MUFG Capital Analytics’ Post

Excited to be joining the RELPI | Interests Aligned® Summer Social in Chicago today! Looking forward to connecting with fellow investors, fund managers, panelists, and operating companies as we explore key trends in real estate investing. It promises to be an insightful day! If you'll be attending, let's connect! #RELPI #RealEstateInvesting #Chicago #MUFGCapitalAnalytics #Networking

The selection of an asset manager is a critical decision! What can you expect from swisspartners Advisors, Zurich, an SEC-registered investment advisor, serving American and Canadian clients since 2009? [email protected] swisspartners Advisors SPA #assetmanager #assetmanagement #usclients #switzerland #clientservice Alessandro Chiarenza Gerhard Gottet, CFA Peter Ahluwalia Sandra Henriksen

Thanks DDQ INVEST for organising the Global Investment Solutions Conference in Geneva where I had the pleasure to moderate the panel discussion on Fund selection. Thanks to the quality of the speakers, we have shared with participants insightful updates on current trends in the manager selection industry. #WTW #WTWinvestments #fundselector #investments #investmentstrategy #researchanalyst #ocio

I’ve been watching and playing in the PE and VC sponsored space since 1987 with at least 14 different sponsors. In years past it wasn’t so difficult to gain capital appreciation. Invest or buy low, with cheap cost of capital, leverage M&A, find some synergies and sell into the next hot space. Then the world changed with capital costs getting expensive, labor and supply chain costs going the wrong way and all of sudden liquidity events became hard to find. Left to operating partners/advisors and the core mangement team to execute growth the cash flow bar was raised significantly. Now and for the foreseeable future operating metrics, strategy, focus and execution are paramount. The winners will shine but finding them will be more difficult as the challenges to succeeding will ever increase. Ouch it hurts to speak the truth but I still love the passion of the PE and VC marketplace as there is no better vehicle for the entrepreneurial spirit in America.

J.P. Morgan Asset Management’s Strategic Investment Advisory Group (SIAG) collaborates with seasoned investors to produce in-depth reports on asset allocation. Their latest report, “The role of public and private strategies in real estate,” explores the expansion of investible real estate across traditional and emerging sectors, and how real estate as an asset class can make for a more diversified and resilient portfolio. Read the full report: http://spr.ly/6047enilL For institutional and professional investors only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. #StrategicInvestmentAdvisoryGroup

The Richmond PIMS Forum presents a distinctive occasion for decision-makers in asset management, providing them with the chance to network strategically, explore innovative investment possibilities and to discuss current challenges. Here are three reasons, why our past participants enjoyed attending: 💡 New investment opportunities and future outlook 💡 A topical conference programme focusing on their needs 💡 Networking with industry peers Sounds interesting? Contact Helge Ole Hansen for more information, if you’re a senior decision-maker in the wealth management and investment industry. More about the forum: https://lnkd.in/ezBN9GyD #richmondpimsforum #richmondevents #cio #investment #swissbanking #assetmanagement #privatebanking #wealthmanagement

John Gomez, President & Founder, Brentview Investment Management shares the Dividend Growth strategy’s distinct approach to building a high conviction portfolio that seeks to provide a yield equal to or greater than the S&P 500 Index, faster dividend growth, and lower volatility (measured by the beta). Watch the full video https://lnkd.in/ereaxPQ5

We’re pleased to announce that EQ Investors I Certified B Corp has been nominated for a 2024 City of London Wealth Management Award (#COLWMA) in four categories: - Best Discretionary Wealth Management - Best ESG Investment Strategy  - Regional Wealth Manager Of The Year: Southern England - Wealth Management Company Of The Year Voting commences today; please cast your vote here: https://lnkd.in/eVCqvzi #sustainableinvesting #investmentplanning #financialplanning