Wealth DFM’s Post

And here we are at the last Provocation – this brings together previous posts. It reiterates the need for leadership and approval of new structures from investment committees and public sector boards. As mentioned earlier: the structures are shaped by outcomes required (impact and returns), risk appetite, organisational structure and culture…   Any views on this? (or the full set of provocations which will be posted in due course...)  Chris Smith, Christopher Smith, Sam Ewuosho FRSA, John Leach

Join us for the 5th Annual Australia Investors Forum, happening on March 12, 2024, at The Fullerton Hotel Sydney. This forum is set to bring together investment leadership teams, including investment officers, investment committee members, manager research, fund selection, and their consultants, representing the Australian institutional and private wealth investment community. Get the opportunity to gain insights on private market investments, alternative investments, asset allocation trends, and much more. Connect with me to request the agenda or register you interest! Sheryl Pacheco Rebecca Agheli Della Aisyah #superfunds #privatewealth #privatemarkets #alternativeinvestments #assetallocation #assetmanagement #sydneyevents #investorsforum #IFAustralia24 #marketsgroup

Do you know how investors make use of measures of investor and consumer sentiment? Find out in this Educational Series report from the Chief Investment Office. Melissa (Missy) Spickler, CRPC™ Matthew Spickler

Join us at the upcoming Family Office Conference in 2 weeks for an insightful session on the crucial role of due diligence in evaluating private equity fund managers! 🌐 We will hear from the following speakers: Tareq Almunajem, Chief Investment Officer, Almunajem Group; Founder, Investors Capital Anjel Noorbakhsh Ashman, CFA, Investment Principal, Aureum Advisory Limited Florin V., Academic Director of the Institute of Entrepreneurship and Private Capital, London Business School Professor Vasvari and esteemed guests will delve into: 1 Assessing Experience, Track Record, and Management Skills: Learn how investors evaluate key aspects to make informed decisions. 2 Operational Due Diligence: Explore the valued aspects that institutional investors consider beyond financial performance. 3 Common challenges faced during due diligence, such as information asymmetry or market volatility and consider potential solutions or strategies to overcome these challenges. Don't miss this opportunity to gain insights into effective due diligence practices in the dynamic landscape of private equity! If you are a  family member, principal of single-family offices or have a senior family office leadership (CEO, CFO, COO) role please register your interest in the link provided in the comments section. Please note: Sales are now closed. You can still register your interest for next year's event. #FamilyOfficeConference #DueDiligence #PrivateEquity #singlefamilyoffice #InvestmentInsights #fundmanagers

His Excellency, Sir Siminalayi Fubara welcomes all investors, business leaders, and industry thought leaders to the Rivers State Economic & Investment Summit.  Register now by clicking the link in our bio. #RiversInvestmentSummit #InvestInRivers #RiversStateEmerge

✈ Our Chief Investment Officer, Oliver Müller is back from his trip to the #USA where he participated in the 21st Annual Value Investor Conference held at the University of Nebraska at Omaha. He has also attended the #Berkshire Hathaway Annual #Shareholders Meeting, the holding company of the legendary #investor Warren Buffett. 💪🏻   In over two dozen meetings with leading #investment managers, C-suite executives, and academic thought leaders - and of course the 5-hour Q&A session with the Oracle of Omaha himself - Oliver took a pulse check of the global stock #markets, learned about the #strategies of other successful investors, and gained valuable #leadership insights.  🤩🙏🏻 He has come back reassured of the following principles that are at the core of our investment philosophy at Accresco:   👉 Value Investing has evolved but the essence will always remain Intrinsic Value and Margin of Safety. 👉 Modern Value Investing is Quality Investing (identify businesses with durable competitive advantages). 👉 Sustainability is a must, in particular with regard to Corporate Governance 👉 Value Investing works in all markets (public/private, equity/debt) and geographies. 👉 Know and understand what you own (be certain about your Circle of Competence and expand it as needed before taking any investment decision). 👉 Avoid “diworseification“ (the more focused your portfolio is, the more thorough knowledge you can have of your portfolio companies). 👉 Buy to own, don’t buy to sell (the best holding period is forever). 👉 Stick to your investment process (don’t let the mood swings of “Mr. Market“ fool you).   If you want to learn more about Sustainable Value Investing made in Mauritius, contact us on info@accresco.mu. #Accresco

Do you know how investors make use of measures of investor and consumer sentiment? Find out in this Educational Series report from the Chief Investment Office.

Do you know how investors make use of measures of investor and consumer sentiment? Find out in this Educational Series report from the Chief Investment Office.

Do you know how investors make use of measures of investor and consumer sentiment? Find out in this Educational Series report from the Chief Investment Office.

Do you know how investors make use of measures of investor and consumer sentiment? Find out in this Educational Series report from the Chief Investment Office.