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What factors will enable Family Offices to surpass private equity and venture capital? 🤔 Yesterday I had the pleasure of joining Ronald Diamond, Jack Ablin, CFA, Ryan Eisenman, and John Wieker as they explored this and more on Nasdaq TradeTalks. Big thanks to Jill Malandrino for having us in-studio and masterfully facilitating the discussion. Key topics include: • 💸 The $84.4 trillion wealth transfer • 📈 Evolving investment strategies in Family Offices • 🛠️ Increasing technical expertise required in modern Family Offices • 🏠 The attractiveness of recession-resilient investments like student housing 👇 Tap on the thumbnail below to watch the full segment. #FamilyOffice #thoughtleaders

I am extremely proud of the Kroll team for their #Regulatory #DueDiligence work on this transaction for Alter Domus, securing strategic investment (subject to regulatory approval) from Cinven. Particular thanks to Manu Hinojosa for spearheading the project with the client. If you'd like to understand more about how we help buyers and sellers of #financialservices businesses drop us a line. We assist with making the complex, simple in areas of #corporategovernance #AML #CFT #compliance #regualtoryissues on a global scale. #OneKroll

Our Chief Investment Officer John Wieker sat down with Nasdaq #TradeTalks to discuss why the family office market could be bigger than private equity and venture capital… and how student housing has proven to be an increasingly attractive asset class for family office investors. Watch the roundtable here: https://lnkd.in/ewmFAVgw Thanks Jill Malandrino for leading the conversation.

🚀 Family Offices: Embrace the Future of Alternative Investments! 💼💡 With private equity becoming the darling of the investment world 🌟, family offices are making bold moves towards a diversified portfolio that includes private equity, real estate, direct investments, and more. But as the landscape grows complex—how do you effectively account, track, and report on these multi-layered investments? This is where Ledgex comes in. ✅ We offer a cutting-edge platform designed specifically for family offices, allowing you to: 🔹 Track private equity, direct investments, real estate, and other alternative assets seamlessly 🔹 Account for all your holdings in one place, cutting through the complexity 🔹 Report with ease—delivering clear insights to all stakeholders, from founders to next-gens As family offices shift towards alternative assets, Ledgex is here to support your long-term, multi-generational vision. 🌍📊 Don’t just invest, manage your investments the smart way. 💼📈 #FamilyOffices #PrivateEquity #AlternativeInvestments #Ledgex #WealthManagement #InvestmentTracking #NextGenWealth Nicole Eberhardt Christopher McCoy Wendy McCoy Brian Nickerson John Kelly, PMP

Chris Perry led an engaging discussion at the Tiburon CEO Summit, exploring the future of WealthTech M&A, alongside industry leaders: Michael Freudenstein, Jason Gurandiano, Jed Laskowitz, Michael Maxworthy, and Mitchell Spector. They shared insights into: · Emerging trends influencing M&A · The role of AI in wealth tech · Consolidation of RIA & Investment Management sectors · Actionable strategies to raise capital, or prepare for acquisition Thank you to Tiburon for hosting this discussion! #WealthTech #MergersAndAcquisitions #CEOInsights #WealthManagement

🌍 How Do Family Offices Decide Between Regional and Foreign VC Funds? Luca Rancilio, CEO of Rancilio Cube SICAF shares his insights on how Family Offices approach their allocation strategies: “With my experience, first as a Family Office, and later as Rancilio Cube SICAF, I have seen firsthand that gaining access to high-quality international opportunities is often extremely difficult. On the contrary, it is easier to access opportunities that are geographically closer. This difficulty can certainly impact the allocation strategies of Family Offices. Our rapid growth from a Family Office to an investment platform has been supported precisely by the increasing interest shown by sophisticated investors, who seek alternative assets that are often difficult for most to access. Gaining access to the names we have in our portfolio takes time and specific work, which is what we provide to our investors.” Luca will be sharing more insights at the upcoming 0100 Conference Mediterranean, on the panel “Family Offices and Their Allocation into Regional VS Foreign VC Funds,” alongside: Adel Alawadhi, Co-Founder & Executive Chairman at The Corporate Group Carman Chan, Founder & Managing Partner at Click Ventures Arthur Savander, Investment Manager at Fåntell Simeon Williams, Director at Vertawealth Moderated by James Sore, Director of New Ventures at Antenna Digital Ventures Don’t miss this insightful session! 🔥 Register here: https://lnkd.in/d-E5peFd #FamilyOffices #VCFunds #PrivateEquity #InvestmentStrategy #0100Conferences

Very interesting paper on the growing company-led VC secondaries space. Secondaries provide a natural evolution for VC, following the institutionalization of the secondaries "asset class" for private equity investors and the attractive pricing opportunities provided in an exit-constrained market environment.

SuperReturn North America, the premier private equity and venture capital conference series, is set to host its highly anticipated event on November 12-13 at The Marriot Marquis in New York City. This two-day gathering will bring together over 900 senior decision makers, including limited partners and general partners, to explore the 2024 private markets landscape, fundraising strategies, and specialist investment approaches. The event boasts an impressive lineup of distinguished speakers, including Alex Rodriguez of A-Rod Corp, Steven Meier of the NYC Comptroller's Office, Allen Waldrop of the Alaska Permanent Fund Corporation, and Kristie M. Feinberg of Manulife Investment Management. Panel discussions and presentations will delve into AI's impact, secondaries, mid-market trends, and more. 'SuperReturn North America offers a wealth of opportunities to build relationships, connect with LPs and GPs, and converse with influential market leaders,' said Dr. Dorothy Kelso, Global Head of SuperReturn. Leading firms such as Caceis Investor Services, Golub Capital, and Marshall Wace North America LP are co-sponsoring the event. @superreturn @informaconnect #privateequity #venturecapital #northamerica #networking #investments Paragraph break. @alexrodriguez @stevenmeiercio @allenwaldrop @kristiefeinberg @neuberger_berman @manulifeinvestmentmanagement @carlyle @mercercareers @cdpq @wafracompany @ge

Exciting insights and discussions at the VCCircle Family Office Summit! Our Founder & CEO, Navin Dhanuka, had the privilege of moderating a panel on discovering the perfect mix for those who value the tangible appeal of real estate assets. A big thank you to our distinguished panelists: • Girish Singhi, Co-Chief Investment Officer, Welspun One • Adrija Agarwal, Founder, Sattva Ventures • Siddharth Kothari, Chief Investment Strategist, Om Kothari Group It was an enriching session filled with strategic insights and valuable takeaways. #VCFamilyOfficeSummit24 #FamilyOfficeSummit #InvestmentStrategy #VCCircle #FamilyOfficeExploration #StrategicInsights

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