Opal Group’s Post

Looking forward to hosting the "GP Focus" panel at the Fund Finance Association's European Symposium next Thursday, hearing GPs' perspectives on current market opportunities/challenges and catching up with our Fund Finance community more broadly. #FundFinanceAdvisory #FundFinance #DeloittePerformanceImprovement #DeloitteFA

🌟 Interesting panel with Greg Knoll, Adam Barsky, Mayor Xaykham Khamsyvoravong, and Rebecca E. Lilly, presenting at the panel “ESG-related challenges currently facing institutional investors, and how are they beginning to grapple with them?” at the Public Funds Summit East 2024. #OpalGroup #OpalGroupPFSE #publicfunds #Finance

Are you in a chama or investment group? You may want to book this date for the webinar on group financial management and investments with Robert Ochieng #GroupFinances #NobukCollect

Plante Moran Financial Advisors has ranked No. 28 out of 500 registered investment advisor firms in Financial Advisor Magazine's annual “RIA Ranking” report. This marks PMFA’s 19th consecutive year of recognition, serving as a true testament to our unwavering commitment to quality and client service. Learn more here! #PlanteMoranWealthManagement #financialadvisors #RIAsurvey https://bit.ly/3ymvnz8

Join us Tomorrow! Friday, Feb 2nd at 9:30a PT / 12:30p ET The BW Centurion is a Buttonwood-founded consortium of Registered Investment Advisors (RIAs) formed to support each Member RIA in its pursuit of investing in alternative investments. Bringing education, due diligence support, leverage and influence to the RIA. Interested in learning more? Link in comments to register for the call. #RIA #Alternativeinvestments #duediligence #financialadvisor

#RIAs Did you miss the last informational call? No worries! Join us for the next one! Tuesday, February 13th 12:30p PT / 3:30p ET The Buttonwood Centurion was formed to assist RIAs with some of the challenges of alternative investments: 👉 Lack of specific education and expertise relative to complicated Alternative Investments 👉 Lack of time and resources necessary to conduct thorough due diligence on Alternative investments 👉 Challenges comparing and evaluating investments when selecting the “best” investment 👉 The need to maintain continuous oversight and justify asset management fees when dealing with Alternative investments that often have very little information available on an ongoing basis 👉 Shortage of RIA-friendly structures in Alternative Investments 👉 Lack of influence and leverage with sponsors (struggle to get a call back??) The BW Centurion is a Buttonwood-founded consortium of Registered Investment Advisors (RIAs) formed to support each Member RIA in its pursuit of investing in alternative investments. Bringing education, due diligence support, leverage and influence to the RIA. Interested in learning more? Link in comments to register for the call. #RIA #Alternativeinvestments #duediligence #financialadvisor #wealthadvisor #investing

The 𝐂𝐌𝐓 𝐀𝐬𝐬𝐨𝐜𝐢𝐚𝐭𝐢𝐨𝐧 hosts regular one-hour online presentations covering a variety of active investment management topics. These webinar events are FREE for all active members. 𝐓𝐨 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐨𝐧𝐞 𝐨𝐟 𝐭𝐡𝐞𝐬𝐞 𝐞𝐯𝐞𝐧𝐭𝐬, 𝐯𝐢𝐬𝐢𝐭 https://vist.ly/3bups #CMT #TechnicalAnalysis #Finance #StockMarket

Thrilled to share that we had the privilege of speaking at the PIMFA - Personal Investment Management & Financial Advice Association Consumer Duty Conference today! Our speakers, Simon Goryl and Paul Scott, delivered insightful perspectives on Implementation Guidance for Closed Products. The session covered 3 key areas: 💡 Overview of the Consumer Duty rules and key messages. 💡 What you can do to meet closed product rules in six practical steps. 💡 Remediation options – what you can do when harm is identified. Grateful for the opportunity to contribute to the ongoing conversation on Consumer Duty and to share our expertise. #PIMFAConference #ConsumerDuty #FinancialServices

📑 Our latest analysis on Financial Services is now live! Private equity's interest in the UK financial services sector has surged in the past year, as investors intensify their interest in a space that was severely dented by the 2007-08 financial crisis. 🔍 How have post-crisis regulatory changes impacted the financial services sector? 💡 What investment opportunities are on the rise?  Dive into the world of Private Equity and Value Creation in the FS sector: https://lnkd.in/eN76_tdQ Many thanks to Andrea Secci from Preservation Capital Partners and Axe Ali from EY-Parthenon for sharing their views with Actum Group. The analysis also features research from Grant Thornton UK LLP, PwC, and HM Treasury. #ActumGroup #ValueCreation #ValueLever #PrivateEquity #FinancialServices #Boltons

📢Last call to fill in the 𝗜𝗟𝗔 & 𝗣𝘄𝗖 𝗙𝘂𝗻𝗱 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗦𝘂𝗿𝘃𝗲𝘆!   As the deadline for completion is fast approaching, we warmly encourage you to take part in this study. Your input is vital to ensure the survey captures a broad and accurate perspective of Fund Governance practices in Luxembourg.   By completing this survey on behalf of your Fund, you’ll contribute to: 🔹Reviewing current governance practices within the industry 🔹Identifying key trends and challenges 🔹Driving positive change and innovation 🔹Benchmarking your Fund in comparison to other Funds   To give everyone the chance to participate, the survey deadline has been extended to 𝟮𝟬 𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬𝟮𝟰, with the findings being released on the ILA/PwC Annual Fund Day 2025.   𝘐𝘧 𝘺𝘰𝘶 𝘩𝘢𝘷𝘦𝘯’𝘵 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘪𝘵 𝘺𝘦𝘵, 𝘱𝘭𝘦𝘢𝘴𝘦 𝘳𝘦𝘲𝘶𝘦𝘴𝘵 𝘺𝘰𝘶𝘳 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘴𝘦𝘥 𝘭𝘪𝘯𝘬 𝘧𝘳𝘰𝘮 Andrea Montresori - 𝘢𝘯𝘥𝘳𝘦𝘢.𝘮𝘰𝘯𝘵𝘳𝘦𝘴𝘰𝘳𝘪@𝘱𝘸𝘤.𝘭𝘶. 𝘐𝘧 𝘺𝘰𝘶 𝘴𝘪𝘵 𝘰𝘯 𝘥𝘪𝘧𝘧𝘦𝘳𝘦𝘯𝘵 𝘍𝘶𝘯𝘥𝘴, 𝘺𝘰𝘶 𝘸𝘪𝘭𝘭 𝘩𝘢𝘷𝘦 𝘵𝘰 𝘳𝘦𝘲𝘶𝘦𝘴𝘵 𝘰𝘯𝘦 𝘭𝘪𝘯𝘬 𝘱𝘦𝘳 𝘍𝘶𝘯𝘥.   Your valuable time and perspective are truly appreciated!   #FundGovernance #Survey #Governance #FundGovernanceSurvey