Personal Assets Trust’s Post

We are proud to announce that our CEO, Andrii Gorokhov, will be moderating the Best Sectors for Private Equity Deals in 2024 and Beyond panel, which will be held during the Private Equity Insights conference on 4th September in London. This is the UK's largest private equity conference, where leaders and innovators of the financial sector will come together to exchange ideas and discuss the future direction of the industry. Stay tuned for insights and highlights from the event! #PrivateEquity #PEInsights #Investments #umgi

Andy Griffiths, founder and former CEO of The Investor Forum CIC shares the journey we’ve had and why that has led us to the conviction that The Investor & Issuer Forum (I&IF) is important and the huge role that practioners now have to play in making their marketplace work for them. He stresses that sustainable value creation is the one thing that will unite companies, asset managers and asset owners and is essential to the effective functioning of our marketplace. And emphasises our goal of The Investor & Issuer Forum to try to find ways for companies to improve listing experience but also make the market attractive for asset owners and managers Chris Kinder our new CEO shares our progress to date, formation of our Steering Committee and plans for the future. To find out more, follow the I&IF on LinkedIn, visit its website (https://lnkd.in/eY-rDbdM), subscribe to its newsletter, or get in touch (both via the website). Whether you are an investor, corporate leader, market professional or organisation, your perspective is valuable and the I&IF wants to hear from you. #investorandissuer #enhancingeffectiveness #capitalmarkets #getinvolved https://lnkd.in/ekdd8dSm

Gateway recently had the privilege of hosting an insightful webinar: Insights from Family Offices on Private Equities - Strategies and Outlook, with Mr Justin Ng, Principal of King Seal Holdings, and Ms Iesan Tsai, Managing Director and Head of Private Investments at Kiri Capital. Key Highlights: - "In a high interest environment, cash is king." Strategies like GP stakes funds and private credit, which offer strong cash yield, are of key interest. In GP stakes strategies, having a piece of the management fees across a 10-year cycle offers an attractive investment opportunity. - Working with experienced managers with deep networks is crucial for deal sourcing and due diligence - for Asian investors, this becomes even more important when looking towards US markets. - Secondaries serve as a key mechanism for investors and family offices to actively manage their existing portfolio holdings to balance between short term liquidity goals and long-term strategies. To learn more and attend future Gateway webinars, reach out to us at clientsolutions@gatewaypmx.com

Video from the launch of The Investor & Issuer Forum (I&IF), an extension of The Investor Forum CIC's mission to improve market practices. While the Investor Forum continues to operate independently, the I&IF brings together companies and investors to address practical challenges to enhance the effectiveness of the UK equity markets. With The Investor Forum CIC as secretariat, backing from the London Stock Exchange (LSE) and support from the Financial Reporting Council (FRC), the I&IF will encourage constructive dialogue and sustainable value creation. #investorsandissuers #ukcapitalmarkets #shapingdialogue #enhancingeffectiveness

Thanks for the opportunity to talk about the LBRTY strategy Gregg!

Ray Dalio made famous an investment strategy called risk parity which was created as an all-weather strategy with the objective of making money in a diverse range of market environments. The strategy’s significant underperformance of the US stock market, particularly the Magnificent 7, has inspired some investors to run for the exits. This not uncommon tale raises important questions about investment timeframes, when to stick with your fund manager, and when to cut your losses. Read our latest article at https://lnkd.in/gU2x57EG #investmentmarkets #investmentopportunities #investments #investing #managedfunds #independentinvestors #australianinvestments #investmentsaustralia #investmentoptionsinaustralia

🚨 INTERESTED IN SECONDARIES? Watch a clip of Rohan Dutt, Global Private Investment Secondaries at Cambridge Associates fireside chat with PE FORUM’s founder Khaled Abou Zahr. Topics include: long-term growth prospects for secondaries, the rise of GP-led transactions, challenges posed by higher interest rate environments, recent market activity, and the outlook for secondaries in 2024. Full video avalaible: https://lnkd.in/dHM8Mvaq #secondaries #privateequity

ASX Ltd (ASX:ASX) group executive for listings Blair Beaton joins Proactive's Jonathan Jackson live from the ASX Small and Mid Cap Conference to discuss the exchange's latest Sydney symposium. The bi-annual event, first established in 2018, hands the mic to 20 ASX-listed companies to present their vision, strategy and investment proposition over a 15-minute presentation and a 5-minute Q&A. Today's event is expected to attract around 170 in-person attendees and more than 500 virtual investors across the energy, healthcare, resources and tech markets. Beaton says the range of companies presenting showcases the diversity of companies on the ASX and explains how moving back to a live rather than virtual conference allows investors to get to know the leaders of the companies they may be investing in. Watch at #Proactive #ProactiveInvestors #ASX #ASXSmallandMidCapConference #ASXStocks #ASXInvesting #ASXShowcase https://lnkd.in/eNvMgnhQ

In this video, our CIO Mathew Hermary, CFA gives insight on the market and how we invest at QV.

Our first #Belgian M&A Predictions report explores the trends that may influence M&A activity in #Belgium in 2024. We invite you to read an article to explore diverse #Investor views, #Investment themes, and sector views to discover how to seize opportunities and drive maximum value. 📖 Find out more ➡️ https://deloi.tt/3HtXNrV