Beth Finegan’s Post

Why attend the Blue Vault Bowman #AltsSummit2024? “The continuing analysis of [investment] sponsors I may not have known of, following the sponsors I use all the time and looking at the new sponsors…” says Frederick Hubler, CEO & Chief Wealth Strategist of Creative Capital Wealth Management Group. This annual conference brings together essential voices in the growing #AlternativeInvestments industry. The next conference is fast approaching - March 11-13, 2024 in Frisco, Tx. Wealth advisors who register before December 31st can get $50 off their registration fee. #WealthManagement #RIA #FinancialAdvisors #investmentmanagement

Really enjoyed today’s panel discussion on Collateralized Fund Obligations - securitization of Private Equity portfolios. Exciting to explore new applications providing liquidity for current PE investors and improving access to the asset class especially for the insurance community. #PrivateEquity #FundFinance #PortfolioFinance #Secondaries

Challenge: It’s the so-called “golden age” of private credit (fundraising) in the US/Europe…but (with investing) selectivity in credit selection is more critical today than ever before with (1) over-levered corporate balance sheets (almost 60% deals north of 5x, lots of maturities coming the next 2 years), (2) over-levered banks (commercial real estate eating up reg capital/ratios) and (3) over-levered US government with national debt >$34Tn & crossing 100% Debt-to-GDP… Considerations: (A) being high selectivity when building concentration (no one says they aren’t !!) and (B) diversification with a priority for cash flow (1) via geographic diversification like in Latin America, giving higher yield/spread in USD at 1.5-2x lower leverage with larger (generally more resilient) corporates (Juan Luis Rivera) (2) diversification via pooling of cash flows e.g. securitization for greater overall resiliency…including CFOs & structured solutions… Great to be discussing it all with intelligent, thoughtful GPs & LPs and market players from PIMCO to AlpInvest to Evercore to Thrivent and also seeing old friends! Chris Freeze, Freddie H. Lou, Andie Goh, Pramit Sheth !!

Mark summarises the three most important things Teaminvest members look at before we consider buying a stock. For more investing tips and commentary, join our Friends of Teaminvest mailing list here https://lnkd.in/giKS5NvG #stocks #teaminvest #buffettreport #BuyingStocks #CSL Disclaimer This Q&A is brought to you by Teaminvest Pty Ltd ABN 32 133 389 910 Australian Financial Services Licence No. 334339, granted by the Australian Securities and Investment Commission. None of the discussions held or material presented should be construed as investment advice or stock recommendations and the material used and views expressed should be perceived as being for educational and discussion purposes only. Attendees should undertake their own due diligence and satisfy themselves in relation to the material presented and any companies discussed in the session. Attendees should also be aware that the facilitator and anyone expressing an opinion may own shares in one or more of the companies discussed.

What an experience it was to ring the closing bell at NYSE this week surrounded by Churchill Asset Management employees, friends and partners. It was an added bonus to catch up with Romaine Bostick, CFA and Alix Steel on Bloomberg News' The Close while on the floor. We discussed all things #PrivateCredit, including the democratization of the asset class and performance of the industry through economic downturns. Watch our full conversation: https://lnkd.in/evmCySg6

The State of Secondaries: In conversation with Evercore. Micki Haber, COO, and David Markson, Senior Managing Director of Evercore’s Private Capital Advisory Group, join Nasdaq Fund Secondaries’ Head of Institutional Secondaries Rory Mabin on The State of Secondaries for a deep dive into LP-led transactions. Full episode on SecLink: https://lnkd.in/ea_dJHmQ #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets

How do you expand your team’s limited resources without hiring additional associates? Advisors and CPAs Shaw Pritchett of Jackson Thornton Asset Management and Susan Foard of Pugh Wealth Management had the same question. Discover how they tapped into Buckingham Coach and Divisional Manager Mike Ozburn’s knowledge, experience and extensive network to grow their firm. Watch the replay of our latest webinar here: https://lnkd.in/gKPEJbc9

Did you know Janus Henderson celebrated its 90th anniversary this year? If not, we have a fun highlight reel to share. We commemorated this milestone with a targeted marketing campaign in key financial locations throughout New York City. We'd like to thank our clients, for their continued partnership throughout the years. We can't wait to see what the next 90 years bring! #JHI #JanusHenderson #BrighterFutureTogether #90YearsOfExpertise #AssetManagement Investing involves risk. #InvestingInvolvesRisk

This week marks a dynamic period for licensees, with 34 switches. Count Financial sees 7 advisers joining, taking the biggest gain of the week. The industry welcomes an additional 8 professionals including Susan Cheng (Morgan Stanley), Ben Henderson (My Fortress Brisbane), and Yeshan Gunarathne (Lifestyle Asset Management). Congrats! 👏 Your Adviser Ratings profile is ready for you to claim! (Link in comments) Luke, Nicolás, Angus #weeklymovements #weeklyupdates #ardata #financialadvice #affordableadvice #accessibleadvice #advisermovements

Premier Miton Investors's Nick Ford set to retire as Federated Hermes manager joins. Alex Knox FCA. Veteran fund manager Nick Ford is calling time on his career after almost four decades in the asset management industry. Check out Linus Uhlig's latest article 👇 https://incm.pub/3RPNJio #investing #assetmanagement #wealthmanagement #finance