Tom Brigandi, CFA’s Post

The National Investment Center for Seniors Housing & Care (NIC) Fall Conference is always a favorite because it gives us the chance to interface and connect with other industry leaders, including owner-operators, investors, and finance companies. Shep Roylance, George Bingham, and Jack Osteen attended this year's conference. Read the recap here and reach out to schedule time to connect and discuss upcoming opportunities: #SeniorLiving #AssistedLiving

Thank you, Wendy Webber Nelson, PhD, for the opportunity to discuss the implications of the unintended consequences of the IRA with this group of superstars. Mark Spring, Dina Lynch, Jayson Punwani, Leigh Ann Bruhn, thank you for the fantastic discussion! The development strategy of an asset and the approach to lifecycle management is more critical than ever. We’re here to help you get it right. Halloran Consulting Group, Inc. - Life Science Insights. Life Changing Impact.

Why settle for outdated tactics when the future of M&A is evolving? Meredith Beuchaw, Partner at Lowenstein Sandler LLP, is set to redefine your M&A playbook at the M&A Science Fair. Her session on "Recent Deal Term Trends" will provide you with the latest strategies to navigate the complexities of modern M&A. Expect cutting-edge insights into the latest trends in deal terms, from valuation metrics to negotiation strategies. Learn how deal terms have evolved in response to market volatility, what the emerging best practices in M&A negotiations are, how you can adapt your strategies to align with current trends, and what pitfalls to avoid in modern M&A. The M&A Science Fair is a collaborative experience where the best minds in the industry come together to share, learn, and co-create solutions. We're thrilled to have the support of VRC (Valuation Research Corporation), our Gold Sponsor, in this endeavor to advance the M&A industry. 🔗 Secure Your Spot & Take Advantage of Our Early Bird Discount #mergersacquisitionsdivestitures #MAScienceFair2023 #dealtrends

🌟 Exciting Update from the Bayer & Associates Team! 🌟 Recently, Brett traveled to Atlanta for the LPL Navigate and Thrive Conference, and we can't wait to give you a glimpse into his experience! 🚀 The conference proved to be an extraordinary gathering, featuring outstanding speakers who shared priceless insights poised to elevate our financial strategies to new heights. Brett said it was one of the best conferences that he has attended in recent years, and we're buzzing with anticipation about the wealth of knowledge he's bringing back to our team! 🐝 🔍 In an exclusive learning environment of around 100 advisors, Brett actively participated in engaging discussions, exchanged ideas, and connected with industry leaders. It was networking at its finest! 🤝 🌐 The conference wasn't just about staying up on of the latest financial trends; it was also about cultivating a strong community of advisors committed to excellence. Brett's attendance further reinforces our dedication to providing you with the best in financial guidance and strategies. Stay tuned for the exceptional insights and innovative strategies Brett acquired at the conference, as we continue our mission to skillfully and wholeheartedly tailor these learnings to navigate your unique financial journey. P.S. With the conference being an action-packed three days in Atlanta, Brett was so immersed in learning that he didn't get many photos, but we promise the insights he gained are worth the excitement! 📚✨ #BayerandAssociatesLLC #FinancialWisdom #LPLNavigateandThriveConference #BrettInAtlanta #FinancialInsights #NetworkingExcellence #InnovationInFinance #ExclusiveLearning #BrettSharesKnowledge #TailoredFinancialStrategies #FinanceCommunity #ActionPackedLearning #LPLNavigateSuccess #FinancialExcellence

Stacked agenda for the premier investment conference of the year! Global thought leaders in alternative asset management & allocation, innovators and policy makers… Who are you looking forward to connecting with?

An interesting perspective on the private equity industry.

What a week it’s been! 🚀 We just wrapped up interviews with six incredible managing partners from some of the top private equity firms out there. Each conversation was a deep dive into the brains behind the big moves in PE, and let us tell you, the insights were gold. From discussing the pulse of the market to uncovering the strategies that keep them ahead, every chat was a masterclass in navigating the complexities of private equity and how firms are finding success in the current market. Stay tuned – We’ll be sharing some key takeaways and maybe even a few behind-the-scenes moments. If you’re as fascinated by the PE world as we are, you won’t want to miss what’s coming! Big shoutout to these leaders for sharing their time and wisdom. Here’s to learning from the best and pushing the industry forward, together. 💼🌟

At Robertson Stephens, we force capital to compete for risk adjusted returns across 13 distinct asset classes. Stuart Katz and our Investment Office team have deep experience in each that allows us to risk assess and underwrite both Public and Private strategies on behalf of our clients. #alternatives, #realassets, #wealthmanagement, #fiduciary

Get some support to ensure you execute your great ideas

Last week, RPIA had the privilege of hosting the Rising Gen Forum alongside Northwood Family Office and Northleaf Capital Partners. This event featured inspiring keynote speakers and engaging panel discussions designed to empower and educate the next generation on financial wellness. Panelists Gregory Nott, Editte Malile, and Todd Papau, shared their expert views on trends and themes observed among next-gen clients in the today's investing landscape. Editte, our Head of Client Relations, highlighted the unique characteristics of the younger generation of investors that are shaping our future. Swipe to the next slide to see her insights. We believe in the importance of events like these, equipping our future leaders with the knowledge and skills necessary to navigate the world successfully.  #RPIA #financialliteracy #investing #NextGen #futureleaders #financialeducation