Jean Yves Carillet

Benoist Grossmann, Managing Partner at Eurazeo, shared his insights during the roundtable BoursoLive-Les Rencontres organized by BOURSORAMA, alongside Frédéric Bedin of HOPSCOTCH Groupe and Guillaume Morelli, CIIA of Euronext.   This digital event makes stock market mechanisms accessible to everyone. This 4th edition dived in AI and innovation, and the interactions with the economy, businesses and the stock market.   ‘To innovate in Europe we need talents and money. We definitely have the talents with a generation of serial entrepreneurs, hidden champions, and the French Tech is a perfect illustration of it with companies like Mistral AI in which Eurazeo invested. We need to keep promoting entrepreneurship and encouraging individuals to invest in innovation through adapted vehicles in order to build a strong ecosystem.’ states Benoist Grossmann   ▶ Watch the replay: https://lnkd.in/gSs774Dn   Luc Maruenda Agathe Bubbe #AI #innovation #stockmarket #FrenchTech #wealth #entrepreneurs #PrivateEquity #midmarket #growth

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A very nice podcast chat (French) with Daiven about the future of money, banks, crypto and public value

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save the date

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...hilarious? yes as we all know what the drawing actually refers to....but actually also the story of a swimming pool communal to a building with a leak, the swimming pool maintenance team explaining after questions that they have to top up the water of the swimming pool on a daily basis...but no one cared to try to find the source of the leak...it was so much easier to top up especially as the owners were paying the water to that same company through their bills :) ....the lesson : make sure you have a solid Conseil Syndical/Owners representatives group for your building...as it is so much easier to top it up ;)

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This situation opens up a window of opportunity for a takeover of the company, which still has in its genes the potential to become a major industrial and software player in the energy transition and, in so doing, to offer spectacular value-added prospects. Sylfen's current product, the Smart Energy Hub, enables massive energy storage by hybridising lithium batteries and hydrogen.  It is also a suite of strategic software that enables (i) the configuration of energy storage solutions associated with self-consumption (ProfilBat and ConfigDym software), (ii) the automated operation of the Smart Energy Hub or simply of the batteries (PASEO supervision EMS) and (iii) the monitoring of energy flows (Smart Energy App) on the customer site.  Each of these building blocks has been developed and tested over the last 10 years.  The reversible electrolysis technology has been technically demonstrated, thanks in particular to funding from BPI France (DeepTech Altaïr project); the hydrogen compression chain has been tested; battery operation has been carried out, including at remote sites and including network service functions; the product configuration software has been used for dozens of studies carried out for customers; the EMS Paseo is currently operated at remote sites; and the Smart Energy App has been put into production.  Two complete sets of equipment and two customer sites in France are available for a full demonstration of the Sylfen offering: an operation that can be completed in just a few months.  Of course, there is still a long way to go. SYLFEN lacked the financing it needed to pursue its development, but the project remains widely accessible to new industrial buyers. Stay tuned for more information.  The energy transition needs storage solutions and on-board intelligence at all energy-consuming and energy-producing sites. This is the project that Nicolas Bardi and Caroline Rozain embarked on 10 years ago when they created Sylfen. Who will take up the torch? Firas Al-Abduwani Nasser Al Rizeiqi Zeyad Abul-Ella Matthias Taute Belgian Hydrogen Council NLHydrogen Hydrogen Valley Estonia.

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Paris Europlace today published its report aimed at reviving the #securitization market in Europe: https://lnkd.in/ejMxdHHS This report drafted by a working group co-chaired by Véronique Ormezzano and Gilles Saint Marc including banks, insurance companies, asset managers, financial markets infrastructures, credit rating agencies, lawyers and consulting firms, intends to propose to the European Commission specific regulatory and prudential objectives and targeted policy recommendations, ahead of the upcoming consultation that has been called for by European leaders. The ambition of the report is to allow securitization to benefit from an appropriate regulatory framework, likely to contribute to the proper financing of the dual #climate and #digital #transition. The report identifies four policy goals, and eight targeted recommendations that need to be addressed as a package to restore a viable securitization ecosystem: Regarding the supply-side, reducing the existing disincentives for banks to securitise as issuers, by: Reducing the excessive capital “non-neutrality” and implement a more risk-based approach; Reduce the excessive risk-weight floor applying to low-risk senior tranches; Reduce barriers to entry by streamlining the current burdensome assessment by the competent authority of the “Significant Risk Transfer”; On the demand side, revive the appetite of the insurance sector as investors or protection sellers by removing existing regulatory obstacles: Amend Solvency 2 calibration to realign securitization capital charges with other assets of similar risk; Make insurance companies as providers of credit insurance eligible to the less penalized STS segment. Removing obstacles for banks to invest in third-party securitisation and thus improving liquidity conditions for all market participants: Revisit current punitive haircuts applied in the LCR framework; Enlarging the access to securitisation markets for financial and non-financial participants: Review the current disclosure and due diligence rules, to better taylor them to specific types of instruments and types of investors; Acknowledge the importance of avoiding de facto crowding out European players from non-EU securitization markets, by developing some form of equivalence or mutual recognition with other key jurisdictions. Paris Europlace will continue to promote these policy recommendations to the European and national authorities and calls for an ambitious implementation timeline, so that securitization can deliver its full potential to finance EU ambitions early in the new EU legislative cycle, in line with the sense of urgency put forward in the #Draghi report, as well as earlier #Noyer and #Letta reports. Many thanks to all contributors, notably Georges Duponcheele Baptiste UGUEN Christine Van Gallebaert Emmanuel De La Rochethulon !

