Lonsec’s Post

This week, Carlyle executives attended IPEM Paris, one of Europe’s largest events dedicated to #PrivateCapital, to connect with investors and leaders across the industry. We were delighted to have 3 speakers at the conference, providing their outlook and perspectives on the private capital environment. Michael Wand spoke about Europe’s resiliency and the opportunity he is seeing in the mid-market space; Taj Sidhu highlighted the long-term demand for bespoke private credit solutions; and Christophe Nicolas discussed the evolution of the secondaries market. #IPEMParis2024

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

The secret to standing out in the wealth advisory space? Understanding your strengths, strategically leveraging them and nurturing a culture that puts clients first. These were the key factors CEO and Founder, Lori Van Dusen, CIMA®, shared with InvestmentNews on achieving firm distinction. “In the end, good firms and thriving firms are about people and culture; the people are the most important thing,” she said. Read more https://lnkd.in/eSAPmAE7 #WealthAdvisors #FinancialPlanning #IndustryInsights #PracticeManagement

Access the recording of our webinar "𝗧𝗵𝗲 𝗣𝗘 𝘀𝗲𝗰𝗼𝗻𝗱𝗮𝗿𝗶𝗲𝘀 𝘀𝘂𝗿𝗴𝗲: 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀, 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗮𝗻𝗱 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀" – brought to you in partnership with S&P Global. 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝗼𝗻-𝗱𝗲𝗺𝗮𝗻𝗱 𝗵𝗲𝗿𝗲: https://lnkd.in/e9Wf_rdi 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: - The market’s growth outlook and key trends - Different strategies within private equity secondary investments - Supportive tailwinds and challenging hurdles - The outlook for ‘bid-ask’ spreads across different segments 𝗦𝗽𝗲𝗮𝗸𝗲𝗿𝘀: Stuart Ingledew, partner, Investec Fund Solutions Gareth L., Partner, Funds - Transactions Tax Leader, EY Elena Moisei, managing director, portfolio valuation practice, alternative asset advisory unit, Kroll Luxembourg Thomas Mercieca, private equity segment lead, CIQ solutions, S&P Global Market Intelligence Moderator: Steve Gilmore, GlobalCapital #capitalmarkets #webinar #privateequity #privatequity

🎉 Exciting Announcement: Academy - Euronext Group partners with Board Owl to Upskill Board Members on Capital Markets Trends! 🦉📈 In today’s fast-evolving capital markets landscape, staying informed and ahead of trends is more critical than ever for effective corporate governance. That’s why we’re thrilled to announce our partnership with Board Owl. By combining forces, we will commit to equip board members with critical insights into capital markets, corporate governance, and the evolving role of artificial intelligence in financial decision-making. This collaboration underscores our shared commitment to empowering decision-makers, ensuring that they are prepared to lead in this dynamic environment.  With Academy Euronext’s extensive expertise in capital markets and Board Owl’s focus on board governance, we are providing a unique opportunity to enhance board effectiveness and corporate strategy. Stay tuned for updates on our upcoming courses that will help your company thrive! 🚀   #BoardOwl #AcademyEuronext #CapitalMarkets #BoardMembers #Governance #Upskilling #CorporateLeadership #Partnership

We’re excited to announce that Christopher Lombardy, President at Salus GRC, will be speaking at the The Emerging Manager Exchange on October 24th! Join Chris at the Grant Thornton offices in New York for his session, “Being a Successful Emerging Manager in 2025,” where he’ll share valuable insights on navigating the challenges and opportunities for emerging managers in the coming year. Whether you’re a fund manager looking to scale or seeking to stay ahead of industry trends, this session will provide actionable strategies to help you succeed. #EmergingManagers #InvestmentStrategies #EMEX2024 #SalusGRC #FinancialServices

The JSE is excited to once again host #SATradeConnect with our media partner The TRADE News, SA's premier equity market structure conference. This unique & exclusive event connects the national & international investment community, leading industry peers and subject matter experts. #SATradeConnect2024 #JSE #EquityMarketStructure #TradingEcosystems #SellSide #BuySide #SoftwareVendors #LiquidityProviders

At this year's IPEM in Paris, our Head of Private Equity Jenny Newmarch was interviewed by Tom Robertson, Consultant, from H/Advisors Maitland on the valuable role private equity plays in diversifying our A$180 billion portfolio. She also shared our perspective on the mid-market segment as a rich source of opportunity, our focus on sector diversification and how innovation in the industry has deepened the understanding of the need for increased governance. Watch the below to learn more! #IPEMParis2024 Aware Super

Séverine Neervoort asks the panel has the AGM lost its reason for being - why do we still need AGMs? Daniel Blume says there has been an increasing number of AGMs with disruptions and even people feeling physically unsafe; even though it's a small minority, it still affects investors' view. The answers isn't to abandon the AGM, but to engage better with stakeholders. "Why do I think the AGM is so important? It's the whole focal point...for transparency and disclosure so investors are well informed.". It's where decisions are ratified and smaller shareholders have what may be their only opportunity to engage. Aldo Bonati reflects on the difference in engagement between in-person and hybrid AGMs and says these meetings are still important: "It's about accountability". Angus Booth wants to see more discussion around how we improve the AGM. He calls back to Jen's remarks on why the AGM exists and the importance of accountability, transparency and the communication "that needs to occur and should occur" between boards and their stakeholders. Institutional investors have a specific process for voting at company meetings and so you rarely see them at company meetings, so them not attending the AGM itself doesn't indicate a lack of engagement (which is often happening before the AGM). #GSF #stewardship #governance #corpgov #ICGN2024 #investors #assetowners #assetmanagers

Exciting news! We’re now less than two weeks away from the launch of the The Investor Forum CIC Best Practice Dialogue series report. The Best Practice Dialogues series, is a targeted effort by the Investor Forum to enhance the connectivity between investors and issuers. Through this initiative, we’ve analysed the conversations between investors and their corporate counterparts assess the overall health of these relationships, the quality of dialogue, and the effectiveness of information exchange. We believe addressing concerns and achieving clarity, will enable companies and investors to reduce friction. This will enable boards and CEOs to focus on long-term value creation in their interactions with shareholders. Our focus dialogues focused on information, assurance, impact and accountability in collaboration with the The Investor Relations Society, @accif, Accounting for Sustainability (A4S), and company secretaries from the GC100. Together with my colleagues from Tim Shanagher, Fiona Ellard, Victoria Sant and Guy Walker we interviewed over 60 investors and representatives from 28 FTSE350 companies and 55 Member organisations. Through four roundtable discussions, we engaged experienced corporate representatives and their investor counterparts, spanning analysts, portfolio managers, ESG specialists, and stewardship experts. Our aim: uncovering best practices, highlighting areas needing attention, and proposing practical actions to facilitate more effective communication. The full report launches on March 7th, followed by events with individual stakeholder groups. For a preliminary summary of all four of the dialogues, extracted from our annual review https://bit.ly/3UU1Sh4 Interested in the full report or attending an event? Reach out—I'd love to connect! #InvestorForum #BestPracticeDialogue #CommunicationExcellence #buildingbridges