John Imbriglia

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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Should be an interesting conversation on preparing businesses for sale in todays market. Please join if you can.

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Thanks to Jake Martin at Financial Advisor IQ for publishing an article on our latest survey on advisor demand for private equity. Interestingly, we found that growth equity is a standout sub-strategy, with over a third of advisors indicating that their clients are very interested in it. However, there is more work to be done, as 42% of advisors said that a lack of understanding or knowledge was a primary barrier to private equity demand. At Crystal Capital Partners, LLC, we're committed to bridging this knowledge gap so that advisors can empower their clients to make informed investment decisions. See here for the survey's insights: https://lnkd.in/ePXgTENt #growthequity #financialadvisors #privateequity #survey #alternativeinvestments #investmenttrends For registered investment advisors only. IMPORTANT DISCLOSURE: https://lnkd.in/e3VJtU2Q

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All areas of commerce are benefitting from data analysis, and our industry is no different. And when it comes to hard data, Henry Schwartz is among the very best. Good, punchy interview here fresh from the OIC on many hot topics in the listed options space, including the rise of the "ProTail" customer using options strategically. #Options #OptionsStrategies #Cboe #SPX #VIX #XSP #OIC #0DTE

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How to counterattack short sellers and force them to cover: Wall Street has become trench warfare with bully groups of short sellers on the attack. Do you think they will cover by writing a strong Press Release? That is not the case with 80% of Newsworthy Companies. There is one sure way to ambush short sellers and that is with "psychological keywording": Unlike in the 20th century, The Markets are now run by computers/robots and AI so it's not the investors to get your stock to cover, it is all AI and just a few words will in fact cause the short sellers to become your best friend. www.kinsleystreet.com

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Listen to David B. Golub on the latest Fiftyfaces podcast with Aoifinn Devitt, where he speaks about how Golub Capital has built its competitive advantages over the last 30 years and the importance of culture to the Firm’s continued success: https://okt.to/JiTvQr #privatecredit #leadership #podcast

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On Monday morning, the VIX index approached 66, the third-highest reading this century. During times of highly correlated selloffs, it's tempting to get distracted by extreme volatility impacting the portfolio. In our latest post, we share our thoughts on what triggered the spike in volatility and how we are navigating through this environment. https://lnkd.in/gMVB2mqr

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My colleague, Roger Burkhardt, recently spoke with RTInsights about how Broadridge has implemented and used GenAI to increase employee productivity and better serve our clients – from automating meeting transcriptions to email processes. Roger shares the value derived from GenAI applications and how the tool's widespread adoption has been used to benefit different user groups and workflows with human-centric adaptions. Read more of his thoughts about GenAI. http://spklr.io/6041auVL #GenAI #DigitalTransformation #AI #Data

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Have you noticed how the younger generation of investors is reshaping the market? Roger Burkhardt, Broadridge’s CTO of Capital Markets, shares the insights from the "The Next Generation of Investors" panel at SIBOS: - Younger investors are embracing DIY strategies, moving from full-service advice to discount brokers, and showing a strong preference for ETFs and alternative investments like cryptocurrencies. - There’s a growing demand for concise, informal communication through modern channels such as short videos and podcasts. Firms need to leverage AI-driven interactions while ensuring compliance to meet these expectations. - Millennials and Gen Z investors want to align their investments with their personal values and seek a voice in corporate governance, highlighting the importance of ethical investing. Let’s embrace the changes and innovate to adapt to the new investment scenes. http://spklr.io/6043xEWf #SIBOS2024 #NextGenInvestors

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Have you noticed how the younger generation of investors is reshaping the market? Roger Burkhardt, Broadridge’s CTO of Capital Markets, shares the insights from the "The Next Generation of Investors" panel at SIBOS: - Younger investors are embracing DIY strategies, moving from full-service advice to discount brokers, and showing a strong preference for ETFs and alternative investments like cryptocurrencies. - There’s a growing demand for concise, informal communication through modern channels such as short videos and podcasts. Firms need to leverage AI-driven interactions while ensuring compliance to meet these expectations. - Millennials and Gen Z investors want to align their investments with their personal values and seek a voice in corporate governance, highlighting the importance of ethical investing. Let’s embrace the changes and innovate to adapt to the new investment scenes. http://spklr.io/6043xItL #SIBOS2024 #NextGenInvestors

