Asset Preservation Advisors’ Post

How can you optimize your wealth management with interconnected tools? The answer is at the Croesus booth at the #NYC Portfolio Summits RIA. Come meet Acheson Thomas and explore the future of #WealthTech. #RIAcommunity #InvestmentStrategies #PortfolioSummits #NewYork #InvestmentStrategies

Check out our thoughts how to avoid the increasing competition in private market secondaries, and where to find the most attractively priced deals #secondaries #privatemarkets

Are you grappling with performance reporting challenges for Alternatives? Trust Meradia's expertise to guide you through. In this carousel, uncover best practices for producing reports when final valuations are unavailable and how to approach final valuations for accurate reporting. Interested in hearing more about this topic? Join us at PMAR XXII on May 23rd at 1 PM for the session "Performance Challenges with Private Equity and Alternatives." #PerformanceMeasurement #Alternatives #PrivateEquity

The timing is right for Vinga Wealth Management. In response to significant client demand, Vinga recently launched its new Wealth Management business.    - Many of our clients have requested financial advisory relating to broader investment portfolios. Additionally, we wanted to further build on Vinga’s existing fixed income expertise, says Johannes Westin, Senior Wealth Manager.   The timing is also optimal given the current hot market for Nordic fixed income, where the extra return an investor can obtain more than compensates for the risk taken.   Read the full article here (In Swedish): https://lnkd.in/eDyDr5AN #vingawealthmanagement #vingagroup #wealthmanagement

There is still time to register for next week's Family Office & Private Wealth Management Forum 2024. While we have an amazing panel I am looking forward to moderating, there are other great panels that address the needs of family offices, and other insightful panels from the private fund investment world. #newport #opal #alternativeinvestments #duediligence #hedgefund #privateequity #crypto #privatecredit #realestate

Who’s issuing the better credits? Looking forward to a lively debate between industry experts Christoph Gort (SIGLO Capital Advisors), Ross Morrow (DunPort Capital Management) and Laura Vaughan, CFA (Federated Hermes), moderated by Matthias Kirchgaessner (PLEXUS Research)! 🗝 Deal activity in large cap vs. lower mid market? 🗝 How selective are managers when looking at deals? 🗝 What's shaping underwriting and how do managers consider leverage levels? 🗝 What flexibility is being offered for challenging credits? #privatedebt #pei #pdilondon

Meet William Dzugan, CFA, CAIA and Anthony Haidar at this week’s Portfolio Summits in Palo Alto to explore access to alternatives and structured notes on the CAIS platform. Watch Will moderate the panel “Leveraging Alternative Investments in Client Relationships” today at 2:20 pm. #alternativeinvestments #structurednotes

🎉 Officially closed! It took over 9 months to get this deal done, but will be worth the hard work. Huge thanks to Invested Equity's incredible GP partners who worked extensively to get this deal across the finish line: Adam David Lynd CPM® , Shane Carter, & Kevin Chow! #multifamilyinvesting #multifamilyrealestate #wealthbuilding #passiveincome #realestateinvesting

Please register in the link attached below!