Chris Volpe

What are Commonwealth CIO Brad McMillan’s thoughts on the first quarter of 2024? Hear insights straight from Brad when you watch his latest Beyond the Numbers quarterly call.

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Beryl Elites is excited to welcome Peter Boockvar, Chief Investment Officer, Bleakley Financial Group to the 6th Annual Beryl Elites Alternative Investment & Data Revolution - Thought Leadership Conference, taking place on October 28-29 in New York City. 🗓️ To Attend, Speak or Sponsor, and learn more about our October 28-29 annual conference: [REGISTER] 👉 https://lnkd.in/eurGJ-bu [Detailed AGENDA Oct 28-29] 👉https://lnkd.in/eVsyUecS ✅ For a look at our impressive lineup of past panels and speakers 💡 covering both public and private markets, visit our Beryl Elites channel, now with over 900 videos and 40,000 subscribers, including managers, allocators, investment bankers, and members of the buy- and sell-side community: 🎬[BERYL ELITES CHANEL] 👉 https://lnkd.in/eZEs-3Ri Stay up-to-date on global financial markets, receive updates on our upcoming October Conference, and be the first to know about future events by clicking “FOLLOW” on this page. #AlternativeInvestments #hedgefunds #globalmacro #pensionfunds #berylelites

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In this weeks XML Wealth Insights video, XML President Curtis Congdon, CFP®, CRPC® dives deep into the historical performance of financial markets after rate cuts. Tune in as we explore key economic periods and uncover how markets reacted to these pivotal monetary policy shifts. #WealthInsights #FinanceTips #InvestmentStrategy #RateCuts #MarketTrends https://lnkd.in/e8NdAH2m

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Croesus offers a unified integrable solution to streamline your operations. Connect with Acheson Thomas, Erion Karroqe, and Marc Riel at the #NYC Portfolio Summits RIA on May 21st to explore the future of #WealthTech. #RIAcommunity #InvestmentStrategies #PortfolioSummits #NewYork #InvestmentStrategies

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The Ripple Effect: Roger Greff's Impact in Financial Services RJ Greff, Business Development Director at 1847Financial - New Jersey, has helped shape the futures of countless financial professionals who in turn, help their clients. RJ's ripple effect of impact is undeniable. Read more in our newest blog: https://lnkd.in/eajcaGdv #1847Financial #StrongerTogether

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In this interview, Tom Sipp, Executive Vice President, Business Lines at Envestnet, Inc, discusses evolving trends in the #FinancialAdvice industry 👉 https://lnkd.in/etgKpbkg Discover how Envestnet is addressing key areas of opportunity for advisors with its ecosystem of technology solutions and #DataIntelligence.

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BridgeFT and WealthTech Today recently sat down to discuss many of wealth management's trending topics. As the industry gathers at BNY Mellon Pershing iNSITE 24, we invite you to this podcast hosted by Craig Iskowitz, featuring BridgeFT's CEO, Joe Stensland and BridgeFT Strategic Advisor and former President and CEO of Wells Fargo Advisors, Jim Hays. The BridgeFT team shared their invaluable perspective on the rapidly evolving landscape of wealth management as well as BridgeFT's role through the industry's leading API-first WealthTech platform. Topics discussed include how BridgeFT is enabling wealth management firms to: - Take full control of their client data - Innovate faster while controlling costs - Use headless APIs to address the build vs. buy dilemma Check out the full conversation here: https://lnkd.in/gvuFkENk #realinsite #pershingiNSITE #wealthtech #fintech

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Your RIA custodian plays a pivotal role in safeguarding client assets, facilitating trades, and providing essential support. Growth-minded RIAs should consider several critical factors to ensure they make the best choice for their strategic plans. We’re here to help you explore every option with crucial industry insights in our latest blog post: https://lnkd.in/ga8zZbyK #RIA #custodian #Advisors #growth #strategicplanning #industryinsights #wealthmanagement #financialAdvisors #support #independence

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In this episode of Engaging Alternatives Spotlight, we speak with Jay Rogers, Managing Partner at ACME Credit Partners. Jay shares his outlook for private credit investing and more. Watch now: https://okt.to/EoITJS #podcast #privatecredit #investing

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What are the opportunities within fixed income? In this new episode of Adjusted for Risk, Ryan Nauman is joined by PSN Top Gun Award Winning Belle Haven Investments' Director of Investment Solutions and Partner, Stan Sattler! Stan shares his thoughts on the opportunities within fixed income and his team's views on the opportunities and risks in the fixed income space. When will the yield curve normalize? What are credit spreads indicating? Does he believe the Federal Reserve? Find out by taking a watch here 👉 http://spr.ly/60489WIb2 #Zephyr #AdjustedforRisk #podcast #fixedincome #wealthmanagement

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Next week, RiskSpan will be attending ABS East and sponsoring Private Credit Connect in Miami! 🌴☀️ Catch David Andrukonis, CFA's and Jen Press panel on leveraging technology and data in private credit. Connect with Jen Press, Daniel Fleishman, Christopher Kennedy, Jacob ( Yakov ) Krayn, CAIA, and Raj Dosaj to learn more about how we're reshaping the future of structured products and private credit. We look forward to seeing you there! 👋 #ABSEast #PrivateCreditConnect #RiskSpan #StructuredFinance #PrivateCredit #MSR #WholeLoan #Miami #Networking #FinTech #Innovation

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Great article by Tim Smart at U.S. News & World Report about the complex state of the U.S. consumer. Consumer Edge transaction data indicated moderating price pressure ahead of the latest #CPI reading. This article explores how softening inflation and a cautious consumer mindset is creating winners and losers across the retail landscape. It is always an honor to support the research and reporting of top national and global economic reporters, providing real-time data and insights into macroeconomic trends. If you are interested in how Consumer Edge data and insights can support your reporting, reach out to [email protected]. https://lnkd.in/eaQNnTW4

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Chief Investment Officer Mark Heppenstall will be live tomorrow at 6:10 AM ET as he joins Maria Bartiromo on Fox Business Network to discuss the latest data moving markets, state of the labor market, rising Treasury yields and more. Watch live here: https://lnkd.in/eGneXdkG #markets #bondmarket #equitymarket #interestrates #Q4 #inflation #marketoutlook #Treasuries #assetmanagement #assetmanagementinsights #investing #economy #economicdata 

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🤔 Curious to know what you missed at SteelEye's recent Regs & Eggs New York? 🔎 Check out the latest blog around our annual flagship New York event, where we recap the most recent trends and themes that are shaping the future of financial integrity, including: ➡ Lessons learned from the collapse of Baringa Bank from the Original Rogue Trader, Nick Leeson, himself. ➡ Insights from industry leaders on their market surveillance journey. 💡 Learn more here: https://lnkd.in/gR3gUYhR #Compliance #FinancialIntegrity #MarketSurveillance #FinancialServices #SteelEye #RegTech #FinTech

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