InvestmentNews’ Post

Congratulations to Sanctuary Wealth partner firm, Ausperity Private Wealth, Saige Private Wealth and Marti Marache of Harbor Asset Private Wealth for being named Excellence Awardees in the 2024 InvestmentNews Awards. Austerity Private Wealth and Saige Private Wealth are Excellence Awardees for the RIA Team of the Year (under 10 advisors), and Marti Marache is an Excellence Awardee in the Advisor of the Year - Alternative Investments category.  Everyone at Sanctuary Wealth is proud to support your efforts! Learn more about Sanctuary at https://lnkd.in/gexiJzpK The InvestmentNews Awards are created by InvestmentNews. Excellence Awardees were announced in April based on data gathered from December 2023 to March 2024. An independent panel of judges will select winners, who will be announced at a June 20 ceremony. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of an advisor's future performance. Your experience may vary. https://lnkd.in/g7uQ2dMD #SanctuaryDifference #wealthmanagement #financialadvisors

The inaugural InvestmentNews Awards gala was a spectacular celebration of the wealth management industry’s brightest stars. Held on June 20 at 583 Park Avenue, the event honored top professionals and firms across various categories. Kudos to all winners and participants for making the evening unforgettable! Watch the awards highlights here: https://hubs.la/Q02PvTdx0 #InvestmentNewsAwards #WealthManagement #IndustryExcellence #CelebratingSuccess

The inaugural InvestmentNews Awards gala was a spectacular celebration of the wealth management industry’s brightest stars. Held on June 20 at 583 Park Avenue, the event honored top professionals and firms across various categories. Kudos to all winners and participants for making the evening unforgettable! Watch the awards highlights here: https://hubs.la/Q02RdGtS0 #InvestmentNewsAwards #WealthManagement #IndustryExcellence #CelebratingSuccess

🎤 As the co-chair and moderator of the “Private Equity and M&A Market 2023” panel at last year's pemacom - Private Equity and M&A Community conference, I had the privilege of guiding a discussion among some of the sharpest minds in our industry—Todd Albright, Michael C., Dr. Sven Oleownik, and Philipp Amandus Sebbesse. 📹 Now available on our new pemacom YouTube channel — choose your preferred format: ➡ the complete panel discussion https://lnkd.in/eK7xugGg ➡ a short film highlighting the key insights https://lnkd.in/eA-q-M6d Reflecting on our conversation, a few pivotal themes stood out: • The nuanced shift away from traditional markets like China, reshaping investment landscapes. • Europe's emerging role as a beacon of stability amidst global economic flux. • The undeniable need for agility in our strategies as we navigate the complexities of global supply chains and geopolitical changes. • And perhaps most critically, the emphasis on sustainability and resilience in driving forward-thinking investment decisions. 🤝 A heartfelt thank you to all our panellists and attendees for engaging in such a thought-provoking dialogue. Each year, pemacom - Private Equity and M&A Community provides us a platform to dissect these trends, and last year felt particularly impactful. It was a reminder of why we do what we do—why we strive to foresee and adapt to the ever-changing market dynamics. Let's continue these important conversations and shape the future of our industry together! 📅 Mark your calendars for pemacom 2024! September 24, 2024 — pemacom returns to the Bayerischer Hof in Munich! 👉 Use this link to register: https://lnkd.in/gcCb4TGT before 31 May and receive your 20% Early Bird Spring Special! #pemacom #Munich #PrivateEquity #MergersAndAcquisitions #pemacom2024 Reed Smith LLP Reed Smith Global Corporate Group Reed Smith in Deutschland

Our first of many Private Equity event series: Redefining Transformation for Value Creation in 2024. Please reach out to me to find out more. #privateequity #transformation #valuecreation

This is a great event if you are in private equity, CEO of a PE portco or simply interested in understanding the people who are transforming private equity. ping me or Julia Barber if you are interested in attending. #renovata #executivesearch #privateequity #technology

Next week, my colleagues and I will be attending the IMpowerFund Forum event in Monaco (despite the name, this is not an iM Global Partner event 😉) Jamie Hammond, deputy CEO - head of international distribution at iM Global Partner, will speak on a panel about Global Asset and Wealth Management Leaders on "Where to Find Growth in the Next Five Years." I will have the pleasure of contributing to two panels: "Rethinking Asset Allocation: Where are Reliable Returns Now?" and "'The evolution for passive and active investing strategies." These discussions are crucial as we navigate the complexities of today's financial environments. Julien FROGER, Matthieu Beyler, Marta Oudot, David Barfoot, Karl Waltré, Francesca Campanelli, Clément Labouret, and Fiona Cisinski Goldman will join Jamie and me at the event. Feel free to drop by the iM Global Partner booth (37). We'll be delighted to talk with you and answer your questions. For more information, please visit - https://lnkd.in/euhCsr36 #Assetmanagement #investmentManagement #Markets #Strategy #PeoplePerformance

Now we have had the opportunity to review the transcript of this fascinating conversation, it seems apparent that thinking is turning hard to the nature of the inflection point we are reaching in global markets. In short, it is all well and good to talk about 'higher for longer' in the context of taking air out of a balloon that was pumped full of pandemic stimulus, but we have now reached the point where consumers everywhere are feeling the pain. And yet central banks may not cut, or at least not far, unless that pain metastasises into unemployment and other symptoms of spare capacity. There are no easy answers for policymakers, especially as, at the same time, everyone is only too aware of the heightened atmosphere of political and geopolitical tension looming in H2. Talk on the RBNZ, for instance, coalesced around a sense that it may now be overdoing its hawkish tone. The good news? Issuers have been able to make hay in H1, including in the Australian market - which has experienced unprecedented scale and consistency of demand. New Zealand has been harder for global borrowers but there is ongoing optimism about underlying demand even as pricing has been tough to line up. You can read a full transcript of the discussion in the June/July edition of KangaNews magazine - to be published in late July.

Tomorrow marks the beginning of the 13th annual Private Equity International Operating Partners Forum, Europe and we're excited to see our Group CFO and Board Member Ethan Levner take to the stage. As part of "The Role of Data in Driving Higher Exit Valuations" panel discussion hosted by JMAN Group, Ethan will be sharing insights and expertise alongside other industry leaders, including: - How to set up the business for success throughout its ownership cycle from day 1 - How can value creation be accelerated through data? - How should you use data analytics and reporting during exit preparation to maximize return? - Understanding the importance of having robust and granular data during equity story development and diligence (and the changing expectations of the market) - Showcasing a better data-driven management team and a data-enabled business The panel discussion begins at 2pm tomorrow, so be sure to attend if you are at the Forum. #weareGLAS #PEIOP #PrivateEquity 

"Thank you for joining us at the Investors Summit Lisbon 2024! Your valuable contribution made it an unforgettable event. Here's to continued collaboration and future success. #InvestorsSummit #Lisbon2024"