Madeline Saint-Cyr

Julia Healey, CEO of United Charitable, was featured on Bloomberg Businessweek to discuss the latest on donor advised funds (DAFs), proposed IRS regulations, and trends in charitable giving among the younger generation. With more than a decade of experience in the philanthropic sector, Julia Healey was selected by Bloomberg Businessweek to serve as their expert guest and shed light on the growing popularity of donor advised funds. In the interview, Julia explores how DAFs provide individuals with flexibility and strategic control over their charitable giving, making them an increasingly attractive option for donors of all ages. Check out the segment at the link below to hear Julia Healey's expert insights on how DAFs are reshaping philanthropy!  https://lnkd.in/eKcHq4nS

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With over 30 years of #PrivateCredit, Private Credit #Secondaries & #PrivateEquity experience, Ravi Ugale, Managing Director at #StarMountainCapital shared insights on the potentially compelling risk / reward opportunity of investing in Private Credit at Carmo Companies' Private Markets Massachusetts Meeting on Tuesday, June 11th. Learn more here: https://lnkd.in/dtDDTdQk Star Mountain’s $4+ billion AUM (committed capital including debt facilities as of 5/31/2024) is from a network of investors including U.S. and international institutional investors and qualified high net worth investors seeking defensive, less volatile, higher alpha and less correlated returns. With team members in 20+ U.S. cities, Star Mountain is a specialized #AssetManagement firm focused on North American small and medium-sized businesses investing #Debt and #Equity directly into established operating companies as well as purchasing secondary fund and direct positions to provide early liquidity to investors. Star Mountain is a value-added lender with a team that has strong private equity and operating backgrounds to potentially help its portfolio companies grow in value. Learn more about Star Mountain here: https://lnkd.in/deG5DXS. #LMM #FundManagers #WealthManagers #InvestmentManagement #Secondaries #PrivateDebt

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✨Stay ahead in AIFMD reporting with the comprehensive and efficient services of DataGlide.   Using DataGlide, we are dedicated to revolutionising AIFMD reporting and ensuring operational excellence for our clients.     Learn more about and request a demo here: 👇 DataGlide: https://lnkd.in/eYrB5duw    #DataGlide #AIFMDReporting #OperationalExcellence  

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Interesting article from Douglas Appell in Pensions & Investments about the post-ZIRP, “higher for longer” interest rate environment that boils down to advocating for the pursuit of satisfactory investment outcomes that are relevant to asset owners’ actual spending needs and goals, rather than continuing the historically common practice – and expected future folly – of tethering one’s equity beta to that of an equity benchmark whose performance from today’s elevated levels is widely expected to be sluggish and insufficient to fund minimum liabilities (ie: payout rates, actuarial hurdles, spending goals, etc.).   Quoting the inimitable Ben Phillips, “In that world, the relevant benchmark becomes the client’s required cash flows.”   Fresh perspectives and new ideas are warranted. Satisfactory outcomes not benchmarks.

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BridgeFT and WealthTech Today recently sat down to discuss many of wealth management's trending topics. As the industry gathers at BNY Mellon Pershing iNSITE 24, we invite you to this podcast hosted by Craig Iskowitz, featuring BridgeFT's CEO, Joe Stensland and BridgeFT Strategic Advisor and former President and CEO of Wells Fargo Advisors, Jim Hays. The BridgeFT team shared their invaluable perspective on the rapidly evolving landscape of wealth management as well as BridgeFT's role through the industry's leading API-first WealthTech platform. Topics discussed include how BridgeFT is enabling wealth management firms to: - Take full control of their client data - Innovate faster while controlling costs - Use headless APIs to address the build vs. buy dilemma Check out the full conversation here: https://lnkd.in/gvuFkENk #realinsite #pershingiNSITE #wealthtech #fintech

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https://lnkd.in/ejenSQmT Will you be joining us for our "The Big Questions: Private credit in 2024 and beyond" webinar next Tuesday? Hear from our speakers:Aftab Bose, Abhishek Pandey, Patrick Marshall and Damien Guichard as they discuss key talking points on: - Macro indicators affecting private credit - Addressing challenges that come with higher volumes - Streamlining valuations for growth in private credit - Understanding the risk and compliance landscape

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Live updates from the LPGP Connect 6th Annual Women in Private Debt in New York! A special thankyou to our speakers: Kate Luarasi, Sweta Chanda, Lisa Galeota, Morgan (Dean) O'Neill, Lindsay Powers. keep following for more insights. #LPGPConnect #WomenInFinance #LiveUpdates #SpeakerRecognition #FinancialExperts #EventHighlights #NetworkingOpportunity #Empowerment #StayInformed #KnowledgeSharing

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Check out our latest podcast where Bill and Shawn discuss Bill's recently published article in the RBJ on Embracing Volatility and the Path to Portfolio Resilience and Rational Investing https://lnkd.in/e4jiKaDY #rationalinvesting #successbydesign #defendingyourtomorrow

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One week to go! Laura Klimpel will join a panel of experts at ISDA Treasury Forum in New York to discuss the SEC Rules, including a deep dive into what clients can expect from these changes, and what opportunities may arise for cross-margining between US Treasury cash and futures trades. Learn more: https://okt.to/hCITwd #treasuryclearing #USTC

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As institutional asset managers navigate today’s challenges and opportunities, operations can help create efficiencies and set the stage for future growth. Check out our recent discussion with Bill O'Toole and John Cushing to learn more. https://hubs.li/Q02G_1K40

