We are thrilled to announce that T. Rowe Price has recently come on board as our Platinum Sponsor for the 11th Annual Texas Institutional Forum. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional institutional community. Register now ➡️ https://hubs.li/Q02NWLPT0 #marketsgroupIF
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Helping people plan their finances to meet their goals for themselves and their families. Chartered Financial Planner.
📢 Register Now… @Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 💡 Meet the Fund Manager – St. James’s Place in Conversation with @Aristotle 📅 Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: @Jim Henderson, CFA, Managing Director, Client Portfolio Manager Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors 💰 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested #MeetTheFundManager #InvestmentStrategies #Financialplanning https://lnkd.in/dag3VuY7 Thames Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 21/02/2024
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🌿 At Mayfair Berkeley, we believe in the power of collaboration over competition. As a private family office and asset management fund, our focus is not only on fostering growth but also on nurturing a community where learning and sharing are paramount. In today’s dynamic market, we advocate for cross-pollination—a strategy that allows us and our industry peers to learn from each other, regardless of our competitive standings. We understand that when companies work together transparently, sharing insights and resources, the entire sector thrives. This approach not only enhances our collective knowledge but also ensures a fair and transparent business environment, free from the pitfalls of undercutting and overcharging. We're here to set an example that the world would indeed be a better place if we all chose cooperation over rivalry, and transparency over deceit. Let's connect, learn, and grow together. Because at Mayfair Berkeley, we grow as a community. #Collaboration #Transparency #AssetManagement #FamilyOffice #MayfairBerkeley
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📢 Register Now… @Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 💡 Meet the Fund Manager – St. James’s Place in Conversation with @Aristotle 📅 Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar https://lnkd.in/eG7xA-7v 📈 Speakers: @Jim Henderson, CFA, Managing Director, Client Portfolio Manager Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors 💰 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested #MeetTheFundManager #InvestmentStrategies #Financialplanning Curzon Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 21/02/2024
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We are very appreciative of Mike Consol taking the time to interview Professor Scott Robinson on Institutional Real Estate, Inc.’s podcast about the NYU Schack REIT Securities Investment Fund. We encourage you to listen to the entire interview but some key highlights include: The Fund challenges students to be an active part of the learning experience: 05:34 “Most of last fall was spent on building out the analytical infrastructure. My students start with a baseline NAV analysis of the sector and make some bottom up and top down decisions from there.” The Fund is a self-sustaining piece of our educational infrastructure: 07:25 “What I would like to do is launch a capital raise process to grow AUM from sponsorship to a point where we can take the dividends that come out of it and create a scholarship program for students who want to learn more in the finance industry.” The Fund Promotes Industry Engagement: 15:53 “ We’ve had a couple conversations with some non-traded REITs about both their investment strategies as well as their capital markets strategies. I think that having that engagement, even though they are not allowed to invest in non-traded REITs, has given them a better understanding of the listed REIT landscape as well.” The Fund challenges students with transparency and benchmarks: 20:10 “We are benchmarked off the NAREIT all equity index”...”We chose Nareit because they have been a great partner with NYU Schack Institute of Real Estate, but also they have the indices and they cover the bulk of the sector, so it was natural to benchmark off the NAREIT all equity index.” We look forward to more engagement with the Institutional Real Estate, Inc. and encourage you to register for the upcoming REIT Symposium on April 17th here: https://bit.ly/3UlLpSj The full Interview can be found here: https://lnkd.in/dMKGSekX #NYU #RealEstate #Investment #REIT #Education #StudentInvestors #NYUSchack #RealEstateInvestmentFund NYU School of Professional Studies NYU Schack Institute of Real Estate
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📢 Register Now… @Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 💡 Meet the Fund Manager – St. James’s Place in Conversation with @Aristotle 📅 Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: @Jim Henderson, CFA, Managing Director, Client Portfolio Manager Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors 💰 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. https://lnkd.in/emR7S34y #MeetTheFundManager #InvestmentStrategies #Financialplanning LSM Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.
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📢 Register Now… @Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 💡 Meet the Fund Manager – St. James’s Place in Conversation with @Aristotle 📅 Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar https://lnkd.in/emR7S34y 📈 Speakers: @Jim Henderson, CFA, Managing Director, Client Portfolio Manager Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors 💰 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested #MeetTheFundManager #InvestmentStrategies #Financialplanning Curzon Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 21/02/2024
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Great session on the importance of having a process if you want to grow your business. Find the process thats right for you …. But having one is a must do
I Help Business Owners Build their Brands, their Businesses and their Teams • Business Coach • Study Group Expert • "Kari Like Ferrari" • Kolbe Certified™ Consultant (6-4-8-2)
Kicking off Lion Street's annual Institute Conference in Austin, TX with a game-changing session all about the importance of processes to scale your practice moderated by Chuck Hollander featuring top firm Owners Joel H. Solomon, ChFC , Marc Schechter and Tyler Horning. Lion Street supports their owner firms to not only grow their production, but also their entire business, and providing a platform for these firms to share their secrets to succcess is at the core of the collaborative Lion Street culture. Are you looking to grow? Who are you learning from? How can we help you grow? #Institute2024 #LionStreet #togetherwearebetter #EOS David Herrig Jon Denote, CLU Royce Imhoff Brian Bonifant James Joyce Walker Person Nellie Kerr Natalie Ross Gregg A. Michael Brett Longenecker Karla Kirk Aaron Lemoine Bob Carter Michael Fontanini, MT, CFP®, CLU® Tiffany Hyde
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📣Register Now… @Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 💡Meet the Fund Manager – St. James’s Place in Conversation with @Aristotle 📆 Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍Location: Zoom Webinar 📈 Speakers: @Jim Henderson, CFA, Managing Director, Client Portfolio Manager Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. REGISTER IN THE COMMENTS ⬇️ #MeetTheFundManager #InvestmentStrategies #Financialplanning PW & Partners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 21/02/2024
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Chartered Fellow & Director of AKR Wealth Management Limited an Associate Partner Practice of St. James’s Place
Register Now… @Darren Johnson is back by popular demand, to host our first in the #MeettheFundManager series of virtual events. 📣 Meet the Fund Manager – St. James’s Place in Conversation with @Aristotle 🗓️ Tuesday 7 May 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar: https://lnkd.in/eZR47D2c 💬 Speakers: @Jim Henderson, CFA, Managing Director, Client Portfolio Manager Together, Darren and Jim will provide their thoughts on our current financial landscape and what to expect throughout 2024, answering some of your burning questions along the way. An exciting opportunity for all keen investors. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested #MeetTheFundManager #InvestmentStrategies #Financialplanning AKR Wealth Management LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.
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Last month, our Americas Lead Philip Pirecki attended the CLO Summit, in Dana Point, California, to fly the flag for Jersey. He then moved on to Florida for the Miami Finance Forum's ‘Alts to Arts’ Week, a series of events that we were very proud to sponsor. View photos from these events: https://jsy.fi/3vxxJcD #Funds #FundManagers #AlternativeInvestments #CorporateServices #PrivateEquity #RealEstateFunds #InvestmentFunds #HedgeFunds
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