John Wernz’s Post

Event Announcement | Investors and CFOs: Partnering for growth through uncertainty 💡Join us for another in-person event in partnership with VantagePoint at betaworks, NYC, to discuss the value that VC / PE firms and CFOs can bring to your finance function, when you’re overcome with challenges surrounding innovation and growth in tech. 🎤 Take the opportunity to quiz our esteemed panel, Sumeet Shah, Caitlin Herling and Ashley Vukovits, who have a wealth of varied experience in investing in the finance, technology and start-up space. Tuesday 10 October 2023 ⏰ 18:00-20:00 EST | Register through the link in the comments ⬇️ #NYCevents #financeevents #investmentadvice

The independent RIA landscape has dramatically changed over the last 20 years, that's for sure. Listen to these two industry powerhouses as they talk about why private equity finds the industry compelling, and what's ahead for Focus Financial Partners.

Have you RSVP'd for Thursday's webinar? Our Head of Strategy Jack Lynch will be in conversation with C. W. Smead, CFA, CEO of Smead Capital Management who recently transitioned to Ridgeline. They'll be discussing: 💬 How Smead's global firm sunset 10 systems - without missing a beat - by moving to Ridgeline 💬 How Ridgeline's intuitive system has accelerated collaboration at their multi-generational office 💬 The 🔑 to unlocking talent and increasing agility across a team without adding headcount You won't want to miss this one - RSVP here👇 #assetmanagement #investmentmanagement #webinar

Join me on Tales from the Trails as we enter the world of private equity with Duncan McEntyre, Vice President of Sales Operations at Blueprint Equity. Discover how Blueprint Equity’s uniquely hands-on approach directly supports the companies it invests in, offering invaluable resources as well as funding. Tune in to learn about the challenges and mission of this dynamic private equity firm, and why their level of involvement makes them a standout partner for growth-focused businesses. #TalesFromTheTrails #PrivateEquityInsights #BusinessGrowth #InvestmentStrategies

Elevate your Private Equity strategy with Consultport's expert insights for 2024! 🚀 Whether you're a seasoned professional or just stepping into the Private Equity space, this guide is tailored to help you thrive and capitalize on new opportunities. Download for free now and dive into: 🔹 An Executive Summary 🔹 Private Equity 2023 Recap & 2024 Outlook 🔹 Strategic Considerations ⬇️ Find more info & download here: 🔗 https://lnkd.in/dcHTZ9wS #PrivateEquity #PrivateEquityOutlook #FreeResource #FreeDownload #PDFGuide #ExpertInsights

How does the pursuit of impact create value? While each portfolio company is different, this new report from the Impact Capital Managers and Tideline teams does well to showcase the many different approaches impact investors can bring to value creation to drive both financial and impact performance. Our work with Redcliffe Labs is showcased in a case study on page 50, including detail on our work to enhance the company's acquisition strategy, governance and product development. Read it here: https://lnkd.in/edKRbMXa #impactinvesting #impinv

At Ledgex, we are committed to transforming the way family offices, wealth managers, and endowments manage their investments. Our innovative platform offers comprehensive tools for investment management, reporting, and data analytics, empowering you to make informed decisions with confidence. 🔍 Key Features: - Streamlined portfolio management - Robust risk assessment - Advanced performance tracking - Customized reporting solutions Join the community of financial leaders leveraging Ledgex to achieve their long-term financial goals. Discover how our platform can elevate your investment strategy. #WealthManagement #FamilyOffices #InvestmentStrategy #FinancialInnovation #Ledgex Peter Cunha Nicole Eberhardt Christopher McCoy Brian Nickerson Wendy McCoy

Ever wonder what are some key considerations for private equity when looking for strategic IT? Check out this post where Karl Kleinert, Leapfrog’s COO discusses this topic.

Join me as I facilitate a dynamic discussion on the intersection of Private Equity and Wealth Management at RIA Edge. I'll be joined by three leading Private Equity investors to explore the fascinating landscape of wealth management and the growing interest from Private Equity firms. We'll delve into topics such as valuation trends, industry futures, and the crucial balance of growth imperatives with client-centric focus. Attendees can expect to gain valuable insights into how Private Equity is reshaping our industry and strategic considerations for both firms and investors in this evolving space. Looking forward to engaging conversations and networking opportunities at RIA Edge. See you there! #PrivateEquity #WealthManagement #Conference