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The Meteoric Rise of Luxury in India: A Boon for Asset Management and technologies. India, with its double-digit annual growth forecasted through 2030, is poised to redefine the global luxury landscape. It is estimated that the Indian luxury market could reach between 23 and 38 billion euros, driven by a new wave of consumers and strategic brand initiatives. This surge is not just great news for luxury brands but also for the finance industry, particularly asset management. India's economic boom presents unprecedented opportunities for emerging market specialists, with an expanding middle class and high market valuations. Luxury brands are already benefiting from Indians' affinity for gold, while Swiss watchmaking anticipates a significant increase in exports to India. These trends suggest an increase in private wealth, translating into a heightened demand for sophisticated financial services, including asset management. India is on track to become a key player not only in the luxury sector but also in the global financial ecosystem. Astute asset managers should therefore view India as a strategic market for investment and portfolio diversification. As finance and IT professionals, we must be ready to seize these opportunities by developing products and services tailored to this new affluent clientele. The time is ripe for innovation and strategic adaptation to capitalize on India's luxury growth. https://lnkd.in/eFqq67_i

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TRUMP, MAGA, opportunités pour attirer en Europe et en France, des hommes de sciences Américains ne souhaitant plus travailler aux Etats-Unis : The New York Time = There’s something very 2024 America about the emerging MAGA public health agenda. With President-elect Donald Trump naming Robert F. Kennedy Jr. — a former Democrat known for his vaccine skepticism — as his potential pick to lead the nation’s health apparatus, we are firmly in new territory, even for Trump. Kennedy not only lacks medical credentials, he is a determined outsider when it comes to the nation’s public health system. That may be a feature rather than a bug for the new administration. As Tony Mills, a senior fellow at the conservative American Enterprise Institute, explains in a guest essay, an outsider perspective is arguably a defining characteristic of many of Trump’s potential health appointees. There’s a shared distrust of scientific expertise and establishment norms. “The emergent MAGA science policy agenda, driven by skepticism and anti-elitism, blends familiar conservative and libertarian ideas with a suspicion of expert power once more associated with the left,” writes Mills. “The result is a uniquely American brand of populism that has the potential to fundamentally reshape national politics.” Mills traces the history that got us to this point. That Republicans would emerge from a historic pandemic more skeptical of achievements like vaccines — even those championed by Trump’s own Operation Warp Speed — was not inevitable, but it’s where we are now. This new wave of leadership could transform the country’s scientific landscape, but in what way remains unknown. “Were this animus channeled into constructive policies and reforms, it could offer a needed corrective,” Mills writes. “In its unvarnished form, however, it is more radical than conservative, more destructive than constructive and more corrosive than restorative.” Aux Européens de faire marcher les transferts dans l'autre sens, Jordan Bohannon, Guest Essay The Next Four Years Are an Experiment in MAGA Science If there’s a thread tying this coalition together, it’s suspicion of expertise and elitism., By M. Anthony Mills https://lnkd.in/daYnw2X7

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Safety is the goal Safety means: protect yourself in order to protect people

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Earth Day 2024 comes at a time when protecting and regenerating nature is more important than ever. Nearly 55% of the world's GDP is moderately or heavily dependent on nature, according to the World Economic Forum. A situation threatened by deforestation and pollution by materials such as plastic. To protect nature, we need to move to a regenerative economy, based on increased reuse and recycling of materials. This Earth Day calls for a 60% reduction in plastic production by 2040. At Lombard Odier, we are taking action in this direction. Our Plastic Circularity Initiative, launched with the Alliance to End Plastic Waste, aims to accelerate the crucial shift to a sustainable plastics industry. This Earth Day, we all need to do more to recognize the regenerative power of nature. Learn more: http://spkl.io/604442ZYp #earthday #nature #plastic #sustainability #rethinksustainability #rethinkeverything #lombardodier

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Europe is Back in space.

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In Paris Retail Week 2024, session about EPI Company with Laetitia DORLA Charlotte PAGOT amaury bentaieb and Pauline Cieutat. Among the key ideas : ✔️EPI Company is supported by 16 companies across Europe (14 EU banks and 2 IT leaders) ✔️After a development phase in 2023, launch of the wallet "Wero" in 2024... ✔️... That is based on local initiatives : Payconiq International and Ideal ✔️According to MERCATEL, Paylib is also a good basis to develop Wero in France ✔️Wero has been launched in Germany in July of 2024 => in France, the development will be done from September to December of 2024 ✔️In France, Wero will target P2P (today addressed by cash, checks and credit transfers), e-commerce (today addressed by cards and wallets) and in-store payments (today addressed by cards, wallets, cash and checks) ✔️Thus, the consumer of Wero wallet will be young, urban, digital native... from 18 to 50 years old PARTELYA CONSULTING European Women Payments Network (EWPN) AEFI Asociación Española de FinTech e InsurTech AFIP - FinTech and InsurTech Portugal CLUB ITALIE-FRANCE AFTE Finance Mag The PAYTECH Book Portuguese Women in Tech Merchant Payments Ecosystem COMEXPOSIUM MERCATEL

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