Jim Queen

Venture capital markets have a "growing emphasis on capital efficiency." Dive deeper into this and 7 other emerging #VC trends in our 2024 mid-year outlook. https://lnkd.in/db96X2Bi

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More important today than ever before.

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Interesting insights from different leaders at some of the largest investment managers... Greg Jensen, co-CIO at Bridgewater Associates presented the world’s largest hedge fund’s philosophy, explaining that “excellence” is core to the firm and that the firm measures “excellence by continuous improvement.” Jean Hynes, CEO at Wellington said every company has an “edge — I think our edge is that we are really collaborative ... And that’s the secret sauce. We don’t have one CIO, we have 600 CIOs, and we have normalized debate — having different perspectives on any topic.” Marc Rowan, co-founder and CEO of Apollo Global Management tells his organization: “don’t be defensive, be curious — change is a constant. We as investors, we in financial services, I think have consistently underestimated the impact of change — we’ve been resistant to change, we’ve denied change, we stick to the status quo.” Read the full article for more...

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Over 17 years ago, Bill Harris, CFP® and I co-founded BIP Wealth with a simple idea: help mass-affluent individual investors and families access high-quality investments that support their wealth goals. We believed (and still do) that private markets are necessary for superior risk-adjusted returns. Our idea was met with skepticism from other RIAs, wirehouse brokers, and institutional investors. Despite the challenges, we persisted. Now, the wealth management industry is catching up. Private markets are no longer an anomaly. Investors are demanding more options and value, and advisors are realizing that superior performance lies beyond the limitations of public markets. In my latest MB on VC article, I share the story about how we got here, the emergence of Advisor Mega Platforms, and what they mean for the future of wealth management. The game is changing, and we’re prepared for what’s next. 🔗 https://lnkd.in/edyG59sh

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“All roads lead to inflation. That's historically the way every civilization has gotten out: they've inflated away their debts.” — Paul Tudor Jones PTJ: "Let’s say I'm making $100,000 per year. You've already lent me $700,000. I come to you and say, I'm going to pay everything back in 30 years, but between now and when I ultimately pay you back, I want to borrow an additional $40,000 every year. At the end of 30 years, I'm going to pay you back in full. Would you lend me the money? This is the proposal the U.S. government is making to bondholders today. U.S. debt now exceeds $35 trillion, while annual tax revenue is $5 trillion—meaning we owe seven times what we are expected to bring in this year. Meanwhile, we’re running a $2 trillion annual deficit, with no signs of slowing down in the foreseeable future." Full interview clip here: https://lnkd.in/gj7npyd3 Own things. Not paper.

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In alternative asset management, the people you choose to work with are as critical as the investments you make. A search firm does more than just fill a role – it becomes a trusted extension of your brand and truly understands your unique vision, values, and culture. At H-Squared, we’re proud to work alongside firms that prioritize not only expertise but alignment with their own identity. When your search partner truly “gets” your culture, the impact of hiring goes far beyond a single position, building teams that contribute to long-term growth and success. We’re honored to represent some of the industry’s most dynamic firms and talent. Is your search partner a reflection of who you are? Let's start a conversation. Partner with a firm that truly gets it.

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Shifting political landscapes. Geopolitical tensions. Evolving markets. Make sense of it all – and stay focused on your goals – with Outlook 2025 insights from Merrill's Chris Hyzy and Joe Quinlan.

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Tax Impact for Real Estate Investors • December 3rd, Tuesday presented by Pat Leung from Leung Tax Consulting Free to attend virtually on zoom Join our club - The Orange County Real Estate Investors Club as we host Pat Leung to educate our members about Post-Election Tax Impacts for Real Estate Investors. Pat will speak on the following topics: • What to expect under Trump 2.0 • Year-end tax tips to cut your taxes • Action item to Avoid $500/day penalty Click the link for all the details:

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Foundry Partners LLC has announced it has reached agreement to be acquired by North Square Investments through its majority-owned affiliate CS McKee.

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WhatIsMyBizWorth? Since 2018, Neri Capital Partners has completed over 750 comprehensive, affordable, and accurate business valuations. Whether you are planning to sell your business, or your wealth manager is preparing your exit plan. WhatIsMyBizWorth prepares your market value as Asset Value, Equity Value, and Business Enterprise Value. Wait, you also receive 13 KPIs that are compared with your KPIs with thousands of other NAICS codes that are the same as your businesses. Your comparison is shown as: (i) overperforming, (ii) underperforming, or (iii) average for your market sector. Your business valuation report is presented to you by a Neri Capital Partners Advisor, with the opportunity to ask questions and/or make recommendations to increase the value of your business. [email protected] (800) 216-4819 x0 https://lnkd.in/g4g_WMiA https://nericap.com #businessowners #babyboomers #sellsideadvisory #wealthmangement

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When’s the right time to discuss estate planning with clients? Get started today with these nine steps.

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In Part 2 of our three-part series on bringing order to your investment universe, we looked at Transitions and Taxes, or how to balance sensible tax management with effective investment planning. Today, we’ll wrap our series with additional ways to ease your transition from chaotic to more orderly investing. Some steps are purely practical. Others help you remain calm and confident along the way. We can mix and match them as needed to contribute to your investment success. Read the article here 👉 https://buff.ly/3zplWPl #financialplanning #investing #Denver

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WhatIsMyBizWorth? Since 2018, Neri Capital Partners has completed over 750 comprehensive, affordable, and accurate business valuations. Whether you are planning to exit your business, or your wealth manager is preparing your exit plan, you should know WhatIsMyBizWorth. With the completion of your comprehensive valuation, you receive three market values: Asset, Equity, and Business Enterprise Values. In addition, you also receive 13 KPIs, which are compared to thousands of other NAICS codes that are the same as your businesses, using IRS anatomized data. Your KPIs comparison is shown as (i) overperforming, (ii) underperforming, or (iii) average for your market sector. Your business valuation report is presented to you by a Neri Capital Partners Advisor, with the opportunity to ask questions and/or make recommendations to increase the value of your business. [email protected] (800) 216-4819 x0 https://lnkd.in/g4g_WMiA https://nericap.com hashtag #businessowners hashtag #babyboomers hashtag #sellsideadvisory hashtag #wealthmangement

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Good relationships start with a good foundation. We have a process known as L.I.F.E., which stands for listen, identify, formulate, and evaluate. Check out the L.I.F.E. tab on our website to learn more! https://lnkd.in/gjMTZtTN

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