Kirtland Capital Partners’ Post

“For credit unions, partnering with female-led organizations can help provide more inclusive #financialservices. Members have a wide range of unique financial needs, and it’s impossible for credit unions to build technology that supports each circumstance in house.” Elizabeth Coston McCluskey shares in Finopotamus how partnering with female-led organizations, like Debbie and Frich Money, can help #creditunions strengthen relationships with female members by meeting their needs with relevant offerings: https://bit.ly/4cZRdYq

Next week is a panel featuring Deborah (Schwager) Froling from Kutak Rock LLP, Greg Mausz from Skyway Capital Markets, LLC, Marc Slavny of Fortitude Investment Group, LLC., and Heidi Wheatley of Sponsor Growth Solutions LLC, sharing insight on the growth of 506(c) offerings. They will cover the rise in popularity of 506(c) offerings and the growth of the offering type. There will be time for questions; register today to reserve your spot. https://lnkd.in/dbz4fxyG #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser

There’s an estimated $7 trillion opportunity in the asset-backed lending marketplace. By marrying our credit capabilities with those of Atalaya Capital Management, Blue Owl continues to be well-positioned as a full-service provider in the private credit space. Watch Co-CEO Marc Lipschultz's interview with Bloomberg News to hear how our acquisition of Atalaya will give us the tools to continue growing into 2025 and beyond: https://lnkd.in/e84rp-R6

Nice excerpt from my podcast appearance with Jon Stoddard... In this snippet I'm talking about arbitrage and how M&A creates outsized returns for private equity firms. Here's the thing too - you don't have to be a PE firm to take advantage of this concept!

There’s nothing we love more than hearing from happy clients and partners, so it was a pleasure to chat with Joseph Cooper FPFS from Wise Investment and Ellie Newell from Ashbridge Partners over breakfast recently. Watch the video below to hear them discuss why they enjoy working with the Hedges team and the reason why they recommend us. #AdviceForLife #LawFirm #LegalAdvice #Community #ChippingNorton #WiseInvestment #AshbridgePartners 

Responsible investing has evolved from a niche to a mainstream practice, leading to a more sophisticated approach from investors and advisers in their portfolio choices. Learn from Greg Liddell, director of responsible investments at Betashares, about the growing universe of thematic exposures that investors may choose from to earn a return on their investments while addressing environmental issues. Don’t miss out! Sign up for a FREE copy today: https://bit.ly/3U1idQ4 #Betashares #ESGInvesting #ESGPortfolio #ResponsibleInvestments #InvestmentManagers

🔍 Why family offices are embracing deal-by-deal alternative investing. ✍️ Maven's Victoria McGurran provides her opinion to Professional Wealth Management (PWM) on why family offices are well-positioned to realise the benefits of deal-by-deal co-investment in alternative assets, allowing investors greater flexibility and more control compared to fund investing. Read the full article here👇 https://hubs.ly/Q02LpH-z0 #FamilyOffices #AlternativeAssets #PrivateEquity Alternative investments are typically only suitable for experienced investors who are able to evaluate and understand the risks and merits of such investment. They are also only suitable for investors who have the resources to bear any loss that may result from such investments.

FUNDVINE SECURITY AND CAPITAL EMBARKS ON GROWTH STRATEGY Fundvine Securities and Capital is undergoing a strategic transformation aimed at unlocking new avenues for growth and enhancing profitability for its clients. A recent three-day retreat, convened by Group Managing Director Dr. Michael Enyinna, brought together senior management and executives from Fundvine Capital, Securities, and Berkshire Asset Management divisions. The event was also attended by the Board of Directors, led by Chairman Chief Chuku Wachuku. Key strategic decisions emerged from the retreat, including: 1. Expanding the client base and increasing market share 2. Developing innovative products and services to generate new revenue streams 3. Reinforcing a commitment to delivering exceptional financial advice and maximizing returns for clients Subsequently, the Board of Directors held its quarterly meeting, expressing full confidence in Dr. Enyinna and his executive team. The Board also approved plans to increase the company's capital base and allocate additional resources to the Berkshire Asset Management Division. These strategic initiatives underscore Fundvine's dedication to driving growth and delivering superior value to its clients. #Fundvinegrowthstrategicretreat#Fundvine#equitytrading #investment #financialadvisory #portfolio #primarymarket #issuingservice #transformyourfinance #lagosnigeriaitafricandancetafrica

FUNDVINE SECURITY AND CAPITAL EMBARKS ON GROWTH STRATEGY Fundvine Securities and Capital is undergoing a strategic transformation aimed at unlocking new avenues for growth and enhancing profitability for its clients. A recent three-day retreat, convened by Group Managing Director Dr. Michael Enyinna, brought together senior management and executives from Fundvine Capital, Securities, and Berkshire Asset Management divisions. The event was also attended by the Board of Directors, led by Chairman Chief Chuku Wachuku. Key strategic decisions emerged from the retreat, including: 1. Expanding the client base and increasing market share 2. Developing innovative products and services to generate new revenue streams 3. Reinforcing a commitment to delivering exceptional financial advice and maximizing returns for clients Subsequently, the Board of Directors held its quarterly meeting, expressing full confidence in Dr. Enyinna and his executive team. The Board also approved plans to increase the company's capital base and allocate additional resources to the Berkshire Asset Management Division. These strategic initiatives underscore Fundvine's dedication to driving growth and delivering superior value to its clients. #Fundvinegrowthstrategicretreat#Fundvine#equitytrading #investment #financialadvisory #portfolio #primarymarket #issuingservice #transformyourfinance #lagosnigeriaitafricandancetafrica

Responsible investing has evolved from a niche to a mainstream practice, leading to a more sophisticated approach from investors and advisers in their portfolio choices. Learn from Greg Liddell, director of responsible investments at Betashares, about the growing universe of thematic exposures that investors may choose from to earn a return on their investments while addressing environmental issues. Don’t miss out! Sign up for a FREE copy today: https://bit.ly/3U1idQ4 #Betashares #ESGInvesting #ESGPortfolio #ResponsibleInvestments #InvestmentManagers