Cantor Fitzgerald’s Post

Financial professionals, especially Portfolio Managers, tend to have very strong opinions when it comes to capital market assumptions. Why? Because it is how their firm believes future markets will behave, and those beliefs have a huge impact on their client’s actual future returns. At Caravel, we are agnostic about CMAs. But we do want to empower Portfolio Managers with tools that actually reflect how they view the markets. If this resonates with you, then start a free trial of CMPAS: Allocation today! https://lnkd.in/dJHnX-gP #financialadvising #financialplanning #fintech #financialsoftware #portfoliobuilding #portfoliomanager

According to AM Best, litigation funding—where hedge funds and other financiers invest in lawsuits for a cut of any settlement or judgment—has become a $20-$30 billion industry. https://lnkd.in/db9Mt4Yq 👈 In an all new InsurTalk, the founder and CEO, Sri Ramaswamy of Guidewire Software Insurtech Vanguard and 2023 Pitch Day competitor Charlee.ai casts a spotlight on how predictive analytics helps insurers level the battlefield. Listen now https://lnkd.in/db9Mt4Yq 👈

Sri Ramaswamy and Laura Drabik delivered a complete and timely podcast on P&C Litigation AI. One of the key factors in last week's disapointing inflation numbers was soaring auto insurance. Notably, the CPI doesn't include reference to two other escalating lines - home and commercial - the hardest hit by litigation. The industry is ready as Guidewire Software proactively arms P&C with litigation tech. Insurers reduce litigation expenses, and reinvest to tomorrow's transformational tech. Plaintiff attorney advertising, litigation funding, and plaintiff attorney AI will be neutralized with rapid innovation cycles in the Cloud. We must continue to deflate social inflation and defuse nucelar verdicts. We must continue to pursue resolution over litigation. Together as a connected ecosystem from FNOL to trial, we can bring shavasana 🧘🏻♀️ to claims (inside joke for those who listened all the way through!).

Join FloQast and Donnelley Financial Solutions (DFIN) experts on March 12 as they go over a practical guide to IPO readiness and review the key characteristics of building an agile function to support your journey. https://bit.ly/3OzmY04

📈📊 𝗧𝗮𝗸𝗶𝗻𝗴 𝗮 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗽𝘂𝗯𝗹𝗶𝗰 𝗶𝘀 𝗮 𝗺𝗮𝗷𝗼𝗿 𝗺𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 ...and understanding its key phases is essential for smooth execution. 1️⃣ 𝗜𝗣𝗢 𝗦𝘆𝗻𝗱𝗶𝗰𝗮𝘁𝗲 𝗙𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 Building the right syndicate is about balance. Too many book-runners can lead to redundancy and conflicting investor feedback. Stick to the golden rule: 3 book-runners for large deals, 2 for smaller ones. This ensures you get diverse, quality investor opinions without overlap. 📃 2️⃣ 𝗙𝗲𝗲𝘀 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 IPO costs can be a black box, but clarity is crucial. All fees — from legal to advisory — should be laid out transparently in the prospectus. And remember: the incentive fee isn’t a given. It should be tied to metrics like share price stability post-IPO and quality of shareholder base. This gives investors confidence that you're not just paying for access, but for long-term value. 💼 3️⃣ 𝗣𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝘂𝘀 𝗦𝗶𝗺𝗽𝗹𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 We all know the drill: lengthy, boilerplate-heavy prospectuses that bury key risks under layers of jargon. The path forward? Streamline the document. Focus on the most relevant information for investors, and reduce unnecessary details. The quicker they understand your value proposition, the better your IPO will land. 📑 4️⃣ 𝗧𝗵𝗲 𝗥𝗼𝗹𝗲 𝗼𝗳 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀 Sponsors are not just ceremonial participants — they ensure the issuer is ready for prime time. They verify the company's suitability for the Premium Listing segment and make sure regulatory boxes are ticked. Clear distinction between sponsor and book-runner roles helps avoid conflicts of interest, and strengthens the IPO process. 🔍 5️⃣ 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀' 𝗜𝗺𝗽𝗮𝗰𝘁 These external experts offer a fresh perspective, ensuring the issuer and syndicate are in sync. With the rise of independent advisors, IPOs are now more efficient and better tailored to the realities of capital markets. 🤝 Credit: TIA ____________ 🔔 Join The Dealmaker and Private Equity Bro for more. https://lnkd.in/d6tKDY9r ____________

Just to let you know, the contraction in your stock price is directly related to the contraction in your shareholder base. Understand why your stock is falling. The stock market is not rising and falling in small increments as usual but expanding or contracting rapidly. Your stock price reflects your shareholder base, which is contracting rather than expanding. (If you don't believe I am correct, then pull your shareholder count from a year ago and now. It's acquiring like your price.) Roadshows and Conferences are not the answer to reaching Wall Street’s financial professionals. Bankers, Funders, and Service Providers (...maybe), but Brokers and the most significant chunk of the retail market, No! There is no substitute for repeated, personalized, educated, and professional contact. The Acorn process provides access to long-term, sophisticated shareholders through their trusted advisors and Institutions. This also opens the door to capital appreciation, funding opportunities, and volume (the byproduct) for firms and clients. Acorn makes 3,000 outbound calls to Series 7-licensed Brokers and Investment Advisors monthly for every AMP client. These are 1-on-1, professionally designed presentations (specifically customized) for each client. You must understand why investors are not buying your company's projected value... https://hubs.ly/Q02kb5C30

Expense management is not a venture Ruslan Nikolaev (BCS ' 20) and Griffin Keglevich set out to build. Nor did they anticipate spending the first months at Velocity setting aside their technical acumen to spend time on customer discovery. But that is how Float was born. Today, Float serves over 3,000 corporate clients, including companies such as Neo Financial and Knix, helping finance teams save time and money. Read the full story in Momentum: https://lnkd.in/gNk3UR6n

It's just impressive and I say thank you. I'm really looking forward to my new role and the responsibility that comes with it. An incredibly competent, friendly and innovative LPA team has convinced me of the range of services. 🌐 As I have experienced over the last few years in the interaction between banks, insurance companies and asset managers, it is important to ensure that customer needs are met in every respect. 💯% Especially in terms of a smooth, quiet, efficient and therefore successful sales process. To be able to guarantee this, the latest regulatory requirements, efficient and process-optimised digital methods and systems must always be ensured. 🚀 🚀 🚀 LPA combines all of this, so I consider myself lucky and look forward to continuing to advise many well-known, trusted and existing partners and friends in their business in the future. #lpa #innovation #fintech #regtech #assetmanager #assetmanagement #digitaltransformation #riskmanagement #compliancemanagement #financialmarkets #blockchain #tokenization #cryptofunds

As the SPAC market regains momentum with new IPOs and deal announcements, it continues to face unique challenges. SPAC expert Yelena Dunaevsky's newest installment of the SPAC Notebook features insights from the Financial Services audit team at Withum. Enjoy a fresh perspective on the current state and future trends of the SPAC market. https://lnkd.in/e9p-pYFU #wsinsights #SPACnotebook #FinancialServices #SPAC

An overwhelming majority of people meet their financial advisor through introductions from existing clients - or referrals. 📈 Do you want to join the high rank of financial advisors thriving on referrals too? 🌟 By being strategic about getting referrals using the IPO Method, it’s easier than ever. Swipe through to learn how! 👉 . . . . #IPOmethod #BusinessGrowth #XFACoaching #financialadvisor #referralmarketing #referralstrategy #businessstrategy #financialadvisortips #businesstips #financialadvisory #financialadvisorcoaching #growyourbusiness #financialadvisorservices