We’ve worked diligently to assemble an exceptional lineup of headliners and industry leaders to address the most pressing issues facing investment advisers today. This year our curriculum, led by an incredible faculty, will convene at the luxurious?Fontainebleau Las Vegas?on December 9th and culminate on the 11th. #MSUM24 gathers the leading minds in independent wealth management for unparalleled networking and a meticulously curated curriculum, free from sponsor influence. Learn more at summit.marketcounsel.com.
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Next up is DC Investing and then Multi Asset...
The cio investment club's DC Investing Roundtable is tomorrow... and then next month we host our last roundtable of 2024! Our Multi Asset Roundtable will be held on Wednesday 4th December... a multitude of asset classes to be discussed by our participants listed below: James Stewart, XPS Yona Chesner, Cartwright Kedi Huang, FIA CFA CAIA CERA, Aspen Mark Parry, Barnett Waddingham Chris Palmer, ex-Phoenix Group alain zeitouni, Russell Investments Tom Danaher, Baillie Gifford The whitepaper will be available in January 2025 - sign up to be the first to receive all our whitepapers - https://lnkd.in/ed2u8N7N) 2025 roundtables, breakfasts, and lunches can be found here - https://lnkd.in/emyne-VA #roundtables #whitepapers #thoughtleadership #insights #events
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LD Micro Main Event XVII Presented by Freedom Capital Markets October 28-30, 2024 | Luxe Sunset Boulevard Hotel, Los Angeles ? Freedom Capital Markets is pleased to announce the commencement of our annual LD Micro Main Event XVII, our premier gathering for the micro and small-cap community. This event exemplifies the best of the micro and small-cap world, bringing together innovative companies, insightful presentations, and incredible networking opportunities. To kick off the event today, we are excited to present a series of engaging panels and keynote presentations that promise to inspire and inform. Our Chief Global Strategist, Jay Woods, CMT, will lead the discussion on the "State of the Market," offering valuable insights into the current landscape and emerging trends. We are also honored to welcome keynote speaker Dian Griesel, Ph.D., who will deliver an impactful presentation on "The Power of Perception: Transforming Insight into Action." Her exploration of how perception shapes decision-making will provide attendees with actionable strategies to navigate the complexities of the market. ? Los Angeles has always been our "home field," and we're excited to welcome everyone joining us for three days of thought leadership, meaningful connections, and valuable insights that define the spirit of the LD Micro Main Event. We look forward to reconnecting with long-standing colleagues?and familiar faces?and welcoming new participants! ? See you in LA! #LDMicro #LDMicroMainEvent?#MicroCapCommunity #LosAngeles #FreedomCapitalMarkets #CapitalMarkets #Investing?#Finance
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Carly Hoeler, CPA, Josh Rubinger, Bruce Sumner, Neel Patel, CAIA, Lindsay Carey, Esther Yim, and Taze Mueller will be participating in the?ADISA?2024 Annual Conference?at The Cosmopolitan of Las Vegas. With 300+ companies and 1000+ alts professionals, the largest alts conference of the year offers attendees a great opportunity to explore alternative investment offerings and connect with the industry’s top leaders. Hope to see you there! #AlternativeInvestments?#WealthManagement?#FinancialAdvisors?#InvestmentManagement??#Ashford #HotelInvestment #ADISA24
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?? Excited to Share Insights from the Annual Eagle Wealth Summit 2024! ?? Our team had the privilege of attending the Annual Eagle Wealth Summit 2024 held at the luxurious JW Marriott in Phoenix, Arizona, and what an incredible experience it was! Among the highlights were the captivating presentations from distinguished speakers who left us inspired and equipped with invaluable knowledge to navigate the ever-evolving landscape of wealth management. Gregory Webster, President and CEO of Eagle Strategies, captivated the audience with his keynote address, shedding light on the remarkable growth of Eagle since previous years and outlining future innovations. We were also fortunate to gain profound insights into the macroeconomic landscape from Marta Norton, CFA, a distinguished expert from Morningstar. Marta's comprehensive analysis provided attendees with a deeper understanding of global economic trends, empowering us to make informed decisions to safeguard and grow our clients' wealth. The summit was not only a platform for learning but also a forum for networking and collaboration with industry peers. Engaging discussions and exchanges of ideas enriched our experience and reinforced the significance of continuous learning and professional development in our field. A huge thank you to the organizers for orchestrating such a phenomenal event and to all the speakers for sharing their expertise and vision with us. We return energized and equipped with fresh perspectives to drive success for our clients and our practice. Looking forward to implementing these insights into our wealth management strategies and continuing to deliver exceptional value to our clients! #EagleWealthSummit #WealthManagement #FinancialPlanning #ProfessionalDevelopment #Networking #Phoenix #JWMarriott #Grateful #Insights #Success
