For Generations to Come 為子孫後代’s Post

We are so excited to hear the insightful panel discussions at our sold-out marquee conference TIDE SPARK. Including: - "How to Apply a DEI Lens to Public Equity Investing" - "Understanding the Opportunity Set in Private Equity: An institutional LP perspective" - "Absolute Return: Opportunities, Assessment & Allocations" See you all there!

Read the latest issue of Beyond 60/40 where we highlight alternative investments research and insights from industry leaders, including Brookfield Oaktree Wealth Solutions, Institutional Investor, Pantheon, and Nuveen, a TIAA company. https://lnkd.in/eYd377is

I know the Agri-Investment & Capital Market Conference happened last month, however, it's not too late to make a post about it. Ever been to a conference where you meet and pitch one-on-one to leaders of venture capital firms, private equity firms and leaders of top-rated financial institutions without any bias but purely on what value you can offer? well, here it is. It is amazing what opportunities lie in transaction advisories and deal structuring. Having financial literacy is one thing, understanding how the global market, economics and corporate finance actually work is another thing. The journey so far, has been worth it.

William Heaphy, CFA, portfolio manager, and head of the U.S. value equity team, and Matthew Fleming, CFA, portfolio manager, and research analyst, share in an interview with Value Investor Insight how the William Blair Small Cap Value strategy seeks to provide success in both up and down markets. For insights on portfolio holdings and their investment philosophy, read the full article here: https://lnkd.in/gqJfH8Tw

At this time of crisis for this brilliant. British financial sector, discussing how to get rid of the regulatory roadblocks that have stymied investment is so important. The future is for real assets and listed investment companies are an ideal way for many investors to buy ready made diversified portfolios managed by experts.

What is Equities Research? What does a day in the life look like? What is the difference between Buy-Side and Sell-Side Research? How does the skill set differ between Buy-Side and Sell-Side Research? What exit opportunities are there out of Sell-Side Research? We answer all of these questions in our interview with Stephen Haggerty, former head of Equities Research in both New York and Hong Kong at Bank of America Merrill Lynch here: https://lnkd.in/gP58aDrE

Accelerating earnings growth can provide a tailwind for the world’s equity markets. Learn where Capital Group portfolio managers are looking for opportunities. Important disclosures: https://bit.ly/2JzEDWl .

Accelerating earnings growth can provide a tailwind for the world’s equity markets. Learn where Capital Group portfolio managers are looking for opportunities. Important disclosures: https://bit.ly/2JzEDWl .

I recently participated in Mackenzie Investments' due diligence event, which offered a valuable opportunity to exchange knowledge and insights with fellow attendees and portfolio managers on best practices for navigating the ever-changing market. We delved into discussions on current market trends and investment strategies, including: * Fixed Income: Exploring opportunities within the fixed income market and strategies to address current economic challenges. * Equities: Identifying potential growth areas and investment prospects in the global economic backdrop. * Market Outlook: Discussing the challenges presented by the global economy, strategies to navigate uncertainties, and spotting opportunities for clients. Thank you, Mackenzie Investments, for hosting this event and providing an opportunity for attendees and speakers to share knowledge and learn from each other. See you next year! #mackenzieinvestments #financialmarket #strategicwealth #oakvilleontario

The PitchBook Quantitative Research Team has just released their latest Analyst Note: Taking the Private Out of Private Equity. This note is a must-read for anyone interested in buyout investing. The PitchBook Buyout Replication Portfolio uses take-private data and a neural network to replicate buyout investing with listed equities, sector adjustments, and additional leverage. Want to learn more? Get in touch with the team at PitchBook today!