Trillium Flow Technologies’ Post

We have an open seat for a virtual roundtable discussion I'm hosting with Douglas Beekman and Lisa Gunther on Thursday this week from 12 - 1 pm ET with a handful of CEOs, Presidents, and Founders. The focus of the conversation will be, “Structuring for Growth in a Rapidly Evolving Market - An Executive Discussion." Here is the link to reserve the spot, if the timing works: https://lnkd.in/ekFk5bRe

Are you ready to amplify your impact? Don’t miss 'Ripple Effect: Leading Impact Beyond Your Organization' happening 11/7, where you’ll learn how big ideas turn into meaningful action. Join Congressman Scott Peters (CA-50), Anne Marbarger (CEO of Curebound) and Dan Ryan (Co-President & Regional Market Director of Alexandria Real Estate Equities, Inc.) as they dive into strategies for creating real change—within your organization and in the community. It’s time to lead with purpose and make a difference that extends far beyond the boardroom. As we approach the end of 2024, this is your chance to gather fresh insights and fuel your next move. Register today: https://bit.ly/4du9891 . . . #businessleadership #businessdevelopment #boardleadership #boardofdirectors #directorsforum #elevatedleadership #executiveleadership #networking #leadershipdevelopment #sandiegobusiness #sandiegoevents #sandiegolocal #sandiegonetworkingevents

We are deeply grateful to everyone who participated in our 5th-anniversary celebration. The event was a convergence of vibrant leaders and thinkers who exchanged ideas on advancements and new directions in private equity. We had the privilege of hosting several distinguished speakers, including Naji Nehme, Christoph Holz and Klaus W. Wellershoff as well as Stéphane Garelli. #Petiole #PrivateEquity #InvestmentOpportunities #WealthManagement #AssetManagement

Talent partners are an essential cog in Private Capital's value creation engine. These are just a few of the many who are truly making a difference for their firms and portcos.

Happy Presidents' Day! Celebrating the leaders who shaped our nation, as we continue building the foundations of your dream investments. #tcglobalcommercial #investmentproperty #RealEstate #InvestmentTips #US #PresidentsDay #realestateexcellence

In this issue of APREA’s Real Assets, we interview Russell Wee, Acquisitions Director of Jean Yip Developments. He shares his journey, inspiration, and perspective on how to thrive in an increasingly challenging business environment. He emphasizes the importance of resilience and continual learning. While real estate remains an enduring asset class, it is ever-evolving, he believes that staying informed and being ready to adapt strategies is critical to keeping ahead. Read more on the interview here: https://lnkd.in/gjVpWGjn #APREA #RealAssets #Leadership #Insights

Some really interesting data on 2023 CEO transitions here. A key takeaway - we were still seeing trends consistent with what we saw in 2022, rather than a return to what was common in pre-pandemic or "normal" years. Spencer Stuart has expanded our annual study of CEO turnover to include data for the S&P 500, S&P MidCap 400 and S&P SmallCap 600 — and combined views of the full S&P 1500 — representing most of the public leadership transitions in the United States. Learn more: https://lnkd.in/g9FPuqVB

Celebrating Elevate Security (acquired by Mimecast) and their exit with key execs and founders last night (more boards + exec teams in Silicon Valley should look like this). It takes a team to cross the finish line. Very simply: thank you for all your hard work making this possible. Special thanks to Masha Sedova and Robert Fly for being open, thoughtful founders from Day 1. I'm already looking forward to next time. But please take some time to reflect and recover. Stewardship is always easier with great partners on the board. Bob Rosin appreciate you stepping in after Trae Vassallo found her happy place at Apple. Katie Gray, your calm, thoughtful presence was always appreciated. Team: Mark Bagley--you made product happen even when it was hard. Megan Caldwell--you simply got done whatever needed to be done. Nick Telford--you were the swiss army knife of all things operational - CFO, Chief Counsel, HR. Here's to all of you! #venturecapital #founders #leadership #leaders #diversityandinclusion #diversitymatters

Over the past month, investors’ concern about a slowdown in growth has played out on the markets. Some of the biggest technology companies suffered drastic falls. Guy Monson, our Chief Market Strategist, believes this widening of the market leadership has unearthed some attractive pockets of value. In his latest Six Minute Strategy video, he unpacks what this could mean for portfolios. https://lnkd.in/eC7aXaRR #GlobalEquities #MarketCorrection #SummerBlues

Some might say that they save the best for last - today is the final day of Tiburon CEO Summit XLVI in our home town of #Boston. Our CEO, Paul Saganey CFP®, will take the stage at 10:30am for a CEO Roundtable Discussion entitled “Wealth Management: Leading Nationwide Fee-Based Financial Advisors (RIAs)”. Paul will take the stage alongside some of the most innovative and successful leaders in the RIA space and this promises to be a highlight of the week's agenda. Joining Paul are: • Jeff Schwantz, CRO of Advisor360° • Matthew Fleissig, CEO of Pathstone • Eric Kittner, CEO of Moneta • Michael LaMena, CEO of Wealthspire Advisors • John Longley, CEO of SageView Advisory Group #IntegratedPartners #Integrated #RIA #TiburonXLVI #wealthmanagement #financialservices #summit #industryleaders #seniorexecutives #IndependentAdvisor #Wealthadvisor #financialadvisor #investmentmanagement #investments #growth #leadership #partnership #financeindustry #finance #CEOSummit #WeBelieveInAdvisors https://lnkd.in/gxDwDUpX