Crest Capital Advisors’ Post

Crest Capital Advisors has a unique perspective on private markets and GP stakes given the work they do as a multi-family office working with General Partner clients. