How is your financial institution thinking about 2025? In just under one month, join us at Fall Innovators Retreat in San Diego, where we'll be speaking to Kevin Scott (Las Colinas Federal Credit Union) and Glenn Guinto (Greater Alliance Federal Credit Union) about their FI's innovation strategies, including: ◾ The technology partnerships that are top of mind for the coming year ◾ Creating a culture of innovation at your FI ◾ Investing resources and communicating change across an org Seats are limited; register now: https://lnkd.in/e_5JyXds
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🌍 We're very excited that next Tuesday, June 4th, our CEO, Daan De Wever, will be speaking at Cavell Invest in London! He is joining the panel titled: "Is International Expansion a Viable Investment Hypothesis?" 📅 The panel will explore the topic from both US and European perspectives, with European providers sharing insights from their recent expansions and US providers discussing the opportunities they see in moving into Europe. 🌐 It promises to be a fascinating discussion! 💬 #CavellInvest #CloudLeaders #Dstny
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📹 Frontline's Will Prendergast explains what early-stage investors look for in a pitch, the importance of founder EQ and the value that challenge brings to startups Thanks to Jess Kelly and KPMG 🚀
“People can build businesses at any age, and from any background. But you have to be driven by the problem”. Will Prendergast is a Partner and Co-Founder with Frontline Ventures and the next member of the judging panel for the KPMG Global Tech Innovator Competition – Ireland 2024. In this short video, Will tells Jess Kelly what investors look for in pitches. Learn more about the competition here kpmg.ie/gti
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D&A’s last intensive had me grinning ear to ear… This time around we’re hosting The Global Reach Forum, where we’ll be guiding you through the journey of international expansion. Mark your calendars for 30 May and get ready to cement some money moves to fortify success in the new financial year. We’ve just opened applications for guest spots, so hit me up if you’re interested and I’ll let you know how to apply. See ya there. #Intensive #NewFinancialYear #GlobalSuccess #InternationalBusiness
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Chief Executive Officer | Google Partner | Investment Banker | Meta Marketing Partner | Investor | HubSpot Partner | LinkedIn Marketing Certified
The whole team at B2i Digital is pleased to share an update on the inaugural Spartan Capital Securities, LLC Investor Conference 2024, taking place on November 4th at The Pierre Hotel in New York City. We’re proud to announce that Harter Secrest & Emery LLP will be a Bronze Sponsor of the event. Our Securities and Capital Markets attorneys have been honored by Chambers USA: America’s Leading Lawyers for Business for several years. Chambers USA, the worldwide leader in attorney and firm rankings, has been ranking the best lawyers since 1990, and now covers over 185 jurisdictions. The Chambers USA 2020 edition highlighted our “impressive portfolio of public and private clients, including private equity funds, venture capital players and startups as well as companies in the telecommunications, pharmaceuticals and manufacturing sectors.” Harter Secrest & Emery LLP is led by Craig Wittlin, Amy Kellogg, Amy Hemenway, C. Christopher Murillo, Alexander McClean, Sheldon Smith, Megan Dorritie and many other talented individuals. This one-day event brings together public company executive teams, institutional investors, and thought leaders in the U.S. capital markets. With over 30 companies presenting, it offers unparalleled networking opportunities. Thank you to our hosts at Spartan Capital who made this event possible: John D. Lowry, Kim Monchik, Joe Giamichael, Stephen Faucetta, Julia Voss, William Birney, Donald Powell, Louis Valdez, Abdiell (AJ) Suero, Blake Weltmann, Ralph Metz, and many others. To secure your place at this premier event, visit: https://lnkd.in/e6ZQhZyA Please note that attendance is limited and subject to approval. Spartan Capital Securities, LLC is a full-service, integrated financial services firm, trusted by high-net-worth individuals and institutions for sound investment guidance. We focus on understanding our clients' objectives and executing strategies to meet their financial goals. #SpartanCapital #B2iDigital #CapitalMarkets #InstitutionalInvestors #SpartanCapitalInvestorConference2024
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Were you at last week’s Future Proof conference? If not, you’ve probably seen plenty of posts about the sun, food, and bands. But beyond the setting, what truly stood out were the meaningful conversations. I was fortunate to speak with dozens of advisors, and my key takeaways include: 🔍 Advisors are digging deeper into their income strategies. It’s impressive to see how far we’ve moved beyond the old 60/40 portfolio debate. I received many insightful questions about where Business Development Companies (BDCs) fit into income strategies and how our unique corporate credit income approach can help diversify portfolios. 🛠️ Advisors like having a full toolkit. While mutual funds and SMAs remain popular, they’re not suitable for every client. ETFs are gaining traction for their transparency, ease of use, and lower fees. But it’s ultimately about finding the right solution, not just the wrapper. ❓ No one knows what’s coming next. Speak to ten experts, and you’ll get ten different predictions about what kind of economic environment we’ll be in by 2025. Rather than trying to predict the future, the advisors I spoke with are prioritizing flexibility, diversification, and uncorrelated income sources. While Future Proof focused on helping advisors “future-proof” their practices, it was also a great opportunity to discuss how to future-proof portfolios. If we didn’t get a chance to connect at the event, feel free to reach out - I’d love to continue the conversation on these topics and more!
