Are you ready to rethink #AssetManagement distribution? Join Jonathan Linstra, Managing Director, Americas, Morningstar Wealth, on a pivotal panel discussion styled after ESPN's "Pardon the Interruption." 🔗 Check out the #2024MMISummit agenda and full speaker lineup: http://spr.ly/6047k8bVR. Jonathan joins a lineup of esteemed panelists and moderator T. Neil Bathon, Founder and Managing Partner, FUSE Research Network, to analyze the merits and challenges of different distribution models in the investment advisory world. They will zero in on channelized vs. dechannelized structures, specialist vs. generalist models, and the blend of institutional and retail sales strategies. Meet the Panelists: Jeff Carlin, CFA, Senior Managing Director, Head of Global Wealth Distribution, Nuveen, a TIAA company; Mollie Jensen, Global Head of Marketing, Russell Investments; Kimberly LaPointe, Senior Managing Director, Head of Wealth Distribution, Macquarie Group; and Jonathan Linstra, Managing Director, Americas, #MorningstarWealth. Whether you're entrenched in asset management or navigating the waters of #WealthManagement, this fast-paced #InvestmentAdvisory session is one you won't want to miss. #MMISummit
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Now that was fun! Thank you Money Management Institute, T. Neil Bathon and my fellow panelists for the opportunity to discuss the latest trends and potential disruptions in asset management. Forward-looking conversations like these keep investor interests and goals front-and-center. #MMISummit #globalassetmanagement #investingforthefuture #RussellInvestments
Pardon the “Disruption”! At the #MMISummit, a panel of senior asset management sales leaders took on different distribution models, the pros and cons of channelized vs. dechannelized approaches, firm-specific coverage, specialist vs. generalist models, and the increasing convergence between institutional and retail sales. Thank you to our speakers T. Neil Bathon of FUSE Research Network, Jonathan Linstra of Morningstar Wealth, Mollie Jensen of Russell Investments, Kimberly LaPointe of Macquarie Group, and Jeff Carlin of Nuveen, a TIAA company. #distributionmodels #institutionalsales #retailsales #advisorysolutions #assetmanagement
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We're delighted that Max Heinzle from 21X, will be back in London as a panellist at #DigitalAssetsWeek and looking forward to contributing alongside other esteemed industry leaders, including David Packham from Chintai; David Reed, from Invesco Ltd.; Cynthia Lo Bessette, from Fidelity Investments; and Thomas Labenbacher, from Assetera. The topic - Advantages of Investing in Digitised Assets within a Regulated Environment - perfectly encapsulates 21X's conviction that regulation is not a barrier, but a catalyst for the further adoption and growth of tokenized financial instruments. Max will highlight how well-defined #regulations offer key advantages for investors and the broader financial landscape, including enhanced security and transparency, reduced market volatility and increased institutional participation - in turn bringing vital liquidity and market depth. As we are in the final stages of our license application to operate a #DLT trading and settlement system (#DLTTSS) under the EU’s DLT regime – Max will also explain how a collaborative approach between regulators - including BaFin and European Securities and Markets Authority (ESMA) - and industry can create a flourishing future for #tokenizedassets. See you in London!
We are delighted to welcome Max Heinzle, CEO and Founder, 21X AG, our #PlatinumSponsor, as a speaker at #DigitalAssetsWeek London taking place on 2-3 of October at 8 Northumberland Avenue. https://lnkd.in/eUiyKchk Max will participate in a panel discussion about Advantages of Investing in Digitised Assets within a Regulated Environment together with David Packham, CEO and Founder, Chintai, David Reed, Director Capital Markets - Digital Assets and ESG, Invesco Ltd., Cynthia Lo Bessette, Head of Fidelity Digital Asset Management, Fidelity Investments, and Thomas Labenbacher, Founder & CEO, Assetera. Don't miss it! Apply to attend here: https://lnkd.in/dDyYMMMb Michael Barrell Dhriti Kundalia Abigail Jayne Clifton Richie MacTaggart
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While the summer stays on for a while the fall events are moving into scope such as the Digital Assets Week in London in early October: https://lnkd.in/dAu2xbBF Looking forward to hearing the statements of Max Heinzle from 21X and other experts on the panel on the advantages of investing in digitized assets within a regulated environment. Could it be anything like the three points below or what do you think are the main topics to address? ⛓Enhanced Security: Investments are protected by regulatory frameworks, reducing the risk of fraud and ensuring higher standards of data protection while the protection comes also mainly from the blockchain itself and the atomicity of the trade and the settlement. ⛓Increased Transparency: Regulatory oversight ensures transparent operations, providing investors with clear and reliable information about their assets and transactions while the blockchain itself assures transparency to begin with. ⛓Greater Market Confidence: The involvement of regulatory bodies boosts investor confidence, potentially leading to more stable and liquid markets for digitized assets moving mass adoption ahead. Or is it all about some other aspects? Curious to see and see you there ... #web3 #digitalassets Richie MacTaggart
