FMAA Sydney’s Post

In managing wealth, one often overlooked asset is the #HumanCapital. It is the collective knowledge, skills, and experiences passed through generations that shape family legacies. The #GoldmanSachs family exemplifies this, blending financial success with strategic investment in #HumanCapital. From the pioneering spirit of Marcus Goldman to the visionary leadership of subsequent generations, they understand the transformative power of investing in people. At the heart of their success is the #FamilyOffice – a dedicated entity entrusted with managing the family's wealth and promoting its long-term growth. But beyond the financial strategies, the #FamilyOffice plays an important role in developing #HumanCapital: 🌹Education and Mentorship: Investing in future generations with top-tier education and mentorship programs. 🌹Values and Ethics: Prioritizing #Integrity, #Excellence, and #SocialResponsibility, ensuring wealth is managed with purpose. 🌹Innovation and Adaptability: Embracing change, driven by diverse perspectives and entrepreneurial spirit, to seize new opportunities. 🌹Community and Legacy: Giving back through philanthropy and civic engagement, leaving a lasting impact on future generations. The Goldman Sachs family story teaches us the value of #HumanCapital in #WealthCreation. As we chart our paths to prosperity, let us invest in people – for it is through Human Capital that we build not just #Wealth, but enduring #Legacies that span generations. #WealthManagement #HumanCapital #MeristemFamilyOffice #LegacyPlanning #MultigenerationalWealth

Why are women and people of colour not a long term investment is really question? Why invest 1billion and then not continue with this as a long term strategy? We are by no means yet at the point where these strategies can be scrapped as the investments are equitable across the board...?

📈💼 Top Goldman Sachs Executive Embarks on New Journey with Millennium 🚀 In a significant move that's capturing the attention of the financial industry, Philip Berlinski, the esteemed global treasurer of Goldman Sachs, has decided to chart a new course in his illustrious career. After dedicating 24 remarkable years to Goldman Sachs, Berlinski is set to join the ranks of Millennium Management, a leading New York-based hedge fund. This transition comes from insights provided by individuals close to the matter, marking a noteworthy shift in the financial landscape. Goldman Sachs, renowned for its pivotal role in global finance, has often been regarded as a vital launchpad for professionals aiming to explore new horizons in the finance sector. Berlinski's move to Millennium Management is a testament to the ongoing synergy between traditional banking institutions and the dynamic world of hedge funds. As the financial community watches this development, questions about the implications for Goldman Sachs and Millennium Management's future strategies abound. Berlinski's extensive experience and strategic insights are anticipated to bring a fresh perspective to Millennium, potentially driving innovative initiatives and growth. This move underscores the vibrant and ever-evolving nature of the financial services industry, where adaptability and foresight are key to navigating the complexities of global markets. #Finance #CareerMoves #GoldmanSachs #MillenniumManagement #IndustryNews Feel free to engage with this post, share your insights, or tag a colleague who might find this transition intriguing! 🌐🔍

Real life stories of raising funding at Barclays Eagle Labs John N. Talking about making sure having a real #valueproposition, knowing problem are you solving how much does it cost to solve and make sure what you are building solves the problem “Hardest thing find right people at right sector right phase in the investment industry”. Ben Davies talking The importance of the #team - can they adapt when needed. Why here, why now. Also about starting #investment conversations early as it takes a lot longer than you think. Also make sure talking to the right people in the #venturecapital company - remember they have to sell your proposition to their investment committee - so you have to be clear. “No #founder has ever said raising money was easy - so find investors who invest in what you do” Great, real, no nonsense advice

Hey, did you know that BlackRock was originally called Blackstone Financial Services before becoming BlackRock? Steve Schwarzman, co-founder of Blackstone, invested $5 million in Blackstone Financial Services but later chose not to dilute the company’s shares. Eventually, PNC Bank played a role in pushing for a name change, leading to BlackRock. Larry Fink, BlackRock’s co-founder, wanted to keep part of Steve Schwarzman’s heritage in the name, with "Schwarz" meaning "black" and "Stein" meaning "stone." They decided to use “BlackRock,” keeping the same meaning. Interestingly, when Schwarzman was raising his first fund, he had a similar experience with GE’s Jack Welch, who was initially hesitant but eventually invested. When Larry Fink was raising funds for BlackRock, it’s possible Schwarzman offered him advice, showing an interesting connection between the two firms. From the book “What it takes” #BlackRock #Blackstone #SteveSchwarzman #LarryFink #PrivateEquity #AssetManagement #FinanceFacts #WhatItTakes #InvestmentBanking #PNCBank #FinancialHistory #Fundraising #WallStreet

