Investments & Wealth Institute’s Post

At Schroders, we are on a mission this year to take the technicals and make them understandable. I was thrilled to be joined by my colleague Claire Smith, Head of Private Assets Sales, Australia for Episode 3 of ‘Your Investment Questions Answered’. In this episode Claire unpacked the technical nature of private equity investments, the part it plays in portfolios and shared tips to help advisers explain private equity concepts to clients in layman's terms. You can watch the full interview inside the Schroders Investment Education space on Ensombl here:  https://lnkd.in/gSTaUUk8 #privateequity

📣If you want to discover proven & highly lucrative investment strategies that NOBODY else is talking about… You absolutely NEED to be at Alternative Investments Symposium It’s from 11-3 on Friday November 10th, 2023! 👏 At FEMx Quarters in San Diego. We’re bringing together industry leaders in alternative investing… To show you exactly how to… - Take advantage of opportunities presented by the current market. - Develop true investor psychology - Fuel your passions and make an impact using real estate and other wealth. - Maintain your wealth even during economic downturns. Not only will you get access to top alternative investment leaders, you will also- A) Get a complimentary gourmet chef-catered lunch B)Network with other successful investors. C) Gain (nearly) FREE admission when you register today! This event may not come around again and it will not be recorded. We have less than 15 seats remaining. Want to build your wealth in 2023 and beyond? Register for Alternative Investments Symposium today. 🏠

📅 SAVE THE DATE I'm thrilled to share an event that's a must-attend for all value investing enthusiasts! We are delighted to announce that our 2024 Value Investing Conference will be held on April 10, 2024, in Toronto, Ontario, Canada. Embracing Benjamin Graham's Legacy: The mission of the Conference is to pay tribute to the pioneering work of Benjamin Graham by upholding the timeless principles of value investing. We are committed to empowering participants with insights into the diverse methods employed by practitioners and to nurture academic research and study in the area of value investing. Learning and Networking Opportunities: No matter if you're an individual investor, a seasoned professional, or an executive in the investment management or financial services industries, our Conference provides a platform to explore, discuss, and deliberate on the principles, practices, and diverse applications of value investing on a global scale. It's a unique opportunity to engage and connect with experts and enthusiasts alike, sharing knowledge and experiences. Value Investing in a Global Context: We believe in value investing as a universal concept. As we gather in Toronto, investors from around the world will unite to explore its vast potential and discuss how it resonates across different markets and cultures. REGISTRATION DETAILS Mark your calendars! Registration for this event will officially open on October 30, 2023. Stay tuned for upcoming updates, including the announcement of our distinguished lineup of Keynote and Value Investor Panel speakers, as well as the complete agenda. #BGCVI #ValueInvesting #InvestmentConference #InvestmentStrategies #BenGraham #NetworkingEvent #TorontoConference

🌟 Dive into Finance: Investment Week & Symposium 2024 – The Premier Investment Event of the Benelux 🌟 Are you poised to delve into finance and M&A? Join us at Investment Week, the largest professional investment event in the Benelux, brought to life by the B&R Beurs Student Investment Society and the Financial Study Association Rotterdam (FSR). Unlock exclusive access to the financial industry's elite sectors. Here's what's in store for an unprecedented week: 💡Renowned Speakers: Gain insights from the forefront of finance, led by distinguished thought leaders. 🧩Prestigious Caseholders: Tackle intricate cases set by some of the most esteemed firms in the industry. 📖 Expert-Led Workshops: Delve into strategies with asset managers, hedge funds, investment bankers, and private equity experts. 🔧Showcase Your Skills: Present your analytical prowess to top equity managers and analysts. 📚Knowledge Expansion: Deepen your understanding of trading and investment in an ever-evolving landscape. Investment Week's flexible program lets you dive into specific financial areas or explore a breadth of fields to find your niche. Meet the IW&S team dedicated to creating this experience for you. We're excited to welcome you and explore the future of finance together. Chair: Veerle de Jonge Secretary/Treasurer: Thijs Bout Marketing: Lex Helmer Logistics: Sander Kes & Fleur Ruiter Financial Study association Rotterdam (FSR) B&R Beurs Erasmus Investment Society Noralie Pareau Dumont Luc Boender Robert Jr. Collignon Feline Schipper 👉 #InvestmentWeek | #Finance | #Networking | #ProfessionalGrowth | #FSR | #BnRBeurs | #Investing As thrilled as we are? Circle the dates and join us for a transformative experience in finance. Stay tuned for more updates, and get ready to be inspired. 🔗 For more details, visit www.investmentweek.nl

Shaping Europe's Future 🤝   The Inaugural Conference of the “Centre for European Transformation” at Frankfurt School of Finance & Management (with the generous support by DWS Group) was a resounding success, marked by fascinating discussions, impactful networking, and the laying of a solid foundation for future collaborations that will help shape the course of Europe's transformative journey.   The establishment of this centre is a critical step forward, merging the rigors of academic research with the practical insights of industry expertise, creating a unique nexus for dialogue and development in a key European financial hub.   These are our key learnings: 👇   #EuropeanTransformation #NeverStandStill #GetInvolved

