Tinney, MBA on May 15, 2024, for a day filled with discussions spanning the entire landscape of private equity investments. The forum will discuss sectors, due diligence, and private equity investment opportunities in both the US and around the world! #FinancialServices #NewYork #PrivateEquity #PrivateMarkets #MarketsGroup #PrivateEquityForum
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Experienced Financial Advisor helping tech clients fulfill their financial dreams.
Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocation ideas. https://bit.ly/3MD2Kky
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Another CAIS Live in books. Over 70 advisors joined us in Dallas at the historic Old Parkland for the day. Had the chance to moderate a discussion with Warren Seubel and Shane Williams on the future of Alts technology and what we're doing to streamline the alternative investment transaction journey. Next up: Boston. 🚂 Want to join us? Check out the city roster and join the waitlist: https://lnkd.in/ecp5g5JF #alternativeinvestments #financialadvisor
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A great quick and detailed read to see how Mariner has grown as an RIA since it's inception, and some interesting thoughts regarding the industries trajectory looking forward.
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Private equity has been at a standstill for the last several quarters, but is that changing? Louise Smith of Apogem Capital joins host Lauren Goodwin to discuss the private equity landscape: capital conditions, opportunities, risks, and allocation ideas. https://bit.ly/3ZpBRbE
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Private wealth firms are increasingly investing like institutional peers by embracing alternative investments. Carolyn Patton, CFA, Head of Private Market Client Solutions at TIFF Investment Management, stresses their need for diversified exposure beyond secondaries and how RIAs are turning to OCIOs like TIFF for access to alternative strategies honed over decades of manager relationships. "RIAs are tapping OCIOs precisely when firms like TIFF have cultivated alts strategies from longstanding partnerships," she explains. https://lnkd.in/enwqf9Ve #OCIO #AlternativeInvestments #PrivateWealth #RIA Links or tags above may be to third party sites not operated by TIFF. We are not responsible for, nor do we endorse, any such third-party content.
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Registered Representative with NYLIFE Securities LLC helping individuals and business owners to create, build, and preserve wealth
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