What factors will determine success for managers in today’s private credit market? Scale, track record, alignment with investors and a differentiated sourcing model. President & CEO Ken Kencel spoke with Citywire at the recent SuperReturn International Conference in Berlin about manager selection as private credit demand continues to rise. Read more of his insights below.
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Master’s Degree In Economics | Bachelor of Business Administration | Commercial Manager Multi Channels | Go to Market | Entrepreneur | Business Consultant |
Moving at the right pace is also having control
$61,000,000+ in Apple products purchased 🍎💻 - Can we buy your used Apple devices? We pay cash to individuals, schools, businesses, and orgs 💰📲
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“It’s intriguing to me that financial advisors who value independence so significantly—that they would choose broker-dealers that aren’t independent—who have responsibility somewhere upstream...” Greg Raines of TAG Advisors shares his insight on the decision many advisors make in the face of industry consolidation. Hear from him and other Cambridge advisors about the stability that comes from our true independence. https://ow.ly/SyOc50RvfKC #FinancialAdvisors #WealthManagement #JoinCambridge
Consistency is Key
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Premier Wealth Management Coach & Strategic Investor | Acquiring & Empowering Companies to Elevate Financial Advisors | Founder of 4 Multi-Million Dollar Firms | Renowned Author, Speaker & Industry Thought Leader
Join us on September 21st at 1 PM Pacific/4 PM Eastern for The Wealth Magnet: Attracting High-Net-Worth Clients to Your Practice ✅ Discover why only half of clients rate their advisors as excellent and how you can break into the top tier. ✅ Learn the key to understanding what's essential to high-net-worth clients and their families. ✅ Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients. https://lnkd.in/g56CuJRU
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Head of Portfolio Implementation, Rugshana Salie, discusses the three key benefits we believe model portfolios provide advisers. Learn more about our model portfolio capabilities at [email protected]
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DFM Service Providers assist Investment Advisory FSP businesses in aligning with TCF and FAIS regulations while crafting a Centralized Investment Proposition that resonates with clients and mitigates business risks. Connect with us to discuss your DFM requirements. #IFA #DFM #InvestmentAdvice #Investments #CIP #TCF
Head of Portfolio Implementation, Rugshana Salie, discusses the three key benefits we believe model portfolios provide advisers. Learn more about our model portfolio capabilities at [email protected]
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