ISSFJO - Innovative Startups and SMEs Fund’s Post

New NAIFA member Alexander Flecker, CFP®, CIMA® shares insights into his career in the financial services industry, highlighting his leadership at Measured Risk Portfolios, Inc. and the firm’s impressive growth since he joined. Flecker discusses his personal journey, how overcoming past adversity has shaped his risk philosophy, and the pivotal role NAIFA plays in expanding his professional network and promoting cutting-edge investment strategies.https://hubs.ly/Q02SYzrz0

🌟 Meet the Manager: Alan Gauld 🌟 "Go out and enjoy yourself… life is short and the hangovers only get worse!" #PPET’s lead fund manager Alan Gauld recently caught up with the The Association of Investment Companies (AIC) to talk about career highs, advice he’d give to a younger version of himself and why he is glad he stuck with a career in #PrivateEquity. Read the full interview below. https://lnkd.in/eHVVU6sP #Investment #Finance #Leadership #InvestmentManagement #AIC #MeetTheManager #Investing #PatriaInvestments #ValueCrafters #InvestmentCompanies #InvestmentTrusts

In this video, Alan Gauld, senior investment director of the Patria Global Private Market Solutions team and lead portfolio manager of #PPET, introduces the #investment proposition and portfolio positioning of Patria Private Equity Trust PLC. He discusses what the change of the #investment manager to Patria Investments means for the trust, shares details of PPET’s recent #successful secondary sale, and provides an update on the progress of its co-investment portfolio. Finally, he offers insights into the broader #private equity market backdrop, including deal activity and #valuations. Milosz Papst Watch the full video here:

Get to know two more speakers we'll be having at our TBNA Conference! ⬇️⬇️ Samuel Rhee, Chairman & CIO of Endowus, will share his expertise on revolutionizing wealth management and financial literacy, advocating for transparent and fair investment practices. With his leadership, Endowus has become the first and largest digital advisor for CPF investing in Singapore, solving major challenges in wealth and retirement planning. Samuel's commitment to financial empowerment ensures that individual investors receive the same top-tier advice and resources as institutional investors. Bruno ROCHE, Founder of the Economics of Mutuality, will discuss innovative value creation models that align profit with social and environmental solutions. His work at Mars Incorporated and collaboration with Oxford Saïd Business School has redefined what it means to achieve 'just profit.' As an advocate for mutual prosperity, Bruno's insights will demonstrate how businesses can thrive while addressing societal and environmental challenges. Don't miss this opportunity to gain insights from industry pioneers dedicated to transforming the future of finance and business. Register now to learn from the best and be part of a movement that prioritizes purpose and impact! Come join us at the upcoming TBNA Conference for refreshing insights to elevate your learning! Register at https://lnkd.in/g96uh9gS #PurposeDriven #SocialImpact #WealthManagement #FinancialLiteracy #InvestmentAdvice #SustainableFinance #Leadership #TransformativeBusiness #MutualProsperity #SEABusiness #TBNAsia #TBN Melvyn Mak Dorothy Ching Tim Tan Jeremy Han

#SRSecondariesEurope Save the date! 03.12.2024 📅 Bertrand Chevalier, Senior Managing Director and Member of the ASF Management Committee at Ardian will join the SuperReturn Secondaries Europe in London to discuss the secondaries market in Europe. Along with Petr Poldauf from (Schroders Capital), Benjamin Wilson (HQ Capital) and Irman Hameed (PJT Park Hill), Bertrand will cover the following topics: ◾️ What is the overall potential of the secondaries market across Europe? ◾️ How much will the secondaries market grow in the next year? ◾️ Will the market continue to be fuelled by GP-led deals? ◾️ Which market segment will the next big opportunity come from? Register here to attend the conference → https://bit.ly/3T2EASR #Secondaries #PrivateEquity #Europe #SuperReturn

As we continue to expand how we educate advisors on the alternative investment landscape, we’re excited to join CAIS at their CAIS Live event in New York City April 16-17. Origin’s Thomas Briney will present on opportunities in multifamily private credit.    Advisors will be able to access educational sessions, CAIS Talks and networking opportunities with industry peers—equipping them with tools to navigate the new era of alts.     If you’re in the area and interested in attending, email caislive@caisgroup.com or investorrelations@origininvestments.com.     #registeredinvestmentadvisor #alts #realestate 

Angelo Meda, CFA, CIPM of Banor SIM, co-portfolio manager with Luca Riboldi of the Banor SICAV Mistral L/S Equity fund, spoke last week at the Madrid Pan-Iberian Fund Forum organised by Evenco International. In front of an international audience of fund selectors and investors, Angelo highlighted that one of the most interesting investment opportunities over the coming months is to buy Italian Small & Mid Caps: "Until 2022, these performed like the Nasdaq, but for a number of reasons such as the increase in interest rates, flows, sector weights, and Italian PIR regulation, they have significantly underperformed in the last two years. We believe these factors are temporary and do not affect the fundamentals of the companies, which continue to grow and consolidate leadership positions in various niches of the economy." "Marketing communication." For more detailed information, please refer to the information and offering documentation available on the website www.banorsicav.com. #investments #financialmarkets #equities

At 2024 Global Fiduciary Symposium, l joined the panel titled “the role of OCIO service for endowment funds” with Mr. Tsukamoto, representing JST(the sponsor of the University Fund). I argue the asset owners have to consider three conditions before seeking for the service; 1) the level of own investment expertise; 2) asset size; 3) required level of risk assessment. The owner can seek OCIO, asset management consultants or gate-keepers depending on the level of the conditions.

Join the Capricorn team at #IPEM Paris this September! Looking forward to joining our peers to discuss GP stakes in the context of impact and sustainability and hear from industry experts on current trends in the private market landscape. Come meet our team, William Orum, Jérôme de Bontin, Julia Mattox, and Mathilde Fournier at booth📍C216. Our partner William Orum will also be participating in two panel discussions. We are thrilled to be joined a group of esteemed peers for the below sessions: 🗓 September 10th, 2:30-3:00pm: Beyond the Niche ▶ Objective: To share insight on the progression of impact in mainstream investing. ▶ Featuring: William Orum (Capricorn Investment Group), Eric Archambeau (Astanor), Emmanuel PARMENTIER (INDEFI), and Balthazar Schlumberger (Simpl) 🗓 September 11th, 3:30-4:00pm: Execution Challenges: Delivering Both Returns and Results ▶ Objective: To discuss execution challenges in investing in the climate sector. ▶ Featuring: William Orum (Capricorn Investment Group), Emmanuel Lagarrigue (KKR), Alice Legrix de la Salle (AXA Climate), James Socas (Investcorp), and Dr. Serge Y. (iC International & Investindustrial) View the full IPEM program below: https://lnkd.in/ekDN79PP