Patriot Holdings’ Post

Our CEO, Michaël Fortin, often shares this inspiring perspective: 'In times of financial prosperity, let's prioritize raising our standards of giving, not merely our standards of living.' It's a guiding principle we embrace here at Fortuna Wealth Management. #CEOinsights #FinancialAbundance #Givingback #FORTÜNAValues

🌐 Discover the art of passing down more than just financial stability. Cliff Locks reveals the keys to preserving values, work ethic, and philanthropy for generations to come. Join me on this transformative legacy-building journey! 🚀https://lnkd.in/gSsMWepb #FamilyLegacy #CliffLocks

🌐 Discover the art of passing down more than just financial stability. Cliff Locks reveals the keys to preserving values, work ethic, and philanthropy for generations to come. Join me on this transformative legacy-building journey! 🚀https://lnkd.in/gSsMWepb #FamilyLegacy #CliffLocks

Just happen to watch this and it was impressive. Did not know much about this company up until now. Clearwater Analytics provides software for investment reporting and analytics to large institutional investors like insurers, corporations, and asset managers. Clearwater consolidates data from 2800 sources daily into a single view for clients to easily see exposures and risk across all asset classes globally. This saves clients huge time reconciling data themselves. They service large asset owners like insurers, sovereign wealth funds, and corporates. This differs from competitors like BlackRock's Aladdin which focuses more on asset managers - that was simply, wow!!. AI helps their human workforce be 70-80% more efficient by quickly finding patterns in millions of past reconciliations. The human stays "in the loop" to validate the AI's work. New public companies like Uber, Lyft, Zillow and Robinhood often adopt Clearwater's platform when they IPO and suddenly have large cash positions to manage. It was exciting to see Clearwater leveraging AI to bring efficiency gains and insight to institutional investors! Great work Sandeep Sahai and team

🌐 Discover the art of passing down more than just financial stability. Cliff Locks reveals the keys to preserving values, work ethic, and philanthropy for generations to come. Join me on this transformative legacy-building journey! 🚀https://lnkd.in/g3qyrXvD #FamilyLegacy #CliffLocks

Jim Simons the man who beat Warren Buffett. Simons fund generated an average annual return of over 62% from 1988 to 2021. 🤯 What makes Jim Simons' story so fascinating is not just his financial success, but the unconventional path he took to get there and the principles he followed along the way. Unfortunately, he passed away on 10th May 2024. So, join us as we delve into the extraordinary life of the late Jim Simons and uncover the invaluable lessons he has to offer. Whether you're an aspiring investor or a curious learner, the insights from Simons' life can guide you towards a path of success and fulfilment. #jimsimons #warrenbuffet #money #investing

Blackwattle Investment Partners would like to invite you to our next investor information session. 📣 You will hear directly from myself and our Lead Portfolio Managers on: - Half year update on Blackwattle - Our thoughts on financial markets and outlook - Current portfolio positions Registration Link: https://lnkd.in/gqK_NeNu #Blackwattle #Quality #Investing

Structure Matters (SM): It was about a year ago we heard 4 Hidden Gem ideas from @Jay McAndrew. Find out how he did? $XCEM $RECS $REVS $INCO. Can he really go 4 for 4 again? Join us March 20th at 11 ET and ask questions! #investing #innovation #bonds #future

We are proud to be supporting this year’s Family Business Association (AU) flagship event The Family Business Conference in Cairns. 👨👩👧👦🌴 In its 24th year, the conference serves as a platform to empower family business leaders with the insights they need to make informed decisions about the future. Topics covered during this three-day event include: · Effective conversations and communications · The strategic transfer of ownership to non-family employees or managers · The pivotal role of family businesses in achieving sustainable development goals · Strategies for preparing for external investors · Gaining a deeper understanding of generational differences · The significance of board and governance, with an emphasis on appointing fellow family business owners as directors to guide decision-making. The FinClear Group – made up of FinClear, FCX and transact1, provide services to hundreds of wholesale clients including equity trading, cash management, FX, and private markets. We are trusted by over half a million Australians to host over $150bn of their assets. Our client base extends from Australia’ biggest retail stockbroker to family-owned wealth advisers in rural Australia. We are looking forward to being a part of this conference and meeting with the wonderful family businesses attending. Read more about the conference here 👉https://bit.ly/3Pc7QG6 #privatecompanies #familybusiness

On my way to present to an audience of investors interested in the matters of family wealth, relationships, and legacy. May I speak the words that will inspire them and equip them to more effectively live out their intended legacies. 🙏🏻 Legacy Capitals