IPEM’s Post

What product and price innovations are needed by asset managers to drive growth and value? Join our global leaders, Diane MacFarlane, Åsa Norrie, Jaime Lazaro, CFA, Furio Pietribiasi and Alex Birkin as they discuss building growth across the value chain in times of global stress. Learn how to refocus your global strategy to be future fit in times of market stress and increasing consumer-focussed regulation. See our full agenda 👉http://spr.ly/6045eWf3d #assetmanager #growth #innovation #globalstress #geopoliticalrisk

An interesting read: My colleague Julie Hood just recently shared our Institutional Investor Report. It shows: As Europe's economy recovers, we're entering an exciting new phase of dealmaking. Institutional investors are now sending a clear message to investee companies to focus especially on three things: 1. long-term revenue, 2. digital transformation, 3. and a commitment to sustainability.   What's important: These three points will only work out together. Three-fifths of European Institutional Investors continue to prioritize #sustainability in their investment portfolios, with the majority indicating that it has become even more important. At the same time, 70% of them agree that technology and #AI hold the answers to many of the key sustainability challenges. If you want a deep-dive on what’s challenging, what’s a priority and why investors in Europe anticipate an uplift in #mergersandacquisitions in 2024, take a closer look at the report.   #BetterWorkingWorld #CEOs

"Thank you for joining us at the Investors Summit Lisbon 2024! Your valuable contribution made it an unforgettable event. Here's to continued collaboration and future success. #InvestorsSummit #Lisbon2024"

"Thank you for joining us at the Investors Summit Lisbon 2024! Your valuable contribution made it an unforgettable event. Here's to continued collaboration and future success. #InvestorsSummit #Lisbon2024"

Just under two weeks to go! If you are seeking to broaden your network of investment, governance, and stewardship professionals, the International Corporate Governance Network 2024 Annual Conference is the perfect opportunity. With a global audience convening for three days of information and insight sharing, this event offers a multitude of opportunities to cultivate existing professional relationships and initiate new ones. Additionally, you can take advantage of extended networking opportunities such as a networking lunch, drinks reception, and conference dinner. To view the full conference program and lineup of international speakers, please visit www.icgn.org/annual  #ICGN2024 #conference #governance #corpgov #stewardship #sustainability #investors #assetmanagers #assetowners

During yesterday's Lonsec Symposium 2024, we looked at how advisers can harness the power of managed accounts to drive practice efficiency and profitability. 📊 Michael Wright, CEO, Lonsec and Chantal Giles, Head of Wealth, BlackRock Australasia, shared with delegates what’s happening globally and how both businesses are working together to bring a new category of managed accounts to the Australian wealth market. #lonsecsymposium

I very much look forward to the fascinating discussion with my fellow panelists. We are going to analyse the impact of recent consolidations, emerging managers, ELTIFs, increasing democratisation and other factors that are slowly transforming the fund market. #IIGSummit

What do investors value from companies? We're sharing top actions for COMPANIES to improve the effectiveness and efficiency of investor-company dialogue. Small things do make a difference. Many of the things that we've uncovered that investors and companies valued - boiled down to very simple ideas. We believe if open to continuous improvement, investors and companies can implement small changes that deliver easy wins on both sides, reducing friction, improving understanding, and breaking down barriers. This is distilled list of the top actions for COMPANIES that investors would like to see based on our work to date. Go on, give them a try. Which one is most important to you? Or if you have other actions you think should be added to the list that you have found to be particularly effective or efficient, let us know. And look out for top actions for INVESTORS coming soon. These are a starting point and a foundation to build on. The market dynamics are rapidly evolving, requiring continuous re-evaluation and adaption of relationships. Our The Investor Forum CIC report Shaping Tomorrow's Dialogues dives much deeper into best practices and actions for both companies and investors on - investor relations, sustainability, audit & assurance and governance & voting. (https://lnkd.in/efWPdayw) We are growing a community of market participants focused on constructive dialogue and problem-solving. #valuecreation #companyactions #buildingbridges #shapingtomorrowsdialogues #capitalmarkets #simplesteps

Global Alts 2024 Panel Announcement! 🎤    “Trends and developments in Private Equity” Pre-pandemic, private equity valuations and entry multiples continued to soar higher. But the last two years have seen signs of a reverse, as valuation gaps have widened in response to challenging macro conditions leading to a decline in PE exits. At the same time, managers have been looking for creative ways to generate liquidity, which has led to increased GP stakes investment activity in 2023. Topics of discussion will include: IPO market expectations; the outlook on take private deals in 2024; sustainability and social impact trends – is the asset class doing enough to generate positive change? What is driving GP stakes investing? Speakers on this panel include: • Adrian Jones, Chairman of the Global Equity Business, Goldman Sachs Asset Management • Gregory Hardiman, Managing Director, 17Capital • Mike Arpey, President, Hunter Point Capital LP • Andrew Almeida, Partner, Thoma Bravo Moderator: Michael Patanella, Partner, Grant Thornton LLP (US) Join us in welcoming Adrian Jones, Gregory Hardiman, Mike Arpey, Andrew Almeida, and Michael Patanella to #GlobalAlts24! #iConnectionsMiami24 #GlobalAlts2024 #AltsMiami2024

What a panel! Delighted to be moderating a discussion about the Evolution of the Mid-Market at the Invest Europe Investors' Forum in Geneva next month, with such high-calibre LP expertise - Sofie Kulp-Tag, Tanja Maria Lukas and Imogen Richards. We'll really lift the lid on what we like about this part of the market, how it compares with the Small Cap and Large/Mega Cap segments, and ways the Mid-Market might evolve and improve.