Don Callahan

The rapidly declining trust in the media has to change. Americans need facts, and an ability to trust in factual reporting so that they may form their own opinions. Otherwise, opinions are being misconstrued as facts as they are today. The size of the market to spew opinions, mis/dis-information and ads at us is staggeringly huge. The size of market to ensure we get facts and eliminate fraud is staggeringly miniscule.

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Help Chief Investment Officer identify and recognize the asset owners, asset managers and service providers that are changing the industry for the better. #institutionalinvesting #assetallocation #investmentmanagement #awards

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Feeling privileged to be part of legacy that has helped shape modern New York and the banking industry. This article captures the essence of our journey. Give it a read!

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**Published by FCLTGlobal today, together with Jess Gaspar!** Companies’ board practices are choices, whether made knowingly or unknowingly. Looking bottom-up at the boards of real-world companies, rather than top-down based on legal or policy norms, reveals a wide range of options. Long-term boards want to build companies that are entrepreneurial to create value AND resilient to build confidence in the direction of travel even during the inevitable period of under-performance. This is how companies align boards with strategy.

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If you are interested in an intro to the private capital markets, I am one of two presenters for a webinar tomorrow sponsored by ACG. If you would like to attend, see below

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77 WABC Radio: #1 Station in New York (and based on that data arguably the #1 in the U.S.) owned and operated by Red Apple Group. Below is a full-page announcement in New York Post highlighting the recent bipartisan Congressional committee decisively voting to safeguard the presence of AM radio in all automobiles across the United States. This commendable action upholds the vital role that AM radio plays in providing reliable news, public safety information, and community engagement—particularly during emergencies. This crucial decision comes despite efforts from automakers like General Motors to remove AM from future models. AM radio remains a vital resource for news, information, and community engagement, and this decision ensures that it continues to serve millions of listeners—both now and in the future. Founded in New York in 1968 by Chair/CEO John Catsimatidis, Red Apple Group is one of the largest private companies in North America and has leading operating businesses and interests in consumer, energy and refining, investments and insurance, infrastructure, logistics, media and sports, real estate, retail, and technology. With evergreen capital "we think and invest in decades, not quarters." DM or email with opportunities. #WABC770 #AMRadio #Media #NYC #RedAppleGroup #Broadcasting #Congress #BipartisanSupport #AutomotiveIndustry #GeneralMotors #Ford #BMW #Tesla #MercedesBenz #Toyota #Honda #Volkswagen #PublicService #Legislation #USCongress #Senate #HouseOfRepresentatives #johncatsimatidis

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The “buck” stops here - tune in for an interesting discussion on politics, potential progress and an early preview of what’s on our minds going into 2Q earnings.

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Looking forward to hearing J. Christopher Giancarlo's thoughts on #CBDCs, #stablecoins, tokenized deposits, and other #digitalcurrencies.

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Capital Group and KKR have taken the next step in their effort to build a new category of hybrid public-private investment solutions for U.S. financial advisors and their clients. Registration statements have been filed with the SEC for two public-private fixed income funds expected to launch in the first half of 2025, pending regulatory approval. Learn more here: https://bit.ly/4hmn3AZ #CapitalGroup

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As the DOW Jones closed above 40,000 for the first time in its history, Olaolu Aganga recently joined the team on CNBC’s Closing Bell to discuss our playbook in alternatives and current strategic and tactical asset allocation views. Through what many have described as a “supercycle” election year, we see large asset owners seeking out stability in longer-term allocations to alternatives – including private credit and private equity. Typically marked to market at a slower rate, exposure to alternatives can provide important stability through more volatile periods. Balancing strategic and tactical decision making across portfolios is all about assessing risk and return relative to time horizon. Strategically, we’ve been neutral on Europe for some time, but tactically, we’ve been looking internationally to capture opportunities across emerging markets, most recently in China where we see valuation distortion. Join the Mercer Investments team and Olaolu Aganga LIVE in Nashville for the Global Investment Forum June 10-12: bit.ly/3Vm71yw

