Federal Reserve Bank of Minneapolis’ Post

The Francis Sabourin Hour was in person at the Wealth Managers' Forum yesterday. This panel asked the question: is alternative credit still an alternative, or required? Francis Sabourin, BA, Pl. Fin., RIS (Richardson Wealth) did a great job covering this topic with Tarik Serri, MBA, CFA, CAIA (Trans-Canada Capital), Rob Anton (Next Edge Capital), and Fraser McEwen (Timbercreek). CAASA - Canadian Association of Alternative Strategies & Assets Yup, we are where the alts are

Last week, Mr. Dereck Rajack, FRM, our Chief Executive Officer Designate met with Ms. Eva Mitchell, Chief Executive Officer of The Trinidad and Tobago Stock Exchange Limited. The discussion underscored the critical role that both entities play in ensuring the transparency and stability of financial markets. Mr. Rajack reaffirmed CariCRIS’s commitment to working with the TTSE and the common goal of fostering a thriving financial ecosystem. Exciting times are ahead as we work together to navigate challenges, embrace innovation, and bolster investor confidence. #CariCRIS #RegionalCreditRatings #TTSE

Bancroft Capital is proud to attend and participate in the National Federation of Municipal Analysts 2024 Annual Conference in Philadelphia! During the conference today, Bancroft Capital Managing Director of Municipals Michael Ivcic will moderate “Underneath the Headlines: The Relationship between Munis & the Media”. This panel will focus on the relationship between municipal bonds and the media, and how they impact one another. For more information about today’s conference, please visit www.nfma.org. #BancroftCapital #NFMA

KBRA has affirmed its ratings for #PineBridge #PrivateCredit III Parallel RFF, L.P. and PineBridge Private Credit III RFF, L.P. These are respectively the #unlevered and #levered #ratednote sleeves for PineBridge's Private Credit III fund series and were originally assigned in 2022 and affirmed in 2023 on an unpublished basis. Access our credit analysis at the following report links:  PineBridge Private Credit III Parallel RFF, L.P. (Unlevered) - https://lnkd.in/eHhfEkRY  PineBridge Private Credit III RFF, L.P. (Levered) - https://lnkd.in/ed_z2Mbi

Last week, I received an amazing gift from my good friend, Faraz Cheema, MSRE, CCIM, SIOR. The video tells the story, but all I can say is “Wow” and “Thank you so much, my friend!!!” We will enjoy this together in another 10 to 15 years!! Cheers to #3000 🥂 #nycrealestate #investmentsales #capitalmarkets

Last week, Fisher Investments disclosed its intention to sell a minority stake in the firm valued at $12.75 billion. Harris Baltch, Head of Dynasty Investment Bank, offered insights into the transaction, emphasizing Fisher's exceptional longevity and stature within the industry. "Fisher Investments stands as a notable outlier," Baltch remarked, underscoring the firm's substantial growth trajectory and scale, suggesting that the valuation is likely fair given the firm's market position. Click here to read more from WealthManagement.com: https://bit.ly/3xA9uvL Our advisors are independent but not alone. Independence is powered by Dynasty. #InvestmentBank #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

There's still time to register for the GARP New York Chapter's exciting event on June 12! With the support of Opensee, GARP's New York Chapter will host a discussion moderated by Yakov Shenkman CFA FRM CAIA, Director of Risk and Quantitative Analysis at BlackRock, on the current challenges, potential tipping points, and investor expectations for private asset markets in 2025 and beyond. Panelists include Courtney Garcia, Nicholas Silitch, and Edwin Wilches, CFA. We hope to see on June 12! https://lnkd.in/eByEVcXB #privatemarkets #privateassets #riskmanagement #financialrisk #blackrock #GARPFRM

Pzena's Chief Operating Officer Evan Fire will be speaking at the TSAM conference on October 31st, 2023 in New York. TSAM is an event that brings together leading firms to discuss the latest challenges facing the community, as well as the evolving technology and regulatory landscape. Register to the event here: https://lnkd.in/ep9SDefs #valueinvesting #classicvalue #superannuation #TSAMNY #assetmanagement

What a brilliant conference last week at Port Douglas. It was incredibly inciteful to take in and takeaway so much from the speakers like Nadine Champion, Dean Mannix - Speaker - Sales Growth and Mindset, Scott Rumble, and Carolyn Miller. Entertained by "Lehmo" over dinner and Michael Pope over the 2 days as MC . During to the 2 days, I was fortunate to mingle with other brokers, and lender BDM's over the 2 days, sharing ideas and thoughts on the industry. It's great to get back to work feeling energised and put a lot of what we learnt into practice and develop our business further to helping our new and existing clients. So, what were my 5 "take aways" from the 2023 Connective Asset Finance conference?; 1. Don't mess with Rita Sauvage! 🤣 (karate chopped a block of wood on stage on Day 1) 2. Courage. Finding the courage within yourself to make change for good can be difficult, but once you find it, you won't regret the decision. 3. If you're new to the industry, there is a lot of help available out there that you can bounce ideas off. (As a 57 year old rookie, I can attest to this!) 4. Change your mindset. Challenge your thinking about the direction of your business is relevant and great way to review and freshen ideas. We need to step out of our comfort zone and do this more often! 5. Be better at building strong relationships - whether it's with your clients, your work colleagues, BDM's, or even your friends & family. It's up to you on the effort you make into the relationships that you build. Sell yourself before you start selling anything else! Just want to also give big shoutout and Well done to the events team at Connective in putting this Asset Finance Conference together!! 👏 👏 #kellyandcofinance #brokersarebetter #brokerlife

We’re thrilled to announce that four of our senior leaders at PGIM Real Estate - Bryan McDonnell, Marcia Diaz, Melissa Farrell, and Sara Trybus –have been ranked #12 on 2024 Commercial Observer's 'Power Finance' list, up 12 spots from last year. This ranking reflects PGIM Real Estate's ability to navigate difficult markets, thanks to strong leadership and tailored #financing solutions across the capital spectrum. https://lnkd.in/eNzk4Zmy   Note: Commercial Observer ranked members of PGIM Real Estate’s U.S. debt senior leadership #12 out of 50 company members. This ranking was based on information submitted to Commercial Observer including biographies, DEI data, deal highlights and production data from 1/1/23 – 12/31/23. Participation in the ranking is voluntary and no compensation is required to participate.