The fourth annual Florida RIA Summit is a one-day event for 100+ independent registered investment advisors in Florida with a minimum AUM of $100 million at The Don CeSar. Join us for insightful morning panel discussions on RIA market trends leading into 2024 and the state of credit markets: At 9 AM, the Market Outlooks and Opportunities panel will be discussing how RIAs are positioning, managing risk and growing clients’ portfolios in domestic and global markets. They will address current market trends and how you can take advantage of opportunities to best serve your clients. Please join Jack Ablin, CFA, Founding Partner and Chief Investment Officer at Cresset Capital and Mike Nixon, Partner & Managing Director at Sundance Bay. At 9:50 AM, Dave Breazzano, Head of Polen Capital’s credit team, will be presenting “High Time for High Yield” addressing how after a decade and a half of no real yield, the market is now firing on all cylinders and why he believes it’s a uniquely opportune moment to dive into high yield. Join us to learn from your peers and build industry connections and community: https://lnkd.in/eSD4R5my #PortfolioSummits #RIAcommunity #Florida #Floridafinancialadvisory
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We're excited to announce that Gary Diegert, CFA and Brian Carney, CFP®, AIF®, ChFC®, CDFA® will be speaking at the Pennsylvania RIA Summit on April 18th! Join in to gain valuable insights from a stellar lineup of speakers and connect with industry professionals. Don't forget to register and dive into the world of investment strategies and alternative investments. See you there! 🔗 Register Here: https://lnkd.in/ecKJsAy2 🌐 Learn more about the event: https://lnkd.in/drHKvYsc #PortfolioSummits #RIA #RegisteredInvestmentAdvisor #AlternativeInvestments #InvestmentStrategies
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Thrilled to be joining the "Looking over the Liquidity Valley" panel, hosted by CAASA - Canadian Association of Alternative Strategies & Assets. We'll dive into illiquid investments, uncovering challenges and opportunities for advisors and high net worth clients in the evolving landscape of alternative investments. From the rise of open-ended vehicles to the crucial role of due diligence, we aim to arm advisors with strategies to navigate this complex space. Join us as we explore how to set the right expectations and leverage the benefits of illiquid assets. Looking forward to sharing insights and connecting with industry peers. See you there! #AlternativeInvestments #FinancePanel #WealthManagement
Canadian Association of Alternative Strategies & Assets - Bringing Canada to the world and the world to Canada
We welcome advisors and CAASA member managers and service providers to register for our 4th Annual Wealth Managers' Forum in Toronto. Designed to provide practical education on what alternatives are and how to incorporate these innovative opportunities into their advisory practice. This panel speaks to the current market in illiquid investments and how IAs can 'look over the valley' to better times ahead once the clouds clear. Thank you to Victor Kuntzevitsky, CFA, CAIA (Wellington-Altus) and Bob Simpson (Wealth Stewards Inc.) for providing their views for our audience! Info & reg: https://lnkd.in/gVFS8BDG CAASA - Canadian Association of Alternative Strategies & Assets Performing the missionary work required to educate in alternatives
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An effective investor #engagement programme is of utmost priority to listed #investmenttrusts given continuing scarcity of risk capital. How do you broaden the dialogue with investors in this environment and what are the key elements of an effective engagement and communications programme? Register to watch this webinar tomorrow at 14:00-15:00 GMT to hear from London Stock Exchange and Marketplace members, Milosz Papst, Director, Investment Trusts at Edison Group, Tim West, Head of Investment Funds at Herbert Smith Freehills and Henry Freeman, NED and Strategic Adviser at WE ARE GUERNSEY as they discuss the key themes impacting investors in the listed investment trust market, including the prolonged discounts to NAV across fund sectors and the increased consolidation between investment trusts. https://lnkd.in/g-A78eB8 Akhil Suresh
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Don't miss next week's Fund Selector panel, featuring Shaha Miah, Principal in our International Private Wealth team, on private markets and the economic outlook. Should be an interesting discussion!
