🌟 Excited to Share Insights from the Annual Eagle Wealth Summit 2024! 🌟 Our team had the privilege of attending the Annual Eagle Wealth Summit 2024 held at the luxurious JW Marriott in Phoenix, Arizona, and what an incredible experience it was! Among the highlights were the captivating presentations from distinguished speakers who left us inspired and equipped with invaluable knowledge to navigate the ever-evolving landscape of wealth management. Gregory Webster, President and CEO of Eagle Strategies, captivated the audience with his keynote address, shedding light on the remarkable growth of Eagle since previous years and outlining future innovations. We were also fortunate to gain profound insights into the macroeconomic landscape from Marta Norton, CFA, a distinguished expert from Morningstar. Marta's comprehensive analysis provided attendees with a deeper understanding of global economic trends, empowering us to make informed decisions to safeguard and grow our clients' wealth. The summit was not only a platform for learning but also a forum for networking and collaboration with industry peers. Engaging discussions and exchanges of ideas enriched our experience and reinforced the significance of continuous learning and professional development in our field. A huge thank you to the organizers for orchestrating such a phenomenal event and to all the speakers for sharing their expertise and vision with us. We return energized and equipped with fresh perspectives to drive success for our clients and our practice. Looking forward to implementing these insights into our wealth management strategies and continuing to deliver exceptional value to our clients! #EagleWealthSummit #WealthManagement #FinancialPlanning #ProfessionalDevelopment #Networking #Phoenix #JWMarriott #Grateful #Insights #Success
The Bridge Group Inc’s Post
More Relevant Posts
-
Global Growth Investing...at a Scottish Price! Welcome to the Sherlock’s Clues webcast, your guide to the world of wealth management. Join us as we host subject matter experts to unravel the complex world of investing. In this episode I speak with guest Murdo MacLean, Client Investment Manager at Walter Scott, where we discuss the firm's investment approach and philosophy. Walter Scott focuses on global and international equities, conducting rigorous research and analysis to identify high-quality businesses. The firm has a long-term, team-based approach and emphasizes stability. They prioritize companies with strong balance sheets, high returns on capital and equity, and robust growth potential. Murdo also shares insights on the global economy, Japan, and the impact of artificial intelligence. To watch the full episode follow the link below: https://lnkd.in/ePQsYCyS #growthinvesting, #globalequities, #internationalequities, #walterscott, #thesherlockgroup, #ESG, #investmentadvisor, #portfolioconstruction, #wealthmanagement
-
Breaking concentration: Big picture thinking with small-cap #equities. Adam Kay, CFA and Maxime Bailey will be discussing global small caps at the Wealth Forum tomorrow with Anna Lundén, CFA, along with why Anna’s approach offers an attractive way to access the asset class through a core solution. Wellington Management. #wealthmanagement #investmentmanagement #assetmanagement #smallcaps Patrick Ponsford Owen James James Goad.
We are looking forward to attending the Wealth Forum at the Grove Hotel this week. Our speaker, Anna Lundén, CFA, equity portfolio manager, will share her outlook for global small caps. Anna will also discuss how combining best ideas in a core, risk-managed portfolio may help investors navigate a historically volatile asset class. To request an invitation to join the event, click here: https://lnkd.in/eQ2G5794 Capital at risk. For professional investors only.
-
-
On April 18th, 2024, attendees of from across the Midwest will convene at the Palmer House A Hilton Hotel in downtown Chicago for the Midwest LP Summit. The event is a pivotal chance for allocators to network and learn best practices in Q2. Curious as to what will be discussed? As asset allocation continues to be a subject of debate, experts on the ‘Asset Allocation Strategies’ panel discuss this essential investment starting point for contemporary institutions. Panelists will answer top of mind questions, such as: • How should investors determine this allocation in an era changing expected returns on various asset classes as well as changing correlations between those asset classes? • How much should institutions deviate from traditional allocations to stocks, bonds and cash and aggressively embrace the growing array of alternative investments? This session and its panelists Craig Slack, Chief Investment Officer, City of Chicago, Charles Saunders, CFA, Chief Investment Officer, Universities of Wisconsin, and Olu R., Senior Portfolio Manager, Wells Fargo will explore different asset allocation strategies designed to manage risk and maximize returns. Sean Crawford, Partner, Portfolio Advisor at Albourne Partners returns to Portfolio Summits to moderate this discussion. The program includes enlightening panel discussions, insightful presentations, engaging Q&A sessions, and over 4 hours of networking. Do not miss out on your chance to attend: https://bit.ly/4bleNhQ #PortfolioSummits #InvestmentAdvisor #Midwest #allocation #limitedpartner #generalpartner #capital
-
-
Senior Director | Wealth & Asset Management | Performance Improvement, Operational Due Diligence & Regulatory Advisory
"Scale to survive" is one of the four themes we covered in our Wealth Management Outlook thought pieces this year. So it was interesting to hear the perspectives of some #wealthmanagement CEOs on the topic of scale at Citywire's Wealth CEO Summit last week. And great to see consistent themes... 👉🏿 Without scale (not just size but delivering on economies of scale), wealth management firms will struggle to face headwinds and seize market opportunities. 👉🏿 Alongside this , another theme - "Value will win" - highlights the importance of developing a clear client proposition and optimising the cost base. One of the CEOs referred to the risk of "over commoditisation" with scale. 👉🏿 The role of #privateequity will continue to influence the sector in different ways, but the wealth management firms that are able to deliver true integration and value to clients will ultimately win. Links to Alvarez & Marsal Wealth Management Outlook - Checking In, and at #Citywire CEO roundtable in comments.
