Colonial First State’s Post

At last week’s #AustralianInvestmentConference, some of Australia’s most senior private equity leaders came together for a panel discussion on the state of the industry. The discussion traversed a range of topics, but three of the key themes that emerged from the conversation: 1. Despite a slowdown in deal activity, there are still quality opportunities in the Australian market for transactions. Valuations have continued to normalise post-pandemic and investor appetite continues to garner pace. 2. The 'set and forget' strategy no longer has a place in the market, and private equity firms with strong operational expertise are being rewarded. 3. Possessing a social licence to operate is increasingly front of mind for private equity firms as the industry adapts to evolving investor and employee expectations. Thank you to Annabelle Mooney, Chester Moynihan, Tim Reed, John White and Gareth Woodbridgefor such an engaging and insightful discussion. Keep an eye out on LinkedIn for more of the key themes that were discussed during the #AustralianInvestmentConference over the coming weeks.

Tonight, Capital Markets, Exchanges & Women-Led Public Companies with Mary Anne Palangio, CPA, CA, CFA, CFO at the Canadian Securities Exchange (CSE) on #EmpoweredCA at 6:30pm EST, on the The News Forum channel. The world of finance can be intimidating to many. We hear the term capital markets, but what exactly are they? Have you ever wondered what the role of a stock market is in capital markets? How does a company become publicly traded? And what are the challenges faced by women-led public companies? There is a lot to unpack and discuss with my guest, Mary Anne Palangio.  She’s the Chief Financial Officer at the Canadian Securities Exchange and an award winner of the Spirit Award from the CFA Society Toronto. Mary Anne and I discuss risk awareness, asking questions, and the imposter syndrome. Regardless of how successful or powerful my guests are, these three topics keep coming up with every Empowered discussion. Don’t let the negative talk in your head keep you from succeeding. Mary Anne says that mentoring and networking are important. Participate in industry initiatives and create visibility for yourself. The Globe and Mail is the media partner of Empowered.  GFL Environmental Inc. #Canada is a sponsor of Empowered. Watch Empowered every Wednesday at 6:30pm, repeats Friday at 6:30pm (EDT) on the News Forum Network across Canada. Check your local listings for channel information. #womenempoweringwomen #FemaleEmpowerment #Female #Women  #Empowered #capitalmarkets #womenled #publiccompanies #finance #womeninfinance

Great to unveil details of The Quoted Companies Alliance Annual Conference just before we head into the Easter break. Covering the most relevant topics with a range of knowledgable speakers. Join us on June 6! #conference #speakers #discussion #networking #publicequity #growthcapital #midcaps #smallcaps #membership

Today we can take the wrappers off our 2024 Annual Conference.   The Growth Agenda is everyone’s agenda this year.   On June 6 we:   Go in search of sources of funding for tomorrow's blue chips;   Identify what high-potential companies must do to thrive on the public markets;   And ask what more support we should expect from key regulators.   We’ll do so with some great speakers, including the business leader Poppy Gustafsson, entrepreneur Tom Ilube CBE, Baroness Sharon Bowles, the ScaleUp Institute’s Irene Graham OBE, Julia Hoggett from the London Stock Exchange, New Financial LLP’s William Wright – with more guests still to be announced.   And we are very glad to be supported by our headline sponsor Peel Hunt and media partner City AM.   QCA members can come along for free, listen, contribute and network.   Non-members are invited to pay to attend – or join the QCA. Find out more here: https://lnkd.in/esR6uUQn See you in June! #growthcapital #qcaannualconference #growth #uk #britishbusiness #smallcaps #midcaps #economy #financialmarkets #publicmarkets #money

What a great opportunity for our clients to have access to Private Equity markets with Northleaf Capital. Not only does it provide real portfolio diversification but also enhances portfolio performance with lower volatility than your traditional public markets.

Global special situations and legacy assets often arise within family offices when global risks ripple through and impact private investment portfolios; this is often when a global "macro" theme translates to asset-level impairments. In our roundtable hosted last week with AllianceBernstein and Forsters LLP, we surveyed a group of 20 leading single family offices, the majority of them Western, about which global risks were of greatest concern. The results were fascinating: Nine (9) participants cited the political direction of the United States as their greatest concern, with growing public debts, an election on the horizon, the possible return of Trump as president, and concern over the ages of the two presidential candidates. Seven (7) cited risks associated with the health of Western societies, with institutions and social contracts under strain, and (social) media having an inflammatory effect. Only two (2) cited risk of Western conflict with China and another two (2) cited Russia's war against Ukraine. Looking DC or London outward, these were always what I thought of as "global risks"! We take as a given that global special situations will arise in "emerging markets", often as a consequence of political riskiness. So, what happens when political risk in the US goes up? Is there a scenario where, post November 2024, we see a wave of global special situations for foreign investors in the US? Or do US politics and business performance remain largely decoupled? All thoughts on this are very welcome. . . . . . . Ian B. Zinn James Brockhurst Christopher Opie #investment #management #familyoffice #privateequity

🎉 Exciting News Alert! 🎉 We are delighted to announce the release of the highly anticipated Top 100 Most Influential People in Service Provision for Alternative Investment Firms list for 2024! At 2&20, we are committed to recognising and celebrating the pioneers who help shape the landscape of service provision in the UK investment sector. This curated list is dedicated to the passion, inventiveness, and leadership demonstrated by individuals who reshaped the bounds of service offering in the world of alternative investment firms. Our list features visionaries, leaders, and trailblazers who drive innovation and establish new industry norms. With nearly 300 nominations and over 40,000 votes cast, our selection process was rigorous and thorough. New in 2024? In December, we launched an exciting voting feature, allowing the entire industry to participate in the selection process. Furthermore, we introduced a new selection committee composed of Chief Financial Officers, a retired Prime Broker, a global banks Relationship Director, and the founder of a prestigious Family Office. Their experience aided decision-making and ensured that the list reflected the changing landscape of service delivery. We hope this list will be a great resource for both individuals and businesses, assisting them in identifying the best service providers and outsourced solutions for their investment needs. Thank you to everyone who contributed to this prestigious honour. Your views and efforts helped shape the service provision landscape for alternative investment firms. Let us continue to honour the industry's quality and innovation! https://lnkd.in/grSSeNQN #Investment #ServiceProvision #Innovation #Leadership #top100

The future is bright for Cambridge Investment Research, Inc.! It’s encouraging to see—despite industry consolidation and market instability — that our firm is steadily growing and steadfast in our ability to support the legacy of our #financialadvisors. The advisors of #CambridgeNation know they have a foundation from which they can build a lasting legacy. Are you ready to partner with a firm as committed to independence as yours? At Cambridge, we’re committed to preserving the independent business model. But don’t just take it from me – hear from Mark Gopen about his experience building a legacy with Cambridge. To learn more, read our latest whitepaper, The Pillars of True Independence. It outlines our plan to preserve independence for us and, therefore, our advisors. https://ow.ly/TQWw50PjVbf #WealthManagement #FinancialAdvisor #FinancialAdvisors