800 Fulton ’s Post

🎯𝐌𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐝! 𝟓𝟎 𝐅𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬 𝐒𝐭𝐫𝐨𝐧𝐠💪! We're thrilled to celebrate reaching 50 followers on LinkedIn! Thank you to everyone who's joined our community so far. To mark this occasion, we'd like to give back to our amazing audience! We're offering our expertise to 𝟑 𝐥𝐮𝐜𝐤𝐲 𝐩𝐞𝐨𝐩𝐥𝐞🎉 for: 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞🤑: Need help navigating the investment landscape? Let us guide you! 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐨𝐝𝐞𝐥𝐢𝐧𝐠 & 𝐕𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐑𝐞𝐩𝐨𝐫𝐭📈: Want a clearer picture of a company's potential? We'll create a detailed financial model. 𝐌𝐮𝐭𝐮𝐚𝐥 𝐟𝐮𝐧𝐝 𝐫𝐞𝐩𝐨𝐫𝐭🏦: Unsure which mutual fund is right for you? We'll provide a personalized report. 𝐇𝐞𝐫𝐞'𝐬 𝐡𝐨𝐰 𝐭𝐨 𝐞𝐧𝐭𝐞𝐫: 1. 𝐋𝐢𝐤𝐞❤️this post. 2. 𝐂𝐨𝐦𝐦𝐞𝐧𝐭✍️ below with your biggest financial question. 3. 𝐒𝐡𝐚𝐫𝐞📤 this post with your network. 𝐅𝐢𝐥𝐥 𝐭𝐡𝐢𝐬 𝐟𝐨𝐫𝐦 𝐀𝐒𝐀𝐏: https://lnkd.in/gAvQZCfD We'll randomly select 𝟑 𝐥𝐮𝐜𝐤𝐲 𝐟𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬. Don't miss out on this chance to get valuable financial insights! 𝐏.𝐒. Haven't connected with us yet? Let's change that! Click the "𝐅𝐨𝐥𝐥𝐨𝐰" button to join our growing community. #finance #investing #financialmodeling #mutualfunds #giveaway #financialadvice #community #Blackfordcapital #InvestmentTips #FinancialFreedom #WealthManagement #InvestmentPlanning #StockMarket #InvestingGoals #FinancialGrowth #PersonalFinance #MoneyMatters #FinanceCommunity #PortfolioManagement #MarketAnalysis #InvestmentStrategies #GrowthInvesting #FinancialPlanning #StockAnalysis #FinanceTips #WealthCreation #FinancialAdvisor #InvestmentOpportunities #MoneyManagement #FinancialEducation #FinanceExperts #FinanceGoals #InvestmentSuccess #FinancialServices #SmartInvesting #FinanceJourney #InvestmentInsights #InvestmentAdvice 𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫 : 𝐍𝐨𝐭 𝐒𝐄𝐁𝐈 𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫𝐞𝐝

After interviewing 1,329 self-made millionaires and billionaires since 1984, one of the lessons they taught me was how to earn solid gains in equities and transfer the profits to safe havens. And then rinse, wash and repeat. This is a moderate risk growth strategy that bolsters your portfolio while simultaneously allowing you to sleep through the night. The first step is to learn how Wall Street works, and I explain in this video. #personaldevelopment #howrichpeoplethink #criticalthinking #mentaltoughness

We cannot be more pleased to learn from Mark Higgins, CFA, CFP® and Michelle Seitz, both legends, about the “Wall Street’s Forgotten Queen” and how Hetty Green’s investing principles are evergreen! Thank you to two terrific organizations for co-producing this webinar: 100 Women In Finance and Financial Women of San Francisco. 👇 Join us!! 👇 Mimi Mengis Carolina De Brigard #womenininvestments #womeninvestors #investmentprinciples

Get to know Oaktree Capital Management, L.P.s new co-CEOs, Armen Panossian and Robert O’Leary 👉 https://lnkd.in/etg5eSzx In this Insights video, they discuss their first jobs, their favorite Howard Marks quote, when their alarms go off in the morning, and much more.