We are delighted to welcome Max Heinzle, CEO and Founder, 21X AG, our #PlatinumSponsor, as a speaker at #DigitalAssetsWeek London taking place on 2-3 of October at 8 Northumberland Avenue. https://lnkd.in/eUiyKchk Max will participate in a panel discussion about Advantages of Investing in Digitised Assets within a Regulated Environment together with David Packham, CEO and Founder, Chintai, David Reed, Director Capital Markets - Digital Assets and ESG, Invesco Ltd., Cynthia Lo Bessette, Head of Fidelity Digital Asset Management, Fidelity Investments, and Thomas Labenbacher, Founder & CEO, Assetera. Don't miss it! Apply to attend here: https://lnkd.in/dDyYMMMb Michael Barrell Dhriti Kundalia Abigail Jayne Clifton Richie MacTaggart
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Discover Preqin’s News and Content page, a hub for all your alternative assets needs. From news and events to thought leadership and free reports, we provide a wide range of resources to keep you updated on private markets. Start exploring today: https://okt.to/ZV6HkT #InvestmentStrategy #PrivateMarkets #MarketAnalysis #FinancialInsights
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Our team had an insightful week at the Markets Group Southwest Forum in Scottsdale, AZ! 🚀 Anthony Georgiades, General Partner at Innovating Capital, took the stage to explore Alternative Investments on a panel alongside experts Steve M. Wyett, CFA, Casey Wamsley, Peter Simasek, and Ken Carpenter. Dive into our discussions on meaningful diversification, risk-adjusted returns, and crisis management. Grateful to Markets Group for the opportunity and my insightful co-panelists! 👏🌐 #MarketsGroup #alternativeinvestments #paneldiscussion #investmentinsights
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We’re delighted to share our 2023 Positive Impact Report with you! As faith-based investors we want to make a positive impact on our neighbors by investing in companies whose goods and services create value for consumers and communities, demonstrate care for creation, and who treat their employees, suppliers, and others with dignity and respect. The 2023 Positive Impact Report shares a few examples of how your investments through Beacon Wealth’s LightPoint Portfolios™ seek to contribute to flourishing in the world. Thank you for choosing Beacon Wealth Consultants as your trusted financial partner. It is a joy to serve you and to partner together to make a Kingdom impact. Please click below to read the report! #faithbasedinvesting #biblicallyresponsibleinvesting #positiveimpact
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Quick insightful video on the current inflection point and unique moment in time for the Private Equity market… We all know that there is a significant backlog of exits that need to happen, and it’s just a matter of time before activity picks up. Our investment banking team recently published a report on the role financial sponsors are poised to play in 2024 and beyond. Check it out.
“I believe that private equity has reached an inflection point in 2024.” In this episode of #TheInsight, Rob Pulford, head of the Financial and Strategic Investors Group in the Americas, discusses the “unique moment in time” for the private equity industry, which is poised to catalyze opportunity across both M&A and the capital markets. For the full video and our latest report, Private Equity Inflection Point: https://lnkd.in/e3CnN4p7 Source: Preqin as of 3/28/2024
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We’re delighted to share our 2023 Positive Impact Report with you! As faith-based investors we want to make a positive impact on our neighbors by investing in companies whose goods and services create value for consumers and communities, demonstrate care for creation, and who treat their employees, suppliers, and others with dignity and respect. The 2023 Positive Impact Report shares a few examples of how your investments through Beacon Wealth’s LightPoint Portfolios™ seek to contribute to flourishing in the world. Thank you for choosing Beacon Wealth Consultants as your trusted financial partner. It is a joy to serve you and to partner together to make a Kingdom impact. Please click below to read the report! #faithbasedinvesting #biblicallyresponsibleinesting #positiveimpact
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The FUSE team extends our thanks to all the participants and the nearly 200 attendees who made yesterday’s 9th Annual FUSE Forum a huge success! Special thanks to our executive speakers Jim McCarthy and Wayne Bloom who shared valuable insights about the evolving operating environment and product set for financial advisors as well as David Brown who outlined strategic initiatives for investment managers. #investmentmanagement #wealthmanagement
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Preqin's latest projections for alternative assets are all in the Future of Alternatives 2029 report – now live! 🔮 🔎 Dive deep into our forecasts for growth and performance across alternatives through to 2029, our predictions for fundraising in each asset class, and the breakdowns by region and strategy. Discover the Future of Alternatives in 2029 report and its key findings – available now: https://okt.to/tPj73T #PrivateMarkets #FutureOfFinance #AlternativeInvestments #InvestmentTrends #PrivateEquity #VentureCapital #MarketInnovation #AssetManagement #CapitalMarkets #InvestmentStrategy #FinancialGrowth #WealthManagement #InstitutionalInvestors #MarketForecast #PrivateWealth
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