Christian Berthelsen’s Post

Here are the key players pulling the most strings in the investment banking sector, helped by fortifying client relationships and staying close to boards.

Great insights from our most recent Hot Topics panel, who had much to say on why middle market M&A slowed in 2023 and how a rebound could take shape in 2024. Check out the blog post that Corey Habib and I prepared on this event and reach out if you would like to add to the conversation!

A successful panel discussion with Daniel Whitestone, Stephanie Bothwell, Hannah Wallis and Alex Orr. BlackRock and The Chartered Institute for Securities & Investment (The CISI) Lunch and Learn: Alternatives for Wealth. #finance #blackrock #cisi #wealth #alternativesforwealth

Very interesting to monitor indeed in an industry with such strong competition and new comers Lazard is still a very strong brand but the model and culture within investment banks changed dramatically in the last couple of years #lazard #evercore #centerviewpartners #rothschild #investmentbanks #financialtimes #assetmanagement

It's a dynamic time in the RIA industry. For David DeVoe's thoughts on the deal between Creative Planning and Goldman Sachs, check out this latest article in Family Wealth Report. https://lnkd.in/gp_bEihk

I enjoyed the below article outlining Raymond James & Associates commitment to offer bespoke opportunities and private placement deals. In leveraging these distinct synergies between our Investment Bank and Private Wealth Management Channel, we can ultimately deliver a differentiated experience for our clients. Thank you to Senior Management for your efforts to put our clients' needs first.

Private Wealth Advisor Joseph W. Spada, CFP® is an ardent believer in putting your money where your mouth is. With approximately 30% of his portfolio in private markets, Joe maintains that alternatives offer a strong opportunity for investors. According to him, it's critical that advisors learn the ins and outs of private markets to explain the advantages and potential risks to clients in a way that’s easy to understand. Read more about the asset class in Gregg Greenberg’s latest piece for InvestmentNews: https://lnkd.in/eYrRWDfi #SummitStrong #Alts #PartneredIndependce #Culture #privatemarkets #alternativeinvestments

This Special Report digs into what supports this belief, and how those circumstances may change: https://lnkd.in/eDycs-Es. Find out just why private credit presents such a compelling alternative to traditional finance and how investors can access its potential opportunities in a fast-changing world. We met with Partner and Co-CIO, Mattis Poetter from Arcmont Asset Management for an insightful interview. Join Savvy Investor for free access to this Special Report – and more thought-provoking content. Nuveen, a TIAA company #privatecredit #finance #growth #change #investing #privatemarkets

Twenty years ago my colleague Huw van Steenis predicted that investor flows would polarise into a barbell. This had major implications on traditional asset managers. In this FT article he now argues that the private credit boom will trigger a new squeeze and outlines the risks for the industry more broadly. https://lnkd.in/eGdEZwu4 #assetmanagement #privatecredit #barbellstrategy

In an optimistic revelation, Morgan Stanley Australia's Tim Church, Chair of Investment Banking, shared at the Australian Financial Review Property Summit that 2024 and 2025 are expected to be exceptionally productive for the commercial real estate industry after a year of post-pandemic adjustment. Does this mean the acreage property market is also set to bloom? #RealEstateOutlook #CommercialProperty #InvestmentForecast #PostPandemic #OptimismAhead #RealEstateIndustry #AustraliaInvestment #FinancialSummit #ProductiveYears #FutureGrowth #theurbanlandqueensland #acreagepropertyqld