Quorum Private Wealth’s Post

Continuing our conversation around Women in Finance, Shruti Agrawal, CFA shares her valuable insights on the CFA Program, highlighting its focus on real-world solutions and core investment concepts. #WomenInFinance #InspireInclusion #CFAInstitute

Interesting insight into the intergenerational wealth transfer today at the Morningstar Conference today. Women are fastest growing segment for US advisers, set to control $30trn in assets by 2030. Reminder for firms to consider how they engage with female clients, says Gillian Hepburn from Benchmark Capital. #MICUK24

My article, "Beyond the Boardroom," featured by Women's Property Network, challenges the traditional narrative by advocating for a wider view of success in the property sector. Highlighting the crucial roles women play beyond the boardroom, it calls for a more inclusive, innovative, and vibrant industry. #WomenInProperty #Leadership #Innovation #DiversityInLeadership #WPN #SAREIT

Are new alternative investment strategies performing well in the current market? Learn more as PA’s Elizabeth Campbell (CIO) explores this topic in depth at Private Equity International's Women in Private Markets Summit North America, along with a panel of women leaders in the industry. The panel will take place May 15-16 in New York City and explore case studies from the past 12 months, covering topics such as emerging manager fundraising in a tough market and laying the groundwork for lasting success. More here: https://lnkd.in/gcN8iuxc #privateequity #alts #WIPMNA2024

Our Head of GP Advisory Julia Lamorelle is heading to the Women's Private Equity Summit next week. Reach out if you want to learn more about #ESG in the private markets! #privateequity #responsibleinvesting #WPES #sustainability

The Women-Led High Growth Taskforce is calling on investment firms to increase the number of senior women investment professionals they hire so that female entrepreneurs don’t continue to lose out on funding. https://lnkd.in/eyR6pc5p #starling #investment #womeninbusiness #financialservices

Join us in celebrating the remarkable women who are making a difference every day. Here's to strong women: may we know them, may we be them, may we raise them! Happy International Women's Day from National Asset Management Limited! #NationalAssetManagement #womensday #investment #finance #fund #investmentopportunity #investmenttips #management #asset #growth

Out now: Private Equity International's 2024 Women in Private Funds Report https://okt.to/tFhTU2 The private equity industry has placed increasing focus on DE&I both at the GP and portfolio level over recent years, but there is still plenty of work to be done to address the persistent gender imbalance in private markets. In this report, we examine how gender considerations are playing into LP allocations and investment decisions, talk to women leaders about what lies ahead for the asset class, and unveil this year’s Women of Influence in Private Markets list. Plus, the report features keynote interviews with senior women from Deloitte, Manulife Investment Management, Schneider Electric Sustainability Business, LGT Capital Partners and Davis Polk & Wardwell LLP #WOI24 #privateequity #womeninalternatives

Rt Hon Rachel Reeves backs Invest in Women Taskforce as funding disparity for female founders increases. Chancellor Rachel Reeves has endorsed the Invest in Women Taskforce following findings that female-founded businesses received just 1.8% of total equity investment value in the first half of this year. Hannah Bernard OBE. Check out Linus Uhlig's latest article 👇 https://incm.pub/3Zoq7pM #investing #assetmanagement #wealthmanagement #finance