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"For 50 years people were invested in daily liquid stock index funds for the most part. why? Well, we go back and think about the origins of our financial system, stocks and bonds were the two tools used to build portfolios. Stocks were fully diversified.... Same with bonds. Now you look forward and now we have 80% of companies who are over $100M in revenue in the US and Europe are private and not public. Why would you exclude yourself from that much of the marketplace? " "We are revisiting the whole notion of what it means to be public and what it means to be private. Is public safe and is private risky? Or are both safe and risky but offer different degrees of liquidity" Apollo Global Management, Inc. CEO Marc Rowan hits the spot here. I would go a step further. In Southeast Asia, and specifically the Philippines, you find small businesses with strong fundamentals addressing large markets, and often ignored by both private equity (big ticket/later stage/medium horizon) and early stage investors (small ticket/tech/short horizon), which is a big opportunity for those with smaller checks and who are less concerned with liquidity. In other words, those who have a longer horizon and who focus on fundamentals. On top of that, there are less players chasing them. #privateequity #southeastasia #Philippines #privatecapital

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My EisnerAmper Engaging Alternatives Podcast featuring famed activist short-seller Carson Block, CIO, MUDDY WATERS CAPITAL LLC who shares his outlook for activist investing and short selling, including the greatest opportunities and challenges. He also shares his outlook for ESG and more. #activistinvesting #shortselling #investing #opportunities #challenges #esg

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It is a privilege and an honor that our team has asked me to do a short video explaining to the outside world: Who we are, What we do, and How we do it.    www.cambridgewilkinson.com   Capitalize on Our Connections. #team #capitalraise #debt #equity #privatecredit #scale #privateequity #familyoffice #insurance #sovereigns #endowments #fundfinance #specialtyfinance #realestate #partnership #buyouts

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Have questions about economic incentives and tax credit programs? Not sure where to start? ThinkForward secured $3M in NYCIDA financial assistance for The VOREA Group + Mega Group Dev. Learn how… Read more about The Metropolitan Building Project: https://lnkd.in/eBDy6945

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Stock valuation is a function of perception. Having a compelling "Connected Story" helps audiences appreciate your value proposition.

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The races for the Senate and House will be keenly watched, with the outcome determining the policy environment for the next president. Read our US election EMEA Investor Guide: https://bit.ly/4eLqnVd

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Congratulations to Salim Ramji, Vanguard's incoming CEO! We view Ramji's recruitment as "in line with recent trends: elevating well-rounded executives with 'multidimensional skills' in areas such as strategy and technology for the top spots at asset management firms. That’s in contrast to earlier generations of leadership, dominated by investment or sales professionals." See our recent whitepapers on skills rotation and leadership transitions (links in comments). Great reporting by Douglas Appell! #assetmanagement #leadership #recruitingtrends https://lnkd.in/eAWU2u78

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A great article by Michael Swinsburg on the evolving role of the COO, highlighting how they are transitioning from behind-the-scenes to front-facing leaders, managing diverse teams and geographies to drive strategic growth and innovation. The focus on resilience, renewal, robustness, and relationships is spot on, particularly in today’s complex and fast-changing landscape. https://lnkd.in/gjcjJqZW

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Always appreciate the opportunity to appear on @SquawkBox and discuss the elections and their impact on the markets and policy making in Washington. This year's election is presenting voters across the country with a profound choice: either we believe in free markets, or we believe that Washington is better at allocating capital, determining supply and demand, and setting prices. Proposals by Kamala Harris to raise tax rates, and to impose price controls are throwbacks to the failed policies of the early 1970s. Americans have seen that lower taxes and less regulation allow the private sector to create jobs, wealth, and opportunity. A vibrant free market provides the key to competitive and profitable American businesses and workers. After Harris' speech on the economy last week in North Carolina, the Trump campaign can now draw a real contrast over the approach to what will be the most important issue this election - the economy. This is a pivotal election for all of us and the future growth and competitiveness of the United States is at stake. https://lnkd.in/eNJgUrgu

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