Lucy Qu

🚨 San Diego City Employees' Retirement System is winding down their search for non-U.S. equity managers. The four emerging market equity managers recommended include Franklin Templeton, PGIM, Lazard, and Driehaus. Funding will be provided by the termination of two existing managers. 👉 For more information, read the full article here: https://hubs.ly/Q02y7_dz0 #FundraisingNews #NewSearch #EmergingMarketManagers

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5 Reasons Private Equity Groups Will Pay Top Dollar for Your Business! For 20+ years, VRG has built a database of Private Equity Group buyers. Virtually every day, we are in contact with these firms, and we know the reasons they will pay top dollar for your business. 1. Strong Management or Well-Trained Employees: Private Equity Groups (PEGs) seek businesses they can grow and sell, not manage daily. They prefer companies with strong management or well-trained employees ready to take over. 2. Advanced Systems & Technology: Robust systems and up-to-date technology are essential for growth. Think CRM, cloud computing, and effective financial reporting. These elements ease ownership transitions and provide a solid growth foundation. 3. Reliable Financials by a CPA: PEGs need clear, accurate financials. Consistency and clarity in your finances build trust and reduce the risk of unpleasant surprises. 4. Recurring or Subscription-Based Revenues: PEGs love predictable income streams. Recurring revenues from service contracts or memberships can make your business much more attractive. 5. Diverse Customer Base & Multiple Vendor Sources: Avoid over-reliance on any single customer or supplier. Diversify to mitigate risks and ensure stability, which is highly valued by PEGs. Ready to sell your business at top dollar? Let’s talk! #PrivateEquity #BusinessGrowth #BusinessBrokers

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Sebastian Dooley, CFA recently took the stage to discuss macro real estate themes and more. ➡️ See here for more related insights. https://lnkd.in/eTqzJXFe

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Allocation to private markets increases returns and reduces volatility!   Here is an article from Carlin Calcaterra and Brendan McCurdy that we found informative. Modern portfolio theory (MPT) is based on the concept that assets can be combined to reduce risk and solely uses public assets. A risk factor approach focuses on outcomes, resulting in a different asset allocation mix that holds 50% in private market assets. Under this new risk factor approach, the authors propose a moderate portfolio holding: ·        Public equity (20%) ·        Public fixed income (30%) ·        Private equity (15%) ·        Private real assets (20%) ·        Private credit (15%)   Compared with a traditional moderate portfolio (i.e., a 60/40 portfolio of stocks and bonds), the new moderate portfolio holding 50% in private market assets has: ·        Higher returns ·        Higher yields ·        Reduced max drawdowns ·        Lower volatility ·        Higher (better) Sharpe ratios ·        Significantly increased portfolio efficiency

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The ETF industry is experiencing explosive growth, but success hinges on more than innovation - it requires the right people. With markets expanding into ESG, thematic investing, and tech-driven strategies, the stakes for building top-tier teams have never been higher. But here’s the challenge: the talent pool isn’t growing as fast as the need. What the data tells us: 1️⃣ Speed matters: 80% of candidates expect placement within 20 days, meaning firms must streamline their hiring processes to stay competitive 2️⃣ The human + tech balance: While nearly 79% of candidates are comfortable with AI in recruiting, they still demand personalized communication and tailored job opportunities 3️⃣ Demand for expertise: Industry-specialized recruitment is critical—candidates overwhelmingly prefer roles matched by experts who truly understand the nuances of their field At Blackwater, we’re redefining how firms connect with talent. By blending advanced technology with deep ETF industry insight, we help organizations find the right people—quickly, effectively, and with precision. This isn’t just recruitment; it’s about building teams that will shape the future of ETFs. Let’s lead that future together.

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#ICYMI Pure Financial Advisors, LLC reported over $1 billion in new AUM on SmartAsset's platform with several hundred million more in the pipeline. According to this RIABiz.com article, SmartAsset and Pure may have cracked the code on one of the biggest challenges for RIAs. Read more to learn how advisors can potentially see similar or higher levels of AUM generation: https://shorturl.at/QgXTi #SmartAsset #SmartAssetNews #FinancialAdvisors --- Disclaimer: Pure Financial Advisors is an actual SmartAsset client. Statements from our interview quoted in the RIABiz article are individual experiences reflecting the real-life experiences of those who have used our services. The testimonials are not 100% representative of all of those will use our products and/or services, and we make no admissions of such. Additionally, they have not been paid for their insights.

