Veery Capital would like to wish our fellow team member, Alexandra Myers a very Happy Birthday! Enjoy your special day to the fullest! #HappyBirthday #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans
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Excited for Louis Kosiba of Illinois Municipal Retirement Fund (IMRF) to lead our Fireside Chat with James Clayborne, Jr., Majority Owner, Clayborne & Wagner and former Senate Majority Leader, Illinois State Senate. Given that they are instrumental in the progress made with Minority, Women & Disabled Veteran-owned managers, brokers and enterprises benefitting from transparency and progress they promoted, this discussion will shed valuable light on how investors profit from broader opportunity sets and improved processes they initiated in Illinois. We hope to gauge the state of affairs today and learn how we may continue the trajectory for our audience of investors, deal sources, and private companies. Louis Kosiba is an Annuitant Trustee and former Executive Director of IMRF. He was responsible for 200+ co-workers and all operations. Important work included: relationship management with Illinois General Assembly; press/media; local units of government. Within IMRF, important work included: Board of Trustees; strategic planning; investments; funding; benefit processing; customer service; staff development; cyber security; auditing; information technology; legal issues. Upon exiting in 2017, Mr. Kosiba said, "Many things are going right here. IMRF will be in good hands when I leave." He has shifted focus to volunteering, tutoring, and mentoring students in high school and college. "I think helping people become mainstreamed into society would be a good thing for me to do," he said.
We’re excited to feature Louis Kosiba of Illinois Municipal Retirement Fund on 10/23 in Chicago. Private Markets Insider (PMI) will be hosting an Alternative Investment & DealConnect Summit for our audience of LPs, GPs, Bankers, and Business Owners. Special thanks to supporters, Star Mountain Capital and Winston & Strawn LLP. Learn more about Louis and the Summit here: https://bit.ly/SMC-PMI-Chi #LMM #FundManagers #InstitutionalInvestors #FamilyOffice #WealthManagers #InvestmentManagement #PrivateDebt #StarMountainCapital #WinstonStrawn #PrivateCredit #PrivateEquity #Secondaries #PrivateMarkets
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In this article, our very own Edward Brown, Ed Harris, and Leanne Moezi explain the key stages of the transaction process required to effect a sale of private fund interests in a secondaries transaction #HLPensions #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/dp6ts_g6
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#Mutualfunds are like a treasure trove of investment opportunities, catering to your financial aspirations whether they're for the #short haul, #mid-distance, or the #long journey ahead. Whether you're sprinting towards #shortterm goals, pacing yourself for mid-term milestones, or embarking on a marathon towards #longterm ambitions, mutual funds offer a diverse array of paths to grow your wealth. So, whether you're dreaming of that dream vacation, saving up for a down payment, or planning for retirement, mutual funds have got your back, providing flexible and accessible avenues to help turn your dreams into reality. Get ready to embark on a journey towards financial empowerment with Artham Finserve Pvt Ltd by your side, guiding you every step of the way towards a brighter financial future. #Financialgoals #financialfuture #guidance #investment #wealthmanagement #investmentmanagement #financialmanagement #shortterm #longterm #mutualfunds #midtermplans #arthamfinserve #expertise
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Transitioning with Purpose: We welcome William D. Pruitt as our new chairman, succeeding the late Allan Pekor. As we continue our mission of transparent, high-quality wealth management, we're honored to have Pruitt's seasoned expertise guiding us forward. You can read SFBJ's article at the link in our bio. . . . . . . . #pressclip #southfloridabusinessjournal #sfbj #coralgablestrust #financialplanning #investment #coralgables #miami #southflorida #fortlauderdale #bocaraton #palmbeach #investmentmanagement #trustplanning #estateplanning #cgt #legacy #economicoutlook #wealth #investor #assets #assetmanagement #financial #wealthmanagement #trustcompany #stocks #bonds #privateequity #realestate #directedtrust #specialneedstrust #retirement
