Carne Group’s Post

Long-Term Asset Funds are increasingly popular and fast becoming an essential structure. In our latest webinar, three industry experts, Jeremy Soutter from Carne Group, Lora Froud from Macfarlanes, and Katie Bowmar from WTW drill down into the five key success factors when bringing an LTAF to market. Read the key five success factors: https://lnkd.in/eQm3jhZu Full webinar recording available here: https://lnkd.in/eA2aG3eX #Carnewebinar #privatemarkets #LTAF 

𝗟𝗶𝘀𝘁𝗶𝗻𝗴 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟯: • 𝗖𝗮𝗹𝗮𝗺𝗼𝘀 𝗡𝗮𝘀𝗱𝗮𝗾-𝟭𝟬𝟬® 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗔𝗹𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗘𝗧𝗙™ - 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 (#𝗖𝗣𝗡𝗦) • 𝗖𝗮𝗹𝗮𝗺𝗼𝘀 𝗦&𝗣 𝟱𝟬𝟬® 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗔𝗹𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗘𝗧𝗙™ - 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 (#𝗖𝗣𝗦𝗧) “Throughout the recent drawdown, Calamos Structured Protection ETFs performed as designed – minimizing volatility and protecting investor capital,” said John Koudounis, President & CEO of Calamos Investments. Why risk it? Learn more about the new Calamos Structured Protection ETFs offering 100% downside protection over one-year outcome periods to the S&P 500® and Nasdaq-100®. Full press release: https://okt.to/YxNmgd

With regard to dividend continuity and predictability, VIG adapted its dividend policy in 2023. Learn more from CEO Hartwig Löger 👇 Find all details and highlights on the 2023 financial year in our online Group Annual Report 👉 https://bit.ly/44xR1Mi #vigCEO #vigAGM #vigDividend

Our latest newsletter will be released soon! If you want to keep up to date with the latest developments at Protea Capital Management and get more insight into our thinking, follow the link to our website and subscribe: https://lnkd.in/dQ9wRjKe #Protea #Newsletter #Update

Our latest newsletter will be released soon! If you want to keep up to date with the latest developments at Protea Capital Management and get more insight into our thinking, follow the link to our website and subscribe: https://lnkd.in/dQ9wRjKe #Protea #Newsletter #Update

Our latest newsletter will be released soon! If you want to keep up to date with the latest developments at Protea Capital Management and get more insight into our thinking, follow the link to our website and subscribe: https://lnkd.in/dQ9wRjKe #Protea #Newsletter #Update

Our latest newsletter will be released soon! If you want to keep up to date with the latest developments at Protea Capital Management and get more insight into our thinking, follow the link to our website and subscribe: https://lnkd.in/dQ9wRjKe #Protea #Newsletter #Update

When it comes to investment analysis, the LSOFX team looks to the balance sheet first. Why? - It may be harder to manipulate - The balance sheet is a reliable place to uncover financial improvement or decay - We can convert a balance sheet into a statement of Net Asset Value Learn more about the LS Opportunity Fund (LSOFX): https://lnkd.in/dyPcnhyX

Panel Spotlight: Wealth Tech Demo Derby Rick Capozzi Joel Bruckenstein Jacob I. J. Alan Reid, Jr. Sean Sandys Peter Weinstein Join our wealth technology experts as they showcase leading and emerging technology in a “Round Robin” format. Each participant will provide a timed, live demo of their respective platform’s applications to illustrate the benefit to the Wealth Management space. #WealthTechDemoDerby #Capozzi #T3Technology #DefianceAnalytics #iconik #SyntaxData #NYAC #ICEdataServices #Panel #Speaker #ETP #ETFs #ETPForum #ETPForum24 #ExpertSeries #Invest #FinancialData #WealthPlanning #Markets #ETF #ETFInvestment #ETFIssuers #ETFInvestor #ETFIndustry #ETFGlobal #ETFConsumers #TheETFGWay #AssetOwners #TopWealthAdvisors Francis Hagan #FinancialAdvisors

Check out our 2024 Independent Sponsor Survey - The Rise of an Asset Class