We are excited to announce that Backstop Solutions, a service of ION Analytics, is sponsoring NEPC, LLC 's 28th annual Investment Conference. We always appreciate working with our great partners. If you are going to the conference, please be sure to meet with our team, Diana Robinson, Tony Ferrara, CAIA, and Chad Erwin. #RMS #LPs #InstitutionalInvesting
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Last week, Innovator's VP of Capital Markets & Institutional Strategy, Burke Ashenden, lent his insights to the Fall 2024 ETP Forum in New York. As a panelist on Expanding Horizons: Innovation and Growth in Defined Outcome ETFs™, Burke explored the evolving world of defined outcome strategies, their transformative potential for the investment landscape, and emerging innovations in product development. #InvestmentInnovation #DefinedOutcomeETFs #ETFs
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Leading marketing & communications in Financial Services, Private Capital, Commodities & Brokerage
With time tight, we have condensed November's Alternative Investor into 60 seconds... featuring Marex, AIMA - The Alternative Investment Management Association, MUFG Investor Services, Prosek Partners and Centralis Group. To see the edition in full, click here: https://lnkd.in/e7x8Evbh. Thank you to this month's contributors, Tom Kehoe, CAIA, Lawrence Obertelli, Jon Hanifan, Daniel Trentacosta, Mark Toone and Mark Kollar. #hedgefunds #privateequity #venturecapital #realestate #privatecapital #alternativeinvesting
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Certified Financial Planner & Investment Specialist for Health Care Professionals, Business Owners, Executives and Families
A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. #DynamicFunds #InvestwithAdvice
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A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. #DynamicFunds #InvestwithAdvice
Cash, GICs or Bonds? Help for those looking for answers
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I've been working in partnership with QuantQual Ltd for a few months now. Nearly 12 months since I left LWM Consultants Ltd I can see why more financial planners partner with providers such as QuantQual and of course there are others. Today I went to Cardiff to see one major project come to fruition. Nothing to do with me but a sign of changes. QuantQual not only produce bespoke portfolios for financial planners but also have their own flagship portfolios. These portfolios can now run with the discretionary powers of LGIM. It was something I wanted at LWM but I just couldn't get it in place. As a result we found without discretionary powers we couldn't move investments when we had the extraordinary events of 2022 and 2023. Although we still outperformed the index over the long term in the short term our performance was poor. I can see the arguments for and against partnerships but anything that enables financial planners to focus on the client, take pressures away in terms of increased regulatory burden has to be a good thing. It will be interesting to see how the market looks and moves over the next 5 years. #Investments #partnership #financialplanning #quantqual #lgim
This conference is a great chance for QuantQual to talk about its partnership with LGIM. We will be on the road in 2025, come and say hello. QuantQual provides independent investment research to financial advisers, helping them make informed decisions with confidence. We focus on delivering high-quality, impartial insights, backed by rigorous analysis. We produce bespoke solutions for financial planners as well as our own flagship portfolios. Our partnership with LGIM enables us to offer our flagship portolios with discretionary powers. We are dedicated to supporting advisers in navigating complex markets and growing their clients' wealth. Trusted, transparent, and always ahead of the curve, QuantQual is your partner for smarter investment decisions. We would love to start a conversation with you today. #partnerships #investments #QuantQual #LGIM
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A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. #DynamicFunds #InvestwithAdvice
Cash, GICs or Bonds? Help for those looking for answers
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A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. #DynamicFunds #InvestwithAdvice
Cash, GICs or Bonds? Help for those looking for answers
-
A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. #DynamicFunds #InvestwithAdvice
Cash, GICs or Bonds? Help for those looking for answers
-
A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing. #DynamicFunds #InvestwithAdvice
Cash, GICs or Bonds? Help for those looking for answers
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Investment Sales Leader I Investor Relations I CAIA Atlanta Founder I Super Connector I Community Builder
🏫 Echoing Phil's sentiments about the CAIA Private Equity Micro credential. This is 5 hours of high-impact content on the largest asset class in alternative investments. Check out the two-minute overview of the credential here: https://lnkd.in/gF9vQD9G and . . . the webinar next week.
Managing Director & Head of Portfolio Solutions at Cliffwater | Author of The Allocator's Edge
In conjunction with this week's launch of the UniFi by CAIA Private Equity Microcredential, I will be taking part in a webinar next Wednesday, 11/6, at 12 PM ET. I'll be joined by Michael Bell of Meketa Capital, Daniel Wilk, CAIA of FS Investments, Claire Sawyer of CAIA Association, and Cameron Joyce, CFA, CAIA of Preqin. From the continued trends of capital formation shifting toward private markets and companies staying private for longer, to the emergence of innovative fund vehicles and a growing secondary market that are democratizing access for individual investors, the #PrivateEquity asset class continues to mature and evolve. In this webinar, we'll discuss the current state of private equity, emerging trends, and what private equity investors can expect to see moving forward. Registration Link: https://bit.ly/4gYXFBa
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SVP @ Backstop Solutions Group | Revenue Generating Executive | CFA | CPA
3moLooking forward to this event and appreciate our partnership with NEPC, LLC