The Manager – Investor Relations will help coordinate the flow of financial and business information between the company and the financial community including institutional buy-side investors and equity research sell-side analysts. https://lnkd.in/eXKWUQBR
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Now more than ever, boards, management teams, and Investor Relations Officers need expert and up-to-the-minute perspectives to navigate accelerating business, financial, economic, technological, and geopolitical currents in their investor engagement and communications efforts. Please follow Breakwater Capital Markets starting on July 29th for the key questions that public companies will need to answer on these issues every Tuesday and Thursday. Please reach out at Mark@breakwaterstrategy.com to share your perspective or areas of interest for future content. #breakwatercapitalmarkets #investorrelations #financialcommunications
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Let’s start reviewing your plans for 2025.
Consistent concerns come up for financial leaders throughout our conversations with clients. What will happen with the interest rate environment? Do we have enough access to capital to accomplish our growth goals? What about short-term liquidity or capital constraints…the list goes on. We are committed to providing #Houston manufacturers with the resources and financial expertise needed to help you gain a competitive advantage amid uncertainty. Connect with a Houston-based banker today: https://ow.ly/1wZW50U2Kz9
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Family offices are becoming a popular solution for the wealthiest families who want to protect and grow their fortunes, but these clients are even pickier and more demanding than regular customers, writes AMWatch's analyst Flemming Højbo. #investing #assetmanagement #familyoffice #familyoffices #assetmanagers
Analysis: The super rich are a challenge for the asset and wealth management industry
amwatch.com
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Q&A on NB Private Equity Partners: The unique value of co-investment in private equity NB Private Equity Partners (NBPE) is the topic of conversation when Mark Thomas, analyst at Hardman & Co joins DirectorsTalk Interviews. In this discussion, Mark outlines how NB Private Equity Partners leverages its expertise to generate consistent long-term returns for investors. With a focus on co-investments in mid-market private equity, Mark explains the company’s approach to adding value through enhanced deal flow, strategic partnerships, and skilled risk management. He also highlights NBPE’s performance in a challenging market and the unique benefits and risks of co-investing in private companies. Listen to the interview: https://lnkd.in/e26WEHEj #interview #research #investing #financials #closedendinvestments
NB Private Equity Partners, the Unique Value of Co-Investment in Private Equity (VIDEO)
https://www.directorstalkinterviews.com
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It is an amazing day to be a part of Aidentified, Inc. as we form a partnership with FactSet to accelerate our growth.........Day 1 🚀 🚀 🚀 This incredible milestone will help us supercharge our AI-powered prospecting platform, making it even easier for you to identify, qualify, and close new clients. #ai #growth #wealthmanagement #financialplanning
🎉 Exciting news! FactSet invested in Aidentified, Inc.’s $12.5M Series B financing round and are partnering to help wealth advisors connect with prospective clientele and expand existing client relationships more easily. Gregory King, CFA, FactSet’s Head of Wealth Management, says, “We believe that the Aidentified, Inc. service, in combination with FactSet’s public and private company data and analytical capabilities, will dramatically accelerate prospecting and business development efforts for advisors and other financial professionals.” Learn more here: https://prn.to/3VEpAO8
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Chief Product Officer at Aidentified | Leading Innovation in AI-Powered Prospecting for Financial Services Professionals | Firm Believer that Relationships Are Everything #FinTech #ProductInnovation #AIProspecting
Incredibly proud to share this milestone for Aidentified, Inc.! This strategic investment from FactSet will supercharge our growth and unlock incredible potential as we continue accelerating #prospecting and #growth for our clients. #factset #aidentified #ai #wealthmanagement #fundingnews #financialplanning
🎉 Exciting news! FactSet invested in Aidentified, Inc.’s $12.5M Series B financing round and are partnering to help wealth advisors connect with prospective clientele and expand existing client relationships more easily. Gregory King, CFA, FactSet’s Head of Wealth Management, says, “We believe that the Aidentified, Inc. service, in combination with FactSet’s public and private company data and analytical capabilities, will dramatically accelerate prospecting and business development efforts for advisors and other financial professionals.” Learn more here: https://prn.to/3VEpAO8
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