National Cooperative Bank’s Post

The Francis Sabourin Hour was in person at the Wealth Managers' Forum yesterday. This panel asked the question: is alternative credit still an alternative, or required? Francis Sabourin, BA, Pl. Fin., RIS (Richardson Wealth) did a great job covering this topic with Tarik Serri, MBA, CFA, CAIA (Trans-Canada Capital), Rob Anton (Next Edge Capital), and Fraser McEwen (Timbercreek). CAASA - Canadian Association of Alternative Strategies & Assets Yup, we are where the alts are

Empower your investment decisions with Coremont's all-in-one solution. Clarion, our cloud-based portfolio management technology, offers live risk analysis, P&L tracking and more. Our team of in-house quants construct proprietary models to manage risk across all major asset classes. Find out how Clarion delivers more insight to portfolio managers and traders. Get in touch at [email protected] if you’d like to schedule a Clarion demo. #PortfolioManagement #PMS #QuantitativeAnalysis

Kicking off our daily #ChartoftheDay series, we highlight our expanded #PrivateCredit landscape of rated products. #KBRA has over 900 ratings across 800 transactions and issuers for 100 different sponsors. Read more in our new #privatecredit #middlemarketborrower Surveillance Compendium: https://lnkd.in/e6aCzsjM

💡 Want to know why 12 of the top 25 wealth managers have chosen Seismic as their enablement partner? Visit us at TSAM London on May 1. TSAM brings together leading #assetmanagement firms to discuss the latest challenges facing the buy-side community and the evolving technology and regulatory landscape. Be sure to drop by and visit our stand A6 for some coffee and conversations! Want some insights ahead of time? Check out the link below! 👇

🌟 Today's the day! The Portfolio Management in Quant Finance Conference will be starting shortly. It's not too late to join: https://lnkd.in/gr_tBfHu We have an exciting schedule of talks planned. Topics include fat tails, diversification, alpha strategies, volatility risk premia, advanced portfolio construction techniques, and more! #CQF #CQFInstitute #QIConference #QuantFinance #QuantitativeFinance #PortfolioManagement #InvestmentStrategies #FinancialMarkets #AssetManagement #RiskManagement Artur Sepp Renee Yao Jan Rosenzweig Graham Giller Peter Cotton Pamela SALIBA, Ph.D Philip Maymin Adam Rej Randeep Gug, PhD, CQF

Register now for our Q2 AIM update: https://lnkd.in/eXf2AJQC This quarter the AIM team will be discussing the green shoots of opportunity they’re seeing in the AIM. Plus an update on performance over the quarter, and positioning. Capital at risk #QuilterCheviot

KBRA’s Financial Institutions Senior Managing Director, Joseph Scott, spoke today at Informa’s #PrivatePlacements Industry Forum. Joe, along with the other panelists, explored the question: how are #assetmanagers performing in the current environment? Learn more about the KBRA difference at www.kbra.com | #insightfulresearch #creditratings

Hello #connections! I have just completed a two-day value-added course at my college, where I was trained by Glenn Roger Carr sir from Finmark, on SEBI, NISM topic on "securities operations, and risk management". During the course, I gained insights into various types of securities, equities, risk management, var, m2m, special margin, nsdl, operations, and client grievance handling. I'm now prepared to apply this newfound knowledge! #SEBI #NISM #RISKMANAGEMENT #SECURITIES #EDUCATION."

SHOOK Research and PGIM Investments recently partnered to interview three of America’s Top Wealth Advisors. In this video, RJ Shook, Co-Founder & President, SHOOK Research, sits down with Wendy Holmes from UBS Wealth Management, who shares insights on key investment topics, including portfolio positioning, risk management and wealth transfer. Viewing time: 2m 52s https://on.pru/Shook

Don't gamble on your future. At BRWM, we take a data-driven approach to wealth management, utilising systematic investing strategies to build long-term wealth for our clients. Unlike actively managed funds that attempt to "beat the market," our focus is on achieving consistent returns through diversification, risk management, and a disciplined investment process. #SystematicInvesting #WealthManagementUK #BRWM