Sun Capital Partners, Inc.’s Post

One year ago, a newly launched Breakwater Capital Markets team made its debut at the IR Magazine Awards Dinner. Tonight, we are back and what a difference a year has made! What hasn't changed: our focus on elevating the IRO. If you are at the event, look for Mark Hayes at the Breakwater table or reach out after at mark@breakwaterstrategy.com. We would love to share more about how Breakwater #CapitalMarkets can help transform your future. #BWSCapitalMarkets #ElevateYourValue #investorrelations

Find out more about how Zephyr can help financial advisors adapt to changing client expectations and investment objectives as we come up to the great wealth transfer!

#CitywireMilan 📢 𝐖𝐢𝐭𝐡 𝐚𝐥𝐥 𝐭𝐡𝐞 𝐬𝐩𝐞𝐚𝐤𝐞𝐫𝐬 𝐜𝐨𝐧𝐟𝐢𝐫𝐦𝐞𝐝 𝐚𝐧𝐝 𝐧𝐞𝐚𝐫𝐥𝐲 𝟒𝟎 𝐟𝐮𝐧𝐝 𝐬𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 𝐫𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝 𝐭𝐨 𝐚𝐭𝐭𝐞𝐧𝐝, 𝐰𝐞 𝐚𝐫𝐞 𝐫𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐨𝐮𝐫 #CitywireMilan... 𝐨𝐮𝐫 𝐥𝐨𝐧𝐠 𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐈𝐭𝐚𝐥𝐢𝐚𝐧 𝐡𝐚𝐥𝐟 𝐝𝐚𝐲 𝐞𝐯𝐞𝐧𝐭 𝐚𝐧𝐝 𝐬𝐢𝐧𝐜𝐞 𝟐𝟎𝟎𝟖, 𝐭𝐡𝐞 𝐛𝐞𝐬𝐭 𝐚𝐧𝐝 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐨𝐟 𝐭𝐡𝐢𝐬 𝐤𝐢𝐧𝐝 𝐢𝐧 𝐌𝐢𝐥𝐚𝐧!!  📌𝐀𝐧 𝐢𝐧𝐭𝐞𝐧𝐬𝐢𝐯𝐞 𝐦𝐨𝐫𝐧𝐢𝐧𝐠 𝐨𝐟 𝐦𝐞𝐞𝐭𝐢𝐧𝐠𝐬 𝐰𝐢𝐭𝐡 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬 𝐫𝐮𝐧𝐧𝐢𝐧𝐠 𝐚𝐝𝐢𝐯𝐞𝐫𝐬𝐞 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐫𝐢𝐠𝐡𝐭 𝐚𝐜𝐫𝐨𝐬𝐬 𝐦𝐚𝐣𝐨𝐫 𝐚𝐬𝐬𝐞𝐭 𝐜𝐥𝐚𝐬𝐬𝐞𝐬, 𝐫𝐞𝐠𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐬𝐭𝐲𝐥𝐞𝐬: ✔ US Equity ✔ Global Multi-Theme Equity ✔ Global Multi Asset – Growth ✔ European Credit ✔ EUR Subordinated Bond 🔴 But that’s not all! Following the success of past editions, #CitywireMilan will feature a new and exclusive 𝐒𝐄𝐋𝐄𝐂𝐓𝐎𝐑 𝐇𝐀𝐑𝐃 𝐓𝐀𝐋𝐊: ”𝐒𝐢𝐧𝐧𝐞𝐫𝐬 𝐯𝐬 𝐒𝐚𝐢𝐧𝐭𝐬, 𝐄𝐒𝐆 𝐫𝐞-𝐞𝐧𝐠𝐢𝐧𝐞𝐞𝐫𝐞𝐝? ”𝐓𝐡𝐞 𝐯𝐢𝐞𝐰 𝐟𝐫𝐨𝐦 𝐌𝐢𝐥𝐚𝐧… 👉Chaired by Andrea Di Giorgio Fund Selector and Advisory Portfolio Manager at Euromobiliare Advisory SIM, 𝐨𝐧𝐜𝐞 𝐚𝐠𝐚𝐢𝐧 𝐰𝐞’𝐥𝐥 𝐡𝐚𝐯𝐞 𝐨𝐧 𝐬𝐭𝐚𝐠𝐞 𝐟𝐮𝐧𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 𝐛𝐨𝐨𝐬𝐭𝐢𝐧𝐠 𝐚 𝐜𝐨𝐦𝐛𝐢𝐧𝐞𝐝 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐨𝐟 𝐬𝐞𝐯𝐞𝐫𝐚𝐥 𝐝𝐞𝐜𝐚𝐝𝐞𝐬 𝐢𝐧 𝐟𝐮𝐧𝐝 & 𝐦𝐚𝐧𝐚𝐠𝐞𝐫 𝐬𝐞𝐥𝐞𝐜𝐭𝐢𝐨𝐧! All panellists will be revealed shortly, stay tuned!   🔴 𝗝𝗼𝗶𝗻 𝘂𝘀 𝗶𝗻 𝐌𝐢𝐥𝐚𝐧! To attend please contact Ilaria Ragno iragno@citywire.it and Margherita Caldararo mcaldararo@citywire.it   #CitywireItalia #CitywireSelector #fundselection #citywire #assetmamagement #mutualfunds #investmentmanagement #assetallocation #portfoliomanagement #assetmanagers #fundmanagement #fundmanagers #investements

