WHOOP’s Post

The Masters golf tournament and successful investing may seem like two completely different worlds, but they share many similarities in terms of tradition. Both have established practices that have stood the test of time, and both require a combination of skill, strategy, and patience to succeed. Let’s take a closer look at the traditions of the Masters golf tournament and how they compare to the traditions of successful investors. https://hubs.ly/Q02shmdk0

In seven days from today, Coherra will be hosting Robert Maltbie,CFA from Millenium Asset Management and Chris Sakai, CFA, MBA from Singular Research as they present their insights:   ▪️Not shying away from Mag 7 or big cap but now it will pay to be selective ▪️PROP, SUN – The top opportunities ▪️Outlook for US small caps in 2024 and beyond – Allocation priorities Ensure not to miss out on this opportunity - register now to access the LIVE event. Even if you are unable to attend, you can still catch the replay 📺 and highlights. Register here 👇👇👇: https://lnkd.in/eD5kfbrn Søren Haestrup Chris (Christian) Elsmark Sacha Pictet Dianna Raedle Michael Rasmussen Ersoy Erkazanci Rachel Pether, CFA Andre Rizzo Pedro Brigham Ole Rossing. Dan Lancellotti Michael Shamash Stijn Ceelen Sophia Crucs Laura Gane #microcaps #smallcaps #marketindicators #macro #equity #equityfund #generatingalpha #alpha #returns #stocks

My March newsletter is out, check it out for updates to the DFW real estate market. #jerrywalkerrealtor #dallasrealestate #richardsonrealestate #garlandrealestate

Congratulations to our Director, Scott Daniels BA(Hons) FPFS Cert CII (MP), for nabbing a finalist spot for Paraplanner of the Year 2023 with St. James's Place! 🎉 Getting to be a dab hand at these awards aren't you? 😉 You'll next find Scott at the Professional Adviser Awards 2024 in March, anxiously waiting to see if Fluid scoops the prize for Best Technology Provider of the Year. #paraplanning #financialadvice #financialplanning

The 1st quarter of 2024 is providing investors with a long awaited opportunity to invest beyond the Mag 7. Reviewing Q1 market domestic and global performance, discussing the #federalreserve #earnings and the historical seasonality for April and Q2. Virtus ETFs Virtus Investment Partners CNBC

Having the right leadership, tools and guidelines in place can make all the difference for projects that are seeking quality communities.

Good to present to this nice group of people on topical credit investment issues, with views on markets, ESG/sustainability, CDS and the risks associated with the sheer volume of BBB issuance all on the menu.

Thanks Jason, this is dead on from what we are seeing. Our Distressed Asset Group has picked up notably in Bankruptcy, Deed In Lieu, and cash infusion deals. The IMN Distressed Real Estate Conference is coming up and will be a good place to figure out how this next phase of transactions will work. Here's the link - https://lnkd.in/ghMSeVM6

Each year, we like to take time to reflect on what happened in investing over the past 12 months. This not only helps us discuss your portfolio with you, it also helps set the stage for the year ahead. This year, Quorum Managing Partner Kelly Milligan’s annual recap of 2023 was published by VettaFi. https://lnkd.in/eTqK_jzY

What a fabulous day in London at St. James’s Place ACM held at the wonderful O2 arena Gabby Logan was a fantastic presenter and Derren Brown showed us his magic 🪄 leaving us stunned by his performance. It was great to hear from our new CEO Mark FitzPatrick and our new investment team Tom Beal Justin Onuekwusi, CFA and Hetal Mehta Exciting times ahead. Happy Friday and have an amazing weekend everyone 🥰🤩🍾 Matin Piranditta Dave Simmons Martyn Sales DipPFS Debra Barry (ne Lewis) Andrew Hough-Smith Phil Burgess Andrew Croft Chris Cobley David Wheelton #sjp #financialplanning #financialadvice