Don't miss us next Wednesday, 27th March, for the latest edition of our live fund selector. Join Witan Investment Trust plc's James Hart as he sits down to discuss private markets and the economic outlook for 2024 with Preqin's Cameron Joyce, CFA, CAIA and Pantheon's Shaha Miah. Register to reserve your spot: https://lnkd.in/dKAZ_D-D
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Cap Connect looks forward to hosting its inaugural meeting for 2024, our Best Ideas - Public and Private Markets Investment Meeting on 7th March at the RAC in London. As in prior years, we look forward to connecting top-tier fund managers, whose tailored solutions help navigate the intricate landscape of global trends, with the UK's leading family offices and wealth managers. Our event boasts an impressive lineup of specialist strategies covering a broad spectrum of investments including US Agriculture Private Credit, Private Equity Co-investment, Emerging Markets Private Credit, Infrastructure Investment, Public Thematic Equities, and Distressed and Special Situations Credit. We also look forward to welcoming keynote speaker Raffaella Tenconi of Ada Economics, to review Macro & Markets for 2024 and closing speaker Greg Swenson, Chair of Republicans Overseas UK to share his expert insights on ‘Trump v Biden 2.0? This is an invitation-only forum for Professional Investors within the Family Offices and Wealth Management communities. If you would like to participate, please get in touch. #CapConnect #FamilyOffices #NetworkingEvent #GlobalTrends #USElections #FinancialInsights
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📣 Have you heard: Find out why private credit remains resilient amid market transitions and offers compelling returns in volatile times with Toni Vainio Partner at Pantheon and other leading industry experts. Join our keynote panel discussion, ‘Private Credit—Challenges, Risks, and Opportunities,’ at Markets Group 7th Annual Private Equity Europe Forum on September 17-18 in London. Your peers will be there. Will you? #privatecredit #privateequity #mgpeeurope #marketsgroup #london #paneuropeanconference
Find out why private credit remains resilient amid market transitions and offers compelling returns in volatile times with Toni Vainio and other experts. Join our keynote panel discussion, ‘Private Credit—Challenges, Risks, and Opportunities,’ at the Private Equity Europe Forum on September 17-18 in London. Register now ➡️ https://hubs.li/Q02DRQ9m0 #marketsgroupPE Pantheon Paloma Lima-Mayland April Galletly Stackhouse Meghan Hazen, DES Becky Christmas Roberta Dalla Francine Didziakas Cabanas Kendra Nicholls, MSc Talita Quirino Doina Roibu Matthew Sowinski Victoria Cepeda James Garnett Ana Sousa #privateequity
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An effective investor #engagement programme is of utmost priority to listed #investmenttrusts given continuing scarcity of risk capital. How do you broaden the dialogue with investors in this environment and what are the key elements of an effective engagement and communications programme? Register to watch this webinar tomorrow at 14:00-15:00 GMT to hear from London Stock Exchange and Marketplace members, Milosz Papst, Director, Investment Trusts at Edison Group, Tim West, Head of Investment Funds at Herbert Smith Freehills and Henry Freeman, NED and Strategic Adviser at WE ARE GUERNSEY as they discuss the key themes impacting investors in the listed investment trust market, including the prolonged discounts to NAV across fund sectors and the increased consolidation between investment trusts. https://lnkd.in/eUBtzY8t Akhil Suresh
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Interest in #PrivateMarkets continues to grow as they represent a potentially attractive source of returns and a valuable #diversifier to public market investing. Geof Marshall offers insights on two seasoned managers recently added to CI’s private market funds, his 2024 outlook for private markets and developments to watch for. https://ow.ly/J0ro50Qg7pQ
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An effective investor #engagement programme is of utmost priority to listed #investmenttrusts given continuing scarcity of risk capital. How do you broaden the dialogue with investors in this environment and what are the key elements of an effective engagement and communications programme? Register to watch this webinar on Wednesday 13th December at 14:00-15:00 GMT to hear from London Stock Exchange and Marketplace members, Milosz Papst, Director, Investment Trusts at Edison Group, Tim West, Head of Investment Funds at Herbert Smith Freehills and Henry Freeman, NED and Strategic Adviser at WE ARE GUERNSEY as they discuss the key themes impacting investors in the listed investment trust market, including the prolonged discounts to NAV across fund sectors and the increased consolidation between investment trusts. https://lseg.group/3Tr70bN Akhil Suresh
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An effective investor #engagement programme is of utmost priority to listed #investmenttrusts given continuing scarcity of risk capital. How do you broaden the dialogue with investors in this environment and what are the key elements of an effective engagement and communications programme? Register to watch this webinar tomorrow at 14:00-15:00 GMT to hear from London Stock Exchange and Marketplace members, Milosz Papst, Director, Investment Trusts at Edison Group, Tim West, Head of Investment Funds at Herbert Smith Freehills, Henry Crane, Consultant at TB Cardew and Henry Freeman, NED and Strategic Adviser at WE ARE GUERNSEY as they discuss the key themes impacting investors in the listed investment trust market, including the prolonged discounts to NAV across fund sectors and the increased consolidation between investment trusts. https://lseg.group/3Tr70bN Akhil Suresh
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