SCO Family of Services’ Post

Great panel discussion on a critical topic for firms considering raising capital for the first time.

Exciting news for Future Asset! It's great to witness the wave of positivity surrounding FA at the moment and the anticipation for what lies ahead!! #IAmAnAsset #BudgeUpDave #womweninfinance #investmentmanagement

Aoifinn Devitt asked Kristina Blaschek if she has any challenges that she learned lessons from during her career so far as Director of Business and Technology within the Investment Management division at William Blair- based in Chicago. Listen to the whole episode by clicking the link! https://lnkd.in/eQ9W_Cmz #IT #investment #leadership #finance #investmentmanagement #wealth #technology

Chicago is one of the most expansive family office markets in the world, and Duchossois Capital Management are one of the most sophisticated. An interesting article in Bloomberg on the family's latest generational leadership transition and philanthropic activities. The Duchossois family were formerly the largest shareholder of the legendary Churchill Downs Incorporated, owner of the racetrack famous for hosting the #KentuckyDerby, but has been selling shares back to the company. Duchossois also has done business with private equity, selling Chamberlain Group to private equity giant Blackstone in a 2021 deal valuing the maker of garage-door openers at about $5 billion. They also have THE DUCHOSSOIS FAMILY FOUNDATION whose assets totaled about $158 million at the end of that year. The #foundation gave to a number of local #schools, #museums and #causes including the University of Chicago, the Field Museum, a Chicago #food bank and a network of Chicago-area after-school programs called After School Matters. Launched in 2013, Duchossois Capital Management has more than a dozen staff and invests in private equity, real estate and equities, and its CIO is a former Cambridge Associates executive. #chicago #familyoffices #institutionalinvestors #alternativeinvestments #privatemarkets #privatequity #sports #racing #churchilldowns #midwest #familybusiness #capitalmarkets #allocators #philanthropy #socialimpact #education

Building on the trends of recent years, private market investments are now the largest-held asset class for North American family offices. Learn more from the North American Family Office 2023 report by RBC, in partnership with Campden Wealth. https://lnkd.in/gaRaTAwx

Net inflows halve at St James's Place, but funds under management grow 🪙💼 Cirencester-headquartered St James's Place has seen net inflows halve dropping to £5.12 billion from £9.78 billion. But closing funds under management grew 13.4 per cent, up to £168.2 billion. Mark FitzPatrick, St James's Place new Chief Executive Officer, said: "I am pleased to report that SJP's new business performance has remained robust during the final quarter, with our advisers attracting £3.7 billion of new client investments to the business." "This rounds out a solid year in which we achieved £15.4 billion of total gross inflows and £5.1 billion of net inflows despite a difficult industry backdrop. Annual retention rates remain very strong at more than 95 per cent..." Continue reading... https://lnkd.in/eKdMDArU #finance #management #leadership #growth #businessnews #businessintelligence

NYC CFOs and finance leaders! Join us next Wednesday for a discussion on the CFO's Role in Raising Venture Capital and Private Equity. Registration details below

What happens when you bring 15 DEI Leaders in Private Equity funds into one room? Well, I cannot tell you exactly what happened #ChathamHouseRule 🤫. What I can say is that it was an incredibly refreshing and honest discussion. During my journey in Private Equity, I have met some exceptional leaders and allies who have inspired me. To thank a few: Jenny Collins, Laura Morrill, Lauren Edison, James Squires, Maria Orlowski, tandem of Eva Vogt & Lindsay Davis, Stephen Roberts and many more. Like many things, DEI is a journey, not a destination, and it's so valuable to have peers to turn to.  Do you have your DEI peer group or champions? Tag them here to thank them if you like.  #privateequity #diversityequityinclusion

Dropping facts and… fashions? Follow Commonwealth Wealth Management for more of our antics, as well as our insights into all things #wealthmanagement 🥳🤠