"It goes beyond just the three letters and doing the exams, it's really about the community" - Sandra Cafazzo, CFA. Membership to CFA Institute and a local society means being part of the close-knit community leading the investment profession in more than 160 markets around the world.
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I had the privilege of speaking on a Passive Investing panel at BPcon this week. Lots of great topics covering capital calls, choosing deals and sponsors, risks vs benefits of LP investing, and more. It was an honor to share the stage with Brian Burke, J Scott, Brian Murray, and Dave Van Horn. There is a lot of disruption in the real estate investment market these days and a lot of legitimate things to be concerned about. But it is still encouraging to be part of a conference with 2,600 other people that are energized about making the most of the coming opportunities! #BPcon #capitalcalls #multifamily #Investing
Chief Executive Officer leading a high growth hospitality REVIVAL with innovative development expertise.
Watch to Learn the difference between GOOD vs BAD capital calls!!! Best Explanation of CAPITAL CALLS in Private Placements 1. Good capital calls VS 2. Bad capital calls Andrew Cushman is an incredible educator Accountable Equity - Investor Community
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December is the month of giving, and at Quantum Strategies Wealth Advisory, we believe in the power of giving back. Let's spread kindness and generosity this holiday season. #DecemberGiving #HolidaySeason #Generosity #WealthAdvisory #QSWA https://lnkd.in/gtxhbVwF
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Understanding Various Types of Investments. Wednesday, September 27, 2023, 12-1:30 PM Ritta McLaughlin, of FINRA, discusses types of investments that are available, as well as the capital markets, and features and risks of investing. Register in Advance! https://lnkd.in/eYbyJmMv NYPL's Business Center is here for you! #investing #FINRA
Understanding the Various Types of Investments
nypl.org
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Global Executive Search Team Leader @ Marsh McLennan | Recruitment, Talent Acquisition
Strong #investment governance helps make a tangible contribution to portfolio outcomes, particularly over the long-term time horizons of endowments and #foundations portfolios. In this paper, we quantify the estimated “return on governance” derived through the implementation of three core components. #investing
Calculating the return on governance for endowments and foundations
mercer.com
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Strong #investment governance helps make a tangible contribution to portfolio outcomes, particularly over the long-term time horizons of endowments and #foundations portfolios. In this paper, we quantify the estimated “return on governance” derived through the implementation of three core components. #investing
Calculating the return on governance for endowments and foundations
mercer.com
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Strong #investment governance helps make a tangible contribution to portfolio outcomes, particularly over the long-term time horizons of endowments and #foundations portfolios. In this paper, we quantify the estimated “return on governance” derived through the implementation of three core components. #investing
Calculating the return on governance for endowments and foundations
mercer.com
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As we celebrate the remover of obstacles, Ganpati Bappa, let us also remove the barriers to financial success. At Redbrick Capital Advisors, we're here to help you raise capital to achieve a prosperous future. Wishing you a blessed Ganesh Chaturthi! #GaneshChaturthi #InvestmentWisdom
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📚️This week's Word of the Week: Accredited Investor! Ready to learn and grow in the investment ecosystem? Visit our website to find more resources for new angel investors link below 🌟 📚️👇️ https://lnkd.in/gzz5qntr 🧑🎓Accredited Investor: An individual who (alone or jointly with his or her spouse) owns financial assets having an aggregate realizable value that exceeds $1 million (not including a primary residence) OR have net income of more than $200,000 (before taxes) in the past two years (or whose net income exceeds $300,000 when combined with a spouse). They also have knowledge and experience in business and finances and can evaluate the merits and risks of investments. All members of our angel groups meet the Ontario Securities Commission (OSC) requirements of being an accredited investor in order to participate in the deals presented by the groups. #Education #WordOfTheWeek #StartupSuccess #AngelInvestors #AngelInvesting #NewInvestors #Tips #Community #Journey #fyp
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For my impact investing folks with capital. What's the most transformative thing we can do with money? Change the rules of the game. How do we do that? Build political power. Would you invest in a credit union that is designed to create more political power? Seriously - if you had the opportunity to make returns and help found a credit union owned by community organizing and social justice-focused congregations, would you do it? Hit me up.
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Are you working on an innovation that has the potential to improve the lives of millions of people living in poverty? The Global Innovation Fund supports organizations that work to develop solutions that have the potential to address important development problems more effectively than existing approaches. GIF accepts application on a rolling basis. Learn more and apply below! #innovation #funding #povertyalleviation
Apply for Funding
globalinnovation.fund
Forbes thought leader, bestselling Dummies author, & Chief Investment Officer at AWAIM®
3wI passed Level I of the CFA Program many years ago, but between building/growing Aligne Wealth Advisors Investment Management (AWAIM®), writing a bestselling Wiley book, and diligently cultivating portfolio decisions on behalf of our clients daily, it’s been challenging to complete such a rigorous course. However, as an active Regular Member of CFA Institute and a Founding Member of CFA Society Los Angeles Wealth Management League, I found my people… a financial professional community of intellectually curious and passionate individuals. If you’re not an active member, you’re truly missing out.