Markets Group

ICYMI ?? State Board of Administration of Florida shifted to non-core RE allocations in 2025 Muskan Arora has more: https://hubs.li/Q03bfbNq0 #MarketsGroupNews

Hear directly as Britta Weidenbach, CFA of AURETAS family trust GmbH and other experts break down the current macroeconomic landscape and provide insights on global trends that will shape your investment strategy in 2025 at DACH Investors Retreat, May 19-21, in Chiemsee. Request the agenda ?? https://hubs.ly/Q03bFN_70 #MarketsGroupChiemsee Vanessa Orlarey Jane Popova Max Tattersall Clara Wolf Sherell Ghauharali Amanda Jiang Kirah Macleod Antonella Primo Síofra Relton Levitha Biji Oliver McVey Emilia Ojasalo Isis Gouveia Joss Mama?

Unlock the latest trends, essential updates and exclusive interviews. Subscribe to our newsletter and stay informed with the content that matters most. Subscribe now: https://hubs.li/Q03bFypT0 #MarketsGroupNews

IYCMI ?? Rice University promoted John Lawrence to Chief Investment Officer Muskan Arora has the details: https://hubs.li/Q03bf7Gk0 #MarketsGroupNews

ICYMI ?? Bank of Singapore, Asia's Global Private Bank taps Bank of China’s head of solutions Muskan Arora writes: https://hubs.li/Q03bfjWV0 #MarketsGroupNews

E Fund Management Co.,LTD. has recently come on board as our Platinum Sponsor for the 6th Annual Australia Investors Forum. The agenda is developed through extensive travel and feedback from the institutional and private wealth investor community including single family offices, multi-family offices, superannuation funds, endowments, foundations, insurance companies, healthcare plans, independent wealth management firms, private banks and investment consultants. Request the agenda?? https://hubs.li/Q039m74N0 #MarketsGroupSydney

Save the date for ALTSDC, September 29-30, in Washington, D.C. The forum’s content is developed through hundreds of meetings and is intended for the local community of investment leaders across Delaware, Washington, D.C., Maryland, Northern Virginia & Eastern Pennsylvania. Request the agenda ?? https://hubs.li/Q03bfy340 CFA Society Washington, DC CAIA Association #ALTSDC Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer

Sweta Singh and Michelle Nowfel, CIMA? are representing CDI at the 10th annual Private Wealth New England Forum, hosted by Markets Group!

The FINTRX team is on-site at The 10th Annual Private Wealth New England Forum, hosted by Markets Group - the region’s premier gathering for RIAs, family offices, and private banks. ?? If you're attending, be sure to connect with Alexis Tsitos, Bryan Di Iorio, Greg Bell, CIMA? and Steven LeBlanc to see how FINTRX is empowering firms with actionable data and intelligence. #PrivateWealth #RIAs #FamilyOffices #WealthManagement #FINTRX

“One thing I want to emphasize is that in securitized credit, it's all about security selection. It's extremely important, because every bond is unique. There are no generic categories, really. There's so much diversity across the market that you have to practice security selection as your primary investment strategy.” Jay Menozzi, Chief Investment Officer at #Easterly Orange, took to the stage today Markets Group Private Wealth New England Forum to share his thoughts on #credit market trends and the role #bonds can play in today’s portfolios. On the “Fixed Income: Trends Shaping Today’s Landscape,” panel, Jay was joined by fellow panelists from Breckinridge Capital Advisors, Capital Group, East Horizon Investments, Cabot Wealth Management and Wingate Wealth Advisors, Inc. ?#structuredcredit #yield #diversification