VettaFi’s Post

The Adhesion Wealth Advisor Summit in San Antonio, Texas would not have been possible without our amazing sponsors. Thank you AGF Investments, Cambiar Investors, First Trust, Kensington Asset Management, Ocean Park, Schafer Cullen Capital Management and WisdomTree Asset Management. We value our relationship with all of you and appreciate you being part of our 3rd Annual Summit. Stay tuned for images of our speakers from earlier and our closing session today! #WealthManagement #Investments #Economy #WinningTogether #25YearsStrong

What does the year ahead look like for major alternative asset classes? Alex Di Santo, Group Head of Private Equity, and Scott McClure, Group Commercial Director, provide a comprehensive and valuable guide for anyone navigating the fund management landscape in 2024. Discover their analysis and insights here 👉 https://lnkd.in/eTnXSY5m #PrivateEquity #RealEstate #AlternativeAssets

AllianceBernstein’s AJ Rivers, CFA, FRM, CAIA, Harris Associates’ David Herro, PIMCO’s Marc Seidner, Thrivent Asset Management’s Jon Paul Gagne, and Guggenheim Investments’s Jamie Crapanzano explore various topics including navigating bond markets, , how location shouldn’t be a determining factor in seeking quality companies, terming out your assets, the driving demand of short term bond investments, and views on credit and taking credit risk. #InvestmentInsights #FinancialStrategy

What does the year ahead look like for major alternative asset classes? Alex Di Santo, Group Head of Private Equity, and Scott McClure, Group Commercial Director, have provided a guide for anyone navigating the fund management landscape in 2024. Discover their analysis and insights using the link below. #PrivateEquity #RealEstate #AlternativeAssets

In this edition of Top Picks, we’ll touch on why the $7 trillion ETF market matters to advisors, how behavioral finance can add value, and more with Charles Schwab Asset Management’s Omar Aguilar, Ph.D., PIMCO’s Adam Browne CIMA® CPWA®, Natixis Investment Managers’ Jack Janasiewicz, CFA, Thrivent Asset Management’s David Spangler, CFA and Perigon Wealth Management, LLC’s Bud Sturmak.

Investing with the best managers can make an enormous difference to the risk and return of your asset allocation, but even if you can source and assess the best performing managers, it can be challenging to gain access to their funds. In the latest edition of Brick by Brick, Michael Brand, Global Head of Real Assets, explores the ways that investors can gain access to their preferred managers – and the potential benefits that can bring. Read Michael’s thoughts and subscribe to the newsletter: https://lnkd.in/e82PK7GX #MercerNews #investing #Investment #Privatemarkets

Read the latest issue of Beyond 60/40 where we highlight alternative investments research and insights from industry leaders, including J.P. Morgan Asset Management, CNBC, Blackstone, and FundFire. https://lnkd.in/ex4hBAtC

Alternative asset managers aren’t just opening the door for private wealth investors. They’re rolling out the red carpet. 😎 What’s got them starstruck? ⭐️ The large, under-served private wealth market. As a private wealth client, you’re now on the “A-list.” Are you getting the red carpet treatment you deserve? #wealthmanagement #privatewealth #privatebanking #AlternativeInvestments

New Episode of Think Tank Exchange is up! Investing Across Borders: Picking Winners in a World of Opportunities With PM Michael Olsen, CFA of Motley Fool Asset Management & Dan Weiskopf Watch the replay here: https://lnkd.in/eqJTPM7W #etfs #investing #globalinvesting #portfoliomanager #portfoliomanagement #markets #management

Secondaries may well be the most undercapitalised asset class in private markets, according to speakers on Private Equity International’s annual #secondaries roundtable. Read the full report, featuring expert analysis from AltamarCAM Partners, Dawson Partners, Debevoise & Plimpton, Neuberger Berman and UBS Asset Management, in the May 2024 issue of PEI: https://lnkd.in/dVS8hp78