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Jeff Walton, Stuart Jones and I will be in New York for MBA Secondary and Capital Markets Conference and would love to meet with you. DM me or since I have had the same mobile number for 20 years most of you know how to reach me :) #actionableIntelligentdata #InGenius #MBASecondaryandCapitalMarkets

In this edition of Talking Markets, I have a very insightful discussion on UK equities with Gervais Williams, Head of Equities at Premier Miton. We explore the impact of potential recessions, the resilience of UK companies, and the exciting prospects for income generation.For Investment Professionals only. Capital at Risk. #ukequities

On January 23rd, our audience will gather for a day of insightful panel discussions (for which CFP credits are available!), presentations, Q&A, and over two hours of networking. You can expect 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Arizona. To kick off the morning, the first speaker of the day David B. Perkins, CAIA, Chief Executive Officer, Founder at Gondola Partners will present a keynote presentation. Following this presentation, the “Recalibrating the 60/40 Asset Allocation Model” panel will take the stage: After interest rates have hovered near a historic low, the classic 60/40 portfolio has come under substantial strain with both an inflationary and higher interest rate environment. Jeff Chang, CFA President at Vest and Samantha Lee, Associate at Goldman Sachs will explore the shift in the increasingly complex investment landscape and how to adapt to keep risks low while increasing ROI for your clients, even during periods of market volatility. Panelists discuss creating opportunities to diversify solutions when allocating to fixed income securities and how to cope with market shocks and recovery in the short and long term. You can secure your spot at the summit by clicking here: https://lnkd.in/esAJNNQG #PortfolioSummits #RIA #Arizona

We are pleased to present our Q4 2023 Market Commentary! Despite facing significant challenges, the year concluded on a surprisingly strong note. Join Investment Analyst, Vittorio Ciccone, M.Sc., and his team at Placements Louisbourg Investments as they navigate through the twists and turns of the Canadian and global economies, exploring the key drivers that shaped market dynamics. #cicconemckay #marketcommentary #wealthmanagement #Q4 https://lnkd.in/drWe_x7e

For Canadian investors like you, this is a complex and convoluted environment. Seldom have we seen a market that contains both so much promise...and so many potential pitfalls. So, how can you find more promising opportunities – while avoiding more troublesome risks? By joining me – and 70+ other world-class investment experts – at The MoneyShow Toronto! Scheduled for September 8-9, 2023 at The Metro Toronto Convention Centre, the conference will feature over 60 workshops, presentations, and panel discussions where you can gain the knowledge and confidence you need to navigate today’s uncertain market environment! You’ll also have the chance to see demos of the latest products and services from dozens of leading financial companies and service providers. You’ll get face-to-face answers to all your investing and trading questions. And you’ll get to mingle and talk markets with hundreds of your fellow investors. Best of all: Registration is FREE! Simply claim your free pass to join me, Markus Heitkoetter, by clicking the link below: https://lnkd.in/gbbXyeE7 Using Warren Buffet's SECRET Options Strategy to Make $100k+ Per Year Saturday, September 9, 2023 | 12:15 pm - 1:00 pm EDT In this session, Markus will show you how he used Warren Buffet's secret options strategy to make an income trading options and how exactly you can use the same strategy for your own trading. I can’t wait to share my insights, strategies, and forecasts with you – not to mention talk markets IN PERSON – in Toronto. See you there! #Themoneyshow #learntotrade #thewarrenbuffetstrategy #tradingtips

Our Morning Panel at the Australian Investment Summit just got even better! We're delighted to welcome Ritchie Balmer, CFA to our already stellar lineup. Join us on July 10th at the London Stock Exchange as Ritchie Balmer shares their invaluable insights on Navigating the Future of Global Trade & Capital Markets, alongside our esteemed panelists: Tom Attenborough, Michael Dawes and Jack Colreavy, CFA. Don’t miss this chance to gain knowledge from some of the industry’s top minds and connect with fellow professionals! #AustralianInvestmentSummit #NewSpeaker #MorningPanel #GlobalTrade #CapitalMarkets #Networking #BusinessGrowth #AIS

Today, we're looking back at highlights from SBAN's first in-person conference this past November 2023. We were thrilled to have such powerful keynote speakers like Harold Pettigrew, Jr., who kicked off or closed each day with an idea to carry forward in our anti-displacement work. 💡 Where do you want to see the same kind of human investment in small business owners that matches public investments in commercial corridor revitalization plans?

Join Dr Bhaskar Dasgupta who will be speaking at the US Capital Global Financial Summit: Powering Trade and Investment on November 9. The insightful session is your chance to uncover the emerging investment trends and pivotal capital raising strategies which are essential in the region right now. “Navigating the Trade History of the Gulf Region” promises to be a thought-provoking discussion exploring the instrumental role of financial institutions in shaping trade dynamics in the Gulf. This USCG Summit is a must-attend event for investors, disruptors, heads of family offices, ultra-high-net-worth individuals, and financial services professionals. #FinancialServices #USCG #InvestmentPortfolio #FamilyOffice #InvestmentTrends #Capital

For Canadian investors like you, this is a complex and convoluted environment. Seldom have we seen a market that contains both so much promise...and so many potential pitfalls. So, how can you find more promising opportunities – while avoiding more troublesome risks? By joining me – and 70+ other world-class investment experts – at The MoneyShow Toronto! Scheduled for September 8-9, 2023 at The Metro Toronto Convention Centre, the conference will feature over 60 workshops, presentations, and panel discussions where you can gain the knowledge and confidence you need to navigate today’s uncertain market environment! You’ll also have the chance to see demos of the latest products and services from dozens of leading financial companies and service providers. You’ll get face-to-face answers to all your investing and trading questions. And you’ll get to mingle and talk markets with hundreds of your fellow investors. Best of all: Registration is FREE! Simply claim your free pass to join me, Markus Heitkoetter, by clicking the link below: https://lnkd.in/gbj-rBbj Using Warren Buffet's SECRET Options Strategy to Make $100k+ Per Year Saturday, September 9, 2023 | 12:15 pm - 1:00 pm EDT In this session, Markus will show you how he used Warren Buffet's secret options strategy to make an income trading options and how exactly you can use the same strategy for your own trading. I can’t wait to share my insights, strategies, and forecasts with you – not to mention talk markets IN PERSON – in Toronto. See you there! #Themoneyshow #learntotrade #thewarrenbuffetstrategy #tradingtips

Mark Kritzman, State Street Associates Founding Partner, Senior Lecturer at MIT Sloan School of Management, Will Kinlaw, CFA, head of research for State Street Global Markets, and David Turkington, CFA, head of State Street Associates, discuss their co-occurrence paper which provides a more precise measure of asset diversification. The discussion covers how diversification should be measured, how to overcome weaknesses in correlation as a parameter, the notion of co-occurrence and co-movement, and ultimately how to construct portfolios considering these issues. Watch the discussion: http://ms.spr.ly/6049iK7FN