Asset TV UK’s Post

Last Friday, Marylebone Partners Chief Executive Dan Higgins took part in the The Association of Investment Companies (AIC) ‘Flexible Friends’ panel.   Dan sat down with Jasmine Yeo and moderator Richard Stone to discuss the flexible investment sector, the 'liquid endowment model' and how he builds a diversified portfolio targeting returns in excess of inflation over the long term.   If you missed the opportunity to see Dan live, you can watch via the link here: https://lnkd.in/ecYa563Z This does not constitute investment advice. #LongTermInvesting #FlexibleInvestments #AICPanel #AssetManagement #Panel

The ASFA Investment Summit brings together industry and thought leaders providing a platform for insights, strategic discussions, and transformative ideas. MaxCap Group Chief Investment Officer Bill McWilliams will partake in the panel discussion ‘Banks of Tomorrow’ which will explore how superannuation funds weigh up private debt versus equity alongside Patrick Winsbury and Lillian Nunez. Wayne Lasky, Robert Hattersley, Domenico Demaria, Ben Woolley, Hugh Thomson ASFA | The Voice of Super

Shout-out from Rainer Märkle, General Partner at HV Capital. To European Investment Fund (EIF) & KfW. ▶ for working together ▶ for being strong and loyal partners ▶ for doing an incredible job given all the limitations they have ▶ for orchestrating those flows of public money & fulfilling the public mandates Discover Rainer's full story on #EUVC. Link in comments. 🔽 #venturecapital #angelinvesting #startupfunding #europe

A must read article from Moira O'Neill on the benefits of equity income investment trusts for Financial Times. Moira explains investment trusts' income benefits and The Association of Investment Companies (AIC) dividend heroes. These have consistently increased their dividends for twenty years or more, with The City of London Investment Trust plc, The Bankers Investment Trust PLC Alliance Witan and Caledonia Investments plc having the longest records. There are comments from Emma Bird, CFA Winterflood Investment Trusts Thomas McMahon, CFA Kepler Partners LLP @CT Global Managed Portfolio Trust James M. Edinburgh Investment Trust PLC Liontrust Asset Management PLC Andrew Jones Janus Henderson Investment Trusts, UK Charles Jillings Utilico Emerging Markets Trust and research from Octopus Investments and Janus Henderson Investors. Nick Britton, CFA, MCSI Vanessa Booth Juliet Webber Nick Gardner Gay Collins Richard Stone Alexander Denny Cathy Pitt Stephanie Coxon Alexis Barling Dan Howe Mark Atkinson Elisabeth Stheeman Simon Hildrey Pascal Dowling International Biotechnology Trust Plc Read more here:

Education – we’re never going to stop. And as #privateequity becomes the largest segment of the alts industry, we see a need. Big news – introducing the UniFi by CAIA™  Private Equity Microcredential: https://bit.ly/3YGLe5J With collaboration from industry leaders, Cliffwater, FS Investments, and Meketa Capital, this program introduces the entire spectrum of the private equity industry including venture capital, growth equity, and buyouts with an emphasis on portfolio implementation. Thanks to everyone including, but not limited to: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Phil Huber, CFA, CFP®, Michael Bell, Kirsten Pickens, John L Bowman, CFA, William J. Kelly, CAIA, and Sarah Auerbach! #CAIA #alternativeinvestments #privateequity #UniFibyCAIA

Witan held its 116th Annual General Meeting and celebrated the centenary of its listing on the London Stock Exchange on Wednesday 1st May. You can view the full AGM video on our website, during which Witan’s CEO, Andrew Bell, discusses the fund’s strategy, performance and portfolio in 2023, as well as providing an update on the managers and our ESG policy. An insightful Q&A session followed the presentation, which included comment regarding Andrew’s retirement this year, and the current review of Witan’s investment management arrangements by the Board. Watch the video here https://lnkd.in/edvv7Tp5 Issued and approved by Witan Investment Services FRN:446227 on 10 May 2024. Witan is an equity investment, past performance is not a guide to future performance and the value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuations.

It was amazing to reconnect with old friends and make some new friendships at the Fiduciary Investors Symposium hosted by Top1000funds.com in Toronto last week. The discussion started with the pros and cons of the “Canadian pension model”, outsourcing vs. insourcing, moving to the Total Portfolio Approach and Energy Transition where I had the privilege to contribute with some insights from the three decades of IFM Investors' experience investing in critical infrastructure around the world.   It was a pleasure to share the stage with Rossitsa Stoyanova, Chief Investment Officer of Investment Management Corporation of Ontario (IMCO), Peter Martin Larsen, head of private markets at University Pension Plan Ontario, and David Bell, Executive Director at The Conexus Institute. There were certainly lots of nuances in our respective investment approaches but no disagreement about the investment opportunity that energy transition presents to pension funds and that lots of these opportunities could be explored effectively within the current definition of fiduciary duty. I got the opportunity to wrap up the discussion on my favourite topic of the benefits of collective action by pension funds, which was the genesis of IFM’s creation by Australian super funds, and also how public private partnerships could unlock the flow of private capital into new investment opportunities in energy transition, something that we are currently actively exploring via our Energy Transition Blueprint work in Australia and the Memorandum of Understanding with the Department for Business and Trade in the UK. You could check out the Energy Transition Blueprint work in Australia in the link below: (https://lnkd.in/gNdVkczU) The quality of thinking at the Fiduciary Investors Symposium was second to none so if you are in the C-suite of a large asset owner and looking to gain some insights from your peers, I would encourage you to join the network. The next symposium is in Stanford, September 14-18. Looking forward to seeing you there. The link is below: https://lnkd.in/gU-CiCxA #energytransition #pensionscapital #sustainability #climatechange #collectiveaction

Shout-out from Rainer Märkle, General Partner at HV Capital. To European Investment Fund (EIF) & KfW. ▶ for working together ▶ for being strong and loyal partners ▶ for doing an incredible job given all the limitations they have ▶ for orchestrating those flows of public money & fulfilling the public mandates Discover Rainer's full story on hashtag#EUVC. Link in comments. 🔽 #venturecapital #angelinvesting #startupfunding #europe

View our latest Portfolio Update by Chief Investment Officer, Chris Paton. Chris provides an overview of our existing strategies, including the recent nomination of our 12 Month Term Account for the Australian Fixed Income Fund of the Year at the Lonsec Annual Awards.   #LaTrobeFinancial #PortfolioUpdate #LookingOutForYou

Data from Preqin's Private Capital in DACH 2024 report that launched today shows the number of private fund managers in the region has hit a record high, at almost 2,200, as Levin Stamm reports for Bloomberg. Now, Germany's Mittelstand is key to future DACH private markets growth according to David Dawkins, the report author: "The question of how fund managers navigate the Mittelstand's intricacies is yet to be answered. That said, attitudes are changing as a younger generation of owners take the reins". You can read the article here: https://lnkd.in/ezsUmFVD Click to read the report for free (sign-up required): https://lnkd.in/ee4NCBbM #DACH #alternatives #privatemarkets