TresVista’s Post

🎥 Wrapping up Season 1 of On the Brinc! This season has been packed with honest advice for founders—how to approach investors, handle challenges, and stay focused on solving real problems. But we’re not done yet! Season 2 is on its way, bringing even more insights and stories from industry leaders. 🎬 Watch the full wrap-up video: https://lnkd.in/g5ZmGFQT

🌟 There's no better time to dive into the "Master the Market" series by the Exit Planning Institute and discover invaluable insights from leading industry experts! In the first installment, our founder, Dr. Craig West, shares his inspiring journey, alongside articles that tackle critical challenges and strategies for achieving best-in-class status in exit planning. Learn how top-tier professionals overcome obstacles and what excellence means to them. This series is packed with actionable steps to elevate your practice and master the market. Don’t miss out—check it out now! 📈✨ https://hubs.li/Q032tlcJ0 #MasterTheMarket #Capitaliz #ExitPlanningInstitute

Join us for this FREE luncheon on Wednesday, May 15, at 11:30 AM CST as we hear from Travis Prentice, CEO/CIO and Portfolio Manager of US and Global Strategies at EAM Investors, LLC. Registration Required - Click here to register: https://lnkd.in/eZfuRtjc Presentation Summary: Momentum has long been a significant source of returns for investors, yet there are many misconceptions about its existence, its riskiness, and how to properly harness its strength across global markets. EAM Investors, LLC will provide an overview of the #momentumfactor and share thoughts on why it exists and persists as well as differentiating naïve momentum from Informed Momentum, a mechanism to translate the academia of momentum into tangible results for investors. Included in the overview will be a discussion on common myths related to the perceived risks of the factor. Finally, EAM will provide various frameworks in which momentum can be beneficial to, or even replace, traditional style exposures in #equityportfolios. Thank you to EAM Investors, LLC for sponsoring this luncheon event!

People often ask me what it is exactly that I do at work. I've been leading the QA team on testing all the software we use to make these meetings happen. Want to learn more about those? This webinar might be of interest to you.

Curious about transforming investors into allies? 🚀 Dive into our captivating event, 'How to Work with Investors,' where past attendees share their awe-inspiring stories of transformation and triumph. Let their testimonies ignite your drive and propel you towards registering for an experience that could change the trajectory of your journey. Don't miss out – watch, learn, and register now! 💼💡 #InvestmentSuccess #LearnFromTheBest

LD Micro Main Event XVII Presented by Freedom Capital Markets October 28-30, 2024 | Luxe Sunset Boulevard Hotel, Los Angeles   Freedom Capital Markets is pleased to announce the commencement of our annual LD Micro Main Event XVII, our premier gathering for the micro and small-cap community. This event exemplifies the best of the micro and small-cap world, bringing together innovative companies, insightful presentations, and incredible networking opportunities. To kick off the event today, we are excited to present a series of engaging panels and keynote presentations that promise to inspire and inform. Our Chief Global Strategist, Jay Woods, CMT, will lead the discussion on the "State of the Market," offering valuable insights into the current landscape and emerging trends. We are also honored to welcome keynote speaker Dian Griesel, Ph.D., who will deliver an impactful presentation on "The Power of Perception: Transforming Insight into Action." Her exploration of how perception shapes decision-making will provide attendees with actionable strategies to navigate the complexities of the market.   Los Angeles has always been our "home field," and we're excited to welcome everyone joining us for three days of thought leadership, meaningful connections, and valuable insights that define the spirit of the LD Micro Main Event. We look forward to reconnecting with long-standing colleagues and familiar faces and welcoming new participants!   See you in LA! #LDMicro #LDMicroMainEvent #MicroCapCommunity #LosAngeles #FreedomCapitalMarkets #CapitalMarkets #Investing #Finance

🌟 #MEIRA Upcoming Webinar: 7 Tips for Planning and Delivering a High-Impact Investor Day 📅 Date: July 8, 2024 ⏰ Time: 13:00 - 14:00 GMT+4 🌐 Format: Online 🔗 To register, please visit: https://lnkd.in/diwvxzDR Planning and delivering an impactful Investor Day in the Middle East presents a unique opportunity to showcase your company's financial story and strategic vision. Join us for an insightful webinar where we will explore the essential strategies for organizing and executing a high-impact Investor Day tailored to the Middle Eastern market's dynamic economic landscape. This session will provide 7 practical tips and expert advice on engaging investors, leveraging technology, and delivering compelling presentations that leave a lasting impression. Join us to discover 7 key takeaways to help you strategically plan and schedule your event, coordinate with stakeholders, develop impactful content, leverage innovative technologies, target and invite the right investors, engage and follow up effectively, and learn from successful case studies and best practices. Expert Insights: Gain practical strategies from Sylvie Harton (Chief Business Strategy Officer, Lumi Global), George Allen (Managing Director, Teneo), and Michael Roper (Managing Director, EMEA at Irwin ). Engaging Discussions: Moderated by Alicia Gallego Martinez, CEO of Audere Strategies, this session promises to be interactive and enlightening. 👉 Save the date and join us on July 8 for this not-to-be-missed webinar.

Check out our latest video “Outlook & Convictions” for the first half of 2025!   Benjamin Melman, our Global CIO, shares his insights for the upcoming months, focusing on major asset classes, essential themes, and priority regions as we enter the new year.   #EdRConvictions #AssetAllocation

🇦🇺 We recently hosted an online end of year panel, where we discussed the outlook for the Australian VC market in 2025. The good news: There’s renewed investor interest, and conversations about growth are gaining momentum. Now is the time for founders to prepare their metrics, narratives, and relationships for future funding opportunities. Curious about what’s ahead? Dive into our latest article for key takeaways and actionable advice to help you navigate the market in the year ahead! 🚀 Let’s get ready for what’s ahead! Check out our full article below! https://hubs.li/Q02-s7B-0

Fantastic to speak with Jake Haines and gain an insight into PEP Capital Solutions and how the can assist SME’s looking to grow their business.