Jefferies’ Post

Despite a challenging market environment, Fortune identified seven rising stars on Wall Street who are making their mark. This list includes executives from Goldman Sachs, ParkerGale, Insight Partners and other firms. #wallstreet #finance #risingstars #investmentbanking #privateequity #venturecapital

🚀 Exciting news alert! Insider has unveiled the 25 rising stars on Wall Street for 2023, showcasing the young professionals shaping the future of investment banking, trading, and asset management. These trailblazers are turning today's uncertainty into opportunity and setting new playbooks for deals and trades. Check out the full list to stay ahead of the game! #WallStreet #RisingStars #InvestmentBanking #AssetManagement #FutureLeaders

“Effectively, what we’re doing is looking for talented managers - those who align with us culturally, are talented stock pickers and stick to the process.” Ben Mackie, Portfolio Manager, Hawksmoor Investment Management, highlights WS Gresham House UK Multi Cap Income Fund and Strategic Equity Capital plc (SEC), co-managed by Ken Wotton and Brendan Gulston as two funds that are harnessing #value in the UK in an article for Trustnet. Mackie highlights the broad opportunity in the current UK equity market, with stocks in most sectors trading cheaply compared to their history, with managers opting for portfolios that are “cheap, have lots of marginal safety and a real blend of styles.” https://lnkd.in/ejpHThKi #ukequities #publicequity | Capital at risk. Not an investment recommendation. Portfolio investments in smaller companies typically involve a higher degree of risk.

We believe we could index the private markets,” BlackRock chief executive Larry Fink told analysts on Monday. “We anticipate indexes and data will be important future drivers of the democratisation of all alternatives, and this acquisition is the unlock.” #data #informationispower #privateequity #preqin #blackrock

The acquisition of Preqin by BlackRock for £2.5bn is set to further democratize access to private market data by leveraging BlackRock's extensive resources and technology to expand Preqin's reach and capabilities. BlackRock plans to create indices and tracking funds for private equity and other alternatives, broadening access to these data assets. This move is expected to democratize all alternatives, making high-quality, comprehensive financial data more accessible to a wider range of investors and financial professionals. Looking forward to a more inclusive and efficient private market ecosystem! #PrivateMarket #FinancialData #BlackRock #Preqin #Investment #PrivateEquity #FinancialInnovation #MarketDemocratization #InclusiveFinance #DataAccess #PrivateMarkets https://lnkd.in/grb6GGSu

Discover the latest trends and market dynamics in Berkshire Global Advisors' just released 2024 Midyear Report. Gain insights on these six topics and more: 👉 Which asset management giant cut the largest first-half deal in “one of the fastest growing segments of the private markets”? Dive into the details of this significant transaction. 👉 Who are the permanent capital providers keeping the credit marketplace active? Uncover the key players. 👉 Which ETF provider celebrated an anniversary and joined the ranks of the big-three? Find out more, along with a review of some of the key traditional investment deals. 👉 How are retail investors joining institutions as important sources of capital for alternatives firms? Learn more about some of the largest ones. 👉 What factors are driving investor commitment to the property market despite it remaining uneasy? See what the data reveals and the deals that took place. 👉 How are consolidators driving the M&A market in wealth, and what was the largest deal in the first five months that didn’t involve a private equity-backed firm? Get the full story. #finance #wealthmanagement #privatemarkets #mergersandacquisitions #investmentmanagement

Summer is just around the corner, and middle-market professionals are making moves. We’ve rounded up some of the latest hires and promotions featured in the Summer 2024 issue of Middle Market Executive: https://lnkd.in/eCXHc7AQ #MiddleMarket #Growth #Network #Networking #Deals #Dealmaking #Dealmakers #InvestmentBank #InvestmentBanking #Invest #Investors #PrivateEquity #PE #Advisors #Equity

In conversation with Square Mile’s James (Jock) Glover, James Donald, Head of Emerging Markets at Lazard Asset Management, shares valuable insights into the dynamic landscape of emerging markets. 🌍💼 James delves into: 👉 Finding profitable companies in the EM region  👉 Managing a value-focused approach  👉 Beneficial sectors and countries right now Tune in for a deep dive into emerging market opportunities! https://loom.ly/vuvnzIc #EmergingMarkets #InvestmentInsights #ValueInvesting #LazardAssetManagement #SquareMileResearch

Post holiday re-entry is never easy, but boy am I excited for the Exchange conference, February 11 – 14, Miami Beach, Florida. Over 1000 folks have registered. It's time to transform #financialservices from an industry to a #community. Register today! www.exchangeetf.com Grateful to see so many returning and new #financialadvisors set to join us... ...and our list of partners continues to grow! Advisor Circle AGF Investments AllianceBernstein Allianz Investment Management Alpha Architect American Century Investments Amplify ETFs AXS Investments Barron’s Bitwise BlackRock iShares Bloomberg BNY Mellon BondBloxx Broadridge Brown Brothers Harriman BTIG Carson Coaching CBOE CF Benchmarks Citadel Securities Citi Columbia Threadneedle Investments Commonwealth Craft & Capital CRSP Davis Advisors Dimensional Direxion Dividend.com DoubleLine EdgarAgents ETF Express ETF Think Tank Tidal Exchange Traded Concepts Federated Hermes Fidelity Financial Advisor IQ Financial Planning Association FlexShares ETFs Managed by Northern Trust Franklin Templeton FTSE Russell, An LSEG Business F/m Investments GMO Goldman Sachs Asset Management Grayscale Gregory FCA GTS Harbor Capital Ignites iM Global Partner Innovator ETFs Innovative Portfolios Invesco Invesco QQQ Investopedia Investor Business Daily Jane Street John Hancock Investment Management J.P. Morgan Asset Management J.P. Morgan K&L Gates Kraken Macquarie MarketWatch Matthews Asia MSCI Morgan Stanley Morningstar Indexes MutualFunds.com Nasdaq Nationwide Natixis Investment Managers Neuberger Berman   Old Mission Principal ProShares RBC RIABiz Ropes & Gray Roundhill Investments S&P Global Market Intelligence Schwab Asset Management Shaping Wealth Simplify ETFs S&P Dow Jones Indices SS&C Technologies, Inc. State Street Corporation State Street Global Advisors STOXX Indices TCW Texas Capital Bank The RBI Group The Wall Street Journal ThinkAdvisor TMX Group T. Rowe Price Touchstone Investments Ultimus Fund Solutions United Planners U.S. Bank Van Eck Vanguard Vedder Price Vident Visual Capitalist   Wilshire Indexes WisdomTree Xtrackers by DWS YCharts Thank you to our partners (above) who help bring the community together.

Before coming to Avidian, Shaheen Ladhani spent 13 years as an investment advisor at Goldman Sachs, managing portfolios for private clients, endowments, and foundations. So, what was it about Avidian’s products and services that drew him here? Hear from Jim Atkinson and Shaheen as they discuss in more detail. Find the full video linked in the comments.