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Will you be attending the National Association of Default Professionals (NADP) Annual Meeting 2024 in Boca Raton? I’m thrilled to be speaking on the panel Working with Investors in Today’s Market alongside some incredible industry leaders: ?? Jason Lewis, Aryming Funding ?? Michael Jansta, Xome ?? Michael Soliz, Jr., 1 Oak Advisory ?? Bill Bymel, First Lien Capital ?? Moderated by Mark Paniccia, TREO What questions would you like answered during our panel? Share your thoughts in the comments, and get ready for an insightful discussion! Join me for the panel discussion "Working with Investors in Today's Market" on Friday, October 4th, from 11:00 AM to 12:00 PM at the NADP Annual Meeting 2024 in Boca Raton! ?? Here’s a preview of the topics we’ll be diving into: What type of investors are you comfortable with? Are there specific geographies you look for? Do experienced investors matter? Looking forward to a thought-provoking session with some amazing industry leaders! ?? What questions do you have on these topics? Drop them in the comments and let's get the conversation started! #NADP2024 #RealEstateInvesting #PanelDiscussion #Investors
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Congratulations to our #InvestorRelations team! Yesterday, they took third place in the SDAX at this year's Investors Darling – the most comprehensive competition for financial market communication in Germany! ? Investors Darling is a joint initiative of manager magazin, Berenberg and the HHL Leipzig Graduate School of Management. Together they select the companies that communicate most reliably with its investors! #normagroup #norma #investorsdarling #investors #award
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LD Micro Main Event XVII Presented by Freedom Capital Markets October 28-30, 2024 | Luxe Sunset Boulevard Hotel, Los Angeles ? Freedom Capital Markets is pleased to announce the commencement of our annual LD Micro Main Event XVII, our premier gathering for the micro and small-cap community. This event exemplifies the best of the micro and small-cap world, bringing together innovative companies, insightful presentations, and incredible networking opportunities. To kick off the event today, we are excited to present a series of engaging panels and keynote presentations that promise to inspire and inform. Our Chief Global Strategist, Jay Woods, CMT, will lead the discussion on the "State of the Market," offering valuable insights into the current landscape and emerging trends. We are also honored to welcome keynote speaker Dian Griesel, Ph.D., who will deliver an impactful presentation on "The Power of Perception: Transforming Insight into Action." Her exploration of how perception shapes decision-making will provide attendees with actionable strategies to navigate the complexities of the market. ? Los Angeles has always been our "home field," and we're excited to welcome everyone joining us for three days of thought leadership, meaningful connections, and valuable insights that define the spirit of the LD Micro Main Event. We look forward to reconnecting with long-standing colleagues?and familiar faces?and welcoming new participants! ? See you in LA! #LDMicro #LDMicroMainEvent?#MicroCapCommunity #LosAngeles #FreedomCapitalMarkets #CapitalMarkets #Investing?#Finance
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Market conditions in recent years have sparked a surge of interest in private markets. But what’s driving this appetite, and how can a wider range of private wealth and other investors tap into the potential? Michael Hutten, Partner and Head of Pantheon’s US Private Wealth division, and Victor Mayer, Managing Director, recently shared their perspectives on how innovation is driving demand for private markets in an exclusive keynote interview with Private Equity International. Among other things, Michael and Victor discussed why evolution in product offerings is one of the fundamental drivers of increased private wealth appetite for private markets, with more products offering lower investment minimums, mitigating the J-curve and providing periodic liquidity. They also touched on how and why Pantheon incorporates secondaries investments into our evergreen asset allocations to benefit from potential discounts, earlier distributions and increased diversification, and why investors should examine evergreen experience alongside track records on performance when assessing managers. To read the full keynote interview click here: https://lnkd.in/eHqR_Kdv To read more about how we are opening access to private markets through our $7bn private wealth platform, click here: https://lnkd.in/emZE4QHf For more information on Pantheon click here: https://lnkd.in/eahSMD-A #privatemarkets #privatewealth #secondaries
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Insights into today’s capital markets and the major challenges CFOs are navigating. Be sure to attend!
ScaleNorth is thrilled to be sponsoring today's CFO Executive Summit at UCI's University Research Park. In association with the UCI Paul Merage School of Business, this event promises to deliver invaluable insights through a panel discussion titled "Global Capital Markets: Navigating Higher Interest Rates and Geopolitical Issues". Moderator Adam Townsend, CFO of Vizio, will be leading the discussion by exploring today’s capital markets and the trends, challenges, and opportunities facing CFOs today. We'll see you there! https://lnkd.in/gSAc4Nni?#CFO #CapitalMarkets #ScaleNorth
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?? Michael M. Pompian, CFA, CFP, CAIA and Angela Pompian are off to the UHNW Institute Symposium! This premier event brings together some of the brightest minds in wealth management, offering valuable insights into the unique needs of ultra-high-net-worth families. Michael and Angela look forward to connecting with industry leaders and sharing innovative strategies to help our clients thrive in an ever-evolving financial landscape. Stay tuned for insights and takeaways from this incredible event! #UHNW #WealthManagement #FinancialPlanning
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Wealth Transformation Executive & Connector | M&A Strategy |Wealth Platform Design & Execution|Venture Partner |Wealth Tech Accelerator|
1 周Looking forward to participating and contributing to this years event!