Keith Piwko’s Post

Investors: Did you miss Plante Moran Wealth Management’s 2024 midyear update? Watch it on demand to receive a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights https://okt.to/MXP1KY

Investors: Did you miss Plante Moran Wealth Management’s 2024 midyear update? Watch it on demand to receive a comprehensive capital markets and economic update. #economicupdates #capitalmarkets #investorinsights https://okt.to/mqu51J

Discover our “Editor’s Choice of the Week”! With the ever-evolving landscape and nature of the finance industry, what are the potential gains and losses the private equity sector must be aware of in leveraging buy-and-build strategy? Join Sid Jain, Head of Insights at Gain.pro, as he outlines the importance of the buy-and-build strategy in the European private equity sector. Read full article here for free: https://bit.ly/3y6TJN4 #TEFRSeries #Wealth #Investment #Finance #PrivateEquity

Exciting News! Our latest investment report is out! 🚀 Dive into a comprehensive analysis of our fund's strategy, performance, and future objectives. Stay informed and ahead in the financial world with our expert insights. 🌍💼 #InvestmentReport #FinancialInsights #GlobalMarkets #ESFSInvestmentClub We are thrilled to announce the release of our latest investment report! This detailed document outlines our club's philosophy, economic context, strategic fund management, and performance metrics. Explore our structured approach to navigating global financial markets and continuous improvement. Read it on our LinkedIn or https://www.esfs.online/ #InvestmentReport #Finance #ESFSInvestmentClub #GlobalEconomy

Complexity of Second MarketPlace Explore the Fascinating World of Note Investing! 🌟 Watch the complete video here :https://lnkd.in/eDRMYCnn 🎥🚀 Gain Valuable Knowledge and Access Exclusive Webinars at : https://lnkd.in/eP-h_EFR 💡📖 #SecondMarketplace #MarketComplexity #SecondaryMarket #InvestmentStrategies #FinancialMarkets #TradingPlatforms #MarketAnalysis #EconomicTrends #InvestmentOpportunities #MarketDynamics #FinancialInsights #MarketPlaceTrends #TradingStrategies #MarketGrowth #InvestmentTips #EconomicComplexity #FinancialMarketAnalysis #MarketChallenges #InvestmentAdvice #MarketEvolution

Reserve your spot for our complimentary webcast on May 8th at 1:00 PM EDT with Zach Flechtner and Jason McKinney, CRPC®. Join us for a thought-provoking discussion on market history and client investing strategies, presented by John Hancock Investment Management. Learn time-tested principles to navigate uncertain times and elevate your practice. https://lnkd.in/en3QkSAs #Investing #MarketInsights

NEW REPORT: Access bfinance's latest quarterly analysis for fresh insights on Institutional Investor client sentiment, updates on manager search trends, performance of Active Managers, and market commentary from our expert team. https://okt.to/YQVHod #investment #assetmanagement #onyourside

We always love a survey, especially one that raises more questions than it answers;) Hamilton Lane's recent Private Markets Global Survey sure seems more like a marketing tool than an objective industry analysis. What's your take? Have you seen similar trends? Let's dig a little deeper: 1. They surveyed 232 investment advisors globally. But how many financial advisors are there worldwide? Without this context, it's hard to gauge how representative this sample really is. 2. How many of the surveyed advisors are Hamilton Lane clients? This is crucial - if a significant portion are, they're likely predisposed to view alternative investments favorably, skewing the results. 3. The survey reports 92% of advisors allocate to private markets and 70% plan to increase allocations. But what's the average allocation? Are we talking 1% or 20% of portfolios? 4. They claim 86% of clients are interested in private markets, yet 96% have only beginner or intermediate knowledge. This begs the question: Are clients truly interested, or are the advisors they surveyed projecting their own enthusiasm? 5. The survey touts diversification and performance as key drivers, but where's the discussion on fees, liquidity risks, and the potential for underperformance? 6. While 97% of advisors claim more than beginner-level knowledge, how does this self-assessment translate to actual expertise in this complex asset class? 7. The survey is conspicuously silent on the challenges of private market investing. Where's the data on client satisfaction, actual returns, or the difficulties in executing these strategies? While surveys can provide valuable insights, it's crucial to approach them critically. #PrivateMarkets #FinancialAdvisors #CriticalThinking #InvestmentResearch

Why are institutional investors taking a closer look at investment grade private credit in today’s environment? Read more about the potential risk–return benefits of the asset class in our Q4 2023 investment grade private credit update: https://ow.ly/KHaw50QCShA #investmentgradeprivatecredit #assetmanagement

Check out our Q4 2023 investment grade private credit update for market updates, outlook for the asset class and why it might be getting more attention from the institutional space.