William Meaney

It‘s exciting to see Broadridge's President, Chris Perry, leading an engaging discussion at the Tiburon CEO Summit, exploring the future of WealthTech M&A, alongside industry leaders. They shared insights into:  · Emerging trends influencing M&A  · The role of AI in wealth tech  · Consolidation · Actionable strategies to raise capital, or prepare for acquisition Thank you to Tiburon for hosting this discussion!  #WealthTech #MergersAndAcquisitions #CEOInsights #WealthManagement 

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One thing I value about Meradia is that I am always learning from my colleagues. This brief article by Ryan Bond, CFA, MBA, PMP reminding us about the value of collateral management is just another example of the expertise Meradia can bring to the table. #meradia

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Come join our Market Update today at 1:30pm EST! On the call we will review many of the key economic and market indicators that we use on a daily basis to find clarity amidst confusion.

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We have just seen a further pullback in Fed policy expectations for 2024. What are the implications of higher for longer rates for credit investors? Read our Q2 2024 Credit Outlook for an in-depth analysis. https://ow.ly/3nlh50RfHAx

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After April’s volatility, you won’t want to miss the latest Straight Talk. Join Brad Rutan and Equity Portfolio Manager Nevin Chitkara as they explore: - Current market environment - Importance of downside risk management - Understanding what you own bit.ly/3wkoflS.

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On the latest iCapital x Alt Goes Mainstream Monthly Alts Pulse, iCapital Chairman & CEO Lawrence Calcano and I welcome a special guest - Hightower Advisors Managing Director, Head of Alternative Investments Robert Picard - to discuss the operational challenges and solutions in private markets. In this episode, Lawrence, Robert, and I discuss: * How wealth platforms like Hightower and infrastructure operating systems like iCapital are creating straight-through-processing solutions across the lifecycle of a private markets investment for the wealth channel. * The importance of bringing alts directly to the advisor’s desktop. * Why improving the experience for advisors in private markets is critical to increasing adoption. * Why it’s important to build across the continuum of needs for different types of high-net-worth investors. * The importance of customization and differentiation with private markets solutions for advisors. * What is the biggest unlock to enabling greater flows of capital into private markets? * What are the implications of opening up the alts superhighway? Thanks Robert for joining us on the show for a fantastic discussion!

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It is a privilege and an honor that our team has asked me to do a short video explaining to the outside world: Who we are, What we do, and How we do it.    www.cambridgewilkinson.com   Capitalize on Our Connections. #team #capitalraise #debt #equity #privatecredit #scale #privateequity #familyoffice #insurance #sovereigns #endowments #fundfinance #specialtyfinance #realestate #partnership #buyouts

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With 7 growth stocks dominating the U.S. market, are investors under-allocated to value stocks? Boston Partners explores today's opportunities and risks. Get all the details! https://lnkd.in/e9Ey4mTu #PortfolioManagement #ValueStocks

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With yields in most fixed income sectors at levels rarely seen in the last 20 years, learn why we believe it represents an attractive opportunity for long-term investors→ https://bit.ly/3VjSkdy

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Secondaries and structured liquidity solutions provide creative portfolio management tools for both sponsors and investors as they alleviate the duration mis-match problem particularly exacerbated by the sustained high base rate environment. 

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If you’re heading to Fixed Income Leaders Summit next week, keep an eye out for Ron Catena and Bobby Croswell from the Marex Outsourced Trading team. Find out about the evolution of fixed income outsourced trading and the rise of hybrid trading models. Learn how combining in-house capabilities with third-party expertise can unlock new opportunities and efficiencies. Worldwide Business Research (WBR) #FixedIncome#Trading #Buyside #CapitalMarkets #OutsourcedTrading

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I really think Soteria Market Inc. (founded by NYU Stern School of Business TRIUM alumn Ofer Shapira) is about to take off! This AI-driven platform matches buyers and sellers of distressed debt — a function that today is still done laboriously (and expensively) with investment bankers making phone calls. Soteria can create massively higher liquidity in this market, and can do it faster, cheaper, and with more precision. This will do for distressed asset trading what Mike Bloomberg did for bond trading. #fintech #AI #distresseddebt #innovation

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Check out the latest business cycle update, for the second quarter of 2024, from my colleagues on Fidelity’s Asset Allocation Research Team. https://bit.ly/3RaH3eu Many major economies, including the U.S., remained in the late-cycle expansion phase and registered hints of stabilization and even reacceleration in some areas. Expectations of monetary easing have contributed to improving global financial conditions, and worldwide manufacturing activity has firmed. China remained an outlier, as it continued to ease policy in hopes of reaccelerating from its growth slump.

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BlackRock’s Secondaries & Liquidity Solutions team recently published their semiannual Secondaries Market Outlook 1H 2024. Increased adoption of secondaries by both LPs and GPs has led to 4x market growth over the last ten years, and we believe the market is well positioned for continued expansion.   In 2023, the continued search for liquidity resulted in the 2nd highest year of closed transaction volume on record at $115bn, and the 3rd straight year over $100bn. This volume is being accelerated by lower M&A and IPO activity causing sellers to look for alternative sources of liquidity. Buyers are also achieving meaningful discounts (avg. 85% of NAV in 2023) for high-quality assets. We are keeping our eyes on opportunities for investors and believe 2024 will be a big year for the secondaries markets. Another way that BlackRock is meeting our clients’ liquidity and performance needs. Well done, team! Read the full publication here: https://1blk.co/4bhUUXM #Secondaries #PrivateEquity

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