Citywire Pro Buyer

?????????? ???? ?????? ????????: ?????? ???????? ???? ???????????? ???????? Read the report??https://lnkd.in/eevqjCex Active ETFs are redefining the investment landscape, combining flexibility and precision to deliver powerful outcomes. As investors increasingly turn to these strategies over traditional mutual funds, understanding their growth drivers and potential is crucial. Our latest Due Diligence Report dives into this fast-paced market, exploring the investment exposures and outcomes providers are targeting. ?? Read the full report to stay ahead of the game??https://lnkd.in/eevqjCex #ActiveETFs #ETFs Invesco US Calamos Investments Franklin Templeton

In honor of International Women’s Day, we hosted our third annual Women’s Mentorship Lunch—a tradition that continues to grow in impact and importance. Bringing together junior and senior women in manager due diligence, this event is all about fostering meaningful connections, creating mentorship opportunities, and championing each other's success. To open the lunch this year, I had the privilege of moderating a panel featuring my own mentor, Elizabeth Dillon, CEO at Pictet Asset Management, Jennifer Solimine, Global Head of Manager Solutions at J.P. Morgan, and Danielle Singer, CFA, CAIA, Head of Platform Due Diligence at Invesco US. These three esteemed women shared the importance of finding champions and allies within your organizations, how to navigate and overcome career challenges, and powerful advice for women first entering the industry. Following the panel, Ashley Lowe McConnell, Elle Winterson and I each hosted a table comprised of junior and senior women in manager due diligence as well as senior women in distribution and marketing. A huge thank you to the due diligence community for your participation. We were honored to have such distinguished women attend our lunch: Aubre Clemens, Cindy Tupy, CFA, Jennifer Hutchins (Dent), CFA, Adriana Rattinger, Anna Snider, Vaishali Kothari, Laura Tsiguloff, Sarah Bewley, CFA, Olga Pujara, Anca Maiotti, Adriane N. Parris, CFA, CAIA, Angela Williams, CFA, Sanjana Sudhir, Nancy Jaimes, CFA, Claire Kim, Mili Rosen, CFA, Emma Cartledge, Francesca Marini Fichera, Gracie Maybell, Jennifer Gallino, Alexa Foodim, Sophie L. Thank you to the sales and marketing teams for joining us and sharing your unique experiences: Tanya Ghaleb-Harter, Caitlin Kiel, CAIA Lauren Austin Stephanie Walker Kerry Rapanot And finally, thank you to Danielle Singer, CFA, CAIA and Invesco US for sponsoring our Women's Mentorship Lunch and this year's 20 Most Influential Women in Due Diligence Report. Your partnership and commitment to elevating women in the industry will make a lasting impact. Check out the full report on Citywire Pro Buyer: https://lnkd.in/e4Q8Urjw #IWD Citywire USA Citywire

The momentum kept building at our Citywire Pro Buyer New York Due Diligence Retreat! Yesterday afternoon was action packed: - Celebrated the Top 20 Most Influential Women in Due Diligence on stage with our sponsor Invesco US. - Hosted a powerhouse panel featuring Advisory Board members Christopher Vella, CFA, Chief Investment Officer at BNY Advisors, Betsy Gorton, CFA, Partner at Goldman Sachs, Anna Snider, Head of Investment Selection at Bank of America and Kristen Griffin, Head of Investment Manager Analysis at UBS. - Led a behind-closed-doors roundtable with Strategic Partnership Heads from J.P. Morgan, Bank of America, UBS, and Citi. - Continued the heart of the retreat—analysts met with fund managers for insightful discussions. The energy, engagement, and connections made yesterday were next-level. Wait until you hear what was in store for analysts today... Ashley Lowe McConnell Elle Winterson Michele Luthin Danielle Singer, CFA, CAIA

What an incredible start to our Citywire Pro Buyer NY Due Diligence Retreat! With the help of our Advisory Board, we have revamped our entire program and showcased it for the first time today at the 1 Hotel in Brooklyn! Here's what analysts experienced this morning: - Analyst-Only Master Class led by Advisory Board Member Jason Hoody, CFA of LPL Financial on how to build a community in manager due diligence. Analysts walked away with 40 new business cards and invaluable connections. - A powerhouse co-hosting trio featuring me, Alex Steger, and James King on stage. - Former FBI Hostage Negotiator Michelle Kelley sharing expert techniques on how to crack the narrative in fund manager meetings. - Direct access to 26 different fund managers across a range of asset classes. We have grown this event to 26 sponsors with 100+ due diligence analysts in attendance thanks to the incredible efforts of Ashley Lowe McConnell, Elle Winterson, Michele Luthin, and many more. And this was just from this morning...stay tuned for more from this dream team!

And just like that, #CitywireProBuyer's New York Due Diligence Retreat is officially underway! We kicked things off with a full house at our first analyst-only breakfast with Jason Hoody, CFA. Then we heard from retired FBI hostage negotiator Michelle Kelley on the art of persuasion. Swipe through the photos to catch all the action, and trust us, you'll want to see the last one! ?? #CitywireProBuyer #Citywire #NewYork #Networking

We're excited for our upcoming #CitywireProBuyer Due Diligence Retreat beginning tomorrow in Brooklyn! Vanguard 's very own Investment Product Managers, Dan Larkin and Rebecca Venter will be joining us to lead investment researchers through a workshop exploring the current opportunities in fixed income and how Core and Core-Plus strategies can be used to investors' objectives in today's market. Investment researchers sign up here! https://ow.ly/CNXv50Vb7A3

Check out our last workshop announcement for the #CitywireProBuyer NY Due Diligence Retreat beginning this Thursday at the 1 Hotel in Brooklyn! We're excited to be joined by Newton Investment Management 's Chris Hazleton, Global Investment Strategist, who will lead investment researchers through a workshop discussing why an allocation to US Large Cap Value makes sense today for navigating the changing market environment. Analysts sign up here! https://ow.ly/LR7350Vb7OO

Another workshop sneak peek into our #CitywireProBuyer Due Diligence Retreat in Brooklyn! Joining us on behalf of DWS Group is Robert Bush, Senior Research Analyst Thought Leadership. Robert will be leading a workshop titled "Smart International - Diversifying with Margins of Safety" discussing how US investors can access developed international markets (EAFE) at relatively cheap levels and the benefits of doing so! Analysts sign up here! https://ow.ly/ffWS50Vb7hS

We're just one day away from the Flagship #CitywireProBuyer Due Diligence Retreat! Joining us from Insight Investment is James DiChiaro, Senior Portfolio Manager. James will be discussing how to position portfolios amid shifting rate and inflation expectations and the complementary relationship between allocations to US and global fixed income markets! Analysts sign up here! https://ow.ly/c3sq50Vb6KF

??DEI ?? In a circulated company memo, the asset manager BlackRock confirmed it was distancing itself from DEI initiatives, including folding its DEI staff into a newly created 'Talent and Culture' team, and no longer pursuing diversity goals. Read more here ?? https://lnkd.in/e64dArv9 ?? William Johnson