Adams Wealth Advisors’ Post

We are thrilled to present our featured opening panel discussion at the 3rd Annual Alternatives in Wealth Management Forum, taking place on March 4-5, 2025, at The Joule in Dallas, Texas. Register now - http://spr.ly/6045QFwoL Panel Discussion: CIO Perspective: Weeding through the Alternative Manager Universe: Finding Winners that Aren’t in the Top Quartile Join us for an insightful session featuring a distinguished panel of Chief Investment Officers as they share their forward-looking perspectives on navigating the complexities of the current industry. As the alternatives market continues to expand, wealth managers face the challenge of selecting the best investments in a rapidly growing universe of asset managers. Key Discussion Points: - How do wealth managers find high-performing alternative investment managers outside the traditional top quartile? - With capital saturating the market, can only the largest managers access the most lucrative deals? - Do managers outside the top quartile have leverage to negotiate favorable terms, disadvantaging smaller or emerging managers? - How can wealth managers allocate to best-in-class investments in a potentially overcrowded space? - Are there hidden gems in the alternative space, and how are wealth managers discovering them? Moderator: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Global Content Strategy, CAIA Association Panelists Include: Sylvia S. Kwan, CFA, CAIA, Chief Investment Officer, Ellevest Cameron Dawson, CFA, Chief Investment Officer, NewEdge Wealth Eric W. Bennett, CPA, CFA, Chief Investment Officer, Tolleson Wealth Management Brian Heider, CFA, CAIA, Senior Director of Investments, Partner, True North Advisors Register now to secure your spot at this essential event - http://spr.ly/6045QFwoL! Spots are filling up quickly, so don’t miss out on the opportunity to gain actionable insights that will enhance your clients' alternative asset portfolios. #AlternativesInWealthManagement #CIOPanel #InvestmentManagement #WealthManagement #AlternativeInvestments #CAIA #Finance #Networking #DallasEvents #InstitutionalInvestor

I am incredibly humbled to be named one of the Best Wealth Managers & Advisors Under 40 in the USA | Rising Stars. This recognition is a testament to the support and trust of my clients, team, and mentors. Reflecting on my journey, I often ask myself, "How do I continue to serve?" Wealth management became my path because I wanted to work closely with individuals and families, building meaningful relationships. As I shared in the article, "I wanted to be more interpersonal, working with individuals and families." The word "honor" resonates deeply with me. It's about living a life that those who have gone before us would appreciate. I've learned so much from seasoned advisors about cultivating relationships and truly serving clients. "I've learned from those older advisors how to cultivate relationships and how to make sure that I'm truly serving the client at the end of the day." One of the biggest assets I bring is mindset – the ability to listen and take a holistic overview. "You can see where they are today and where they want to go, and any gaps that you can fill from there." Our team embraces a one percent 'better every day' mentality, focusing on continuous improvement in knowledge, market research, and planning to provide the best service to our clients. Lastly, I believe in being accessible and responsive. "If we hear from a client that day, we might not be able to get back to them at that moment, but by the end of the day, we get back to them. We make sure that their needs and wants are serviced to the best of our ability." Thank you to everyone who has been part of this journey. Your support means the world to me. Here's to continuing to serve and grow together! #WealthManagement #Gratitude #ClientFirst #ContinuousImprovement #Honored 2024 InvestmentNews Rising Stars is based on the period from 07/1/2023 to 7/1/2024 and was released on 11/20/2024. Over 400 nominations were considered and 83 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award.

I am excited to announce that I have been recognized as a Best-In-State Next-Gen Wealth Advisor by Forbes and SHOOK Research. This award specifically recognizes wealth advisors under the age of 40 who have a long career ahead of them. In an industry where the average age of advisors is around 56, I am proud to be one of 61 advisors from Pennsylvania to make the list. In all, there were over 1,600 advisors recognized with this award nationally. #forbes #nextgenwealthadvisor #wealthmanagement #financialplanning #financialadvisor #forbesnextgen #business #stockmarket #investment

James Delaney's journey in investment management began over 13 years ago as an analyst delving into the realms of quantitative and fundamental analysis. However, it was his time working with seasoned fund manager, Sean Fenton that truly opened his eyes to the world of long short investing. James shares his belief in the effectiveness of long short investing and dispels misconceptions surrounding short positions. Contrary to popular belief, short positions need not be fraudulent to generate value; they serve as essential funding sources for long positions. When executed effectively, long short investing can yield stronger risk-adjusted returns by managing style tilts.   https://lnkd.in/gCPDdxkE #Investing #AustralianEquities

We are proud to announce that #SanctuaryWealth has been named a nominee in the InvestmentNews Awards 2024 Employer of Choice category! We’re so proud of our team and the important work they do supporting our #partnerfirms. Creating an environment of trust, empathy, opportunity and growth for our home office employees – one where they can thrive – is a privilege we embrace and a commitment we never forget. Learn more about Sanctuary at https://lnkd.in/g95drJUB. The InvestmentNews Awards are created by InvestmentNews. Excellence Awardees were announced in April based on data gathered from December 2023 to March 2024. An independent panel of judges will select winners, who will be announced at a June 20 ceremony. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of an advisor's future performance. Your experience may vary. https://hubs.li/Q02vS-s60 #SanctuaryDifference #PowerOfPartnership #FinancialServices #WealthManagement #FinancialAdvisors

