Join us at SuperReturn CFO/COO Europe on 30 September, where Quantium’s Co-Founder & Partner, Jessie Juan, will be moderating the “Choosing the right tech stack to transform your investment operations” panel. She will be speaking with C-suite leaders from AfricInvest Group and DTCP to understand how specialized software has helped them level up their investment operations. This session aims to provide GPs with valuable insights into successful digitization strategies, ultimately helping finance leaders drive innovation and streamline their operations successfully. William Booth and Jessie Juan look forward to seeing you in Amsterdam! #SRCFO #privateequity #investmentoperations
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| Tech M&A Banker | MD & Fintech Lead at Woodside Capital Partners | Board Member, CXO | Stanford GSB Sloan Fellow (MSx) | Formerly at Citi, BofA, First Abu Dhabi Bank - India CEO, GBO at YCS20 Fintech |
🚀 Exciting News from Woodside Capital Partners! 🚀 We are delighted to announce the release of our latest report: "Navigating the Future of CFO Stack Software: Strategic Insights and Opportunities – May 2024." This comprehensive analysis explores the transformative trends reshaping the CFO stack software landscape, crucial for everyone in finance and tech. 🔍 What's Inside? - Comprehensive Profiles of leading companies driving innovation in accounting, tax compliance, budgeting, and forecasting. - Strategic Insights into the challenges and solutions evolving in CFO software stacks. - M&A Trends highlighting significant transactions and the shift towards integrated, mega-stack solutions. This report is indispensable for CEOs, CFOs, M&A Heads, VCs, PEs, and large financial institutions keen on fintech. 📅 Let's Dive Deeper! We invite you to discuss the insights and explore strategic opportunities together. Schedule a meeting with us by emailing Nirvikar Jain at nirvikar.jain@woodsidecap.com 📥 Download the Report: https://lnkd.in/g8bupegk Looking forward to engaging discussions and potential collaborations! #Fintech #CFOStack #FinancialInnovation #MergersAndAcquisitions #VentureCapital #PrivateEquity #FinancialLeadership #TechTrends
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Valuation of long-term illiquid assets has become increasingly tricky in the course of the last few years and financial firms face a number of challenges, including a lack of strong comparables, a slowdown in M&A, and shifting qualitative factors. During our upcoming “Focus on Long-term Investing” livestream, Hind El Gaidi, Vice Chair & Co-Founder at Luxembourg Valuation Professionals Association (LVPA), Julian Dorado, Director of Investment Data Services at M&G Investments and Vincenz Rentsch, Head Investment Valuations Europe/Americas at Partners Group will delve into the valuations topic and examine how we are able to overcome some of these challenges. Register here: bit.ly/3SdVCxt #LuxFinance #livestream #investing #finance #financialservices
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Sales Director at Pictet Asset Management - Rotman SDA Bocconi Global Executive MBA 2025 - CFA ESG Investing
Just wrapped up an incredible Finance Week at SDA Bocconi, as part of my GEMBA MBA journey. We delved into a wealth of new ideas and perspectives on complex topics like IPOs, M&A, Infrastructure Finance, and Private Equity. 📈📊 Thank you all for an inspiring and enlightening experience! A special thanks to our outstanding Professors and Guest Speakers. Rachele Anconetani Leonardo Etro 🙏 I would like to share some fundamental insights from the week: 🌍 In a world with a World GDP of 110 trillion USD, the amount of wealth is now 15 times GDP (compared to 8 times in 2008). In Italy, families own 5.3 trillion Euro (more than 2 times Italian GDP) and one-third is cash. 📌 There are three major trends shaping the future: Long Term Equitization (moving to equity) ESG (Environmental, Social, and Governance) So what is more important is that : "In a world that is constantly changing, the greatest risk is to stand still." - Andrew Grove Stay tuned for the next steps in the GEMBA journey! #SdaBocconi #FinanceWeek #GEMBA #IPO #M&A #Infrastructure #PrivateEquity #LongTerm #Equitization #ESG
Today marks the end of the 2024 Finance Week, where we discussed a wealth of new ideas and perspectives on complex topics such as infrastructure finance, IPOs, and the fascinating world of M&A. A heartfelt thank you goes out to those who made this week unforgettable: our outstanding Guest Speakers, the brilliant Directors and other Faculty members, our dedicated Program Managers, and most of all, the exceptional Participants. Thank you all! 🙏 Leonardo Etro #SDABocconi #FINANCEWEEK #EMBA
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📢 Attention Private Equity Groups! 📢 Elevate your firm's success in the public accounting sphere with our exclusive event on April 18, 2024. Discover the game-changing strategies that will drive profitability and efficiency through private equity integration. 75-Minute Presentation for Private Equity Groups: - Instantly reduce costs and amplify profits. - Real-world case studies and success stories. - Engage with industry experts for actionable insights. - Limited availability, priced at $499 per PEG. 1-on-1 Tailored Solutions for Your Private Equity Group: - Personalized discussions to meet your firm's unique needs. - Customized strategies for maximizing potential. - Direct guidance from industry experts. - Price: $10,000 per PEG. Full Evaluation: - Dive deep into your firm's goals with expert analysis. - Receive a roadmap for leveraging private equity partnerships. - Secure personalized consultation for your firm's growth. - Price available upon inquiry. To reserve your place, call 1-844-922-8326 or visit https://lnkd.in/gPE2_4QE Stay tuned for further details on how to seize this opportunity for unparalleled growth. Don't miss out on your chance to thrive!
PUBLIC ACCOUNTING MARKETPLACE FOR PRIVATE EQUITY GROUPS
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Another exciting expansion of CAIS relationship with Focus Financial! Learn more from the conversation below.
CAIS’ streamlined alts operating system was selected as partner of choice for Focus Financial Partners’ newly created Focus Investment Partners program. Matt Brown, Founder and CEO at CAIS, recently sat down with Michael Nathanson, CEO of Focus Financial Partners, to discuss the evolution of Focus and the expanded CAIS partnership. Listen in below! View the full press release: https://lnkd.in/gPHCqPbw
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Tom Angell, partner and practice leader of Withum’s Financial Services team, was quoted in Private Funds CFO Magazine’s April/May issue where he shares insights on the private equity landscape. In the article, Tom mentions that private equity funds are holding onto their assets longer waiting for more favorable conditions. The recent surge in interest rates has increased the cost of equity, prompting buyers to seek better returns on their investments. However, Tom predicts that this trend won’t last much longer. PE managers and investors are eager for returns, and there’s significant untapped capital waiting to be deployed. Subscribers can download the full issue featuring the article here: https://ow.ly/Pxo050Rts2t
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📢 Attention Private Equity Groups! 📢 Elevate your firm's success in the public accounting sphere with our exclusive event on April 18, 2024. Discover the game-changing strategies that will drive profitability and efficiency through private equity integration. 75-Minute Presentation for Private Equity Groups: - Instantly reduce costs and amplify profits. - Real-world case studies and success stories. - Engage with industry experts for actionable insights. - Limited availability, priced at $499 per PEG. 1-on-1 Tailored Solutions for Your Private Equity Group: - Personalized discussions to meet your firm's unique needs. - Customized strategies for maximizing potential. - Direct guidance from industry experts. - Price: $10,000 per PEG. Full Evaluation: - Dive deep into your firm's goals with expert analysis. - Receive a roadmap for leveraging private equity partnerships. - Secure personalized consultation for your firm's growth. - Price available upon inquiry. To reserve your place, call 1-844-922-8326 or visit https://lnkd.in/gPE2_4QE Stay tuned for further details on how to seize this opportunity for unparalleled growth. Don't miss out on your chance to thrive!
[REGISTER HERE] Public Accounting Marketplace for Private Equity Groups
deal.csuiteimpact.com
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Financial Services Consultant | Forward-Thinking Financial Adviser | Bridging the gap between technology and advice
Nice to get a mention from Altus Consulting for our OPAL - Goals Based Financial Planning solution by Ortec Finance. Thanks to the team at Altus for providing such a comprehensive overview of our platform, including the sophisticated financial modelling built into our cashflow planning solution, designed to help Financial Advisers provide a more realistic view with their clients. Feel free to reach out if you would like to hear more - waleed.khan@ortec-finance.com #financialadvice #financialplanning #digital #wealthtech #wealthmanagement #futureoffinance #goalsbasedadvice
Altus Consulting #Wealthtech Snapshots shine a spotlight on technology providers offering solutions to support the financial advice and wealth management industry. These are mapped against our industry reference model to provide an unbiased and comparable view. With over 40 years of investment expertise, Ortec Finance takes a unique approach to goals-based cashflow planning, combining it with its scenario analysis method, using the latest economic data to provide realistic outcomes for clients of wealth managers, banks and IFAs to help them achieve their financial goals and manage expectations throughout their financial journey. Download the Ortec Finance #Snapshot here 👉 https://lnkd.in/eYyNytRD Ryan Lane | Sam Turner | Chris McCullam #Wealth #Investments #FinTech
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'Pre-money valuation' refers to a start-up's worth before it goes public or receives external funding. Sound financial management can significantly boost this valuation. Enhance your start-up's worth with us, visit our website today! #StartUpValue #AccountingEdge📈 👉🏻wharfsideaccountancy.co.uk
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Discover how WealthSuite can transform your approach to wealth management. Join your colleagues in reducing client fees and saving time with personalized investment solutions. 🎥 Verne Marble, CIMA® has the scoop on how WealthSuite can elevate your practice: https://lnkd.in/g2BU87P2
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