225 investors, 25 students, 9 breakout panels, 6 research papers, 4 keynotes, and one CIO roundtable: the Alternative Investments Conference is this Thursday. * Mapping Private Equity’s Gender Gap - Michael Ewens * Building Data-Driven Private Investment Businesses - Drew Conway, Two Sigma * New Evidence on Private Capital Returns and Risks - Ashley Lester, MSCI Inc.; MSCI Private Capital Solutions * Hotter Days, Power Plays, and the Conflict Maze - Michelle DiGruttolo Although we're completely sold out this year, please get in touch if you'd like to be added to our registration list for 2025. - with Gregory Brown; Sarah Franks; Melissa Waller; Dorothy Hibbard; Brooke Dever

Summer Investment Trends: Unlocking Opportunities 🌞 Summer is typically a quieter time for investors, with many taking a break and enjoying the season. However, according to our Investor relations manager Karolina Žuravliova, this can actually be a prime opportunity to enhance your returns. She believes that summer period can be a great opportunity to review investment strategy, evaluate new investment opportunities, and decide on future steps. Find more about investment opportunities and challenges during the summer season in an article by Verslo žinios. The link is in a comment below. #SummerInvesting #InvestmentOpportunities #InvestorTips #InvestmentStrategy #FinancialPlanning #InvestmentChallenges #InvestSmart #InvestmentReturns

📣 Exciting News! Join Us for the G H Raisoni University Investor Awareness Program! 📈💼 Dear LinkedIn Community, I'm thrilled to share a fantastic opportunity for all students and aspiring investors! G H Raisoni University is organizing a dynamic Investor Awareness Program that you won't want to miss. 💰🚀 Date: 12 Oct to 20 Oct 2023 Time: 11:00 AM to 03:00 PM Location: G H Raisoni University Campus-Seminar Hall, In today's rapidly changing financial landscape, understanding the principles of investing, financial planning, and wealth management is crucial. Whether you're a finance enthusiast or new to the world of investments, this program is designed to empower you with the knowledge and skills needed to make informed financial decisions. Here's what's in store for you: 📊 Insightful Workshops: Gain practical insights into stocks, bonds, mutual funds, real estate, and more. 🧠 Expert Speakers: Learn from industry professionals and financial experts who'll share their wisdom and experience. 📈 Interactive Sessions: Participate in hands-on activities and case studies to apply what you've learned. 💡 Networking Opportunities: Connect with like-minded individuals, including fellow students and financial experts. This program is your gateway to financial empowerment and making smart investment choices. Whether you're planning for your future or seeking to enhance your financial literacy, our program has something valuable for everyone. Please share this post with your network, tag friends who may be interested, and stay tuned for registration details and further updates. Let's embark on this journey toward financial success together! #InvestorAwareness #FinancialLiteracy #G H Raisoni University #InvestmentEducation #FinancialEmpowerment

In Dutch Mendenhall's career as a consultant, he learned an important lesson: Many industry leaders don’t do it for the right reasons. He'd see hundreds of people attend seminars and never make a single dollar from it. Dutch wanted to change that. In the years after, he worked with and spoke to many of his students, asking them what he needed to do to help them make that deal. When they told him their answer, it changed his perspective on everything. Hear what they said in this video. https://loom.ly/LzzCvoM Get your tickets to the next Invest Wealth Summit: https://lnkd.in/eTquhBye -- This event is hosted by TheRAD™. Content, including articles, videos, and webinars, is intended solely for informational purposes and should not be construed as financial, investment, or legal advice. We do not guarantee third-party content's accuracy, completeness, or reliability or endorse any specific products or services mentioned herein. Compensation or affiliate relationships with the mentioned companies will not influence our content, which aims to provide objective information. Forward-looking statements may be included, subject to change, and carry inherent risks. If you have questions or concerns, please contact us at info@investwealthsummit.com.

We are nearly sold out for next week's CIO Alternative Investments Summit, November 29th at the historic New York Athletic Club. Make plans to register and join our closing CIO Perspectives Panel, moderated by Ziad Sarkis, Director of Financial Research at the Harris Family Alternative Investments Program, The Wharton School and boasting a remarkable lineup of industry experts: Peter Ammon, Chief Investment Officer, University of Pennsylvania Elizabeth Hewitt, Chief Investment Officer, Alfred P. Sloan Foundation Jim Smigiel, Chief Investment Officer, SEI Nicholas Warren, Chief Investment Officer, Glenmede The focus will be on dissecting the current geopolitical and macroeconomic trends and their impact on investment portfolios. This discussion is especially crucial in today's globally interconnected market environment. Don’t miss this opportunity to gain a deeper understanding of these critical issues and network with leading minds in the industry. Please follow the link below to view the day's agenda and to register:  https://lnkd.in/eTmYJQBa #wharton #kellogg #geopolitics #macroeconomics #alternativeinvestments #assetallocation #penn