-
-
🚨 Early Bird Registration Ends This Friday for Strategy Forum 2024! Today’s unpredictable financial landscape requires wealth and investment managers to be nimble, creative, and forward-thinking. With the ever-changing economic, geopolitical and regulatory realities we face, it’s time to invest in your ability to adapt to keep your business growing. Don't miss this crucial opportunity to elevate your practice at Strategy Forum 2024! ✓ Advanced-level insights from industry leaders to keep your practice evolving. ✓ Up to 14.5 IWI CE credits and CFP® CE credits (approval pending) to enhance your professional development. ✓ Sophisticated strategies to empower your clients and propel your business growth. ✓ $200 savings when you register before the deadline. Join us in Chicago from September 30th - October 2nd for in-depth learning from 30+ top academics, experts, and practitioners leading the industry. Gain the advanced-level insights you need to navigate today's complex investing environment. Early Bird registration ends this Friday, September 6th! Lock in your place and unlock your competitive edge: https://lnkd.in/gwWRWrGx #IWIStrategyForum2024 #Investing #Market #BusinessStrategy #Opportunities
-
-
#211 2024 Market Teams: Cramer's Insights! 📈 🌐 Just caught wind of some valuable information: Jim Cramer has unveiled his major themes for the market in 2024! 📰🚀 💼 Cramer's insights can be a guiding light in navigating the markets. 🚦💹 His identified themes might influence specific sectors or industries, providing valuable cues for potential investment opportunities. This post is brought to you by Spiking Wealth Masterclass. Sign up for Early Bird at $0 now: https://spi.ke/mc25 Stay tuned for updates and consider aligning your strategies with the market themes outlined by Cramer. 📊💡 Let's make 2024 a year of informed and successful investing! 🌐💰 Dr. Clemen Chiang (PhD, MBA) #MarketInsights #JimCramer #InvestorWisdom #2024MarketThemes 🚀📈
-
Excited to invite you all to join me at the Wealth Summit Saturday, September 28th! 🌟 It’s going to be an incredible opportunity to learn, connect, and grow as we explore strategies for building financial success and generational wealth. Don’t miss out on this chance to network with like-minded individuals and gain insights from industry leaders. See you there! #WealthSummit #FinancialFreedom #LevelUp #GenerationalWealth”
-
-
Let me know if you would like to discuss how we can help create value for you!
As always, a new year brings inherent optimism. However, despite collective best efforts, it is safe to say we all continue to struggle with the effects of a challenging economy, political instability, and numerous other mounting pressures around us. In business, it is more important than ever to focus on core competencies and look to outside resources to bring expertise in other areas as needed. As we enter our 40th year serving companies and their stakeholders, and managing assets on behalf of institutional investors, we are poised to help you create value. We invite you to have a look at just some of our activities over the past few months and let us know if you would like to have a discussion around how we might be able to assist you with your needs as they relate to your objectives.
-
I’m thrilled to share some reflections from the 8th Annual Private Wealth West Forum that I recently attended. This year’s forum was an exceptional convergence of thought leaders, asset managers, and industry experts, offering deep dives into various facets of wealth management and investment strategies. Key Topics: 1. Asset Allocation and Macroeconomic Outlook: How to adjust strategies in response to global economic shifts. 2. Real Estate Markets in 2024 and Beyond: Predictions and emerging opportunities in real estate. 3. Effective Investing through Alternative Markets: Strategies for diversification and enhancing returns through alternative investments. 4. Maximizing Returns in Equity Markets: Approaches to optimize equity investments in a volatile environment. 5. Investing in Non-Traditional Assets: Exploring new asset classes and their potential benefits. 6. Fixed Income Evolution: Adapting strategies in the changing landscape of fixed income investments. 7. The Future of Wealth Management: Emerging trends and innovations shaping the future of wealth management. I also had the pleasure of engaging in one-on-one meetings with asset managers and participating in dynamic roundtable discussions. Great people, knowledge, and vibes! #wealthmanagement #assetmanagement #highnetworth #alternativeinvestments #capitalmarkets #pacificnorthwest
-
-
🌐 Speaker Announcement: Regina Liu & Dmitry Solomakhin identifying opportunities to be contrarian in the current market environment! 🌐 We are excited to welcome the distinguished Regina Liu of J.P. Morgan Asset Management and Dmitry Solomakhin of Fidelity International, who will share their experienced insights at WealthLeaders Forum Melbourne on May 15th. 🎤 Session: Swimming Against the Tide – When and Where to be Contrarian in a Consensus-Driven World As we emerged from the shadows of Covid lockdowns, investors debated what the shape of the recovery would be. Fast forward to today, and optimism for a soft landing amidst the slowdown has become the prevailing narrative. Looking towards the remainder of 2024, with the anticipation of interest rate cuts, increased fiscal stimulus, and the burgeoning excitement around AI, a critical question arises: Is there still room for contrarian views? In our opening session, our speakers will challenge us to venture beyond the current market narratives. Assessing the market and economic cycles ahead, we will consider whether this moment presents a prime opportunity to adopt decisive, contrarian positions in our portfolios. To view the full Agenda & Speakers, please visit the Forum Website https://lnkd.in/g5MZRgr9 🚀 Join the Community: If you would like more information on this invitation-only event, please reach out to Samantha Noy at Samantha.noy@wealthleadersx.com.au #WLX #WealthLeadersForum #WealthManagement #WealthLeadership #GlobalEquity Tim Townsend Graeme Miller
-
