Eric Barden

Consistency is critical in our business. When it comes to investment analysis, this “First Principle” – “What primary business opportunity is the issuer pursuing?” – is the first question successful investors apply in their consistent approach to company analyses.... https://lnkd.in/g4r_h7D #investorneed #privateinvestment #directinvesting #opportunityinvesting

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“STP’s BluePrint is a leading-edge advancement in investment operations technology,” said Dan Houlihan CEO of STP. “We’re giving firms the tools they need to dominate in an increasingly competitive environment. With BluePrint, operational efficiency skyrockets while clients benefit from a superior, seamless experience.” Read more about BluePrint: https://hubs.li/Q02SqtvY0

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SAB Capital’s Harshul Ganjawala recently facilitated a refinancing for a CVS site in West Virginia The refinance was facilitated at a 6.90% rate on a 25-year amortization with no prepayment penalty To learn more about your financing capabilities with SAB, visit https://hubs.li/Q02Dyf500 #SAB #SABCap #CapitalMarkets #NetLease #NetLeaseFinancing #DebtEquity #Financing #CRE #CREInvestmentProperty

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Part II of our South Carolina M&A Market Report reveals opportunities for strategic acquirers, financial sponsors, and investors in the Palmetto State. South Carolina's buy-side M&A market shows promise despite lagging regional peers like Florida and Georgia. Download the full report here: https://lnkd.in/dSJTGeiR #SouthCarolina #M&A #Investment #BusinessGrowth

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In the last year, the finance industry has shifted significantly due to Fed and fiscal policy - affecting financial institutions' profitability, risk management goals and strategic direction. Join Stifel Financial Corp. field expert Ryan Henley for a session to explore strategic alternatives relevant to managing your institution's balance sheet. Don't miss out on this valuable session - register today: https://bit.ly/3xyGV1U #FMS #FMSWebinars #education #CPE #financeindustry #profitability #BalanceSheets #RiskManagement

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Utility stocks have recently transformed, delivering both stability and solid returns over the past year. This evolving performance could hold strategic value for portfolios looking to balance risk and growth. Click the link to read more in CIO @Dave Gilreath's latest article! https://lnkd.in/gfefzf7a #InnovativePortfolios #UtilityStocks #MarketTrends

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Discover the growth opportunities in the industrials sector with the new Harvest Industrial Leaders Income ETF. Michael Kovacs of Harvest ETFs explains how U.S. legislation is driving investment in manufacturing. https://hubs.la/Q02GmWzx0 #IndustrialGrowth #HarvestETFs #InvestmentOpportunities #USLegislation

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Did you miss yesterday’s market update with Richard Bernstein? Watch the replay now to learn how the election results may impact the markets and how we’re positioned for either result: https://lnkd.in/eAaZaC57 #financialadvisors #assetallocation #marketoutlook #investing #election #wealthmanagement #investmentmanagement

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Embark on a journey of exploration and strategic insight at the Portfolio Summits Carolinas RIA Summit in Charlotte on May 9th, 2024 - At 11:50 AM, attendees will have the opportunity to immerse themselves in an insightful presentation by Calamos Investments, delving deep into the dynamic landscape of private credit. Led by the esteemed Brett Graffy, CAIA, Managing Director of Private Credit at Aksia LLC, this session promises a comprehensive examination of private credit's emergence as a key alternative investment strategy. Graffy will illuminate the unique opportunities private credit presents in generating attractive risk-adjusted returns amid today's volatile market environment. From dissecting key trends to exploring different sectors within private credit, attendees will gain invaluable insights into the strategies employed by investors to capitalize on opportunities while effectively managing risks in this evolving market segment.   Following this enriching exploration of private credit, join a dynamic panel discussion on navigating success through inorganic and organic growth in the fiercely competitive RIA landscape. Led by industry experts Jeffrey Gonyo, Head of Recruiting at Steward Partners Global Advisory, and Robert Shaw, Consultant and Director of Technology at Carolinas Investment Consulting, this session offers strategic guidance on various aspects crucial for firm sustainability and growth. Panelists will delve into the intricacies of the M&A landscape from both buyer and seller perspectives, the development of company culture aligned with investment philosophy and business model, the integration of technology to facilitate digital transitions, as well as effective strategies for talent acquisition, development, and retention. Additionally, attendees will gain insights into client prospecting and marketing strategies essential for standing out in today's competitive market environment. Don't miss out on these invaluable discussions shaping the future of the RIA landscape at the Portfolio Summits Carolinas RIA Summit. Register here for the Carolinas RIA Summit: https://lnkd.in/eSff64pV

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What is the Renmac Market Cycle Clock? Jeff deGraaf recently discussed one of Renmac’s favorite tools for analyzing the market on his recent appearance on #TheCompound Download a copy and watch the full explanation here: https://bit.ly/3SbIry3

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Need a summary of the markets in July and insight on what to expect in August? Check out the latest Market thoughts video from Commonwealth CIO Brad McMillan: https://buff.ly/3yw575l #marketupdate

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On today’s episode, Chris Hempstead interviews Dan Dolan, SVP of Select Sector SPDRs, where they discuss the initial formation of Sector ETFs 25 years ago and its evolution to now having over $270 billion in assets under management. The Sector SPDRs all start with the prefix “XL”, such as SPDR XLK, which stands for the technology sector and encompasses 67 different technology companies. #miraeassetsecurities, #etfs, #leadmarketmaker, #authorizedparticipant, #launchanetf, #etfinsight https://lnkd.in/e7EaJPTk

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Morningstar recently announced a 10% reclassification for funds with the peer group style of Large Cap (Growth, Value, Blend). After reviewing all of the Morningstar data and conversations with M* leadership, PlanTools, LLC has created a Fast Five video to break down what this means and how you should prepare for these upcoming changes going into effect in August 2024. Most importantly, for managed accounts using participant rebalancing by peer group, if a Large Cap no longer exists, it won't rebalance. David Witz, AIF® GFS® CPFA®BCF™ Justin Witz #ProxyFunds #ManagedAccounts #Rebalancing #401k #Morningstar #Retirement #FinancialAdvisor #StyleBox

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Earnings season is underway and approximately 30% of companies have reported. “Q1 is going to be a litmus test for what we see the rest of 2024,” said Eric Lynch, managing director at Scharf Investments during a recent appearance on Reuters TV. While some consumer discretionary companies are falling short of expectations, other companies like consumer staples are beating estimates. All of this comes as the economy is starting to slow. We will need to keep an eye on the remaining companies yet to report to get a clearer picture of corporate earnings growth and the health of the economy. Thanks Alex Cohen and Reuters TV for a great conversation. https://lnkd.in/gfb6Nbzt Discussions in the link above include forward-looking assumptions and opinions by Scharf Investments and there is no guarantee that the recommendations will be profitable. Investments include risk of loss. The securities identified and described do not represent all of the securities purchased, sold or recommended for client accounts. The viewer should not assume that an investment in the securities identified was or will be profitable. #activemanagement #valueinvesting #quality #defensive #earnings

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