Meeder Investment Management’s Post

A round of applause for #Stratos CEO Jeff Concepcion and Stratos Wealth Enterprises President Lou Camacho for being named finalists in ThinkAdvisors' Luminaries awards program! Jeff was named a finalist for Executive of the Year in the RIAs more than $10 billion AUM/AUA category and Lou is a finalist in the M&A Leader of the Year category for RIAs with more than $10 billion AUM/AUA. The Luminaries program "recognizes the visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession." Winners will be announced on Dec. 11 at a ceremony in New York City. See the full list of finalists at: https://lnkd.in/gcZRCnp2 Nominations were submitted to ThinkAdvisor between June and July 2024. No fee was paid to be included in the ranking or to hold out marketing materials. Inclusion on the list is not an indication of an advisor's future performance. Your experience may vary. #WealthManagement #FinancialServices #FinancialAdvisors

At my private Investment company KAI Holding, every start into a new year is really important to me. I see it as a chance to refocus, realign, and recommit to our goals. Before COVID, my tradition was to gather all the teams from the different companies under one roof for a large-scale kick-off meeting. But the past few years have taught me the value of deeper, more personal connections. Now, I dedicate the start of the year to 1:1 sessions with each team across all Kai Holding companies. These meetings are an opportunity for me to focus on what truly matters: motivation, strategy, and clarity on how we can raise the bar for each company in the year ahead. It’s in these conversations that we reflect on what worked well last year, address what didn’t, and map out a plan for the new year to drive meaningful impact. This year, I’m super energized about what we can achieve. Let’s make 2025 an even better year than the previous ones, pushing for progress and success at Kai Holding. To every member of the team: thank you for your dedication and for bringing your best every single day.

This 3P framework is crucial for any organization. It was great meeting you, sir Arun Rajeev Sankaran at Beyond odessy summit Thank you for clarifying the following doubts: 1. Is it possible to scale a business without angel investors? 2. What is the difference between product, services, and product-enabled services businesses? 3. What are the advantages of a product-based business? 4. What are the 3 types of products that define revenue? And most importantly, the 3 P’s for building a strong business: - People - Product/Service - Process Choose the right people, build a high-quality product, and create a solid process within your company. Thank you for the time and insights, sir. It was invaluable speaking with you!

🎉 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝗢𝘂𝗿 𝟭𝘀𝘁 𝗔𝗻𝗻𝗶𝘃𝗲𝗿𝘀𝗮𝗿𝘆! 🎉 Today marks an incredible milestone—our 1st Anniversary! It’s hard to believe that just one year ago, we embarked on this journey. We couldn't have made it this far without the amazing support we’ve received from the industry—𝗮𝘀𝘀𝗲𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀, 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁𝘀, 𝗮𝗻𝗱 𝗮𝘀𝘀𝗲𝘁 𝗼𝘄𝗻𝗲𝗿𝘀—you know who you are! 🙏 Over the past year, we’ve grown, learned, and worked hard to provide you with our valuable services. We're incredibly grateful for the trust you've placed in us. From our 𝗳𝗶𝗿𝘀𝘁 𝗿𝗼𝘂𝗻𝗱𝘁𝗮𝗯𝗹𝗲 𝗶𝗻 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆... to the launch of our 𝘄𝗲𝗯𝘀𝗶𝘁𝗲 𝗶𝗻 𝗠𝗮𝗿𝗰𝗵... the release of our 𝗔𝗽𝗽 𝗶𝗻 𝗔𝘂𝗴𝘂𝘀𝘁... our 𝗖𝗜𝗢 (𝗥𝗲)𝗜𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗕𝗲𝗿𝗺𝘂𝗱𝗮 𝘁𝗿𝗶𝗽 𝗶𝗻 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿... the publication of our 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻 𝗢𝗰𝘁𝗼𝗯𝗲𝗿... the many events we hosted throughout the year... and finally to the 𝗜𝗻𝘀𝘂𝗿𝗲𝗿𝘀’ 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗖𝗵𝗿𝗶𝘀𝘁𝗺𝗮𝘀 𝗟𝘂𝗻𝗰𝗵 𝗶𝗻 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿. This year has been filled with moments we'll always treasure. 🌟 𝗔 𝗕𝗶𝗴 𝗧𝗵𝗮𝗻𝗸 𝗬𝗼𝘂 𝘁𝗼 𝗬𝗢𝗨! 🌟 Whether you've been with us from day one or joined us along the way, your support means the world to us. We're excited for the next chapter and can’t wait to continue serving you with even more passion and dedication. Here’s to more years of success, growth, and delivering even greater value to you every day. 🥂 Cheers to the future! #OneYearAnniversary #BusinessMilestone #Grateful #Institutional #Investors #AssetOwners #AssetManagement #InvestmentConsulting #CIO #Growth #CheersToTheFuture

A team of Pillsbury attorneys led by Corporate partners Christina Pearson and Nick Burgess advised Apollo Global Management, Inc. in the $20 million Series A financing round of Vega Technologies, a UK-incorporated alternative investment technology company. This development marks a significant milestone in Vega’s growth journey, as the company aims to become the industry’s leading operating system for alternative asset managers. Read more: https://bit.ly/49OC3nG

A team of Pillsbury attorneys led by Corporate partners Christina Pearson and Nick Burgess advised Apollo Global Management, Inc. in the $20 million Series A financing round of Vega Technologies, a UK-incorporated alternative investment technology company. This development marks a significant milestone in Vega’s growth journey, as the company aims to become the industry’s leading operating system for alternative asset managers. Read more: https://bit.ly/49OC3nG

✨ Join us in welcoming Zion Hilelly as our new Chief Product Officer – leading the transformation of our product team! 🎉 Read more: https://okt.to/CD3FwW Zion brings over 20 years of experience in asset management, where he has led investment management solutions and overseen the launch and development of numerous post-trade products and capabilities. His leadership will be instrumental in advancing product innovation, ensuring accountability, and driving P&L growth. Read Georges Archibald’s comments on this significant milestone. 🌐 Click the link above for all the details! #DigitalTransformation #ApexGroup #AppointmentAnnouncement #DrivingPositiveChange #AssetServicing #Digitization

Building a Legacy: The Vision Behind Charles J. Leadon Holding Corporation Every great company starts with a bold vision. At Charles J. Leadon Holding Corporation, we are curating an ecosystem of high-value businesses, investments, and strategic partnerships to drive long-term success. 🔹 Our goal? Sustainable growth, wealth creation, and industry impact. 🔹 Our team? Elite leaders & investors who believe in innovation & strategy. 🚀 The opportunity: Become a founding investor or board member through our equity program. 1% equity = Board eligibility. Interested? Let’s build the future together. 🌍 #CorporateLeadership #VentureCapital #HoldingCompany #WealthBuilding

A team of Pillsbury attorneys, led by Corporate partners Christina Pearson and Nick Burgess, advised Apollo Global Management, Inc. in the $20 million Series A financing round of Vega Investment Technologies Limited, a UK incorporated alternative investment technology company. This development marks a significant milestone in Vega’s growth journey, as the company aims to become the industry’s leading operating system for alternative asset managers. Read more: https://bit.ly/49OC3nG