Raymond James Investment Management的动态

The Francis Sabourin Hour was in person at the Wealth Managers' Forum yesterday. This panel asked the question: is alternative credit still an alternative, or required? Francis Sabourin, BA, Pl. Fin., RIS (Richardson Wealth) did a great job covering this topic with Tarik Serri, MBA, CFA, CAIA (Trans-Canada Capital), Rob Anton (Next Edge Capital), and Fraser McEwen (Timbercreek). CAASA - Canadian Association of Alternative Strategies & Assets Yup, we are where the alts are

Cliff Carnes, David Treadwell, and Geoffrey Arrobio contributed to our most recent issue of the Matthews? Publication discussing Capital Markets. ?? Read: https://lnkd.in/gWx3Uk53 #Matthews #CRE #RealEstate #MCM #CapitalMarkets

Attending ULI Los Angeles: Capital Markets Summer Breakfast Panel. Good conversations occurring. The panel of industry experts sharing insights from Private Capital, Institutional Investors, and Money Center Banks on navigating the challenging capital markets and current interest rate environment. #ratecutcelebration #intheroom #realestate #capitalmarkets

Build your #CompetitiveEdge at our CPD event featuring Natasha Sarkaria, CAIA, Mandeep Virdee and Chris Ellis Thomas, CFA, as they discuss the psychology of investing and how low-cost, multi-asset portfolios have been delivering results for clients throughout a turbulent five years and what is anticipated for the future. Chaired by Steven McBurnie, CFP?, this event is taking place in October. Don't miss out, book now: https://lnkd.in/g95wuyex #FinancialPlanning #MultiAssetPortfolio #MarketChanges #FinancialServices #MultiAssetStrategies

We know how important preservation and growth of our wealth is for our family and generations forward. Don’t let your cash sit on the sidelines - make it work harder for you! Check out the smart insights from our thought leaders at NB Private Wealth. #insights #nbwealth #makeyourmoneymove #marketing

Join Dynamic's Head of National Accounts, Lloyd Perruzza, as he chats with Professor Martijn Cremers, Dean of Notre Dame's Mendoza College of Business and a leading expert in money management. They dive into a groundbreaking study that shakes up traditional bond investing wisdom. Professor Cremers reveals the hurdles asset managers face in creating and replicating passive indexes, often resulting in significant deviations from benchmarks. He also discusses the risks of "passive" bond management and introduces the concept of ‘positive performance persistence'. Discover why funds with high active share and proven success are more likely to deliver strong future returns! Don't miss this enlightening discussion! Listen now! https://lnkd.in/gu8YpG_6 #DynamicFunds #InvestwithAdvice

LPL Financial's Focus conference in San Diego just concluded with 9,000 attendees, providing valuable insights into capital markets. Check out this week's #WeeklyMarketCommentary for key questions discussed: https://lnkd.in/eXQmdsbt #LPLResearch

Join Dynamic's Head of National Accounts, Lloyd Perruzza, as he chats with Professor Martijn Cremers, Dean of Notre Dame's Mendoza College of Business and a leading expert in money management. They dive into a groundbreaking study that shakes up traditional bond investing wisdom. Professor Cremers reveals the hurdles asset managers face in creating and replicating passive indexes, often resulting in significant deviations from benchmarks. He also discusses the risks of "passive" bond management and introduces the concept of ‘positive performance persistence'. Discover why funds with high active share and proven success are more likely to deliver strong future returns! https://lnkd.in/gdAHYq-D #DynamicFunds #InvestwithAdvice

Join Dynamic's Head of National Accounts, Lloyd Perruzza, as he chats with Professor Martijn Cremers, Dean of Notre Dame's Mendoza College of Business and a leading expert in money management. They dive into a groundbreaking study that shakes up traditional bond investing wisdom. Professor Cremers reveals the hurdles asset managers face in creating and replicating passive indexes, often resulting in significant deviations from benchmarks. He also discusses the risks of "passive" bond management and introduces the concept of ‘positive performance persistence'. Discover why funds with high active share and proven success are more likely to deliver strong future returns! Don't miss this enlightening discussion! Listen now! https://lnkd.in/e57zgNN9 #DynamicFunds #InvestwithAdvice

Join Dynamic's Head of National Accounts, Lloyd Perruzza, as he chats with Professor Martijn Cremers, Dean of Notre Dame's Mendoza College of Business and a leading expert in money management. They dive into a groundbreaking study that shakes up traditional bond investing wisdom. Professor Cremers reveals the hurdles asset managers face in creating and replicating passive indexes, often resulting in significant deviations from benchmarks. He also discusses the risks of "passive" bond management and introduces the concept of ‘positive performance persistence'. Discover why funds with high active share and proven success are more likely to deliver strong future returns! Don't miss this enlightening discussion! Listen now! https://lnkd.in/e9hmMS53 #DynamicFunds #InvestwithAdvice