M3 Insurance’s Post

Last week, Clearwater Capital Partners’ John Sleeting, Managing Partner of our Family Office Practice, was a guest panelist at the 8th Annual Real Estate Midwest Forum at the University Club of Chicago. He and other industry leaders discussed how Family Offices and Registered Investment Advisors (RIAs) differ from institutional investors in the real estate sector, tackling unique challenges and opportunities for private wealth allocators. This exclusive event brought together senior-level investment executives from pensions, endowments, foundations, sovereign wealth funds, family offices, and OCIOs to dive into the latest industry trends. #RealEstateForum #InvestmentTrends #PrivateWealth #ccpwealth #FamilyOffice

The results are in and employees need, want, and take advantage of emergency savings accounts. Imagine a workforce free from financial stress, having the ability to be happy, and not worry about that next unexpected expense. Employers and employees are on the same side of this equation, so let’s make it happen.

As 2023 comes to a close, we at Portfolio Summits take a moment to reflect on an intense year filled with pride and gratitude for our collective achievements. Throughout the year, we: — United more than 3,000 asset owners and asset managers — Expanded both our RIA and LP event series — Welcomed advisory board members from distinguished pensions, endowments, and foundations to enhance the educational aspect of our LP series events — Established a presence in 18 major financial hubs across the United States, as well as in Mexico and Colombia — Enriched our networking activities by incorporating more golf outings, happy hour giveaways, and engaging dinners Our community has experienced remarkable growth, and we extend heartfelt appreciation for being part of our journey. Wishing you all a Happy New Year! To see our upcoming events in 2024, click here: https://2ly.link/1vTg5 #PortfolioSummits #financeforum #investmentforum #alternativeinvestments #privatewealth #privateequity

At Strada Wealth Management, Jennifer Failla and the team spend so much of their time with clients focused on this topic. And specifically related to this great article from Kiplinger, how to not get caught in a position of regret. Always good to see the wisdom on #retirementplanning and #financialplanning coming together in a great way! https://lnkd.in/gD2d8Vv2

Many of us have been working hard most of our life with a promise of #retirement. If that is you, this is a great article for you to read

So much opportunity to get ahead of possible regret in your planning process. Enjoy this article from Kiplinger and always let Strada Wealth Management know if we can help! #retirementstrategy

The Fiduciary Investor East Summit is just 2 months away: on February 15th at the The Ritz-Carlton Philadelphia a one-day meeting of 100+ Pensions, Endowments, Foundations, Family Offices, OCIOs, and Institutional Consultants based throughout the East Coast and its surrounding states will take place. Register here to secure your complimentary registration: https://lnkd.in/e76xvbWC In the afternoon, our audience will gather for the panel discussion “Moving Forward - Global Markets, Strategies, and Risk” — an investor's job is not to predict change, but to be aware that change is inevitable. Industry professionals Gino Reina, CFA, Portfolio Manager (SECOR Asset Management), Peter T. Maher, CFA, Managing Director and VP (The Board of Pensions of the Presbyterian Church (U.S.A.)), Frank Brochin, Chief Investment Officer, Family Officer Practice (The Colony Group), and Aditya Bhatnagar, Managing Director (Westbourne Investments) will discuss preparing for change this year, defining and navigating risk, and best practices to use going forward. They will be answering questions such as: • How will conflict globally and political change domestically impact benchmarking, allocations, and country specific investment decisions? • Are we headed in a more risk averse direction? Gain insight surrounding strategies and methods to keep in mind when building your portfolio this year. Learn more: https://lnkd.in/e76xvbWC #PortfolioSummits #FiduciaryInvestor #EastCoastInvestor

If you are investing in infrastructure, you should spend some time thinking through how you could implement a co-investment process/program. A little primer on the topic with i3, check it out!

In this month's #RetirementTimes, we discuss avoiding social media pitfalls in retirement planning, the aging workforce, retirement savings for young Americans and much more:

At Gatewood Wealth Solutions, we're not just about preparing for the best; we're about being ready for the worst. Our approach to retirement income planning revolves around a core philosophy: keeping our clients "Bear Market Ready, but Bull Market Positioned." In this blog post, we'll delve into our robust methodology for cash management in retirement, highlighting the importance of cash reserves and strategic investment planning. https://hubs.la/Q02rkkDp0