Proxymity’s Post

Here's another look into our Annual Market Outlook Event that Sovereign Wealth Advisors, LLC hosted last week! Thanks again to our guest speaker, vendors and all who attended. We had a great time! #RiseWithSovereign #HoustonTX #MarketOutlook2024 #LPLResearch

2024 is in full swing! Join us for our In The Know webinar to get an understanding of what our investment team are thinking, and how they have positioned our funds for success in the year ahead. #ashburtoninvestments #fullyinvested

Join us on Wednesday, 24 January at 10am for an exclusive 'In The Know' webinar. We’re introducing this monthly series to keep you 'In The Know' on local and global markets, as well as our funds and their performance. Patrice Rassou, our CIO, will present the debut webinar on MS Teams Live.   You may qualify for CPD points so RSVP today: https://lnkd.in/d4SvYBdZ (use this code: ASH-EV-2690-2ACAGL) #intheknow #fundupdate #globalmarkets #economicoverview #investing #assetmanagement

🚀 Exciting developments continue at our Annual Day! Our CIO office is currently unveiling our capabilities on the WM2.0 marketplace, showcasing our expertise in enabling and creating financial products tailored for our clients (Accredited Investors). I couldn't be prouder of the team's proprietary "NOW-CASTER", a testament to our commitment to innovation. Their presentation intricately considers multiple facets, resulting in a risk-balanced asset allocation strategy that truly sets us apart. Stay tuned for more insights as we redefine the landscape of financial solutions! 💼🌐 #AdroitVantage #WM2.0 #FinancialInnovation #RiskBalancedAllocation #WM2.0 #wealthtech #wealthmanagement Disclaimer: the products mentioned in the slides are only for demonstration purposes and should not be considered as actual investment advise.

#WordOnTheStreet - Seven Lessons Learned From 200 Transactions: A look at what we’ve learned along the way to reaching an M&A milestone. Also, where boards go wrong—and how to make it right.   Check the second part of the public safety market outlook for 2023 and beyond and other valuable insights on our weekly M&A round up.   Read more: https://lnkd.in/gDP86YfM   #mergersandacquisitions #intelligence

Here's another look into our Annual Market Outlook Event that Sovereign Wealth Advisors, LLC hosted last week! Thanks again to our guest speaker, vendors and all who attended. We had a great time! #RiseWithSovereign #HoustonTX #MarketOutlook2024 #LPLResearch

If you missed last month's NHMF Maintenance Conference, you can watch the highlights here! 🎦 https://lnkd.in/ep7Th9fp Find out what makes this event so worthwhile for housing professionals working in repairs and maintenance PLUS Why this is the best conference for networking, learning about best practice and hearing about the latest innovations in asset management. Stay tuned for updates on our 2025 programme - coming later this year.... #NHMF2024 #bestpractice #NHMFAwards

As we pass the midpoint of 2024, we're thrilled to highlight the achievements of our SRS Capital Markets team. Here's a glimpse into what we've accomplished so far. We’re excited to build on this momentum! #CapitalMarkets #InTheNews #InvestmentSales #MidyearRecap

The RD Advisors Quarterly Investor Meeting Calls are more than just routine updates; they are strategic opportunities to provide stakeholders with a comprehensive overview of the company's performance, key milestones achieved, and the overall market landscape. It’s an exciting time, closing on Q3 and beginning our final quarter of the year with exciting news coming up soon. Stay tuned! #RDAdvisors #Q3 #AlternativeInvestments #WealthManagment Sean Kelly-Rand Juan Carlos Hurtado Quimper

One of the most rewarding aspects of my job has been learning the personal stories of successful business owners. As successful as they have become, almost none of them started out that way. In fact, most of them tried out a number of small businesses until they found their passion. Ironically, most of them say failing and repeatedly starting from scratch was not their hardest step. Instead, their biggest challenge? Just the opposite- Letting their business go. My colleague James Jack gives a great clip of what steps are involved in exiting a business. You can also Click on the website below for more information. https://lnkd.in/eXAwAgM8 Just as starting a business takes years, transitioning away from a business can take even more. Start planning today! #sgbwealthmanagement