Boston Economic Club的动态

?? In this year's LETTER to investors, BLACKROCK Chairman?and CEO LARRY FINK focused on important long-term issues and the role the capital markets can play,?? both in helping to address these challenges and contributing to a more prosperous future?? So, the main points are:? - Rethinking retirement for longer lives ?? - Funding critical infrastructure ? - Hope for the future ?? Watch more in the new episod of "Immigrants Financial Freedom".? https://lnkd.in/ee67ySbw #WealthGardens #IFF #ImmigrantsFinancialFreedom #BlackRock #LarryFink #lettertoinvestors #AnnualChairmansLetter

"The last four years have experienced massive disruption—COVID, inflation, supply chain challenges, and now an uncertain interest rate environment. We're learning to build more nimble, resilient businesses to navigate these challenges."?— Colin Smith, Managing Director and Head of The Portfolio Transformation Team, Oaktree Capital Management, L.P.. From the sidelines of?day two?of our 7th Private Equity San Francisco Forum, Smith shared his insights on the changing private equity landscape. He highlighted how the turbulence of recent years has forced businesses to rethink their strategies, focusing on adaptability and resilience in the face of ongoing uncertainty. Smith's perspective on optimizing portfolios in this environment gave attendees actionable ideas for building stronger, more flexible businesses moving forward. #MarketsGroupPE Paloma Lima-Mayland Meghan Hazen, DES Brandon Link Victoria Cepeda James Garnett Giseli Cristina A. Courtney McQuade

?? Icons of Wall Street! Dive into the history of Wall Street through the lives of the titans who’ve shaped its enduring legacy. ??? From innovators and regulators to moguls and mavericks, these key figures have not only influenced the direction of the financial markets but have also impacted global economics. Join us as we highlight a few of the most influential personalities in Wall Street history. ?? Featured Legends: ? J.P. Morgan: Known for his pivotal role in financing the reorganization of railroads and forming General Electric and U.S. Steel, Morgan was a giant in corporate finance and industrial consolidation during the late 19th and early 20th centuries. ? John D. Rockefeller: As a co-founder of Standard Oil, Rockefeller’s business strategies and philanthropy have left a lasting impact on the industry and beyond. ? Benjamin Graham: Known as the father of value investing, Graham’s philosophy of investment has influenced generations, including his famous disciple Warren Buffett. ? Muriel Siebert: Pioneering woman on Wall Street and the first woman to own a seat on the New York Stock Exchange, Siebert was a trailblazer for women in finance. ?? Each of these figures has contributed uniquely to the fabric of financial history, demonstrating that individual vision and determination can indeed shape industries. ?? Engage With Us: Who is your favorite financial icon, and why? Let us know in the comments! ?? Share this post with friends and fellow finance enthusiasts who appreciate the stories behind the figures who’ve crafted the world of finance as we know it today. #WallStreetLegends #FinancialHistory #InvestmentIcons #MarketMakers #FinancialFreedom #StockMarketEducation #InvestmentSuccess #TradingPsychology #MarketPredictions #RiskManagement #EarnFromAnywhere #PassiveIncomeIdeas #TradingMentor #24hProfits

The 2024 proxy season brought heightened scrutiny and shifting power dynamics, marking a landmark year for shareholder activism. CEO succession, board refreshment, and executive compensation took center stage. Curious about what these trends could mean for 2025? Download the Kingsdale Advisors 2024 Canadian Proxy Season Review for full insights: https://lnkd.in/eiVDXRFS

Historic shift in Washington augurs for big changes ahead. Stephen Dover, Franklin Templeton’s Chief Market Strategist, on the extraordinary ramifications for investors: https://bit.ly/3Z0SCI4

In our latest Weekly View, Adam Grossman, Global Equity CIO and Rod Smyth, Chairman of the Board of Directors, open a window into conversations they've had over the years regarding their philosophies on investing and life. https://ow.ly/hM4B50TVrv9

It’s not everyday you get a chance to be up close and personal with a Fund Manager. Check out this upcoming webinar with St. James’s Place’s Darren Johnson and Aristotle’s Jim Henderson. #sjpwebinars

???Meet the Fund Manager??? Really looking to forward to this! Come join the conversation as we sit down with one of our fund managers at Aristotle who will share valuable insights into the US investment markets and the outlook for 2024. ???? Join us by registering using the link below. See you all there! ?? #InvestmentInsights #FinancialSuccess #RegisterNow #USMarkets

We’re proud to highlight Ken Grimes, Senior Managing Director and Partner at Patterson Real Estate Advisory Group, who served as Co-Chair of the ULI South Carolina 16th Annual Capital Markets Conference alongside Katie Blum of East West Partners. Ken not only helped lead this important event, but also delivered the opening remarks, setting the stage for two days of insightful discussions and thought leadership in the capital markets sector. In addition, Lance Patterson, CEO and Founder of Patterson Real Estate Advisory Group, attended the conference and participated in the session “Capital Confusion 2.0 – Emerging from the Fog: A Capital Markets Discussion.” Lance shared his expertise alongside a distinguished panel of industry leaders: John Cannon, Pinnacle Financial Partners; Robert Niedzwiecki, J.P. Morgan; and Rachel Hunter-Goldman, KKR. Together, they provided valuable perspectives on the evolving landscape of capital markets. At Patterson Real Estate Advisory Group, we’re proud to have leaders like Ken and Lance who continue to drive the conversation on real estate and capital markets, shaping the future of the industry. #cre #capitalmarkets #commercialrealestate

Today is the last episode of the summer series! ??Throughout this Summer Series, we’re speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they’ve learned along the way?? Mark LaMonica, CFA is the Director of Personal Finance at Morningstar Australia. In today’s conversation with Mark, we’re unpacking: → What opportunities Mark is seeing in the current market → How Mark has very clearly defined his investing goals → Investing for income and how Mark funds his lifestyle with his investments → Setting up an investment portfolio for the next 30 years → How Mark continues to upskill and learn as an investor ???Listen to the full ep here: https://lnkd.in/g8JFvAsz A big thank you to Viola Private Wealth, for sponsoring this Summer Series and helping us keep all our content free for the community. To connect with the team at Viola Private Wealth, visit https://lnkd.in/gANKsdsG