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PSA: Merely having funds in your retirement accounts doesn't guarantee wealth accumulation. It's crucial to actively invest for growth! Let's examine two situations: 🌟 Situation 1: Tom sets aside $500 monthly in a savings account with a conservative 1% annual return. After 35 years and a total contribution of $210,000, the amount grows to slightly over $250,000. Factoring in inflation, Tom's money has essentially depreciated in purchasing power over time. 🌟 Situation 2: Sarah also contributes $500 monthly but opts to investment the funds in a diversified portfolio. After 35 years, Sarah's strategic investing transforms the initial $210,000 contribution into a substantial $1,170,181.23. #financialplanning #retirement #investing
Beavers Wealth Management of Raymond James - Fort Worth, TX
beaverswealthmanagement.com
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PSA: Merely having funds in your retirement accounts doesn't guarantee wealth accumulation. It's crucial to actively invest for growth! Let's examine two situations: 🌟 Situation 1: Tom sets aside $500 monthly in a savings account with a conservative 1% annual return. After 35 years and a total contribution of $210,000, the amount grows to slightly over $250,000. Factoring in inflation, Tom's money has essentially depreciated in purchasing power over time. 🌟 Situation 2: Sarah also contributes $500 monthly but opts to investment the funds in a diversified portfolio. After 35 years, Sarah's strategic investing transforms the initial $210,000 contribution into a substantial $1,170,181.23. #financialplanning #retirement #investing
Beavers Wealth Management of Raymond James - Fort Worth, TX
beaverswealthmanagement.com
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Are you tired of the daily grind and looking for a way to grow your wealth effortlessly? At Empowher Capital, we specialize in strategic investments that generate passive income—money that works for you, even while you sleep. Imagine earning returns through well-researched, diversified assets like multifamily real estate, storage solutions, and private equity. Our expert team handles all the complexities, allowing you to enjoy the benefits without the stress. Success Story Highlight: Meet Sarah, one of our valued investors. By investing in our multifamily real estate fund, Sarah now enjoys regular income and has seen her investment appreciate significantly. She is heading to financial freedom which was made possible by the power of passive income. 🌟 #FinancialFreedom #PassiveIncome #RealEstateInvesting #EmpowherCapital #InvestmentStrategies #WealthBuilding #AccreditedInvestors #retirement #empcfund #investments
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Building a legacy isn't just about wealth; it's about values, dreams, and the mark you leave on the world. At PAX Financial Group, we help you navigate the complexities of wealth with integrity and insight. Start your legacy journey with us. #LegacyPlanning #RetirementReady #PAXWealth
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Day 5 : Dance with Diversification: Diversification is your strategic partner in navigating the financial dance floor. Spread your investments across different assets to minimize risk and maximize returns. Like a skilled dancer, adjust your portfolio’s moves to adapt to changing market conditions. Embrace the diversity of investment opportunities to create a balanced and resilient portfolio. With diversification as your guide, you’ll glide through market fluctuations with grace and confidence. #RetirementPlanning #FinancialFreedom #WealthManagement #MoneyMatters #RetirementGoals #FinancialAdvisor #SmartInvesting #BudgetingTips #SecureRetirement #FinancialPlanning #WealthBuilding #MoneyMindset #RetirementSavings #InvestmentStrategy #retirementIncome #compounding #eighthwonder #patience #consistency #discipline #primassurellp #mutualfunds #sip #longterm #diversification #assetallocation
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Are you prepared for the intricate process of generational wealth transfer? Our investor guide is your roadmap, offering insights into planning, navigating family dynamics, and ensuring a successful transfer. Get your copy today and begin your journey to secure your legacy. https://hubs.ly/Q02g8_f00 #GenerationalWealth #LegacyPlanning #FinancialGuide #SuccessionPlanning #RetirementPlanning
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Account Executive Acme Paper Supply Co., Inc.
3moHappy Birthday Alex! Have a wonderful day! Love you! ❤️🎂