WPT Capital Advisors的动态

To kick off our summer development program yesterday, I personally ran the first and in many ways the most important training in the program … The 12 Principles of Matthews Real Estate Investment Services? This is what we aspire to be

We are proud to be leading the way in what financial planning will look like in the future. Check out this article by Financial Planning to learn more about what's in store for financial planning as a profession.

Financial planning is a great, rewarding career but it can be very tough to break into the profession. To look at the reasons for the difficulty and the industry's need to create more pathways for the next generation of planners, I spoke with Dominique Henderson, CFP?-Financial Planner and Consultant of DJH Capital Management and Jumpstart Coaching Lab, Luis Rosa of the BLX Internship Program and Build a Better Financial Future LLC, Brandon Kawal of Advisor Growth Strategies LLC, Hannah Moore, CFP? of Amplified Planning and Guiding Wealth, Dinon Hughes, AIF? of Nvest Financial, LLC, Julie Genjac of Hartford Funds, Kris Carroll of Wealth Enhancement Group and Nate Lenz of Concurrent. There are signs?suggesting wealth management is progressing toward solutions. Still, the sobering raw numbers show how far the industry has to go. Check out the story below. #professionaldevelopment #financialadvisors #careers #wealthmanagement https://lnkd.in/gfzNf_dW

First Foundation’s students wrapped up their final 50-page paper in their applied investment course last week with a strong presentation and received very good marks. If you remember, the students were asked to analyze 3 stocks and chose Warren Buffett’s 2nd?ever stock purchase Texas Pacific Land (NYSE:TPL) over Berkshire current top 5 stock, Occidental Petroleum (NYSE: OXY) and Prairie Sky (TOR:PSK).? ? We are excited to announce that we were invited back to the UCLA Ben Graham Value Investing Program as Investor-In-Residence for a 5th?year next year - if you would like to learn more:?https://lnkd.in/dxrsGNTA. Eric Speron, CFA, our Managing Director of Equities and lead portfolio manager on the First Foundation Total Return Fund (NASDAQ: FBBYX), is hopeful that as the students finish up their final summer internships in investment banking and consultants, they will consider a job as an investor when they join the workforce on a full-time basis.? ? The 5-star Morningstar-rated Total Return fund does own a few of the securities being analyzed but we were careful to protect the impartiality of the role. We went over the proxy statement, insider purchases and a careful study of the people that drive the businesses that trade on our stock exchanges, as getting to know those people, their motivations, and the way they shape their businesses are lessons we hope they don’t forget. If the experience wasn’t memorable enough, a few of those pictured did close the day’s events with a few verses of the theme song from the old Television program, “The Beverly Hillbillies.” #teamff #ucla #investment

This summer experience working for Teed Capital Management at Raymond James was a great learning experience. I learned a lot working for Raymond James such as effective ways of researching different potential investments or learning to network with other people in the firm. While researching I often looked at major news websites and found weird stuff that wouldn't make sense in our current world environment. Another experience I gained is listening to how in-person investment business meetings went down and what to do to prepare to gain the best information from the meeting. During these meetings, the people presenting treated me as equal to everyone else by handing out to the interns the same presentation papers that all the other employees got. During these meetings, the interns mostly learned about different market trends and how these firms with their custom-made ETFs adapt to these market trends. While I like to say I learned a lot, it wouldn't have been possible without Mark W. Teed who allowed me to learn from the many years of experience he had gained. Furthermore, I would like to thank the team at Teed Capital Management of Raymond James for also sharing valuable insight into different sides of the field of finance. Lastly, I would like to say thanks to my fellow interns at the company to who which we grew together as a team.

The wealth management industry faces a talent crisis, but RIAs are stepping up to bridge the gap. Dinon Hughes, CFP?, AIF? of Nvest Financial, LLC shares his unique journey from university intern to certified financial planner. By partnering with universities and fostering meaningful career paths, RIAs are drawing in next-gen talent. https://hubs.la/Q02SnPFF0

As my journey at Macquarie University nears its end, I have had the pleasure of receiving incredible advice by a variety of people that has completely changed the way I reflect on myself. Jahin Tanvir has provided me with 3 key pieces of advice which really resonated with me: 1. Always Know Why You're Doing Something 2. Double Down on Strengths 3. Don't Avoid Weaknesses Throughout my work life and study, I believe I struggled with perfection and trying to do everything on my own. Jahin's advice on knowing my purpose of doing something has really opened my eyes as to what I place emphasis and effort on. The other two pieces of advice he has given also helped me to understand my value and not neglect my strengths and weaknesses. #MqBComCapstone

Congratulations to Schulte Roth & Zabel LLP on launching their alumni mentorship program for summer associates! This brilliant initiative connects current employees with former ones, strengthening the firm's culture and core values. By bridging the gap between past and present, Schulte is strengthening their legacy of excellence and mutual support across all career stages. And the lasting connections being built are just a bonus! Key takeaways from Schulte alumni: “Always worth it to take an extra few minutes to review your work before sending. Think about how you can add value.” -- Erin Chizner, Associate General Counsel, Taconic Capital Advisors ? "Be kind, open, present and responsive. It will make you a better associate."? -- Justin Mendelsohn, Head of AML and Sanction, Fidelity Digital Assets ? “Network with your classmates, colleagues and people you know. You are rising, and all ships rise together. Your personal group can also help raise your ship.”? -- Arlene Shaw, Managing Director, Brightwood Capital ? "Get your finances in order. Save! It will give you flexibility in life to be able to take leaps!"? -- Kate Sullivan, Compliance Officer, Point72 https://lnkd.in/eCkxATaD

?? Attention Capital Region of New York: did you know that in addition to its exceptional residential programs, RPI also has online graduate programs? And they aren't just for engineers! Join us on July 9th to hear more about the opportunity to get your graduate degree part-time while continuing your full-time career. See you there! #rpi #continuingeducation #livingandlearning #dataanalytics #mba #management #leadership #supplychain #programmanagement #leansixsigma #mechanicalengineering #systemsengineering

It's about that time again—summer associate season is here! ? Here are our five tips for summer associates to maximize their experience. What would you add to the list? Read our SuperCharger for more insights: https://lnkd.in/eAys5YGd