Adam Sokolic’s Post

Join Our Journey of Financial Discovery and Prosperity!   I am thrilled to announce incredible opportunities within our trailblazing alternative investment platform WealthAlly. Our mission to revolutionize the financial landscape is gaining momentum, and we're looking for exceptional individuals to join our team as Customer Support Managers, IT experts and Relationship Experts.   As a Co-Founder, I can't help but reflect on the incredible strides we've made in reshaping how investments are approached. WealthAlly isn't just about financial transactions; it's about building relationships and nurturing connections. We're not satisfied with the status quo; we're determined to inspire change, drive innovation, and empower our clients to achieve their dreams. This is where you come in – if you're passionate about forging meaningful connections, believe in the power of alternative investments and are ready to embark on a journey of growth and fulfilment, we invite you to be a cornerstone of our success story.   If you're ready to participate in a movement that's changing lives through alternative investments, I invite you to take the leap and explore these career opportunities. Let's shape the future together – a future where dreams are realized, connections are cherished, and success is measured not only in numbers, but in the meaningful impact we create. Reach out to us at invest@wealthally.in   #JoinTheInvestmentRevolution #CareerOpportunities #BusinessDevelopment #RelationshipManager #AlternativeInvestments #FinanceInnovation #WealthAlly

Over the last 12 months we have featured some great keynotes focused around Private Equity. Here are 5 factors we have observed that are driving more investors' interest in the space. 1) Lower Minimum Private Equity Products for HNWs - Where they can access some of the top Managers locally and Globally 2) Business Succession - With the wave of baby boomers set to retire over the next decade, 40% of companies will go through some succession or transition 3) Funds acquiring profitable software companies - for software builders, there are more and more Managers looking to acquire profitable software companies and platforms to facilitate that 4) The Forever Acquisition Models - There is no better presentation than the one Chris Rolls did at Capital 2024. Companies like Constellation Software Inc. have highlighted the potential of this model. 5) Growing Interest in Search Funds - More investors now can participate in Private Equity with experienced Managers via Search Funds. The more these become productised, the more education on the various opportunities, and the more we will see investors proactively participating in a range of opportunities. We will be doing our best to continue bringing forward great Managers who are open to educating on their investment thesis and approach.

The imminent generational wealth transfer poses significant challenges and opportunities for family offices. As such, they are transitioning from traditional roles to reshaping investment paradigms while managing over $10 trillion globally (ie., the younger generation is prioritizing social impact and philanthropy). Technology is also playing a significant role as family offices are evolve their operational frameworks, reflecting a shift to more formalized institutional practices (ie., adopting advanced digital tools to manage wealth and assess risks, which enhances operational efficiency).   Mirador, Inc.'s team uses advanced technology to organize your assets and reconcile data, enabling family offices to make data-driven decisions. Our wealth aggregation and financial reporting services can identify opportunities and risks across your entire portfolio, enabling you to measure performance and assess worth.   Learn more from the Nasdaq article by Ryan Austin below.   #WealthManagement #WealthTransfer #FamilyOffice #FinancialServices #FinancialPlanning #Wealth #WealthTech

#JobQuality is an operational lever that helps maximize the impact of #EmployeeOwnership. To maximize wealth-building for employees and unlock untapped value in #PortfolioCompanies, #Investors should: 1) Measure the prevalence of ownership behaviors among workers 2) Measure the strength of the managerial and operational practices that ignite them (read my op-ed here in ImpactAlpha to find out what they are - see comments section) 3) Use those diagnostic results to make impactful change There are many other job quality levers that improve #HumanCapital KPIs for business impact. WORC (Workforce & Organizational Research Center) is supporting HCAP Partners Gainful Jobs Approach by measuring their portfolio companies using our #WorthwhileJobsIndex to help companies identify strengths and opportunities to leverage for better business results. Developed with advanced statistical methods and derived directly from the scientific evidence base, WORC’s Worthwhile Jobs Index diagnostic elevates employee voice - a proven driver of worker engagement and impact - to help businesses and investors enhance value-creation strategies by unlocking a more engaged, productive, and satisfied workforce. Stay tuned for results from the whole HCAP portfolio coming soon! cc: Tom Woelfel, Hope Tarirai Mago

Family offices are increasingly turning to private equity for high returns and access to technology sectors. Private equity allocations have exceeded equity allocations in family office portfolios because they are favored for long-term wealth preservation and growth objectives, allowing the next generation to participate in the family enterprise. Family offices have a strong interest in technology, including healthcare tech, biotech, fintech, green tech, and artificial intelligence. However, accessing top-performing private equity funds remains challenging due to return dispersion and biases in fund offerings by private banks. And of course, greater investment in this alternative asset class comes with the increased challenge of managing and reporting on alternative investment data. Let Mirador, LLC help. Read more from this insightful Professional Wealth Management (PWM) article written by Elisa Battaglia Trovato here: https://lnkd.in/gk6jisQF #FamilyOffice #PrivateEquity #Technology #FinTech #FinancialReporting 

