🌟 We are really excited to present at the Family Office & Private Wealth Management Forum 2024, Founder and Chief Investment Officer, Michael M. Pompian, CFA, CFP, CAIA, Chief Investment Officer, Rosemary Sagar, CFA, Chief Executive Officer, Christian Brehm, and Chief Executive Officer, Abigail Laufer presenting at the panel “𝐒𝐨𝐮𝐫𝐜𝐢𝐧𝐠 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 & 𝐃𝐮𝐞 𝐃𝐢𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐈𝐧 𝐏𝐮𝐛𝐥𝐢𝐜 & 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐌𝐚𝐫𝐤𝐞𝐭𝐬” on Tuesday, July 23, 2024. 📝 To register please visit, https://bit.ly/40fysuq or email info@opalgroup.net #Finance #OpalGroupFOPW #FamilyOffice #PrivateWealth
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💼 Private equity is a powerful tool for HNIs to invest in non-public companies. The potential returns are high, but so are the risks. Would you consider adding private equity to your investment portfolio? https://lnkd.in/gDnzTqGy #WealthManagement #PrivateEquity #InvestmentStrategies #HNI #FinanceWednesday #AlternativeInvestments
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#tbt Lots of great feedback for Matthew Stambach after his IFA conference a couple of weeks ago. Matt gave a presentation on Family Investment Companies! Want to find out what it was all about? Click here https://buff.ly/3LdPNNs #etctax #familyinvestmentcompanies
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Family Offices and the Missing Investment Committees Endowments and family offices have a lot in common. Both manage $trillions of capital, are long-term investors, have wide investment discretion and are guardians of wealth for future generations. A central pillar of the endowment model is a thoughtfully constituted, independent and high performing investment committee. It is surprising then that many SFOs do not have investment committees and fewer still have investment committees with independent members. I’ve just posted some thoughts about family offices and the missing investment committees. Please take a look. #familyoffice #investing https://lnkd.in/e4VV2U3y
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A diversified portfolio with allocations beyond traditional equities and fixed income is one critical component of managing investment risk. There is also another crucial strategy to de-risking opportunities—thematic investing. Learn about thematic investing and how it enables us to provide family offices, RIAs, & sophisticated people like you with private real estate opportunities in favorable investment environments—regardless of market cycles. #familyoffices #rias #realestateinvestments
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Join Mercy Mwongela and our brilliant Chief Investment Officer, Damitha Pathmalal, in the next chapter of our Cash Flow Management series. We will dive into the art of portfolio diversification in investments and the strategies needed for effective implementation within your business. Don't miss this opportunity to learn, unlearn, and relearn with us as we delve into the intricacies of cash flow management. Click https://ow.ly/eMqj50Rkqm8 to join the conversation! #CashFlowManagement #PortfolioDiversification #PassiveIncome #FinancialStrategies
The Investment Art of Executing Cash Flow Management
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Welcome to HNI Investors 🔹 Investment Spectrum: Opportunities ranging from ₹50 Lakhs to ₹7.5 Crores. 🔹 Security Guaranteed: Your investments are backed by property registration for peace of mind. 🔹 Flexible Earnings: Opt for a steady Return on Investment (ROI) or dynamic profit sharing. 🔹 Transparent Transactions: Commit to clean, straightforward financial engagements. 🔹 Beyond the Basics: Explore larger-scale investments in lucrative real estate projects.Join us in shaping the future of investment. Let's connect and discuss unparalleled investment opportunities tailored for discerning High Net-Worth Individuals. #InvestmentOpportunity #RealEstateInvestment #HNWInvestors #FinancialGrowth #SecureInvestment
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📊 New Markets in a Minute alert! 🚨 Kestra Financial's Chief Investment Officer, Kara Murphy, breaks down the importance of having a solid diligence playbook in her latest piece. Whether you're a seasoned investor or just starting out, this is a must-read! https://lnkd.in/e4Fc9zfm #MarketsInAMinute #InvestmentStrategy #FinancialPlanning #KaraMurphy #KestraFinancial #USFS #FinancialPlanning #FinancialPlanner #USFinancialServices
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Don’t miss our Chief Investment Officer Chris Paton’s latest Portfolio Update. Chris provides an overview of our existing strategies, plus the recent nomination of our 12 Month Term Account for the Australian Fixed Income Fund of the Year at the Lonsec Annual Awards. View the Portfolio Update here: https://lnkd.in/dCVsPJ5a To view our Economic and Property Updates, visit: https://lnkd.in/daA2KACB #LaTrobeFinancial #PropertyUpdate #LookingOutForYou
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Darrell Van Amen, Executive Vice President & Chief Investment Officer, HomeStreet Bank contributed an article "Latest Trends in Investment Management." The article will also be featured in the forthcoming special print edition on Investment Banking 2024. Read More : https://lnkd.in/d-gefv5p #alternativeinvestments #sustainablefinance #machinelearning #artificialintelligence
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Presenter - National Federal Reserve Challenge | President - Economics Society | B.S. - Business Economics | Co-Founder - ChameleON Youth NGO
Half-way through the Private Equity Masterclass with Sameer Merchant, CFA and City Investment Training! I received valuable insights into the private equity field including financial modeling and constructing LBOs. I would highly recommend!
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