About
Wealth Management and Research Executive with expertise in alternative investments…
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October is Estate Planning Awareness Month! Join us on 10/23 at 6 PM for an Estate Planning Webinar, "Lifetime Planning for You and Your Family"…
October is Estate Planning Awareness Month! Join us on 10/23 at 6 PM for an Estate Planning Webinar, "Lifetime Planning for You and Your Family"…
Liked by John Guthery, CFA
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Thank you to all who attended the SEI panel: Unlocking the power of AI: A new era in Fintech. We enjoyed sharing Gabe Rissman's perspective across…
Thank you to all who attended the SEI panel: Unlocking the power of AI: A new era in Fintech. We enjoyed sharing Gabe Rissman's perspective across…
Liked by John Guthery, CFA
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Innovation in wealth management M&A keeps on coming. A few weeks ago Mariner acquired the M&A shop Woodbridge International. Then Cerity Partners…
Innovation in wealth management M&A keeps on coming. A few weeks ago Mariner acquired the M&A shop Woodbridge International. Then Cerity Partners…
Liked by John Guthery, CFA
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Education
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FAFSA applications have opened for a limited, select group of people. The Department of Education is releasing applications in a phased rollout…
FAFSA applications have opened for a limited, select group of people. The Department of Education is releasing applications in a phased rollout…
Liked by John Guthery, CFA
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Celebrating the Legacy of one of our industry leaders William J. Kelly, CAIA, who recently have received a Lifetime Achievement Award at our #ALTSSV.…
Celebrating the Legacy of one of our industry leaders William J. Kelly, CAIA, who recently have received a Lifetime Achievement Award at our #ALTSSV.…
Liked by John Guthery, CFA
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Thank you to CAIA Association and CFA Society Washington, DC for a wonderful conference! Special thanks to Steven Novakovic, CAIA, CFA for bringing…
Thank you to CAIA Association and CFA Society Washington, DC for a wonderful conference! Special thanks to Steven Novakovic, CAIA, CFA for bringing…
Liked by John Guthery, CFA
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Inspired and reinvigorated after a productive two days with Wealthspire Advisors' Executive Leadership Team in Kohler, Wisconsin. Our mandate - to…
Inspired and reinvigorated after a productive two days with Wealthspire Advisors' Executive Leadership Team in Kohler, Wisconsin. Our mandate - to…
Liked by John Guthery, CFA
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FusionIQ Head of Business Development Peter Brittain is kicking off Day 3 at the PROCU Conference with opening remarks about the future of digital…
FusionIQ Head of Business Development Peter Brittain is kicking off Day 3 at the PROCU Conference with opening remarks about the future of digital…
Liked by John Guthery, CFA
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Mark Higgins, CFA, CFP®, urges trustees to internalize the principals expressed in five quotes that he cherry-picked from his book, Investing In U.S. Financial History. Applying these principals can help trustees reduce costs, minimize unnecessary portfolio complexity, and reallocate their time to resolving previously neglected financial challenges, he tells #EnterprisingInvestor. https://bit.ly/3yCoPMm
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Salus GRC
We're excited to share this two-part series from Withum, where Salus GRC’s Christopher Lombardy joins Colleen D. Fay, CPA and Rich Fuchs, CPA to discuss some of the most pressing trends in compliance and regulatory exams. Key topics covered: - Current trends in the alternative investment industry - Managing Special Purpose Vehicles (SPVs) - Heightened scrutiny in regulatory exams This conversation is packed with valuable insights for anyone involved in compliance, alternative investments, or regulatory oversight. Watch the latest episode here: https://lnkd.in/dv9-HXXN #Compliance #AlternativeInvestments #RegulatoryExams #SPVs #SalusGRC #Withum
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Passaic Partners
Macro & Volatility Podcast #6 The information, opinions and views expressed on this podcast are for informational purposes only and are not intended as investment advice. The opinions expressed may not align with Passaic Partners' views or its client strategies. Market forecasts are speculative and should not be the sole basis for investment decisions. Consult your financial and tax advisors before making any investments.
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