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📢 New: Managed Asset Portfolios Monthly Roundtable - August 2024 Join us as Michael Dzialo, President and CIO, and Karen Culver, Senior Portfolio Manager, discuss the recent market volatility, including the dramatic shifts in performance over the past few weeks. Watch here:  👉https://lnkd.in/eCBzeB-p  #ManagedAssetPortfolios #Volatility #Economicgrowth #Webinar #InvestmentInsights #ValueInvesting #InvestmentOutlook #stockmarket #performance #investing #EconomicAnalysis #MarketInsights #Inflation #InterestRates

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There is a lot of talk about the PE industry not delivering the exits they promised. PitchBook succinctly put it with the title “Behind the J-curve” in its recent in-depth analysis of distribution activity in private market funds. Another side of that story, particularly relevant for secondary buyers like us, is that many private market funds hold their assets at seemingly inflated valuations. TVPI numbers look great for most funds, but they can’t monetize their holdings anywhere near their current NAV, indicating their estimate of “fair market value” is way too optimistic. There is always a market, the price may just not be where you wish it. To a large degree, the reluctance to exit companies results from having them marked too high. Assets were aggressively written up to look good in the short-term, impressing LPs with “paper gains” to raise the next, much bigger fund. #secondaries #privatemarkets

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During this private equity panel we will hear from some trailblazers that have successfully launched their firms and/or investment programs. I am sure they will be sharing some nuggets. Hope you can join us as we hear from Elizabeth Hartnett, Sophia Tsai, Bharath Srikrishnan and Neda Daneshzadeh. #emergingmanagers, #privateequity, #pensions, #investments.

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Tax Loss Harvesting (TLH) strategy has been around for decades. Recently, there have been many innovations in this strategy to make it evergreen. A few challenges with traditional way of doing TLH is the limited number of rebalances per year as well as the ossification of the portfolio over the years. One innovation has been to use this strategy over a long/short equity portfolio that allows for consistent harvesting. This works great for diversifying a concentrated stock position. Here is a recent paper from AQR Capital Management on this topic. https://lnkd.in/eb4msgaD Another innovation is using options overlay to create a convex anti-correlated return stream to long beta as Jerry Peters explains in his interview with Dean Curnutt. We constantly evaluate how these new ideas can help our client squeeze more out of their dollars. #TrilliumSquare Thanks to Chad R. Morgan, CFA, Josh Rogers and Richard Citrano for your insights on this topic! https://lnkd.in/ej5f_GzM

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Great panel about growth strategies with recently promoted Robert Karofsky (Co- President Americas - UBS) recently promoted Michael Camacho (Head of WM US), and John S. Mathews (Head of PWM - UBS)! Few insights from the private wealth briefing: 1) ~$18T of assets will pass between generations from now to 2030 based on a recent Ernst & Young survey. 2) ~$30T of assets will pass to women between now to 2030 based on a recent McKinsey survey. 3) UBS ARC (Analytical Research Community) is a competitive advantage: connecting tech founders, venture capitalists with high quality sector research. 4) Recently created Unified Global Banking, led by Jennifer Gabrielli aims to bring 'one bank' to the next level with wrap around solutions for private clients and their companies. Thanks for spending time together! Team: Chuck Korasick / Robert Gach / Jen Lechman / Samantha Bloom / Jon Schechter, CFP® / Lizzie / Susan Mgmt: Lauren Gorsche #ubsglobalwealthmanagemnt #pwmconference2024

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Former Federal Reserve (Fed) Chair Janet Yellen likened the 2017-2019 balance sheet drawdown to "watching paint dry," a sentiment echoed in the current quantitative tightening (QT) phase since May 2022, with nearly $2 trillion reduced. With fiscal policy uncertainty ahead, should the Fed consider ending QT earlier? Discover our insights in this week’s #OnTheMindsofInvestors: https://bit.ly/4i1yU7M

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