Chad Pardi’s Post

📣 Attention Investors! 📣 We have another exciting opportunity to meet with one of our valued Fund Managers, Michael Rabb, Senior Research Analyst and Co-Portfolio Manager at Sands Capital. The firm was created with a sole mission ‘to add value and enhance the wealth of our clients with prudence over time’. So why not join us to find out more about long-term investment strategies and take a deep dive into the performance of our Sands Capital Fund. Darren Johnson, Senior Investment Manager at St. James’s Place will be hosting this virtual event and will shape his discussion with Michael around the questions you would like to ask. We hope you can join us for another engaging session where we aim to shed light on some of the more complex investment solutions. Register your place here> https://bit.ly/3QAKuvz The value of your investment can go down as well as up. You could get back less than you invested. #MeetTheFundManager #InvestmentStrategies #FinancialPlanning Stringer Mann Chartered Financial Planners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 24/04/2023

📣 Attention Investors! 📣 Meet The Fund Manager We have another exciting opportunity to meet with one of our valued Fund Managers, Michael Rabb, Senior Research Analyst and Co-Portfolio Manager at Sands Capital. The firm was created with a sole mission ‘to add value and enhance the wealth of our clients with prudence over time’. So why not join us to find out more about long-term investment strategies and take a deep dive into the performance of our Sands Capital Fund. Darren Johnson, Senior Investment Manager at St. James’s Place will be hosting this virtual event and will shape his discussion with Michael around the questions you would like to ask. We hope you can join us for another engaging session where we aim to shed light on some of the more complex investment solutions. follow this link to register - https://lnkd.in/eh-NRFyZ   The value of your investment can go down as well as up. You could get back less than you invested.#MeetTheFundManager #InvestmentStrategies #Financialplanning #bglwealth   BGL Wealth Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

James Delaney's journey in investment management began over 13 years ago as an analyst delving into the realms of quantitative and fundamental analysis. However, it was his time working with seasoned fund manager, Sean Fenton that truly opened his eyes to the world of long short investing. James shares his belief in the effectiveness of long short investing and dispels misconceptions surrounding short positions. Contrary to popular belief, short positions need not be fraudulent to generate value; they serve as essential funding sources for long positions. When executed effectively, long short investing can yield stronger risk-adjusted returns by managing style tilts.   https://lnkd.in/gCPDdxkE #Investing #AustralianEquities

What is happening in private markets this week? How are asset managers and investors looking at alternatives and how do they plan to navigate the markets? In this latest edition of The Valt Journal, we capture the latest reports and research on #privatemarkets published in last two weeks. We cover the latest #reports, #articles and #podcasts across #privateequity #privatecredit #macro #assetallocation #realestate and #climatefinance. Find out what the best in the business have to say about private markets in the current environment. Featured in this edition: KKR BlackRock Barings Alternative Credit Council AIMA - The Alternative Investment Management Association Benefit Street Partners Alcentra CAMRADATA PIMCO Crescent Capital Group LP The TCW Group Morgan Stanley Blackstone Neuberger Berman Nomura Asset Management StepStone Group State Street HarbourVest Partners Amundi Boston Consulting Group (BCG) Insight Partners Impax Asset Management UBS CBRE Juniper Square M&G Investments CAIS GIC Institutional Investor Pensions & Investments 🔗 Access the full list here with direct links to the reports: https://lnkd.in/dcUeppBr 🔎 The Valt Journal is your single stop for the best and latest research. Subscribe to receive the latest research directly in your inbox. https://lnkd.in/d6tj2UYX #thevaltjournal #valt #alternativeinvestments #privatemarkets #finance #investments #assetmanagement

In this clip, we delve into the dynamic realm of portfolio management, transcending traditional assets. Gain fresh perspectives on revolutionizing your investment strategy as we unpack its profound significance. 🚀 Allie King from JWB unravels how portfolio management enhances client experiences, amplifies returns, and ensures passive income objectives. Ready to elevate your investment journey? Sign up using the link in my profile to get alerts for the next show, interact with the guests & ask questions LIVE! Join me and Pablo Gonzalez every Tuesday and Thursday at 12:30 PM ET. #passiveincome #investor #alternativeinvestments #jacksonville

Investors are looking to pivot away from developed markets and large-caps, Mats Eltoft, head of Nordic business development and client relationships at US asset manager William Blair, tells AMWatch, in the latest article our International Managers Summer Series. “Many of the investors we engage with believe there could be a pivot soon and are actively looking at various ways to diversify their portfolios. This pivot might be driven by high valuations in developed markets and large-cap stocks, prompting investors to diversify into emerging markets and small-cap stocks as the discrepancy widens,” Eltoft says. #assetmanagement #assetmanager #financialmarkets #bankingindustry #investments #stockmarket #emergingmarkets #pensionfunds #Nordic

Meet the Fund Manager SJP in Conversation with Sands Capital Wednesday 20 September 2023 at 12:30 – 13:30   📣 Attention Investors! 📣 We have another exciting opportunity to meet with one of our valued Fund Managers, Michael Rabb, Senior Research Analyst and Co-Portfolio Manager at Sands Capital. The firm was created with a sole mission ‘to add value and enhance the wealth of our clients with prudence over time’. So why not join us to find out more about long-term investment strategies and take a deep dive into the performance of our Sands Capital Fund. Darren Johnson, Senior Investment Manager at St. James’s Place will be hosting this virtual event and will shape his discussion with Michael around the questions you would like to ask. We hope you can join us for another engaging session where we aim to shed light on some of the more complex investment solutions.   The value of your investment can go down as well as up. You could get back less than you invested.   REGISTER NOW: https://lnkd.in/eYHmYXiN   #MeetTheFundManager #InvestmentStrategies #Financialplanning   Sylvie Pearson-King is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.   SJP Approved 24/04/2023

Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager virtual event. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar: https://lnkd.in/e8paDs_F 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #MeetTheFundManager #InvestmentStrategies #Financialplanning Jobling Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 04/04/2024

📢 Meet the Fund Manager... Darren Johnson returns to host our next #MeettheFundManager virtual event. 💰 St. James’s Place in Conversation with PineBridge Investments 📅 Thursday 18 July 2024 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar 📈 Speakers: Michael Kelly, Global Head of Multi-Asset, PineBridge Investments An exciting opportunity to hear insights from two popular speakers on our current financial landscape and what to expect from global markets in the near future. Register here: https://lnkd.in/eqz5e-bP The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. #MeetTheFundManager #InvestmentStrategies #Financialplanning Paula Bicknell Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The ‘St. James's Place Partnership' and the titles ‘Partner' and ‘Partner Practice' are marketing terms used to describe St. James's Place representatives. If you use an alternative trading name you must state underneath this wording: (trading style name) is a trading name of (full trading name) eg, Michael Edwards Financial is the trading name of Michael Edwards Wealth Management Ltd) SJP Approved 04/04/2024

Last night I had the pleasure of attending a CFA Montreal event focused on the Single Family-Office approach. Panelists from various family offices, including Claridge and Joddes, shared their insights on portfolio construction and asset mix, tailored to each family’s unique needs. While each family had different exigencies and philosophies, they all emphasized the importance of diversifying across asset classes (in both public and private assets) as well as understanding what you invest in. One of the most interesting takeaways, for me at least, was that despite being managed by investment teams with countless years of experience and resources, they still use actively managed funds. It goes to show that even the most experienced investment managers can benefit from actively managed funds. #ActiveManagement #CFAMontreal