NB Private Wealth的动态

What a terrific partnership… it’s great to see you grow exponentially each year, giving a strong platform for vetting alternative investing perspectives across the globe. Kudos, William J. Kelly, CAIA and Paul Hamann, for what you’ve been able to build. #alternativeinvestments CAIA Association Markets Group

Excited to join Erin Nunes, Steve Lockshin, and John Manganaro next week for this #wealthmanagement Masterclass (powered by ThinkAdvisor and the Investments & Wealth Institute) where we will cover the latest trends in #legacyplanning! Looking forward to taking a deeper dive into #intergenerational wealth transfer opportunities, planning ahead of the #tcja sunset, and the power of simplifying the complex in order to better communicate with family members from all generations! https://lnkd.in/eQWUcDmw?

A very engaging and lively (to say the least) discussion of alternative fund structures yesterday at the Institutional Investor Alternatives Conference. It was great debating the pros and cons with Victoria Greene, CFA, Saumen Chattopadhyay, CFA?, CPA, FCA and Mark Gatto. A lot of great viewpoints on the democratization of alternatives downstream to high net worth individuals is real. Ultimately advisors talking with clients need to understand both the investment merits and operational implications for the client (liquidity, mark-to-market), and make sure that clients understand them too.?

Are we in the early stages of a UK equity market renaissance? Join Matthew Tillett, Fund Manager of the Premier Miton UK Focus Fund and UK Value Opportunities Fund, as he discusses how the team exploit opportunities in the UK market, portfolio shifts and recent activity in equity markets. For investment professionals only. Capital at risk. #ukequities #investing #value #Dublinfunds

Listen as our CEO, Dick Pfister, CAIA, joins Courtney McQuade to talk about one of the key takeaways from his #ALTSLA panel discussion: the democratization of alternative strategies through education.

Discover "Private Equity Investing" in our upcoming webcast! Join our panel of experts as they discuss the current state of private equity, emerging trends, and the future outlook for investors: https://bit.ly/4gYXFBa Michael Bell, CEO, Meketa Capital Claire Sawyer, Program Manager, UniFi by CAIA?, CAIA Association Phil Huber, CFA, CFP?, Managing Director and Head of Portfolio Solutions, Cliffwater Daniel Wilk, CAIA, Executive Director, FS Investments Cameron Joyce, CFA, CAIA, Head of Research Insights, Preqin Don't miss this opportunity to gain valuable insights on the largest asset class in #alts. Register now! #investing #privateequity #webcast #alternativeinvestments #finance

The democratization of alternatives necessitates a different approach in #WealthManagement. Gone are the days when decisions were solely about asset allocation and returns. Today, we must guide our clients through the financial planning implications of incorporating alternatives into their portfolios. I'm excited to join a panel of distinguished CIOs, representing the investment side, while I bring the critical perspective of #FinancialPlanning. This integrated approach highlights the significance of our discussion, bridging the gap between strategic investments and comprehensive wealth planning. Join us next week at #ALTSNY, hosted by Markets Group and CAIA Association for our panel - Creating the Optimal Multi-Asset Portfolio for Your Investors in 2024. Timothy D. Calkins, CFA Wayne Yi Michael Crook Sandip Bhagat #wealthplanning #alternatives #privatemarkets #investments

Brandon Yee, CFA, CAIA, and Brent Pressentin, MBA, CEPA, attended the #LIFTAZ 2024 Summit this week, where they heard from industry experts about interest rates and inflation and how investing in venture capital, public markets, and real estate can help us better serve our clients. Thanks to Boots Dunlap and C. W. Smead, CFA, for hosting our staff, and to the Arizona Fund Manager Association for their efforts to transform Arizona’s investment landscape. #arizonafundmanager #wealthmanagement #familyoffice #investing #investmentstrategy

California dreaming: As we await the splendor of?#ALTSLA, make sure you've checked out the agenda for a look at the amazing conversations and panelists. CAIA President?John L Bowman, CFA, will be hosting a fireside chat with?Katie Koch, President and Chief Executive Officer,?The TCW Group, and?Jenny Johnson, Chief Executive Officer,?Franklin Templeton. You won't want to miss it!?https://bit.ly/3SpojaP ALTS?Markets Group?CFA Society Los Angeles?CalALTs (The California Alternative Investments Association) #investing?#financeforum?#alternativeinvestments

Finishing up a productive week at the annual Milken Institute Global Conference in California. It was an honor to participate in a panel discussion on the significant changes we’ve seen in asset management over the past few years, and what they mean for our business moving forward. My thanks to fellow panelists Kamal Bhatia from Principal Asset Management, Dan Bienvenue, CFA, CAIA from CalPERS, Katie Koch from The TCW Group, Tony Minella from Eldridge, and our moderator, Matt Brown from CAIS. I truly enjoyed our conversation and the opportunity to share and compare insights on the issues affecting our business. ? From the generational amount of cash still sitting on the sidelines, to the rise of alternatives from being the subject of a mostly academic exercise to one that carries significant urgency for investors today, it was a privilege to share my thoughts and those of our clients on such an important stage. Milken offers a unique opportunity for our industry to talk openly about the challenges we face and opportunities we see in serving those who entrust us with their financial futures. And a conference like Milken reminds me of two fundamental truths that guide our firm through all market cycles and environments: access is what drives alpha for investors so it’s our job to find more ways to provide them with more of it, and if we focus on the things we can control and the fundamentals of what we do – investment excellence and world-class service for our clients – then we’ll be ready for volatile and uncertain market conditions. #MIGlobal