James Gower’s Post

"Constellation Wealth Capital has added a new alternative investing executive to its ranks." "The serial RIA minority investing firm has hired Catherine Beard, CFA as a senior vice president of capital coordination, Beard announced today on LinkedIn. In the role, she’ll help ‘lead the coordination of investment capital solutions,’ shoring up access to private deal flow for Constellation limited partners and portfolio companies." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

Join our panel of experts as they discuss thematic investing, strategies, challenges, and future trends in theme funds 👉 https://lnkd.in/eWV97_U2 Fund Selector Michael Stathopoulos, CFA, from Omba Advisory & Investments Ltd and Fund Managers Pierre Debru from WisdomTree in Europe and Simon Gottelier from Thematics Asset Management discuss the role of a thematic equity sleeve within an overall portfolio and the pros & cons of active and passive exposure to investment themes. #ATVMasterclass

Investment Week's inaugural Private Markets Summit provided a great chance to bring together wealth managers, fund selectors and asset managers to discuss the opportunities when investing in private markets, how to develop expertise and manage risks, as well as how these strategies could fit in client portfolios. Thanks to our keynotes, panellists and sponsors: Apollo Global Management, Inc., Goldman Sachs Asset Management, Schroders, Nuveen, a TIAA company, PIMCO, AllianceBernstein and Aviva Investors. #privatemarkets #investment #wealthmanagement

Looking to optimize your investment strategy for the year ahead? Join us for an exclusive webinar on Strategic Asset Allocation for 2025 with Jeffrey Blazek, CFA and Wassim Jomaa, CFA.

Lots to debate in this excellent deep-dive; take 20 mins out to read and digest. Two key items of note (for me): “Smaller, more specialised funds that just focus on one specific industry tend to do much better than bigger, broader funds. According to Mantra Investment Partners, niche funds have average returns of 38 per cent over the past decade, roughly twice as good as the results of the private equity industry as a whole.” “If NBIM wants to increase its exposure to private equity, the easiest way would be to simply nudge up its stakes in the likes of Blackstone, Apollo, KKR, Carlyle, Brookfield, EQT, Ares and Partners Group — all of which it appears to be underweight or absent from.”

Join us at the highly anticipated 12th Annual Equity Symposium to gain exclusive insights from leading Portfolio Managers who will dive into their investment processes, market outlooks, and top stock picks! It's your last chance to take advantage of the early bird rate - the deadline has been extended! Don't miss your chance to save on registration and secure your spot at the premier equity investing event of the year! Register today! 🔗https://cvent.me/7qelN4 THANK YOU TO OUR SPONSORS 🌟Event Sponsors: Global X Canada & TD Asset Management 🌟Supporting Sponsor: Sionna Investment Managers #EquitySymposium #InvestmentInsights #CFAToronto

ANZ Private’s CIO, Lakshman Anantakrishnan, sat down with Blackstone’s Global Head of Multi-Asset Investing, Joe Dowling and the Australian Financial Review to discuss the increasing global uncertainty, the potential for heightened market volatility stemming from macroeconomic factors such as interest rate gyrations, and geopolitical shocks impacting global trade and commodity prices. We are navigating this challenging environment and aim to achieve superior returns for our clients beyond what is typically on offer from traditional equity and fixed income investments. Please get in contact if you’d like to know more. #anzprivate #blackstone #graphenefund #multiassets #absolutereturn

Thoughts on the investment outlook for the remainder of 2024 and #BNYMellon resiliency and innovation packed in this insightful interview. #investmentstrategy #onward #resilience

🔔Daily VC Bulletin After a challenging few years that tested the resilience and ingenuity of investment managers, optimism is returning to the private equity industry. PEI Private Equity International’s "LP Perspectives 2025 Study” provides a comprehensive analysis of the mindset of limited partners (LPs) during this pivotal moment in the evolution of the asset class. #Values360Ventures #ValuesFirst #VCBulletin

"Clifford Asness, the managing principal of the quantitative investment firm AQR Capital Management and 35-year veteran of value investing" & "The market is getting less efficient. Ape this strategy from meme-stock investors, veteran fund manager says" 35yr veteran of value investing; his last comment I will follow up with, "and the skills needed to pursue good investing have shifted. That tells us what we should work on going forward. Good luck,”. Value is always alive, investing in the right stocks, is a matter of principle. New minds and fresh ideas make this market.