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Next week I'll be speaking at the Opportunity Finance Network Conference for Pacific Community Ventures (PCV) on a panel about data analytics, technology infrastructure, and impact storytelling. It was a highlight for me learning and meeting everyone at OFN last year so I'm excited to continue creating spaces for social impact orgs to talk data. #OFN40 "Turning Data into Decisions: Harnessing Insights for Impact at CDFIs" Session Description: How can CDFIs transform the wealth of data and information at their fingertips into actionable insights? In this session, panelists will break down each step of the process, from collecting and analyzing data, to leveraging that information for greater impact. The conversation will be grounded in the concrete experiences of CDFIs successfully employing data-driven decision-making within their organizations. Panelists will share practical strategies for gathering and applying data across an array of use cases—from portfolio analysis to effective storytelling—to help attendees jumpstart or reinvigorate their own internal data work.
Get ready to connect with our Pacific Community Ventures team at the Opportunity Finance Network Conference October 21-24 in Los Angeles, CA! ☀ Catch Bulbul Gupta, Casey J. Bell, Destiny McLennan, Ph.D., Bob Porter, MBA, and Kenneth Kitahata in action at incredible sessions focused on driving impact, data insights and building an inclusive economy. Look forward to learning, networking, and growing during this sold out conference! https://lnkd.in/g_aDVuG8
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Honoured to write this brief history of CapX to mark its 10th anniversary. CapX’s mission remains as necessary and as urgent as ever. While the left peddle easy fallacies about fairness, the right must argue that individual liberty is the surest path to collective prosperity. While they buy into utopian fictions about a perfectible society, we know that only the market can balance competing interests. Our opponents think they know how we must live our lives; we don’t tell others how they should live theirs. But it is precisely because these arguments are difficult, even at times counter-intuitive, that they must be constantly remade. That is what CapX will keep doing, for the next 10 years and beyond. https://lnkd.in/eR4izQuH
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See who made the list, and stay committed to your strategic and financial goals by reading the full edition of The Herd. ⬇
Explore the top 100 privately held software companies in this year’s edition of The Herd. D.A. Davidson’s Technology Investment Banking team is happy to share further insights in this 5th annual edition, highlighting rising start-ups and late-stage funded giants. 🔗 https://dadvdsn.co/3TcxsEL #TheStrengthOfAdvice Greg Thomas, Jonathan Lejuez, CFA, Gary Morabito, David Douglas, Gil Luria, Rudy Kessinger, Rory McKinney
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Great to see a thought-provoking essay from Graeme Nuttall OBE, EOA member and Partner at Fieldfisher, on the role EO can play in reducing inequality and boosting wealth. His essay appears alongside contributions from leading MPs, CEOs, academics, and thinkers in Bright Blue’s new book. ‘A Wealth of Opportunities’ looks at how people on modest incomes can better acquire, leverage, and draw down assets. #Wealth #Economy #EmployeeOwnership
📖Today, Bright Blue launches: 'A wealth of opportunities: A centre-right prospectus for spreading wealth', edited by Thomas Nurcombe and Ryan Shorthouse 💷The book offers analysis and ideas across four key areas: acquiring assets; leveraging assets; sharing wealth; and drawing down later in life. 📝 21 contributions from leading decision makers, to include Sajid Javid, Lord David Willetts, Baroness Nicky Morgan, John Penrose MP, John Stevenson MP, Steve Webb, Tim Leunig, Arun Advani, David Sturrock, John Oxley, Dr Rakib Ehsan, Gerard Lyons, John Godfrey, Deven Ghelani, Andrew O'Brien, Sacha Romanovitch, Emma Jones, Michael Johnson and Graeme Nuttall OBE Read here👉 https://lnkd.in/e_dw9xwf
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We spoke with Thomas Davies, Managing Director and CEO of Forge Europe about the main challenges when encouraging more transparent private markets and the importance of this transparency and accessibility. Here is what he had to say about it! “One of the biggest differences between investing in public markets versus private markets is the lack of up-to-date and verified information on private companies, and this is most acute when trying to invest in a company via a secondary trade (where the buyer is purchasing shares from an existing shareholder) as opposed to a primary funding round (where the company is engaged directly with a potential investor in order to raise money, sharing the latest financials and pitch deck). Indeed, one of the main reasons why companies often decide to remain private for as long as possible is to avoid the need to disclose sensitive information about their company. And this creates a problem for both buyers and sellers of shares in private companies. If they don’t have access to this information, they cannot make an informed investment decision. What price should I place on these shares? Is this company going to run out of money? What is the current burn rate? Is this company massively overleveraged with debt? Any investor looking to buy shares in a private company is perfectly entitled to want to know answers to these questions. The challenge is that the company is not always willing to share such information outside of a primary round. This tension between what information the company is willing to share and what information an investor needs is unlikely to ever be perfectly resolved unless you implement public company grade disclosure requirements on private companies. And this would never work. There are however a number of things that can be done to help bridge the information gap, such as providing the technical infrastructure to enable companies to share information in a controlled way, ensuring that only those intended recipients receive it. Ultimately though the company has to be comfortable with sharing the information that an investor needs to make an informed decision, and as secondaries become more common in the market companies will need to become comfortable with sharing more”. Thomas will be moderating the panel “Focus on Attractive Industries & Highest Valued Companies. Blooming VC Tech” at our upcoming 0100 Conference DACH, where he will be sharing the stage with Henric Hungerhoff from HEARTFELT_, Christophe Maire from Atlantic Labs, Jörg Binnenbrücker from Capnamic, and Lucanus ⛵️ P. from Calm/Storm.
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