Pensions & Investments’ Post

Less than a week left to nominate WDS for Best of Madison's Best in Wealth Management! Voting is simple. Go to https://lnkd.in/gnsmVp3A, select Home & Lifestyle, scroll to Wealth Management, and nominate Wealth Distribution Strategies! We appreciate your support and hope to achieve another Best in Madison award for Wealth Management in 2024. --- #wdstrategies #bestofmadison #wealthmanagement

Just had a breakfast with Brenda Stoner and Raul Varela in Dallas. Brenda, a seasoned entrepreneur and Founder, shared insights on the Texas Stock Exchange Project. Exciting times ahead! The Texas Stock Exchange (TXSE) is on the horizon, set to revolutionize the financial landscape. With $120 million in funding from key players like BlackRock and Citadel Securities, TXSE aims to commence trades next year, with listings expected by 2026. Key points: - Fully electronic national securities exchange - Focus on reduced compliance costs, making it CEO-friendly This initiative is a game-changer for companies seeking access to U.S. equity markets with less regulatory burden. It's a shift towards supporting business growth and innovation in today's dynamic economy. As a CEO entrenched in the Texas business community, I see the immense potential in TXSE's approach. Let's embrace an exchange that aligns with the needs of modern businesses. Texas focused leaders, what are your thoughts on this development? How do you foresee its impact on the business landscape in Texas and beyond? #TexasStockExchange #Innovation #Finance #Leadership #BusinessGrowth

You can nominate Wealth Distribution Strategies for Madison.com's People's Choice in Wealth Management now through May 22nd! Voting is simple. Go to https://lnkd.in/g7waf2hP, select Services, scroll to Wealth Management, and nominate Wealth Distribution Strategies. Each person can vote one time per category for the entire duration of the Nomination period. Let WDS be your #1 in Wealth Management! --- #wdstrategies #madison #peopleschoice #wealthmanagement

Fascinating Facts about the Rothschild Family©® The Rothschild family is a dynasty synonymous with wealth and banking. Here are some interesting tidbits about this influential family: ✓Banking Empire: Founded in the 18th century by Mayer Amschel Rothschild, the family rose to prominence financing European wars and governments. Their strategic positioning across Europe allowed them to move capital quickly. ✓International Network: The Rothschilds established branches in London, Paris, Frankfurt, Vienna, and Naples, creating an international financial network that facilitated trade and investment. ✓Beyond Banking: The family's influence extended beyond banking. They were patrons of the arts, philanthropists, and even owned vineyards that produce famous wines today. ✓Enduring Legacy: Despite facing persecution and conspiracy theories, the Rothschild family remains a powerful force in finance and philanthropy. Their story offers a glimpse into the evolution of global finance. #Finance #History #banking

Looking forward to speaking at the upcoming Portfolio Adviser conference next month where Svitlana Gubriy and I will be discussing the outlook for global REITs and why now might be an opportune time to reconsider your broader real estate allocations. #reits #realestate #globalreits

The investment landscape is diversifying, with more Black professionals and firms rising to prominence despite historical underrepresentation. These firms are not only achieving financial success but are also deeply committed to fostering community empowerment Here’s a look at top Black-owned investment firms leading the way in wealth creation: 🌟 Bay Street Capital Holdings - Based in Palo Alto, this firm is dedicated to inspiring a new generation of diversified investors through investments in alternative asset classes. 🌟 Advent Capital Management, LLC - Established by Tracy Maitland in 1995, Advent uses ESG principles to guide its long-term investment strategies aimed at capital preservation. 🌟 Ariel Investments - Founded by John W. Rogers, Jr. Jr., Ariel Investments stands as the largest Black-owned mutual fund in the U.S., with a focus on supporting minority-owned businesses and enhancing financial education. 🌟Bronze Investments - Stephen DeBerry founded this venture capital firm in 2009 to create impactful investments that are economically, socially, and environmentally positive. 🌟 Brown Capital Management - Led by Eddie Brown since 1983, this is one of the oldest African-American founded asset management companies, focusing on identifying exceptional growth companies. 🌟 Channing Capital Management - Founded in 2003 by Rodney B. Herenton and Wendell E. Mackey, focusing on investments in high-quality value stocks across various sectors. 🌟 GenNx360 Capital Partners - Launched by Ronald Blaylock and Lloyd Trotter in 2006, focusing on sustainable growth within the manufacturing and business services sectors. 🌟 Pugh Capital Management, Inc. - This Seattle-based firm was founded in 1991 by Mary Pugh and Scott Greiwe, specializing in active fixed-income management for institutional clients. 🌟 Vista Equity Partners - Established by Robert F. Smith in 2000, Vista invests in technology firms that leverage software and data to improve economic outcomes and promote diversity. 🌟 Williams Capital Group - Founded by Christopher Williams in 1993, specializing in private and alternative lending secured by real estate. Learn more about these influential firms that are shaping the future of investment. Full article by Bay Street Capital Holdings/William Huston here: https://lnkd.in/d2iak3Y5 #Investment #BlackOwnedBusiness #FinancialInclusion #WealthCreation

