Tru Treasury’s Post

Before now, how much did you think a gold medal was worth? 🏅 Many of us associate gold medals with victory, dedication, and years of hard work, but few stop to consider their actual value. While the emotional significance is beyond measure, the material worth of a gold medal may surprise you. We’d love to hear your thoughts. Drop your guesses in the comments below! Just like achieving success on the podium, building financial security and wealth requires a solid game plan, expert guidance, and a dedicated team. At First Icon Group, we understand that the right strategy can make all the difference in securing your financial future and helping you achieve your own “gold.” For tailored financial advice and market insights, let our experts guide you to wealth creation and growth. Whether you're looking to invest smartly, grow your assets, or manage your wealth efficiently, we are here to help you win your financial race. For expert financial guidance: 📞 Call: +234 (0) 809 347 7802 | +234 (0) 809 347 7803   📧 Email: info@firsticon.com | clientservices@firsticon.com  #FirstIconGroup #MarketInsights #InvestSmart #WealthPartners #IconTribe #WealthCreation #FinancialGrowth #GoForGold #paraolympics

Join me and WBENC as we discuss cash flow strategies to support business growth.

Meet Robert Balentine, a leading expert in wealth management and family legacy. As Chairman of Balentine, Robert has decades of experience guiding clients toward financial success and enduring family legacies. Don’t miss the chance to learn from this industry veteran at Executive Insights! Learn more about this premier conference for executive leaders here: https://lnkd.in/ewFPyAMM #Atlantaexecutives #wealthmanagement #CEOs

🌟 Excited to Share an Upcoming Event for Business Leaders! 🌟 If you’re looking to understand today’s complex market environment and what it means for your business, don’t miss the next ACG New Jersey breakfast meeting on Nov. 19th - An Introduction to Capital Markets! This event will tackle some of the biggest questions around capital markets, including interest rate moves, deal flow challenges, rising default rates, and the latest in M&A. Our stellar panel will feature top leaders from equity, commercial lending, private credit, and investment banking: Jabbar Abdi Adbi, Managing Partner, Sidereal LLC. Curt Lang, Senior Vice President, M&T Bank Iliya Zogovic, CEO, DBD Partners This is a must-attend for anyone navigating today’s financial landscape. And a huge shoutout to the incredible sponsors who make this event possible: EisnerAmper, M&T Bank, Wilmington Trust, Crowe, Gibbons P.C., Giordano, Halleran & Ciesla, Withum, Forvis Mazars US, Robert Half, RelPro, Inc., ROI-NJ, and New Jersey Law Journal. Click on the link below for more information and how to register. https://lnkd.in/eYQ6tFsR Can’t wait to see you there! Let’s dive deep into the capital markets together and prepare for what’s ahead. #CapitalMarkets #BusinessStrategy #Networking #FinanceEvent J. Michael Fischer Jr. Vivian DiStaso

Meet Robert Balentine, a leading expert in wealth management and family legacy. As Chairman of Balentine, Robert has decades of experience guiding clients toward financial success and enduring family legacies. Don’t miss the chance to learn from this industry veteran at Executive Insights! Learn more about this premier conference for executive leaders here: https://lnkd.in/e8RSu3ej #Atlantaexecutives #wealthmanagement #CEOs

🎉 **Monday Trivia Winners!** 🎉 Q: Collectively, HOW MUCH does the US spend on NEW YEAR'S EVE every year? A: $6 Billion (Fun Fact: The Times Square Ball Drop costs $1-2M every year) Let's give a big shout-out to our first winners of 2025: Timothy Jansen CIPP, Paula Kane, Jess Campana, Karen Stirling, Tara Hudson, Kristen Rehnelt, Michael Bishop, Elva Krantz, and Michael Goines! 🏆 I love seeing all of these continuous winners and all of the new ones each week!!! Let's keep it going!!! At ConServe, we believe that financial awareness is key, especially when it comes to understanding your pre and post charge-off accounts. With over 40 years of experience, we’ve proudly supported our clients in resolving accounts and achieving financial freedom. If you’re looking to enhance your financial awareness, don’t hesitate to DM me or visit our website for more information. Let’s continue to grow together! 💪💼 #TriviaWinners #FinanceExperts #FinancialAwareness #ConServe #Teamwork #CelebratingSuccess

Attending M&A conferences help me understand, from the ground level, what clients are facing when they go to sell their business. Check out my video to hear a few takeaways from what I learned.....

This is one of the better PE market updates out there, giving an accurate and candid description of the US deal environment on a sector by sector basis. Most intermediaries and recruiters constantly paint an overly rosy picture of the market - as if anyone actually believes them! The reality is that it remains tough, and the mid-market is quiet....just take a look at how many prolific PE firms have not added to their portfolio in over a year. To all the executives who would love to move into Private Equity, and many whom I speak with tick all the boxes (M&A integration, transformational change, superior value creation etc.) most opportunities come along in the first 180 days post closing, so please sit tight and be patient as the crazy active PE market will return!

Thank you again to my esteemed panelists Victoria Chant, David Gaito, CFA, Steve Kuppenheimer, Jeff Levin, and Aimee Means, for joining me at last week’s Private Credit Summit to discuss Fueling Growth: Innovating the Landscape of Private Credit. The private credit landscape is rapidly transforming, and staying ahead requires continuous innovation, adaptability, and collaboration – and I am thankful to have had such great collaborators on stage with me to discuss the growth of the industry. #privatecredit #privatecreditfinance

LPL Financial's Focus conference in San Diego just concluded with 9,000 attendees, providing valuable insights into capital markets. Dive into this week's #WeeklyMarketCommentary for key questions discussed: https://lnkd.in/g5VV8V86