In the ever-evolving realm of technology investments 💻 , family offices face the dual challenge of identifying lucrative opportunities while managing risk. The clients I’ve spoken to all point to one thing: they want a strategic pathway to invest in technology with a balanced approach. Family offices often seek exposure 🔬 to tech investments due to the sector's potential for high growth 📈 and innovation. But there’s a caution: many family offices 👨👩👧👦 don’t want to jump into tech because of the potential risk ⚡. Technology is a rapidly evolving industry. By investing in technology, family offices can diversify their portfolios, mitigate risks associated with more traditional investment areas, and align themselves with future-forward trends and emerging market leaders. But tech startups, especially in this era of AI, are notoriously fickle. Today’s sweetheart - Theranos, Coinbase, Snapchat - can be tomorrow’s disappointment. That’s why a family office manager needs to reduce risk. LIQUiDITY Groups Opportunity Fund stands out with its global reach, providing exposure to cutting-edge technology investments across the globe 🚀 🚀 🚀 . By leveraging a mix of debt and equity, we offer a unique approach to investment that caters to the diverse needs of family offices. Risk management is at the heart of our strategy. Our LIQUiDITY Opportunity Fund is designed to offer a well-balanced risk profile. Our focus on creating strong alpha means we're not just preserving your capital – we're actively working to grow it. We pride ourselves on our deep understanding of the technology sector 💻 and our ability to navigate its complexities 🚀 📈 . We have the analysts and the tools to see around corners, and I personally believe that investing in diversified tech is a good thing in any market. How do you choose tech investments? What are some startups you’ve heard of that are poised for growth. Would love to hear more in the comments. #FamilyOffice #TechnologyInvestment #OpportunitiesFund #LiquidityGroup #RiskManagement #AlphaCreation #GlobalInvestment #venturecapital

Am I getting paid fairly for my [role] + [experience] + [firm size]? It's a nebulous question. The GOOD news is that for VC platform roles, we have answers! Thanks to VC Platform Global Community's 7th edition of their Compensation Survey (which includes over 700 responses!) and Sequoia, you can get answers to questions that, until recently, were largely hidden behind closed doors. This survey teaches you about: ⌛ carry 💰 salary ✨ benefits 💸 bonuses Learn more on their interactive site ➡️ https://lnkd.in/g7TcvcrX #venturecapital #compensation #paytransparency

📈UNPRECEDENTED WEALTH TRANSFER INCOMING AND FAMILY OFFICES ARE AT THE FOREFRONT!🚀 In the shifting sands of global wealth, a silent revolution brews within the hallowed halls of family offices. As wealth transfer gears up to reach unprecedented scales, these bastions of affluence are evolving, embracing a hybrid model that marries traditional finance with innovative investment strategies. 𝗖𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘁𝗵𝗶𝘀: The way family offices are adapting to the changing tide of wealth distribution not only impacts the global financial landscape but also sets new benchmarks for investment strategies, philanthropy, and sustainability efforts. It's a glimpse into the future of finance, where versatility and innovation become key survival tools. The transition isn't just about wealth transfer, it's about a paradigm shift in how we approach wealth management, investment, and legacy building. The hybridization of family offices underscores a broader trend towards more socially responsible and impact-focused investment philosophies. Are we witnessing the dawn of a new era in wealth management, or is it merely a temporary shift in strategy? 👇Engage below or 📲 send me a private message with your insights and thoughts.💭💡 #familyoffice #careers #humanressources

Investment in WealthTech is booming...not just in the US but globally...our EY team is having active discussions about how to integrate these advanced technologies into a seamless experience for advisors and end investors...check out this article to learn about new players in WealthTech (the article mentions Family Office but these technologies can help differentiate your wealth offering across all segments) https://lnkd.in/es-jKNuK

Understanding the Correlation between Private and Public Markets In today's dynamic investment landscape, the relationship between private and public markets has become increasingly evident. As we witness companies raising substantial sums at staggering valuations, it's crucial to comprehend the underlying correlation driving these trends Over the past year or two, headlines have been dominated by reports of startups securing massive funding rounds, often at multi-billion dollar valuations. But why is this happening? The answer lies in the interconnectedness of private and public markets Consider the trajectory of X company, which went public at a valuation significantly higher than its revenue multiples. While exact earnings figures may vary, the company's exponential growth was undeniable. However, it's essential to acknowledge the shift away from the "growth at all costs" mentality, as exemplified by cautionary tales like WeWork Reflecting on the WeWork saga, where rapid expansion masked substantial losses, it becomes clear that unsustainable growth models eventually reach a tipping point. As portrayed in narratives like "We Crashed," the IPO frenzy fueled by skyrocketing valuations was akin to a precarious game of musical chairs In essence, the allure of exponential growth often obscures underlying financial fundamentals. Yet, it's this very allure that ties the fate of private market valuations to their public counterparts. Understanding this correlation is essential for investors navigating the ever-evolving landscape of investment opportunities While this isn't financial advice, it's a call to recognize the symbiotic relationship between private and public markets and to approach investment decisions with a discerning eye Thoughts?