Silver Oak Securities, Inc.’s Post

Checkout the takeaways, insights from audience polls and recording of our webinar on the topic of Secondaries Due Diligence Best Practices. Thank you to our panelists Kristina Kulikova, Paul Cohn, Paul Sanabria and Tori Buffery for a fantastic discussion on: ● Overview - Past, Present and Future ● Value drivers for LP-led And GP-led transactions ● Portfolio construction, secondary index investing, and allocation decisions ● Diligence considerations and conflict management ● The data advantage in secondary investing https://lnkd.in/gU8yvnhB A shoutout to SecondaryLink for their help on this webinar. A must follow for all things secondary investing! #Secondaries #DueDiligence #InvestmentManagement #PrivateMarkets

📈 How are financial sponsors navigating challenging market conditions? What strategies are helping to bridge the valuation gap? Our private equity team, Neil Barlow, Kevin Lehpamer, Eric Schaffer, and Caitlin Hagart, tackle these issues in an article for Chambers and Partners. Check out their chapter in Trends and Developments in the US 👉 https://lnkd.in/e5XXa9nH #PrivateEquity

Do headline discounts matter when investing in secondaries? There's still time to register for our webinar, “Why discounts don’t matter”! Unigestion’s Private Equity team will look at why headline discounts may have limited information value and could be a poor indicator of final performance. Our panel of experts will discuss what really matters, recent developments in the LP stake market including the evolution of trading volumes and headline pricing, and where potential pitfalls lie in LP stake assessments. Join Paul Newsome, Head of Investment Solutions, Ralph Büchel, CFA, Global Head of Secondaries, Anton Steidl, CFA, Principal, and the newest member of our Secondaries team, Nick Kavanagh, Principal, for a riveting conversation on what our team sees are the real indicators of final performance: timing, information advantage, concentration of portfolios and structural elements, among others. We look forward to seeing you tomorrow! Register for the webinar below: https://lnkd.in/emP5r6gh #secondaries #privateequity #discounts

Great insights from Christopher Cassidy at LPL Financial. Chris and LPL clearly understand the importance of personal relationships and advice delivery in partnership with the best in technology. The future winners in wealth management will be the firms that do both exceptionally well.

This Financial Times interview with Andy Griffiths, executive director of The Investor Forum CIC shares more about our plans to help build bridges between investors and issuers and get market practitioners together to figure out how to make their market work well.   In the interview, Andy emphasises the need to repair the "fractious" relationship between UK company boards and institutional investors, and discusses plans to involve listed companies in an "investor and issuer forum".   #InvestorForum #FinancialTimes #LondonMarket #CorporateGovernance #InvestorRelations #MarketReform #dialogue

Lawson Kroeker is inherently contrarian, willing to stand apart from the crowd. As a team, we define winning as success for you; not by what Wall Street managers and analysts say. Our team establishes and maintains investment portfolios meticulously crafted to align with your unique goals and circumstances. Trust Lawson Kroeker to safeguard your financial future. https://hubs.ly/Q02s9J360 #FinancialFreedom #TrustManagement #LawsonKroeker #WealthManagement

You’re invited to attend a LIVE webinar with Cory Martin – chief executive of value investor Barrow Hanley Global Investors, part of Perpetual Group. https://lnkd.in/gcGd3U-m Tune in as Cory explains why, despite investors recently experiencing one of the narrowest momentum-driven markets in financial history, sentiment has begun to turn toward value investing once again. CPD accreditation applies. #barrowhanley #globalequities #perpetual #assetmanagement #investing

Global technology stocks have seen one of their strongest runs in history. The Magnificent Seven stocks now constitute around 40% of the Nasdaq 100 and 30% of the S&P 500. US equity markets are becoming increasingly concentrated by mega-cap technology stocks. Join us to hear Barrow Hanley CEO, Cory Martin explain why despite investors recently experiencing one of the narrowest momentum-driven markets in financial history, sentiment has begun to turn toward value investing. Barrow Hanley Global (ASX: GLOB) remains one of Australia’s fastest growing Active ETFs. Register below.

Join Dynamic's Head of National Accounts, Lloyd Perruzza, as he chats with Professor Martijn Cremers, Dean of Notre Dame's Mendoza College of Business and a leading expert in money management. They dive into a groundbreaking study that shakes up traditional bond investing wisdom. Professor Cremers reveals the hurdles asset managers face in creating and replicating passive indexes, often resulting in significant deviations from benchmarks. He also discusses the risks of "passive" bond management and introduces the concept of ‘positive performance persistence'. Discover why funds with high active share and proven success are more likely to deliver strong future returns! Don't miss this enlightening discussion! Listen now! https://lnkd.in/gGe3CZyd #DynamicFunds #InvestwithAdvice

Meet Yvonne Scoggins, CIMA® and Curio Wealth’s Director of Trading and Investments. In this crucial role, Yvonne oversees the firm’s trading operations to ensure accurate and efficient trading. She values the work of financial planning and the impact it can have on people’s lives, sharing that “being able to hear about my clients’ blessings in good times and be a help in difficult times gives this career a deeper purpose.” Learn more about Yvonne: #MeetTheTeam #CurioWealth #FinancialAdvisors