Mark McPherson’s Post

Thanks Liberty Corporate Finance for all your help with the Verdane transaction.

This summer, we had the pleasure of hosting a CAMRADATA roundtable on opportunities in the $1.2 trillion global CLO market. Our Head of Structured Credit Cathy Bevan was joined by experts from PineBridge Investments, Schroders, Scottish Widows, XPS Group and Convex Insurance, to discuss the subtleties of the CLO investing, how institutional investors can best navigate the market and in particular the ways in which a specialist CLO manager is better placed to maximise value vs. a more generalist structured credit player. We’re pleased to share the result of that discussion – CAMRADATA’s new CLO white paper. As "the best performing sector in fixed income last year" (according to CAMRADATA) investor interest in CLOs has soared. The new paper explores the attraction of CLOs as an option for investors looking for stable returns in a volatile market, their benefits in a de-risking strategy, the current regulatory environment and the potential for growth as the CLO market evolves, among many other discussion points. You can read more of the highlights from this timely and insightful discussion by accessing the full white paper on our website: https://lnkd.in/eChUB2Yp

Each year, #LegionM files an annual report with the SEC, including audited financial statements. Our 2023 report is now available on the SEC's website, with a link provided on Legion M’s Investor Relations page. In the coming weeks, we'll issue updates exploring sections of this year's report and hold an investor conference call to discuss and answer questions. If you have a topic you'd like us to address, head to the link below to submit a question. Onward and Upward! 🚀 https://lnkd.in/ds_3iqtt

🎥 Hear from our client on how partnering with XFA completely transformed the trajectory of their business! 🤩 At XFA, we’re committed to helping financial advisors surpass even their ambitious goals - reaching heights they never imagined. 🥳  We're here to push boundaries, instill powerful mindset shifts, and 10X your growth with our proven strategies and personalized guidance! Are you eager to transform your business for the better by experiencing the XFA difference? Visit our website at www.xfa.coach and book a call with us now! . . . . . #clienttestimonial #clientthanks #XFACoaching #SuccessStory #financialadvisors #financialadvisorcoaching #financialadvisorservices #financialadvisorcoaching #growyourbusiness

If you are wondering whether you should join XFA or not… here’s your sign that you absolutely should 😇 We've consistently helped financial advisors achieve extraordinary growth over the past 5 years, with our strategies pushing practices to exceed $200 million in total revenue!! At XFA, we're dedicated to coaching our clients to success and making their most ambitious goals possible 😎 Want to witness the transformation that your business can go through with our help? DM us to chat! 🙌✨ . . . . . #XFACoaching #financialadvisors #financialadvisorcoaching #financialadvisortips #BusinessStrategy #BusinessGrowth #BusinessTestimonial #ClientSuccess

🔑 Unlock Your Dormant Wealth with Expertvuw! Lost shares or unclaimed dividends? Our trusted team specializes in recovering what's rightfully yours. With years of expertise in IEPF claims and share recovery, we make the complex process simple and stress-free. 🌟 Contact us today and turn your dormant assets into active wealth! 📞 +91 80768 85539 | 📧 info@expertvuw.in 🌐 www.expertvuw.in #IEPFClaims #ShareRecovery #FinancialFreedom #Expertvuw #UnlockWealth #InvestmentRecovery"

Today we’re announcing the raise of $18.5M in Series A funding for Sedric, led by Foundation Capital with Amex Ventures joining as an investor. It’s a humbling milestone for our team and an important step in our mission to transform how companies in financial services manage risk and drive growth. With the industry's first compliance-dedicated LLM, our AI-driven platform is enabling the world’s top financial compliance teams to automate workflows, streamline processes, and drive business growth. This round of funding will help us continue to deliver on our commitment to build industry-leading compliance technology and set a new standard for end-to-end compliance management. This announcement is also an opportunity to express our gratitude - to our clients and partners who have shared our vision and to the phenomenal Sedric team who has worked tirelessly to make it happen. We’re just getting started! 🚀 Read more about the raise and our journey in the first comment. #FinTech #AI #Compliance #FundingNews

Congrats to Sedric.ai for completing its Series A round! 🏆 Sedric created the financial services industry's first compliance-dedicated LLM to transform compliance operations across the sector. Our team worked with the company to get the news covered across dozens of well-known news outlets, including Techcrunch, TermSheet, The Information, Wall Street Journal, Fintech Futures, and many others. Sedric is an amazing company with an incredible technology solution and a worthy mission. 🚀 Read more below! #funding #compliance #fintech #AI #financialservices

𝑊𝑜𝑟𝑙𝑑 𝐼𝑛𝑣𝑒𝑠𝑡𝑜𝑟 𝑊𝑒𝑒𝑘 2024 | 𝐃𝐚𝐲 𝟐: 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐢𝐧𝐠 𝐂𝐒𝐃𝐈'𝐬 𝐌𝐢𝐫𝐚𝐚𝐬 𝐒𝐲𝐬𝐭𝐞𝐦 As part of International Organization of Securities Commissions - IOSCO's World Investor Week 2024, we are excited to introduce the first in our series highlighting key investor services. Today, we present the Miraas System—an innovative electronic platform that streamlines the transfer of Justice Shares from deceased shareholders to their rightful heirs. Launched at Kish INVEX 2023, Miraas addresses the long-standing challenge of managing inherited shares for over 15 million beneficiaries. 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: • Justice Shares Owners: 46 million individuals • Deceased Shareholders: 3.7 million individuals • Heirs (Beneficiaries): 15 million individuals This service offers a swift, cost-free process through 6,000 branches of partner banks and brokerage offices, ensuring heirs can efficiently access their inherited shares. By utilizing CSDI’s e-KYC platform (Comprehensive Information Gathering System - CIGS), registered heirs can securely transfer shares without the complexities of traditional methods. To start the process, the representative of the heirs—who must already be registered in CIGS—needs to log into the Integrated Portal for Capital Market Stakeholders (DDN), navigate to the relevant section, and enter the deceased’s national ID number and date of birth in the "Inquiry about filing time" section. Once the filing time is confirmed, the heir can visit any partner bank or brokerage office to complete the process. After the case is filed, heirs can track its progress through the "Inquiry about the status of the case" section in the DDN. The Miraas System has simplified and accelerated the division of equity shares, allowing heirs to receive their proportional shares with the necessary documentation, reducing the delays and complexities associated with previous methods. With over 46 million investors already registered in CIGS, Miraas presents brokers and financial institutions with a valuable opportunity to enhance client satisfaction by streamlining the share transfer process. Stay tuned as we continue to introduce more cutting-edge services throughout this week! #WorldInvestorWeek #JusticeShares #CSDI #MiraasSystem #FinancialInclusion #IranCapitalMarket

How does GenZ treats money? Check out our insightful story coverage on 'GenZ is more in control of their finances', featured in the National Edition of BW Businessworld Magazine (Page 120), on 1st June, 2024. #personalfinance #GenZ #controlfinances #digitalera #financialplanning