And at last, a deep, long term (as in 1790 to 2023) perspective on the development of the US economy and the implications for the great American experiment. I’m really proud to have worked for Mark Higgins, CFA, CFP® for a short but definitive part of my career. #financialhistory #longterminvesting

2 mindsets in finance: scarcity or abundance. Scarcity leads to gates, insolation and protectionist behavior, possibly loss of value for the client. Fortunately at UBS Private Wealth Management we have an abundance mindset, which leads to collaboration, growth and high degrees of specialization - improving client outcomes and experience. Below is a pic of my large, complicated, mentoring, listening, and great work family.

We are looking forward to welcoming everyone at our Annual General Meeting today, at the Hockey Hall of Fame. Our AGM gathers influential voices within our industry and other key stakeholders to celebrate our achievements and foster meaningful conversation about the capital markets. We are honoured to welcome Conrad Black, Canadian and British former newspaper publisher, businessman, and writer to provide a keynote address on The State of Canada’s Capital Markets: The Investment and Regulatory Climate. Joining us to discuss the Impact, Causes and Solutions to Canada’s Declining IPOs are our esteemed panelists: Loui Anastasopoulos, CEO, Toronto Stock Exchange & Global Head, Capital Formation, TMX Group Ltd.; Roman Dubczak, Deputy Chair, Capital Markets, CIBC; Ari Pandes, Associate Dean, Haskayne School of Business, University of Calgary; Jason Sleeth, Head of Syndication, Canaccord Genuity; and our moderator Thomas Kalafatis, Managing Partner, Hullwright Advisors; IIAC Advisor. To close off our event, we are delighted to be joined by hockey legend Darryl Sittler, one of the greatest players to ever wear the Toronto Maple Leaf uniform, to provide closing remarks on Leadership and Perseverance Through Change. For more information, please visit: https://lnkd.in/gwUJBkKq #AGM2024 #IPOTrends #Finance #Investment #CanadaEconomy #Networking #capitalmarkets

This morning was an opportunity to reflect on the progress being made in public market reform - particularly what is being done to boost the small and midcap stocks that power the UK economy. It was a pleasure to chair a panel that sought to canter through the issues, the opportunities, the recent Budget, what’s missing and what stakeholders can productively do for themselves. Demand is everything. That’s why the recent pension disclosures, the British ISA and the Mansion House compact matter so much. But growth stocks on AIM and the Aquis Stock Exchange shouldn’t miss out just because the definition of “unlisted equities” confuses some people. And the British Business Bank needs to back public as well as private ventures if it is truly the UK’s development bank. The Quoted Companies Alliance is proud to play a part in this debate on behalf of our members. They include an A-Z (Allenby Capital to Zeus ) of company advisers, investors that collectively manage £10 billion underpinning hundreds of growing companies, plus the innovative companies themselves. Thanks to enthusiastic and knowledgeable panellists Mark Austin Natalie Bell (nee Conway) Sam Tufts Tim Powell Latham & Watkins Liontrust Asset Management PLC Phoenix Group Alpha Group.   And for organising the event, thank you Marcus Stuttard Julia Hoggett London Stock Exchange CMIT - Capital Markets Industry Taskforce Emily Watts Julian Morse Cavendish #quotedcompanies #cityoflondon #midcaps #smallcapstocks #investment #buybritish #isa #ukeconomy