🚀 Asset-based credit investing is on everyone's radar! 🚀 We're witnessing a strong trend as investment firms ramp up their focus on private credit markets. Some are creating new teams internally to deploy capital, while others are expanding through strategic acquisitions. Blue Owl Capital ($174bn AUM) acquiring Atalaya Capital Management ($10bn AUM) is a prime example of the latter. As firms strategically position themselves to capitalize on these opportunities, asset-backed credit investing is set to continue its upward trajectory. 📈 Get in touch with me to learn how investors are using technology to generate alpha in asset-based credit markets. #PrivateCredit #AssetBackedDebt #AssetBasedFinance #FinanceTrends

Women are going to control the majority of financial asset by 2030, so it's important to understand how women's #investment objectives and style differ from men's. In recognition of Women's History Month, I took a look at some of the top performing women-owned asset management firms and PSN Top Gun award winning women-managed #SMAs #womenshistorymonth #financialadvisors #wealthtransfer

Responsible investing has evolved from a niche to a mainstream practice, leading to a more sophisticated approach from investors and advisers in their portfolio choices. Learn from Greg Liddell, director of responsible investments at Betashares, about the growing universe of thematic exposures that investors may choose from to earn a return on their investments while addressing environmental issues. Don’t miss out! Sign up for a FREE copy today: https://bit.ly/3U1idQ4 #Betashares #ESGInvesting #ESGPortfolio #ResponsibleInvestments #InvestmentManagers

Responsible investing has evolved from a niche to a mainstream practice, leading to a more sophisticated approach from investors and advisers in their portfolio choices. Learn from Greg Liddell, director of responsible investments at Betashares, about the growing universe of thematic exposures that investors may choose from to earn a return on their investments while addressing environmental issues. Don’t miss out! Sign up for a FREE copy today: https://bit.ly/3U1idQ4 #Betashares #ESGInvesting #ESGPortfolio #ResponsibleInvestments #InvestmentManagers

You'll never be successful unless you can define who you are, what your role is, and the associated responsibilities. Here are some reasons why I think our team can execute on so many transactions every year. Leveraging capital, technology, and labor for mutual benefit has been game-changing. #cre #commercialrealestate #industrialrealestate #floridarealestate #floridabroker #cretrends #LarryG 

Dividends Welltower 💎 Welltower announced a quarterly dividend to common shareholders of $0.61 per share, in line with previous. 📈 Forward dividend yield 2.92% 🗓️ Payment date: November 22nd for shareholders of record on November 14th. 🗓️ Ex-Dividend date: November 13th Welltower Inc. is a real estate investment trust, or REIT, that is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties. * The information does not constitute financial or investment advice and is for information purposes only. #dividends #passiveincome #investments #realestate #stocks

Responsible investing has evolved from a niche to a mainstream practice, leading to a more sophisticated approach from investors and advisers in their portfolio choices. Learn from Greg Liddell, director of responsible investments at Betashares, about the growing universe of thematic exposures that investors may choose from to earn a return on their investments while addressing environmental issues. Don’t miss out! Sign up for a FREE copy today: https://bit.ly/3U1idQ4 #Betashares #ESGInvesting #ESGPortfolio #ResponsibleInvestments #InvestmentManagers