Next-Generation Financial Advisory: From Life Cycle Hypothesis to Goal-Based Investing ️ Education plays a crucial role in our partnership model. In our recent training course designed for Credem Banca’s Premium financial advisors held in partnership with Franklin Templeton by Giuliana Borello, we delved into the innovative transition from traditional Life Cycle Hypothesis to Goal-Based Investing. This latest approach is essential to address the evolving needs of the financial market. By understanding intergenerational differences and leveraging emotional intelligence, Financial Advisors can identify clients’ personal and financial goals, assigning them fundamental relevance in planning. Just like a flight that stays on course toward its final destination by adapting the route to present conditions, clients’ financial journeys are guided precisely toward their goals, adapting to variables and unexpected events along the way. Constantly updating knowledge and tools is crucial to building trust and long-lasting partnerships. #finance #investment #CredemBanca #GoalBasedInvesting #FTAcademy #innovation
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"Excited to announce the completion of my Investment Banking and Capital Market Certification! Ready to Leverage my New Skills and Knowledge to drive impactful Financial Strategies. #InvestmentBanking #CapitalMarket #CertificationComplete"
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Let's unlock the potential of Sovereign Wealth Funds together
We are pleased to announce that we are hosting a "Masterclass on Sovereign Wealth Funds"—an in-depth exploration of one of the most influential forces in global finance. Rakeshh Gupta will share his two decades of experience dealing with # SWFs. This session will cover: - Key insights into the management and growth of sovereign wealth funds - Strategic investment opportunities and challenges in today's markets - Practical frameworks and case studies to deepen your understanding Whether you're an industry professional, finance enthusiast, or simply curious about how sovereign wealth funds shape the global economy, this masterclass is for you. 📅 Date: 4th September 2024 at 9 am - 11 am EST; 📍 Location: Zoom 🔗 Register Now: https://lnkd.in/dkc7mME3 Email: info@sayenvestcaps.com; We are looking forward to seeing you there! Let's unlock the potential of sovereign wealth funds together. 💡🌐 SayeNvest Group SayeNvest Caps Advisory Limited SayeNvest Asset Management SayeNvest Real Estate Advisory SayeBank SayeNsure Insurance SayeTech Technologies SayeOne Media Corporation #Masterclass #SovereignWealthFunds #Finance #GlobalEconomy #Investment #WealthManagement
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As a credit investment specialist for over 25 years - we (IFM, not me personally) have had time to refine and define the approach, as well as learn a thing or two along the way. Our Co-Heads Hiran Wanigasekera and Lillian Nunez walk through a few key learnings from this 25-year journey which is only going to be more exciting in the years to come. To celebrate this milestone, they've put together a few short videos on our approach to private credit investing. Find out more below. #privatecredit #Australianprivatecredit #debtinvestments #insitutionalinvestment
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Troy A. Gayeski, CFA, Chief Market Strategist at FS Investments, dives deep into the current state of private credit in this insightful strategy note. He challenges the notion that the market is oversaturated with capital and highlights the benefits of democratizing access to alternative investments, which have typically been reserved for mega institutions. Read more to understand why some opportunities in the private credit space may appear too good to be true—but are, in fact, just true. #PrivateDebt #PrivateCredit
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Join us today at 11:00 am for a live webinar, "Unlocking New Horizons: Private Equity's Role in Transforming Wealth Management," in partnership with CFA Institute. Register now - http://spr.ly/6042UQg4j As private equity and credit managers look to tap into the $1.4 trillion wealth management market, now is the time to explore the exciting opportunities on the horizon. With projections indicating this market could nearly double in the next four years, what does it mean for wealth managers and their clients? In this webinar, we’ll dive into critical industry questions, including: - What emerging opportunities exist for wealth managers from private equity? - How can firms access best-in-class investments? - What’s the utility of new private equity fund structures for individual portfolios? - Where are the opportunities as private credit and equity continue to converge? This session is worth 1 PL credit for CFA Institute members. Register now to secure your place for this upcoming webinar - http://spr.ly/6048qQ6hw #PrivateEquity #WealthManagement #CFAInstitute #InstitutionalInvestor #Webinar #Finance #InvestmentStrategies
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William Blair has named Stewart Licudi as the firm’s head of European Investment Banking. Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe, where the firm has seen strong momentum and notable growth in all of its key regions—including the U.K., DACH, Benelux, the Nordics, and Iberia. Licudi brings nearly 30 years of experience working with growth companies, and since joining the firm in 2006 has been involved in more than 75 transactions, unlocking more than $25 billion in capital. Most recently he served as the head of the firm’s London office and before that as a managing director in William Blair’s Financial Sponsors Group. Learn more: https://lnkd.in/gU4N9g_S
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Over 25 years in private credit markets, our dedicated Investment Team has seen and learnt a lot. Experience tells them these markets are relatively inefficient and there are opportunities for institutional investors to potentially capture attractive risk-adjusted returns. In a new series of videos, @Hiran Wanigasekera and @Lillian Nunez discuss six critical lessons they’ve distilled and they believe give them an edge when it comes to accessing opportunities in credit markets. Find out more here: https://lnkd.in/gDAHARRD #privatecredit #Australianprivatecredit #debtinvestments #insitutionalinvestment
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Over 25 years in private credit markets, our dedicated Investment Team has seen and learnt a lot. Experience tells us these markets are relatively inefficient and there are opportunities for institutional investors to potentially capture attractive risk-adjusted returns. In a new series of videos, Hiran Wanigasekera and Lillian Nunez discuss six critical lessons they’ve distilled and they believe give us an edge when it comes to accessing opportunities in credit markets. Find out more here: https://lnkd.in/gVEm--fs #privatecredit #Australianprivatecredit #debtinvestments #insitutionalinvestment
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𝗖𝗮𝗹𝗹 𝗳𝗼𝗿 𝗲𝗻𝘁𝗿𝗶𝗲𝘀 : 𝗪𝗲𝗮𝗹𝘁𝗵𝗪𝗶𝘀𝗲, 𝗧𝗵𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗝𝗼𝘂𝗿𝗻𝗮𝗹💸 We're excited to announce the launch of WealthWise, the inaugural finance journal of Miranda House's Finance and Investment Club!✨ Whether you're a finance enthusiast, researcher, or professional, we invite you to share your insights and expertise with our community. Submit your articles, research papers, or thought leadership pieces on various finance topics, including: •Market trends and analysis •Financial literacy and inclusion •Investment strategies and risk management •Fintech innovations and disruptions Let's collaborate and shape the future of finance together!🌟 Submission Deadline : 15 December 2024 We look forward to reading your contributions!✍🏻 #WealthWise #FinanceJournal #CallForContributions #FinanceCommunity #ThoughtLeadership"
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If you assume that an institution who appears to have robust financial backing + options doesn’t need any assistance in moving scope along, then that’s a false premise. Even well-funded institutions still need creativity about how to move scope along, and to ensure that their asset development includes multiple buildings, multiple components, and move forward substantial infrastructure needs. There’s so much creativity to be leveraged out of the investment banking industry. But all of that creativity has to be accessed and facilitated. Which is what we do here at RESET.
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