Tanto Capital Partners

What a day to join Stephen Sedgwick and Carolin Roth on CNBC SquawkBox to analyse what happened in the global markets this year and more importantly the outlook for 2025 (plus its FOMC decision day!) I for one believe that 'American Exceptionalism' will continue, EU legislators need to pave the way for European firms to grow & become more competitive - although increase in nationalism is likely to be an impediment (let’s see how UniCredit’s possible acquisition of Commerzbank AG plays out). Finally; geopolitics. Yes; no longer a buzzword but a crucial element of effective risk management and investment/corporate strategy going forward. Boards need to add members with the right expertise to help manage this risk/opportunity with intent. For the full interview, please go to www.ozanozkural.com & www.cnbc.com #2025outlook #globalmarkets #geopolitics Tanto Capital Partners

Our Founder and Managing Partner Ozan Ozkural was a panelist at WORLDEF Dubai, talking about the likely impact of socioeconomic & geopolitical dynamics on global trade, with an emphasis on the rising importance of cybersecurity. #UAE #assetmanagement #geopolitics #cybersecurity

Our Founder and Managing Partner Ozan Ozkural was on Bloomberg this morning commenting on the 2025 investment outlook. Tanto Capital Partners #investmentoutlook #geopolitics #markets

Yesterday, I was honoured to meet His Majesty the King, at the launch of the Circular Bioeconomy Alliance (“CBA”) at St James Palace. HM King Charles III established the Alliance back in 2020, and I was delighted to be invited by my friend and a staunch supporter of the CBA as well as the founder of Council for Inclusive Capitalism Lynn Forester de Rothschild. In my table, together with visionary global leaders like Lynn, Chairman of CBA Dame Amelia Fawcett DBE, CVO, Chairman of Estee Lauder William Lauder, the giant of advertising world Baron Maurice Saatchi, Michael Baum, Rupert Adams, Andy Ford, CFA, Elizabeth Kennedy, and Rose Scrope, we discussed and debated how can the finance sector incentivise investments that prioritise nature and what changes are needed in investor mandates and policies to prioritise nature first mandates. Big questions that do not have obvious or easy answers. As the global community continues to struggle with a change to the World order that has been in place since the end of WWII, there will be more pressure, not less, to prioritise short term goals that are mostly at odds with doing the right thing for the planet. Only through taking a pragmatic and realistic approach towards methods to align short term commercial and long term nature based interests can we hope to achieve meaningful positive change, and as Tanto Capital Partners, we will be delighted to support CBA in its critical mandate to accelerate transition to a nature-first circular bioeconomy. #nature #investments #sustainability

#Ataturk #Turkiye #leadership

Listen to our Founder & Managing Partner Ozan Ozkural talk about how the US elections is likely to change the World, together with Cal Fussman at the “Big Questions with Cal Fussman” podcast. Link on the post below. #elections #us #podcast

During the last few days of my business trip to Washington DC & New York I had a chance to catch-up with a good old friend, Cal Fussman, when he invited me to join as a guest to his award-winning podcast "Big Questions with Cal Fussman". I first met Cal (https://lnkd.in/dNe_46FY) through another good friend and mentor, the late and great Larry King, and had the privilege of being amongst the first of his guests (right after Kobe Bryant) when the podcast was launched in 2017. This time around, with the World at a much different place and a looming high stakes US election on the horizon, Cal and I dive deep into multiple plausible scenarios of how the World may look in the near future. Listen our conversation by clicking on the link below: https://lnkd.in/dcmy2mjq #Podcast #Geopolitics #Finance #Economy #Politics #USelections Tanto Capital Partners

It was intense as always at this year's annual The World Bank / International Monetary Fund meetings in Washington D.C. I was delighted to pay a visit to the new Turkish Ambassador to the USA, H.E. Sedat Önal to discuss the future of Turkish American foreign policy and trade on the back of the looming US elections. At The Brookings Institution Minister of Finance of Turkiye Mehmet Șimșek provided a frank situation analysis and future guidance around the Turkish economy. Jamie Dimon & Daniel Pinto fireside chat at the JPMorganChase investor conference was great, and The Banks Association of Turkiye reception the most well attended of the week. It was also great to meet some ex colleagues, clients, and friends from JPM (Stefan Weiler) Morgan Stanley (Ralph Al Raheb) Goldman Sachs (Alessandro Dusi) as well as from the banking community Mohammed Ali Addarrat, Adnan Bali , Hakan Aran, Kaan GÜR, HAKAN ATES & Bora Böcügöz amongst others. The overall tone of the week was cautiously optimistic about the US economy, but with well justified anxiety around the likelihood of increased trade tariffs (inflationary), higher for longer interest rates, and ofcourse the impact of increased geopolitical risk as well as the acknowledgement that a new world order is emerging. Still, where there is a will to thrive, there is a way to work collectively, and perhaps capitalism’s biggest saving grace will be in keeping an increasingly polarised world incentivised to work together to achieve prosperity. #IMF #economy #geopolitics #markets #elections Tanto Capital Partners Türkiye İş Bankası DenizBank Akbank

Tanto Capital Partners was a co-sponsor of the 15th Turkish - Arab Economic Forum that took place at Four Seasons Hotels and Resorts in Istanbul. Hosted by the Minister of Finance of Turkiye H.E. Mehmet Simsek for the 9th time, organised by Murat Efe and attended by various Arab State ministers including the Minister of Fiance of Egypt H.E. Ahmed Kouchouk, Minister of Finance and Oil H.E. Noora Suleiman Salem Al-Fassam, and Minister of Finance of Iraq H.E. Taif Sami Mohammed, the focus was energy/green transition, energy security, and the volatile global geopolitical landscape, and how Turkiye and the Arab world can work to unlock synergies focusing on these critical sectors. #energytransition #Turkiye #MiddleEast #trade #geopolitics Ozan Ozkural

Talking about the impact of US elections and global geopolitical tensions on pricing risk for investors on Bloomberg HT with the editor Açıl Sezen #geopolitics #investing #elections Tanto Capital Partners