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In today's Weekly View, Global Equity CIO and Partner, Adam Grossman, CFA provides a deep dive into Q2 US earnings results using our 3 'Earnings Principles,' and shares RiverFront's view on how it may influence our portfolios moving forward. https://ow.ly/j3Bp50TfKwy

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Our Q2 2024 market update, written by our Co-Chief Investment Officer, includes insights on stock market reversion to the mean, AI's impact, the importance of diversified portfolios for long-term success, and more. Read it today: https://lnkd.in/e8DT_i5p  #MarketUpdate #FinancialMarket #FinancialPlanning

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In this monthly update, 3EDGE Deputy CIO Eric Biegeleisen, CFA joins Chief Investment Strategist DeFred Folts to review our latest market outlook across various asset classes and geographies. https://lnkd.in/eg7jPFGH #assetmanagement #investing #FederalReserve #wealthmanagement #wallst

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#BigIdeas2025 The ETF industry is undergoing some major transformations heading into 2025 and so here are 3 key trends that experts say we will be seeing next year. Our Finance Reporter DJ Shaw breaks it down in this article: https://lnkd.in/err2GkYQ

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The LP Perspective: Fast Five with Matt Curtolo, CAIA, 20+ Year Veteran Allocator and Investor in the Private Markets Brand and reputation are key for fund managers looking to stand out in today’s crowded private markets. But how can GPs effectively build their brand, engage LPs through social media, and humanize their firm? In this edition of The LP Perspective, we hear from Matt Curtolo, a private markets veteran with over two decades of experience, including roles at Hamilton Lane & MetLife. Highlights: 👥 "Brand and reputation are powerful tools for differentiating in a saturated market. GPs must craft a clear narrative and ensure their reputation aligns with their brand’s message." 🎙️ "If I told you 20 years ago, that you could increase your top of funnel by 500% or 1000% by doing just one thing, most folks’ jaws would drop. That is the opportunity with social media." 💬 "For GPs, they bring a wealth of experience and expertise, which is one of the reasons LPs invest with them. While sharing an announcement of a new deal or a noteworthy exit is important, remember to share the how and the why." 🧭 "Remember that you are always fundraising, even if you aren’t in market with a fund. Your content strategy is critical, making sure people keep you top of mind in the RIGHT way, know what kind of deals you do, on an ongoing basis." Want to read the full interview? Click on the link in the comments below. #privateequity #marketing

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Ahead of 2Q’24 earnings reports from the Magnificent Seven, investor enthusiasm is elevated and expectations are high. While we believe the current macroeconomic environment still favors these market leaders, decidedly bullish sentiment, elevated valuations, and tough comps warrant a cautious approach. In our latest blog, we discuss the delicate balance investors must navigate. Blog: https://lnkd.in/e7xceMkW For important fund information and current holdings: https://lnkd.in/ecmrVQTw

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🌟 How to win in 2025 🌟 As we enter the second half of the decade, profound transformation is reshaping the wealth management industry. In his latest column for InvestmentNews, Joe Duran, managing partner at Rise, explores how firms can adapt and thrive amidst disruption. 💡 Key Questions for the Industry: 1️⃣ Can we shift from asset allocation to time and energy allocation for our clients? 2️⃣ Is simplifying clients' lives more impactful than providing niche expertise? 3️⃣ Will collaboration with clients become the ultimate differentiator? 🎥 Watch the full episode here: https://lnkd.in/gjUnrqcr With AI automating many analytical tasks, the most successful firms won’t just plan finances—they’ll deliver curated, collaborative solutions that maximize clients’ lives and priorities. 💬 What’s your take? How is your firm preparing for this client-centric, AI-driven future? #WealthManagement #AI #ClientExperience #FinancialInnovation

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📢 Don't miss the latest insights from {{linkedin_mention(urn:li:organization:104226639|Bite Asset Management)}}. In the latest installment of its “A private markets update” webinar series, CIO {{linkedin_mention(urn:li:person:I6qN6Qtvqz|Anna Baráth, CFA)}} and MD {{linkedin_mention(urn:li:person:yDKnSqiXUI|Justin Mason)}} provide a comprehensive year-end review and explore how evolving political and economic conditions may shape private market investments as we move into 2025. Catch the full recording here: https://lnkd.in/dVYkUvun #PrivateMarkets #MarketOutlook #InvestmentStrategies #2025Forecast #EndOfYearReview

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We are happy to announce the recent closing of a Freddie Mac SBL cash-out refinance. We secured a competitive interest rate for our client while pushing loan proceeds higher than the initial LOI amount during final underwriting. Our team is the direct Freddie Mac SBL representative for the greater Los Angeles area at CBRE. Freddie Mac SBL continues to be a low interest rate leader and recently announced more interest-only and rate buy-down options for multifamily properties. Contact us directly to learn more. #capitalmarkets #freddiemac #freddieSBL #CBR #debtandstructuredfinance #multifamily #studenthousing #agencylending #realestate #realtor #developers #CRE #singletenant #NNN #CREfinance #mixeduse #bridgeloan #fixnflip #purchaseloan #refinance #commercialrealestate #mortgagebroker #closeddeal #capitalmarkets #1031exchange #investmentproperty #investmentrealestate #cashoutrefi #money #commercialloan #constructionloan

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