Potomac Management Resources’ Post

📌 Great content and networking this week in Cannes at IPEM. Key takeawys of the panel moderated by Laura Merlini, CAIA, CIFD in collaboration with Anastasia Amoroso and Bruno Sollazzo: 🔸Alignment between #LPs and #GPS brings numerous benefits. It unites parties in a common goal of protecting end investors. 🔸Conflict of interest diminishes as decisions are being taken with shared objectives 🔸Aliignment fosters transparency, encouraging open communication and clear reporting. CAIA Association #caiaemea #caiamembers #thinklikeanallocator #alternativeinvestments #fiduciaryduty #alignement #investorinsights #investorsentiment #limitedpartners #generalpartners #ipem #ioemcannes2024 Antoine Colson Gabriele Balagna, CFA, CAIA

Had a really good day at the MGAA conference today in London, there were a number of positive conversations for us to progress in the coming weeks. I also had a discussion with #JoeMcGrath who kindly penned the article below:- https://lnkd.in/eXSaVuUK #OsianRees #Investec #Premiumfinance #MGAA

The month of December holds great significance for Eastern Europe, particularly in #Romania, where the fall of the iron curtain in 1989 marked the end of a despotic regime through a bloody Revolution, ushering in a new era of freedom. Thanks to the 1989 Revolution, #Bucharest has evolved into a cosmopolitan city within a democratic nation, proudly establishing itself as an arbitral seat in Eastern Europe. I am honored and humbled to represent Romania on the ArbCEE conference panel presenting arbitral seats in Eastern Europe, on the eve of the Polish Solidarity Arbitration and Mediation Days. #22December1989 #neverforget #ruleoflaw #arbitration #EasternEurope #Romania

A Must-Attend for Finance & Sustainability Professionals! The upcoming ESRS Set 1 Draft XBRL Taxonomy outreach event simply can’t be missed. This is the chance to get ahead in sustainability reporting, engage directly with experts, and exchange insights. Our team will be there, will you? #ESRS #ESG #ESGreporting #financialreporting #XBRL #businessreporting #iXBRL #sustainability #gogreen #greeneurope #europe #europeanunion #XBRLtaxonomy #taxonomy 

With markets off to a strong start in 2024 it was great to step back and discuss with Aoibheann Treacy, CAIA our long-term expectations for different asset classes and the opportunities that exist for investors long term.

The Reach Capital | Private Assets Advisor team will be attending the 10th edition of IPEM in Cannes on 24 and 25 January!   This year’s conference will tackle the topic on everyone’s mind - “Getting Deals Done”. With LPs looking to see their capital put to work and GPs aiming to raise more funds, we look forward to discussing the headwinds currently facing the industry on topics such as liquidity, deal sourcing, and viable exit options.   On day 2, Managing Partner William Barrett, CAIA will moderate the panel "What’s a successful deal for LPs?", with Faisal Rafi of RisCura, Daniel Kylander from Church Commissioners for England, Alvaro Gonzalez Ruiz-Jarabo of Gesconsult SGIIC, and Generali’s Ileana Bolcato. Given our experience working closely with LPs, we're excited to explore the speakers’ approaches to sourcing deal opportunities in a challenging environment.   Send us a message if you're attending, or find us at booth Q259 and R262 (Level 0).   William Barrett, CAIA, Jean-Philippe Boige, William Rosier, Stephanie Prelle, Paul-Edouard Falck, Xavier Hernando, Alexander Mose, Hadrien Titié, Adrien Jeannes, Louis de Panthou   #IPEMCannes2024 #advisory #panel #privateequity #events

A week on from being in the spotlight as Headline Sponsor at the 2024 MGAA Annual Conference, we thought we’d do a quick round-up of the event! 🎉 Held at the iconic Old Billingsgate in London, the conference brought together almost 1,000 people from the MGA community. The theme, "The Power of Partnerships," resonated throughout, highlighting the incredible collaborations driving our industry forward. 🤝 One of the standout moments was the panel discussion on ‘Technology Reality Vs Myths,’ where our CTO, Kevin Gaut, debunked common misconceptions about implementing technology. 💡 Our Business Development Director, Andy Watts, also had an exciting guest appearance on Insure TV, discussing how INSTANDA is revolutionising the digital transformation of MGAs with rapid speed to market, greater customisation, enhanced data analytics, and seamless third-party integrations. 🚀 Read the full write-up here: https://lnkd.in/e2qn83Ba Connecting with the MGA community is always a highlight for us. We loved catching up with those we already know and meeting new clients interested in leveraging INSTANDA for growth and innovation. Curious to learn more about how ambitious MGAs are using INSTANDA to drive success? Connect with us today – we’d love to explore what’s possible together! Managing General Agents’ Association (MGAA) #MGAA2024 #Partnerships #Innovation #MGA #Technology #INSTANDA #InsuranceIndustry #DigitalTransformation

Join the CAIA Association at IPEM Cannes 2024. Laura Merlini, CAIA, CIFD will moderate a panel with Anastasia Amoroso and Bruno Sollazzo about the relationship between LPs and GPs. The prevailing narrative suggests that in the face of increasingly demanding #marketconditions, the dynamics of the relationship between #LimitedPartners (LPs) and #GeneralPartners (GPs) tilt in favor of investors. What opportunities do LPs have to exert influence? Where can they anticipate making a meaningful #impact? In reality, what tangible outcomes have LPs achieved amidst the ongoing market reset? Register here: https://lnkd.in/d9E3Dryt #IPEM #IPEMCannes24 #LPs #GPs #Thinklikeanallocator #caia #fiduciaryduty #stakeholderengagement

𝔾𝕠𝕠𝕕 𝔾𝕠𝕧𝕖𝕣𝕟𝕒𝕟𝕔𝕖 𝕗𝕠𝕣 𝕊𝕄𝔼𝕤 We are at #BCorpAssembly2024 with B Lab Australia and Aotearoa New Zealand getting ready for a panel discussion. See you soon! 👇🏽 #BCorp #BCorpCertified #PurposeDrivenBusiness #GoodGovernance

Registered ®️ myself as a SEBi certificated investor under the partnership of NISM.