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Halyard Compliance is proud to announce inclusion as an industry panelist at the 2024 FINRA Annual Conference in Washington D.C.! 💡Founder Brandon L. joins a FINRA panel discussion on considerations for Broker Dealers & Funding Portals in the #capitalmarkets and #crowdfunding industries. Capital Raising Considerations for Broker-Dealers and Funding Portals: This session discusses aspects of Regulation CF and considerations for broker-dealers and funding portals within the investment crowdfunding industry. The purpose of the panel discussion is for attendees to gain knowledge on emerging regulatory risks and best practices broker-dealers and funding portals can implement to stay in compliance. (Of course, if you are a Client of Halyard you are already seeing the complexities of capital raising simplified.) #complianceprofessionals #complianceofficers #sec #msrb #compliance #brokerdealers #fundingportals #capitalmarkets #capitalraising #investmentcrowdfunding #RegCF #crowdfunding https://lnkd.in/gSuZUVC6

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Croesus offers a unified integrable solution to streamline your operations. Connect with Acheson Thomas, Erion Karroqe, and Marc Riel at the #NYC Portfolio Summits RIA on May 21st to explore the future of #WealthTech. #RIAcommunity #InvestmentStrategies #PortfolioSummits #NewYork #InvestmentStrategies

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InvestmentNews covered iCapital’s recent partnership with Gratus Capital to provide Gratus high-net-worth clients with access to hedge fund investment strategies to better diversify portfolios. The article quotes iCapital’s Lawrence Calcano, saying that “we are committed to continuing the transformative work iCapital is doing with our partners to help the wealth management industry meet the growing demand for alternative investments,”: https://bit.ly/4eat3vb

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This week, Nasdaq Chief Economist Phil Mackintosh further analyzes risk in the context of portfolio construction, noting how there are ways to reduce risks in a portfolio, such as diversification. Read more in #MarketMakers: https://lnkd.in/e5gUsy2Q

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Yesterday, all across BNY, we celebrated a tremendous milestone unique to our firm - 240 years (only eight years younger than America)! In case you didn’t know, the Bank of New York: - was established to help NY get back on its feet after being decimated during the revolution - loaned $200K to the country in 1787, not only saving it from bankruptcy but sparking an economic boom that helped transform its financial standing in the world - was the 1st company listed on the NYSE - was founded by two great men who were patriots and pioneers that both served as Treasury Secretary: Alexander Hamilton, founding father who revolutionized the nation’s financial system, and Andrew Mellon, who pioneered venture capitalism and backed many industries that helped propel the country to where it is today - as early as 1884, had women make up ~40% of its stockholders - served as the depository for what’s known to be the nation’s 1st trust, established for the benefit of Hamilton’s family after his death. We are privileged to oversee almost $50T in assets (including the top firms in the world as well as the US government), a feat achieved by staying true to our legacy of conservative financial management while constantly evolving and innovating to best serve our clients’ needs. Cheers to another 240 (and more)! If you’d like to read more of our history: https://lnkd.in/gkEsbziY

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Cohen & Steers Inc., a global investment manager specializing in real assets and alternative income, named Daniel Noonan as executive vice president and head of the Wealth Management Consulting Group. Cohen & Steers Nuveen, a TIAA company PIMCO State Street Global Advisors Daniel Noonan Daniel P. Charles #alternativeinvestments #CohenSteers #registeredinvestmentadviser #RIA #brokerdealer #hire #financialservices #Nuveen #PIMCO #IncomeOpportunitiesREIT

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Excited to be participating in the 2024 Private Credit Summit, where I’ll be speaking on a panel providing an LP perspective on Private Credit allocating. Join me at the 10th anniversary of this premier conference covering trends in private credit and alternative assets. https://lnkd.in/gxK-c4nM #PrivateCredit #StructuredFinance 

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Peter Gordon, CSA, CDMM of New York Financial Organizers, Inc. (Daily Money Management) shares some tips for working with a client, named Martin, who was unable to continue managing his own personal finances and didn’t have a living relative living close by. Peter and New York Financial Organizers were able to put certain things in place that will allow Martin to live the rest of his life with dignity and leave a legacy. Here are some of the things they did for Martin, after setting up as his fiduciary: 🔹 We made sure Martin had three key documents are:     ◾ POA – gives the authority to make financial decisions for someone.    ◾ Health Care Proxy – allows you to appoint someone you trust to make health care decisions.     ◾ Living Will - written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions. 🔹 Did a preplan funeral trust     ◾ When the time comes all the important decisions will have been made to ensure Martin’s wishes come to fruition. 🔹 Had a beneficiary named on his investment accounts.     ◾ This makes it relatively easy for Martin’s relative to get access to his assets. #financialhealth #financialorganizers #fiduciary #livingwill #estateplanning #healthcare Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances. • Connect with Peter on LinkedIn: https://lnkd.in/eSAz3aSD • Learn more about New York Financial Organizers: https://nyfo.nyc/

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Exclusive insights from Wealth Management EDGE 2024! 👇 Erkko Etula, CEO and Co-Founder, Brooklyn Investment Group, joined Rusty Sommer, Managing Director – Strategic Partnerships, Flyer Financial Technologies to try and answer the big question, “how do you serve the portfolio in a personalized way, while making it tax and cost-efficient?" Take a watch to find out where “operational alpha” comes into this and what it means to Brooklyn Investments, and how it could be implemented into your firm: http://spr.ly/60455WpDh #WMEDGE #personalization

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