26North’s Post

Remember CNN Crossfire? Get ready to have each of our expert panelist’s views challenged by moderator John Patin, Chief Investment Officer, Somers Group Holdings in this unprecedented Symposium session. We’ll be joined by Hassan Malik, Global Macro Strategist, Thematics & CEEMEA at Loomis, Sayles & Company, Kristina Hooper, Chief Global Market Strategist at Invesco US, and Juhi Dhawan, Global Economist, Policy Expert, and Investment Strategist for Wellington Management. We can’t wait to see you in Chicago! #InsuranceAUM #InsuranceAssetManagement #CrossFire

Our team is at the Ninety One Platform event for the next two days, engaging with some of the best industry leaders on what challenges lies ahead and where opportunities are for our investors. #PrivadoWealth #InvestmentManagement #PrivateWealth

You've probably heard this one before: "We don't think we were wrong, we think we were early." It's a classic explanation from active portfolio managers, but it rings the alarm bells for investment consultant Evan Frazier, CFA, CAIA. In our new blog, Evan and veteran manager selector Joe Wiggins share their favorite manager due diligence questions — and how to answer them. Link in the comments below. 👇 #BehavioralAlpha #DecisionAttribution #ManagerSelection #Investing

Finishing up a productive week at the annual Milken Institute Global Conference in California. It was an honor to participate in a panel discussion on the significant changes we’ve seen in asset management over the past few years, and what they mean for our business moving forward. My thanks to fellow panelists Kamal Bhatia from Principal Asset Management, Dan Bienvenue, CFA, CAIA from CalPERS, Katie Koch from The TCW Group, Tony Minella from Eldridge, and our moderator, Matt Brown from CAIS. I truly enjoyed our conversation and the opportunity to share and compare insights on the issues affecting our business.   From the generational amount of cash still sitting on the sidelines, to the rise of alternatives from being the subject of a mostly academic exercise to one that carries significant urgency for investors today, it was a privilege to share my thoughts and those of our clients on such an important stage. Milken offers a unique opportunity for our industry to talk openly about the challenges we face and opportunities we see in serving those who entrust us with their financial futures. And a conference like Milken reminds me of two fundamental truths that guide our firm through all market cycles and environments: access is what drives alpha for investors so it’s our job to find more ways to provide them with more of it, and if we focus on the things we can control and the fundamentals of what we do – investment excellence and world-class service for our clients – then we’ll be ready for volatile and uncertain market conditions. #MIGlobal

It’s been a brutal decade for value. But can we be sure the next decade of investing will look the same? Here’s how our approach differs from other value managers. https://bit.ly/3FJsjwS

Are you ready to rethink #AssetManagement distribution? Join Jonathan Linstra, Managing Director, Americas, Morningstar Wealth, on a pivotal panel discussion styled after ESPN's "Pardon the Interruption." 🔗 Check out the #2024MMISummit agenda and full speaker lineup: http://spr.ly/6047k8bVR. Jonathan joins a lineup of esteemed panelists and moderator T. Neil Bathon, Founder and Managing Partner, FUSE Research Network, to analyze the merits and challenges of different distribution models in the investment advisory world. They will zero in on channelized vs. dechannelized structures, specialist vs. generalist models, and the blend of institutional and retail sales strategies. Meet the Panelists: Jeff Carlin, CFA, Senior Managing Director, Head of Global Wealth Distribution, Nuveen, a TIAA company; Mollie Jensen, Global Head of Marketing, Russell Investments; Kimberly LaPointe, Senior Managing Director, Head of Wealth Distribution, Macquarie Group; and Jonathan Linstra, Managing Director, Americas, #MorningstarWealth. Whether you're entrenched in asset management or navigating the waters of #WealthManagement, this fast-paced #InvestmentAdvisory session is one you won't want to miss. #MMISummit

Get a view of the Market Landscape with moderator Stacey Gilbert Chief Investment Officer, Glenmede Investment Management and panelists Meaghan Dugan, Head of Options NYSE, Steve Sosnick, Chief Strategist, Interactive Brokers and Patrick Zielinski, CEO, BOX Options Market LLC as they give insights on where we are and what is next in the options market. #OptionsConf2024

One way to learn more about #AlternativeInvestments and how they differ from traditional asset classes is by listening to these insightful discussions with our thought leaders. https://lnkd.in/gHsKXcVK

Discover insights from the 2023 Future Proof Festival in Huntington Beach, California. Leading advisors share strategies to captivate the next-gen investors. https://hubs.la/Q027Vr0z0 #FutureProof2023 #InvestmentInsights #NextGenInvestors #AdvisorsUnite #FinancialFutures

At Robertson Stephens, we force capital to compete for risk adjusted returns across 13 distinct asset classes. Stuart Katz and our Investment Office team have deep experience in each that allows us to risk assess and underwrite both Public and Private strategies on behalf of our clients. #alternatives, #realassets, #wealthmanagement, #fiduciary