Monica Summerville’s Post

Thanks to everyone who attended our Wealthtech Panel at the Houlihan Lokey Global Tech Conference today. In particular our Panellists Stephen Harper, Simon Merchant, Zlatko Vucetic, Roger Portnoy and Jonathan Watts-Lay. The conversation around "Are Wealth Managers Keeping Pace With Technology?" showed to me that there is a big prize available for both wealth managers and technology providers over the coming years and technology can be a huge differentiator in the sector. Themes discussed included: the amazing amount of paper still used in the industry (!), the historically clunky nature of reporting and how to reduce complexity, how to achieve operational efficiencies, pricing transparency, using technology to aid organic growth, how cash management tools like Flagstone can be an enabler to organic growth, the use of private markets/alternatives in the sector and using technology to access investors earlier in their investment journey. #wealthtech #wealthmanagement #fintech #artificialintelligence Presenting companies: Infront, Objectway, WEALTH at work, Flagstone, Attivo

In this special edition of #TalkingMarkets, Global Head of Distribution, Jonathan Willcocks, is joined by a panel of experts as they reflect on 2024 and look forward to 2025, putting the case forward for their respective asset classes, including #Equities, #FixedIncome and #MultiAsset. For investment professionals only. Capital at risk. Premier Miton Investors #ukequities #globalequities #2025outlook

Our Hot Topics in the Middle Market series continues as we delve into the latest trends in artificial intelligence and their influence on dealmaking. This roundtable discussion will be moderated by Nixon Peabody partners Amy (Pugliano) O'Keefe and Jason Hirsch, leader of Nixon Peabody's Artificial Intelligence, Digital Platforms & Emerging Technologies Team. Hot Topics is a Private Equity and M&A networking and roundtable discussion for corporate executives, private equity and venture capital investors, family offices, independent sponsors, investment bankers, and professional advisors focused on middle-market transactions. Learn more about our June 6 event and register: https://lnkd.in/gy6p64AY

#AI is top of the list of hot topics these days. One of the reasons is due to its fundamental importance to technology. Clearhaven's Christopher Ryan joins Nixon Peabody LLP's Amy (Pugliano) O'Keefe to discuss AI impact in the middle market (spoiler: it's a net positive!) #software #tech #privateequity

Sophisticated and wholesale investors require access to complex assets, so its important that their wealth managers have the flexibility to create the right portfolio for their clients without restriction. With Praemium you get access to all asset classes and a breadth of choice of alternative assets with market-leading reporting and execution. Koda Capital's William Douglas shares his views on why Praemium has been the right platform partner to help deliver the best outcomes for his clients. #platforms #wealthmanagement #wholesaleclients #sophisticatedinvestors #alternativeassets #privatewealthmanagement https://lnkd.in/gan-uSCK

If you're attending the Global Secondaries Summit, make sure to reach out to Keyhaven partner Teddy Mouawad who is speaking about capital raising and liquidity, two important topics in today's market!

Tomorrow, our #PrivateCapConf will see Jessica E. Lessin sit down with Michael Harris (NYSE) and Jean Park (Cooley LLP) to discuss the new tech IPO landscape. See more of the agenda here: https://bit.ly/3TOzE4X

Planning for Long-Term Growth in Primary Markets by Quirin Privatbank AG Mr. Frost’s unicorn 🦄 is expanding internationally but wondered if primary markets were the right choice. 🧑🎄 Santa’s advice: 👉 Engage investors early with a compelling equity story 👉 Work with experienced advisors to navigate regulations 👉 Capitalize on favorable market momentum 💬 Comment ADVENT for a free consultation on preparing for growth in primary markets. 🎄 Thanks to our partners: Alliance Advisors, Proxymity, Quirin Privatbank AG, junicorn IR Consulting #ipo #primarymarkets #investorrelations

In Gain.pro's recent webinar, The State of DACH Private Equity, Katja Schwarz (geb. Hengstermann), Principal at Verdane, explains what makes a successful deal story in the DACH region. ▶️ Watch the full webinar here: https://okt.to/t3x8c5 #privateequity #dachinvestors #webinar

It was a pleasure sitting down with John Maldonado and Bloomberg’s Swetha Gopinath recently to discuss Advent’s continued emphasis on private equity and our outlook on the M&A market. Private equity is where our strength lies and it remains the central focus of what we do. As the M&A market gains momentum, we will continue to focus on the two deal archetypes that we believe provide the most opportunity to drive value – transformation and acceleration. Read more of our conversation: https://lnkd.in/eU6a-RMV