𝑯𝒊𝒔𝒕𝒐𝒓𝒚 𝒂𝒃𝒐𝒖𝒕 𝑹𝒐𝒕𝒉𝒔𝒄𝒉𝒊𝒍𝒅 𝒇𝒂𝒎𝒊𝒍𝒚 👨👩👧👦 𝑇ℎ𝑒 𝑅𝑜𝑡ℎ𝑠𝑐ℎ𝑖𝑙𝑑 𝑓𝑎𝑚𝑖𝑙𝑦 𝑖𝑠 𝑜𝑛𝑒 𝑜𝑓 𝑡ℎ𝑒 𝑚𝑜𝑠𝑡 𝑤𝑒𝑙𝑙-𝑘𝑛𝑜𝑤𝑛 𝑎𝑛𝑑 𝑖𝑛𝑓𝑙𝑢𝑒𝑛𝑡𝑖𝑎𝑙 𝑓𝑎𝑚𝑖𝑙𝑖𝑒𝑠 𝑖𝑛 𝑡ℎ𝑒 𝑤𝑜𝑟𝑙𝑑 𝑜𝑓 𝑓𝑖𝑛𝑎𝑛𝑐𝑒 𝑎𝑛𝑑 𝑏𝑎𝑛𝑘𝑖𝑛𝑔. 𝐻𝑒𝑟𝑒 𝑖𝑠 𝑎𝑛 𝑜𝑣𝑒𝑟𝑣𝑖𝑒𝑤 𝑜𝑓 𝑡ℎ𝑒𝑖𝑟 ℎ𝑖𝑠𝑡𝑜𝑟𝑦, 𝑛𝑒𝑡 𝑤𝑜𝑟𝑡ℎ, 𝑝𝑎𝑠𝑡 𝑟𝑒𝑐𝑜𝑟𝑑𝑠, 𝑎𝑛𝑑 𝑏𝑜𝑡ℎ 𝑝𝑜𝑠𝑖𝑡𝑖𝑣𝑒 𝑎𝑛𝑑 𝑛𝑒𝑔𝑎𝑡𝑖𝑣𝑒 𝑎𝑠𝑝𝑒𝑐𝑡𝑠 𝑎𝑠𝑠𝑜𝑐𝑖𝑎𝑡𝑒𝑑 𝑤𝑖𝑡ℎ 𝑡ℎ𝑒 𝑓𝑎𝑚𝑖𝑙𝑦: 𝐇𝐢𝐬𝐭𝐨𝐫𝐲:📑 The Rothschild family originated from Frankfurt, Germany, in the late 18th century. Mayer Amschel Rothschild established a banking business that expanded across Europe, with branches in major financial centers. 𝐍𝐞𝐭 𝐖𝐨𝐫𝐭𝐡: 💰 The net worth of the Rothschild family is not publicly disclosed due to the family's private nature and diversified holdings. However, they are estimated to have a significant fortune accumulated over generations. 𝐏𝐚𝐬𝐭 𝐑𝐞𝐜𝐨𝐫𝐝𝐬 : 🧾 Banking Empire: The Rothschilds played a crucial role in the development of international banking, financing governments, industries, and infrastructure projects. Wealth Management: They are renowned for their expertise in wealth management, asset protection, and investment strategies. ➡️ 𝑃ℎ𝑖𝑙𝑎𝑛𝑡ℎ𝑟𝑜𝑝𝑦: 💭 The family has a history of philanthropy, supporting various charitable causes, cultural institutions, and educational initiatives. 𝐏𝐨𝐬𝐢𝐭𝐢𝐯𝐞 𝐀𝐬𝐩𝐞𝐜𝐭𝐬:✅ Rothschild family who contributed to the growth of modern banking systems and capital markets. ➡️ 𝐽𝑜𝑏 𝐶𝑟𝑒𝑎𝑡𝑖𝑜𝑛: 🧑🎓 Their banking operations and investments have contributed to job creation and economic development in various regions. Cultural and Educational Contributions: The family's philanthropic efforts have supported the arts, sciences, and education globally. 𝐍𝐞𝐠𝐚𝐭𝐢𝐯𝐞 𝐀𝐬𝐩𝐞𝐜𝐭𝐬:❎ 𝑪𝒐𝒏𝒔𝒑𝒊𝒓𝒂𝒄𝒚 𝑻𝒉𝒆𝒐𝒓𝒊𝒆𝒔: 🚫 The Rothschild family has been the subject of numerous conspiracy theories, often portraying them as secretive and controlling global events. 𝑾𝒆𝒂𝒍𝒕𝒉 𝑰𝒏𝒆𝒒𝒖𝒂𝒍𝒊𝒕𝒚: 💵 Critics argue that the immense wealth accumulated by the Rothschilds symbolizes wealth inequality and concentration of power in the hands of a few. 𝐻𝑖𝑠𝑡𝑜𝑟𝑖𝑐𝑎𝑙 𝐶𝑜𝑛𝑡𝑟𝑜𝑣𝑒𝑟𝑠𝑖𝑒𝑠: 📰🗞️ Some historical controversies, such as their involvement in financing wars or political maneuvering, have led to criticisms and debates. LinkedIn LinkedIn Guide to Creating #History #paststory #Rothschildfamily #wealth #finance #money #corporate #assets #power #success J.P. Morgan Blackstone BlackRock Goldman Sachs Morgan Stanley Aazad Shikhar Singh 🧑🎓

