Jeff Hopkins’ Post

It was an honor to be invited by Mehul Chavada, who is a member of the YPO Real Estate Industry Network with me, to teach a class on real estate private equity at the Rice Business - Jones Graduate School of Business . I found it fascinating to speak to some of the future leaders of our industry - it feels like not so long ago that I was sitting in a similar seat, excited but unsure as to where my career would take me.    These students are at the forefront of a massive transformation, and we had a great discussion around the current and future levers that will shape our industry.   It’s clear to me that real estate is being redefined beyond just an asset to be bought and sold. Asset convergence is leading to properties being viewed as dynamic platforms, beyond conventional residential, commercial, or industrial functions.  This entails reconceptualizing properties as integrated ecosystems - putting the consumer at the center, and delivering them a spectrum of services and experiences that creates productivity, efficiency and value in this ever evolving world. For these students beginning their careers in real estate, the opportunity to go beyond traditional fundamentals and economics to leverage innovative and creative strategies to bring value to their firms, and to society - is truly exciting to see.

The great rotation continues. Michael Reinking, CFA breaks down some of the factors contributing to this move in this week’s #NYSEBriefs

On the final day of Black History Month, we are proud to welcome the inaugural class of Venture Scouts for Barclays Black Formation Investments (BBFI), managed by Zeal Capital Partners! 🎉 Through BBFI, our mission is twofold: to generate standout investment returns by backing exceptional diverse teams, and to impact Black entrepreneurial and investing talent at the cap table level by widening access to opportunities for wealth creation. To this end, BBFI not only invests capital directly in early-stage companies, but also activates a network of elite operators (“Venture Scouts”) to source opportunities for investment. By directly addressing deeply entrenched issues on both the demand and supply sides of the venture capital asset class, we are committed to creating a more equitable startup ecosystem. Please join us in welcoming the first cohort of BBFI Venture Scouts! Learn more about the venture scout program at: https://lnkd.in/ed5NvFd8 (see FAQs). Also, if you are a founder who is looking to raise capital, please reach out by completing our form: https://lnkd.in/e78eCVWC #BBFI #VentureScouts #inclusiveinvesting Damola Ogundipe DeVaris Brown Domonique Fines Esosa Johnson George Okpamen, PharmD, MBA Jeanine Suah Jerrod Hill Jodine Gordon Jourdan Sutton Kimberly N. Marshall Michael Berhane Nathalie Walton Oji Udezue Phil G. Joseph Randall Clark Shani C. Taylor

Stock picking and its close friend market timing have long been discredited as a means of investment. If you are trying to fund important financial goals, the way to do it is by following an evidence based approach to investment. It is not meant to be exciting. Instead it will harness the long term returns of the markets to steadily deliver the funds needed to fund your future lifestyle.

"Of equal importance is to do what is, for me, the right thing, in the right way, at the right time, with the right people. Whenever I can create that alignment, my life seems to move in almost magical ways." In the 40 years since Debra Draughan (MBA ’84) graduated from Darden, she’s built a thriving career as an investment industry leader in institutional sales and private equity. Read more about what makes this industry leader tick in this edition of 20 Questions. https://lnkd.in/eB6m4rZt

Before coming to Avidian, Shaheen Ladhani spent 13 years as an investment advisor at Goldman Sachs, managing portfolios for private clients, endowments, and foundations. So, what was it about Avidian’s products and services that drew him here? Hear from Jim Atkinson and Shaheen as they discuss in more detail. Find the full video linked in the comments.

A huge thank you to Rolling Out and Rashad Milligan for brilliantly capturing the spirit of our Morgan Stanley JumpStart Scholars in Finance program led by our phenomenal Director, Kecia L. Jones! Over the past three years, Kecia has empowered our scholars to recognize their “leader within.” Kecia, we appreciate you! 💐 Click the link in our comments to read the full Rolling Out article. #LEADingForLifeEnterprise #MorganStanley #FinancialLiteracy #RollingOut

The resurgence of hostile M&A in the European financial services sector: Rebel(s) without a cause? In Nicholas Ray’s iconic 1955 movie “𝘙𝘦𝘣𝘦𝘭 𝘸𝘪𝘵𝘩𝘰𝘶𝘵 𝘢 𝘤𝘢𝘶𝘴𝘦”, James Dean and his teenage nemesis, Buzz, drive their respective cars at full throttle towards a precipice in a version of what game theory calls a game of “chicken” or “hawk-dove”. In the movie, the scene dramatically portrays two misguided young adults who, fuelled by repressed anger, pride and fragile egos, seek to prove a futile point to their peers, but mostly to themselves. 𝗦𝗽𝗼𝗶𝗹𝗲𝗿 𝗮𝗹𝗲𝗿𝘁: 𝗶𝘁 𝗱𝗼𝗲𝘀𝗻’𝘁 𝗲𝗻𝗱 𝘄𝗲𝗹𝗹. When it comes to “Mergers and Acquisitions”, pride and ego are also poor counsels. Though hostile M&A can of course be justified in certain, fairly well-defined circumstances, unprovoked aggression is often a sign of weakness, rather than strength. Yet in the last five years, hostile M&A in the EMEA financial services sector has represented ~20% of M&A volumes. That’s 2 to 3x the longer term averages depending on how you define them. So what is happening? In the attached paper, fruit of multiple casual discussions with students in our M&A courses at Columbia Business School and Imperial College Business School, as well as with faculty at various business schools, we venture a few hypotheses. Find this helpful? [ 𝗿𝗲𝗽𝗼𝘀𝘁 ] “Nice post” [ 𝗹𝗶𝗸𝗲 ] Want to see more [ 𝗳𝗼𝗹𝗹𝗼𝘄 ] #corporatefinance #mergersandacquisitions #investmentbanking #financeeducation #mba #masterinfinance #columbiabusinessschool #columbiauniversity #imperialcollegebusinessschool #imperialmeansbusiness #imperialcollegelondon

Embark on a success journey with LBA! 🌟 Meet Michael, a graduate of our Capital Markets Foundation Course 🚀 📖✨ Discover Michael's firsthand experience and insights in our latest testimonial.

We are excited to announce the launch of the first-ever Insurance-Linked Securities (ILS) Summer School, brought to you by the team behind the Fundamentals of ILS, set to take place in 2024 in Lausanne, Switzerland. This unparalleled course will feature a combination of in-person workshops, seminars, and introductory meetings with representatives from some of the world’s leading ILS funds and the United Nations (UN). Throughout the week, participants will have exclusive access to key investment allocators in the ILS market, managing approximately $10 bn in catastrophe bonds and other insurance-linked instruments. These industry experts will share their perspectives on the asset class, provide market outlooks, and offer guidance on forging a career in ILS. Our summer school initiative is designed to inspire a generation of change-makers, equipping them with the insights and tools necessary to tackle the protection gap head-on. Through this program, students will gain a deep understanding of the challenges and opportunities within the (re)insurance market, driven by the firsthand experiences and wisdom of industry leaders. To learn more: https://lnkd.in/euQFRhgU #ils #alternatives #catbond #catbonds #ilscourse #certils #insurance #reinsurance #risktransfer #disasterriskmanagement #protectiongap #HedgeFundStrategy #RiskAndReward #CatastropheInvesting #InvestmentSuccess #FinancialInnovation #WealthManagement #InvestorReturns #RiskMitigation #CatastropheRisk #InvestmentSpreads #CyberCatastropheBonds #PortfolioDiversification #EmergingTrends #InvestmentInsights #assetmanagement #axcoawards