Samuel Desta

I can't wait to join my colleagues Nakisha Davis, Anne Philpott and Pamela Watkins-West on October 30th to discuss #leading with purpose in #assetmanagement. The event is sponsored by Black Women in Asset Management (BWAM) in partnership with Nuveen, a TIAA company. We will cover our latest thinking on #equities, #privatemarkets and #realestate, as well as our leadership journeys in #financialservices. The event is selling out quickly so if you would like to attend please follow the instructions below. #portfoliomanagement #equities #capitalmarkets #leadershipmatters

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My leadership philosophy is grounded in empowerment, trust, and accountability. Every individual within Alvarez & Marsal owns a piece of our collective success and every action must embody that mentality. The enduring trust between our firm and clients is cultivated through consistently delivering our promises and exceeding expectations, and this trust that we've built over the years fuels our continued growth. For more about who we are and what we do: https://bit.ly/40hXkkY #Leadership #GrowthMindset #Motivation #LeadershipPhilosophy

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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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Join BlackRock’s expert panel of fixed income investors in an exclusive webcast as they unpack the latest Federal Open Market Committee (FOMC) decision and its implications on fixed income portfolios. https://1blk.co/3XQMEKy Discussion topics include: - The impact of the Federal Reserve’s latest policy actions on markets and our forward-looking views - How investors are positioning their portfolios in response to the evolving landscape - High conviction investment ideas across fixed income sectors For Institutional Investors Only

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Great insights from my colleagues, Alisa Wood and Chris Harrington, on the key drivers behind private equity's long-term out performance relative to public markets. Plus, they share perspectives on the future -- give it a read here: https://go.kkr.com/3YIAjr1

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The recovering deals market could get a lift from private equity-backed companies as early as the beginning of 2025. We outline what you need to know – plus what to look for in IPO candidates and portcos – in our capital considerations piece. https://lnkd.in/g-gw3hH5

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Where does the Polen Capital team see opportunities in generative AI? Watch Dan Davidowitz break down his view on cloud service providers and where he sees potential for repeatable, recurring revenue. https://lnkd.in/egvgY6K5

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The dynamic and transformational nature of M&A is what first attracted me to work in this space. But we need to move away from relying on past playbooks to make decisions. Instead, we must adopt a mindset that enables organizations to pursue a more agile approach to integration, allowing them to strategically navigate M&A transformation. Harvard Business Review: https://lnkd.in/eqFvakHQ Jennifer J. Fondrevay #MergersandAcquisitions #BusinessTransformation #AgileMindset

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It’s rare for a multi-year program to finish exactly as expected and planned at the beginning, but that change should be intentional. I recently sat down with Julian Granger-Bevan and Suzy Torta to discuss the key areas to focus on when undertaking large-scale technology transformation programs, what contingencies CROs or CIOs may need to consider, and what we’re seeing in Australia, the US, Europe, Canada, and South America. https://owy.mn/4e6wJx2

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When fundamental value creation becomes the largest driver of performance, investors may want to go where it’s always mattered most. Learn why we believe the U.S. middle market will continue to provide an attractive opportunity set versus large and mega cap managers in this new article. https://bit.ly/4cvujHe #PrivateEquity #MiddleMarket

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BlackRock’s Chairman and CEO Larry Fink highlights in a recent Wall Street Journal op-ed that the most realistic path to reducing America’s debt burden is through growth. He discusses the opportunity for the U.S. capital markets to help drive growth by building infrastructure, particularly in data centers and #AI technology. More in the Wall Street Journal: https://1blk.co/4fIBcGW

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Warby Parker was founded with an important mission: to inspire and impact the world with vision, purpose, and style. Tune into our webcast at 2:25pm est as I will host Warby Parker’s CEO Neil Blumenthal and CFO Steve Miller. If you are participating in the Institutional Investor poll, we greatly appreciate your recognition in the Retailing/Department Stores category. You can request a ballot here: https://lnkd.in/ecrzYTF6 This is TD Cowen’s Future of the Consumer Conference in New York City. How do the best retailers and brands compete in the new instant and experiential retail economy? The future is about combining digital and physical into a phygital experience, reinventing convenience, and curation through personalization and artificial intelligence. TD Cowen believes new retail must combine the “logic” of a test, read, and react supply chain with the “magic” of creativity, innovation and purpose; meanwhile, a connected and contextual consumer experience with community engagement underpins maximization of customer lifetime value. https://lnkd.in/ecrzYTF6

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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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NEW PAPER: Download bfinance's latest quarterly report to get new insights on Institutional Investor client sentiment (including changes in manager search activity), Active Manager performance and market commentary from our team of market experts: https://okt.to/51a8VI #investment #assetmanagement #onyourside

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The Fortnightly explores issues of importance for investment professionals. This time it includes interesting research on hedge fund performance, a look a data governance in organizations, perspectives on company guidance practices, managing limited partners, Fidelity's controversial new fee, the costs of an internal investment office, and much more. Among the sources: Scott Treloar, Kai Wu, Michael Mauboussin, John-Austin Saviano, Larry Swedroe, Dave Nadig, and Ashby Monk.

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