Never underestimate the importance of periodic financial check-ins. Whether you’re a recent grad or early in your career, you’re an individual with a busy family, or you’re a longtime professional or business owner, asking yourself the below questions can have impactful benefits. Got questions about your #Will, #PowerofAttorney, #Philanthropy, #IncomeSplitting then reach out to your RBC Wealth Management advisor or I today to learn more. RBC Wealth Management, Royal Trust, RBC, RBC Dominion Securities, RBC Phillips Hager & North Investment Counsel Inc

Blackstone and KKR take the top spots in our annual list of the 100 largest North American fundraisers. Sliding into the number three slot, up from number five last year, is TPG, which has long been investing in the tech business. They’ve recently taken to impact investing, with their debut Rise Climate Fund recently closing at $7.3 billion, well over its $5 billion target. There are 15 newbies on this list. Iris Dorbian highlights STG – Symphony Technology Group, which is not only a newbie but finished fairly high on the list, at number 54. And Buyouts is throwing in some editorial lagniappe, as we’ve added a rundown of not just the biggest but also the busiest LPs (as measured by number of commitments last year and the first half of this year) to our cover package. Chris Witkowsky delves into pension giant CalPERS’ changing allocation strategy, which has traditionally invested with big-name, established GPs that dominate our 100 list. But lately CalPERS has started investing in smaller, more off -beat funds, with light and fluttery names like Butterfly Equity. 

Honoring and in Loving Memory of  'John C Bogle' , Founder  Vanguard  My mentors advised me to be " A blessing in others lives "  I wish to recommend Instiutional Investors, HNIs to Allocate ( offer business worth) following in next 8 to 14 yrs: # 2.5 T euros to  Invesco US ( global funds )  # 2.5T usd to State Street# 2T usd to Northern Trust# 2T usd each to Morgan Stanley and Goldman Sachs  ( asset mgmt business )  # 1.3T usd each to  AXA Investment Managers, Brown Brothers Harriman and Allianz Global Investors  ( in Asia, Hong Kong )  I also recommend a total of 1.2Bn usd in annual bonuses, pay hikes to csuite and senior executives in all of the above mentioned organizations for 6 consecutive years !  Ronald O'Hanley Meena Lakdawala-FlynnI will be extremely delighted to be compensated generously :) #pensionfunds  #endowments  #instutionalinvestors #wallstreet  #assetmanagers  #endowments  #foundations  #corporatepension 

This is becoming something of a regular theme in #privateequity: American Securities, facing a tougher-than-expected fundraising process, is narrowing its strategy in expectation of a smaller new fund. The firm, which traces its roots back to the 1940s, is refocusing its strategy on industrials and B2B and essential services. As part of the process, the firm is letting go of some staffers, including managing directors Helen Chiang and Loren Easton. We'll see more of this as firms struggle to hit targets and raise as much as prior funds: “Generally, we’re seeing GPs honing in more on the two or three things they’re really good at and raising funds around that. The old school generalist model is going away,” says K. Christian Kallen of Hamilton Lane. Read more here on Buyouts: https://lnkd.in/eAm-iye6