The Broker Club’s Post

The Broker Club has a fantastic conference lined up for 2025, great speakers and panels. This year will be bigger and better than ever, and it is a great networking event for broking firms. Keep the date in your diary. Registration will be open soon, attendance is free to all Broking firms. #compliance #regulations #regulatorycompliance #conference #retailbroker #equitybroker #brokersarebetter

Did you attend our recent ICE Investors webinar with Callum Burns and Mason Willoughby-Thomas, CFA? If you missed out, our second session is happening soon, and there is still time to register 👌🏻 Many fund managers are suggesting small caps are undervalued relative to large caps. Ice Investors bespoke research shows there are many attractive investments in small caps right now, however “not all small caps are created equal”. 👉🏻 Join Callum Burns and Mason Willoughby-Thomas for an enlightening presentation on the intricacies of the small-cap market in Australia. Gain insight into the opportunities and risks within the small-cap market - Callum and Mason will share their proprietary research aimed at uncovering the potential within small caps. 📆 Tuesday 26 March ⏰ Starts at 11am Head here to register 🔗 https://bit.ly/3VmBGvo As always, there will be a Q&A session after the presentation, and you can submit your questions at any time during the webinar or before by using the link below. CPD point certificates will also be available to live attendees. We look forward to seeing you there! #sghiscock #icefund #iceinvestors

Private funds are amongst the latest options emerging on the wealth and investment scene, utilised by sophisticated investors, including UHNWs and family offices. Our latest white paper, The IQ-EQ Guide to Private Funds: Why, When, and Where, delves into the importance of private funds and when (and why) a private fund should be used and the preferred jurisdictions to set one up. Click here to learn more: https://lnkd.in/ebSb_F7q #oneiqeq #familyoffice #privatefunds Ilias Georgopoulos, Alex Dean, Jacques Vermeulen, Romain Mifsud, David J. Giannone, Bram Eijsbouts, Mirek Gruna, Pazani Vaitilingon, Andrew Elder, Neil Synnott, Paul Griffith, Sharon Dunn

Private funds are amongst the latest options emerging on the wealth and investment scene, utilised by sophisticated investors, including UHNWs and family offices. Our latest white paper, The IQ-EQ Guide to Private Funds: Why, When, and Where, delves into the importance of private funds and when (and why) a private fund should be used and the preferred jurisdictions to set one up. Click here to learn more: https://lnkd.in/ebSb_F7q Ilias Georgopoulos Alex Dean #familyoffice #UHNWI #privatefunds #privatemarkets

Our latest white paper, The IQ-EQ Guide to Private Funds: Why, When, and Where, delves into the importance of private funds. Find out more below or contact Ilias Georgopoulos and Alex Dean to discuss. #oneiqeq #privatefunds #familyoffice

💡Read our latest white paper, The IQ-EQ Guide to Private Funds: Why, When, and Where, delves into the importance of private funds and when (and why) a private fund should be used and the preferred jurisdictions to set one up. #oneiqeq #familyoffice #privatefunds

The DealCatalyst ABSF Global 2024 Conference last week was an excellent event, as always. The "asset backed" community is now a substantial part of the financial ecosystem and it is great to be a part of it. Myself, Matthew Pentecost, Kieran Ferguson and the team at Ashurst have put together a short note on our key takeaways from the conference (link below) https://lnkd.in/eS8abdF8 If you would like to speak to us on any of the topics mentioned, do not hesitate to reach out! #assetbackedfinance #specialityfinance Lee Doyle, Mark Edwards, Katia Fettes, Martin Kaiser, Agathe Motte Annalisa Santini

KBRA aims to deliver research that transforms and educates the #financialmarkets. Investors and #marketparticipants have come to value our timely and thought-provoking commentary. Recap the #privatecredit #research for the month of September here: https://lnkd.in/ezBwbCJA

Daniel Roddick will be speaking on the panel "Liquidity in Private Credit: Secondary Market Trading and Secondary Funds" next week at the third annual Private Credit Industry Conference in Florida, hosted by LSTA and DealCatalyst. The discussion will be moderated by Adelene Lee from Reorg, with Daniel joining fellow panellists Michael Loehrke from Golub Capital, Tikehau Capital's Tim Grell, Anthony Diaz from Antares Capital LP, and LSTA's Theodore Basta. We’ll unpack the growing demand for liquidity, the need for a dedicated secondary trading desk for private capital, and the role secondaries funds can play in investors’ portfolios. The discussion will also explore the pressure from third-party regulators on fair valuations and transparency, and the push and pull between investment liquidity compared to transactional trading. We're excited to be part of this timely conversation and share our insights as a specialist advisor in the secondaries space. Drop us a line if you're also attending, we'd love to say hello! #directlending #middlemarketfinance #privateequity #privatecredit #secondaries #panel

A Morning of Insight at the 15th Annual Institutional Investor Conference! The morning sessions wrapped up with a deep dive into COI-related activities, led by Seth Ard of Susan Godfrey, LLC. His overview reinforced a key theme of the life settlement market: integrity, and fairness. As the industry continues to evolve, these principles remain at the forefront, ensuring a well-regulated and investor-friendly marketplace. Looking forward to an afternoon of more great discussions! Stay tuned for updates. To learn more about Life Settlements, go to LISA.org. #LifeSettlements #InstitutionalInvesting #InvestorInsights #LISAIIC25