There's an art to investor letters that goes beyond balance sheets and portfolio picks. Giverny Capital Inc annual letter is a masterstroke I look forward to each year. It’s a showcase of humility and education, designed not just to inform, but to build a bridge of trust through transparency and long-term vision. What truly sets it apart is the individual flair. In their delightful tradition, artwork adorns the cover, the "podium of errors" humbly spotlights mistakes, and straightforward analysis sheds light on key holdings. Such candour is a cornerstone of true insight. I'm drawn to Giverny's values: treating clients as partners, as equals, with the fundamental belief that their money should be managed as meticulously as their own. It’s an ethos that resonates with me deeply, reinforcing that the true measure of investment success is as much about character and principles as it is about percentages and profit. This year’s letter holds a special significance, marking the 30th anniversary of the Rochon Global Portfolio. It's a momentous occasion that reflects on past achievements and exemplifies the spectacular effects of consistent investing over time. Decades of disciplined strategy, patience, and adaptability are captured in these pages, offering an instructive and inspiring narrative. #InvestorLetters #Communication #InvestmentPhilosophy

In one of our recent LP Perspective interviews, Daniel Kylander, a member of the Church Commissioners for England’s Private Equity Investment Team, shared valuable insights on some of the most common brand missteps that GPs make. He highlighted a recurring phenomenon: rapid team expansion, significant fund size growth, or shifting a mandate’s core geographic or sector focus. His key takeaway? It’s better to understand your expertise and avoid becoming a "jack of all trades, master of none." Read the full interview by clicking the first link in the comments below. #privateequity #marketing

Want to know what real estate is trading and what’s happening with the Tampa Bay market, check out the “What’s Happening in Tampa Bay Newsletter” by Matthew Spratley #cre #tampabay

Nigel Dawn on the growing secondaries market: History, benefits for LPs and GPs, and more. In a recent episode of Capital Allocators, host Ted Seides discusses the growing secondaries market with Nigel Dawn, Global Head of Private Capital Advisory at Evercore. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/dMEmh_Mf

This week I listened to Howard Marks' Oaktree Capital Management, L.P. Memo titled "The Folly of Certainty". It is a must listen for any business owners or those in the acquisition space. A couple of key points: 1. Predicting the future is folly. 2. Basing any decisions on a predicted future is asking for trouble. Howard used the comment by Biden's campaign manager prior to the debacle of a debate with Trump where she unequivocally said "Biden will win". No caveats. Just certainty. This not only turned out to be wrong but catastrophically wrong given his withdrawal from the race. Notwithstanding the constant reminder that predictions about the future or forecasts are almost always fraught with danger, our society and especially the markets love this forward looking folly. It reminded me of the warning in the biblical parable in Luke 12 where the rich farmer relies on the future forecast to make decisions which ultimately are meaningless as he dies without seeing any fruit from his labour. There is a certain futility to forecasts that should be understood and a certain utility to the reader of a forecast that can demonstrate, by virtue of assumptions and caveats, as to the capability of the forecaster. I am going to suggest the forecast reveals much more about the forecaster than it does about the subject of the forecast in most cases. #businessgrowth #forecast #oaktree #capitalmanagement

🌟 Upcoming Luncheon: December 4th 🌟 The Boston Economic Club is excited to host a fireside chat with Professor John Coates of Harvard Law School, who will explore the themes of his latest book, 'The Problem of Twelve: When a Few Financial Institutions Control Everything.' In this thought-provoking discussion, moderated by Patrick Donlon, CFA, CAIA, CFP of Fiduciary Trust Company, Professor Coates will unpack the profound shifts reshaping American capitalism: ➡️ The concentration of corporate voting power in the Big Four index funds—Vanguard, State Street, Fidelity, and BlackRock—holding sway over more than 25% of the votes in nearly all listed companies. ➡️ The rise of the Big Four private equity firms—Apollo, Blackstone, Carlyle, and KKR—amassing $2.7 trillion in assets, taking companies private, and removing them from public accountability. This quiet but transformative evolution has far-reaching implications for our economy, society, and governance. With high attendance expected, this will be an incredible way to close out the 2024 luncheon season. We’re thrilled to bring our members together for such a timely and impactful discussion and look forward to carrying this momentum into 2025. #BostonEconomicClub #FinancialInnovation #CorporateGovernance #AmericanEconomy #PrivateEquity #IndexFunds