Summit Partners’ Post

I joined CNBC to discuss the economic backdrop, the possible course of monetary policy, and the potential for a #recession in 2024. https://gugg.gp/3Hi5QYA

In the latest edition of The Alternative Investor, I discuss why 2024 will be a year of greater certainty for alternative investment fund managers in one way or another across several areas, particularly US regulation.   The article can be found below and the full magazine can be accessed here: https://lnkd.in/e9HW5ZfA

In this mid-year equity update, Chris Galipeau from the Franklin Templeton Institute shares the key takeaways from our Global Investment Management Survey: https://lnkd.in/dhVyMMfw.

Seizing Opportunities: The Role of Investment Management Services. Private equity firms are seizing opportunities with the help of investment management services. Registered investment advisors and fund managers craft strategies, evaluate opportunities, and optimize portfolio performance. Their expertise is key to achieving PE firms' investment objectives. 🌐 Visit our website: https://lnkd.in/gQn3APjv #CBC_advisors #CrossBorde #PrivateEquity #InvestmentManagement #PortfolioOptimization #CrossBorderCapitalAdvisors

Which values matter most to your firm when choosing a partner to support your alternative investment program?  For Sequoia Financial Group, transparency and client service were at the top of the list when expanding their alts program through custom funds. To learn more about why they partnered with CAIS, view our latest video CAIS Study with their Chief Investment Strategist, Jack Zhang.  #alternativeinvestments #investmentstrategy #customfunds

Exciting News from Walker Capital Partners We are thrilled to announce that we are officially converting to a Registered Investment Advisor (RIA)! This transition will allow us to offer even more comprehensive services, including launching additional funds and providing personalized wealth management solutions tailored to your unique goals. Stay tuned for more updates—we can’t wait to take this next step with you! #WalkerCapitalPartners #RIA #WealthManagement #InvestmentSolutions #GrowthAndInnovation

In this mid-year equity update, Chris Galipeau from the Franklin Templeton Institute shares the key takeaways from our Global Investment Management Survey: https://lnkd.in/djNPn6eP.

John Hunt authored the 2024 Investment Adviser Regulatory and Compliance Annual Letter from Sullivan’s Investment Management and Private Fund Formation Practice Groups. The letter is intended to help address this new year’s investment adviser and private fund regulatory reporting and compliance obligations. It also is intended to provide insight on regulatory initiatives that we expect to be just over the horizon. Read the annual letter: https://lnkd.in/dHVEvFUT The letter also includes links to some of our thought leadership published in 2023, focused on cross-border investment management and private funds. #WhatsYourNext

Launching and managing a registered investment fund can be costly and complex. Download our whitepaper to learn how a series trust can help you streamline operations and achieve success in the fund market. https://ow.ly/UeYI30sGa06