We’re excited to welcome Altor Capital as one of our educational partners for this year’s PGW Professional Development Day! Altor Capital is a specialised alternative asset manager, focused on protecting the downside while positioning for upside growth. With a robust investment philosophy, Altor Capital delivers strategies designed to offer superior risk-return profiles compared to traditional asset classes. 🌐 Tom Cochrane, Associate Portfolio Manager at Altor Capital, will be joining us as a guest speaker. With extensive experience in corporate advisory, private credit, private equity, and public equities, Tom plays a key role in investment analysis and corporate advisory across Altor’s funds. He holds a Bachelor of Commerce and Economics from the University of Queensland and is a Chartered Alternative Investment Analyst (CAIA). Tom will be sharing his insights on "Australian Private Credit", highlighting key strategies to help advisers navigate the private equity space for their clients. At PGW, we support Altor Capital’s commitment to long-term wealth growth and disciplined investment strategies. Tom’s insights will provide attendees with practical knowledge to enhance their portfolio approaches and deliver value for their clients. 📈 We look forward to seeing how Altor Capital's approach will help drive dynamic growth as part of our 2030 Vision for financial advisers and their clients. 📊 #PGWPDDay2024 #AltorCapital #AlternativeInvestments #PrivateCredit #2030Vision #WealthManagement #FinancialAdvisers #PrivateMarkets #Markets #Investments

Brown Shipley’s parent company Quintet Private Bank and BlackRock are delighted to introduce The Rise of Generational Wealth: European Wealth Insights. Amidst the greatest transfer of private wealth in history, we believe that understanding generational drivers and differences is more crucial than ever for organizations that help individuals and families towards their wealth planning objectives. That’s why Quintet Private Bank are introducing this in-depth report, based on a proprietary survey of high net worth individuals in Belgium, Germany, the Netherlands and the UK. The survey was conducted on behalf of Brown Shipley’s parent company Quintet Group and BlackRock by Ipsos UK. The introduction of this report follows the signing of a 2023 cooperation agreement between Quintet and BlackRock and the launch earlier this year of the first in a series of Quintet multi-manager investment funds designed with BlackRock and available to clients of the Quintet group, including Brown Shipley clients. Download your copy of The Rise of Generational Wealth: https://ow.ly/9FFY50U4neG Investing puts your capital at risk. #WealthManagement #HNWIs #WealthSurvey

"As Chief Market Strategist, Talley Leger will also serve on The Wealth Consulting Group’s investment committee, helping to drive the firm’s strategic direction on market outlooks, model portfolios, and investment strategies." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

The UTS Anchor Fund team would like to thank Jonathan Shead, Head of Investments (Australia), State Street Global Advisors and Lillian Poon, Senior Portfolio Manager, State Street Global Advisors for delivering an exceptional and thought-provoking presentation on systematic equity investment strategies. Jonathan’s session provided an invaluable opportunity to explore the core concepts of #smart #beta, factor investing, and #ESG, seamlessly connecting academic research with industry application. His deep dive into #investment #themes left the team with actionable insights on current trends in portfolio construction. Lillian’s expertise in #portfolio #implementation shed light on the practical challenges and intricacies of managing large-scale portfolios. From navigating the complexities of high turnover in smart beta strategies to dealing with liquidity constraints and transaction costs, her session offered a behind-the-scenes look at the operational precision required for successful portfolio management. UTS Anchor Fund and UTS Finance Department extend their sincere gratitude to Jonathan Shead and Lillian Poon for their insightful presentation. A special thanks to Anthony Cao from State Street, and a former UTS Anchor Fund team member, for facilitating this session. #AssetManagement #SmartBeta #FactorInvesting #ESG #PortfolioManagement #PortfolioImplementation #UTSAnchorFund #ProfessionalDevelopment #Mentorship #FinanceIndustry #FinanceEducation

"Transforming Asset Allocation with Alternatives" I’m looking forward to moderating a great session today at the Wealth Management Convergence Conference, with two expert panelists: William Marr of Welton Investment Partners Tom Balcom, CFP®, CAIA, MBA of 1650 Wealth Management   We’ll explore how forward-thinking advisors distinguish their practices with alternative investments—seeking to provide clients with income, growth, and diversification in new and compelling ways. We’ll explore alts and clients: - How alts may help advisors attract and retain clients - Varied approaches to adding alternatives to client portfolios - Educating clients on alts We’ll also dive into alternative investing: - Building more resilient portfolios with alts - Using alts to complement stocks and bonds - Key aspects of due diligence - Risks in alts What do you think are the best practices for advisors incorporating alts into their practices? Thanks to the conference team: Don Friedman, CBDA, Ric Edelman, CBDA. Maribeth Bluyus Great to learn from some fine speakers at our event: Jenny Johnson, Tony Davidow, CIMA®, Brian Andrew, CFA, Jack Ablin, CFA, Joshua Gross, and many others! Conference website: https://lnkd.in/ezJS2kzc #TAYFCONVERGENCE #alternativeinvestments #alternativeassets #alternatives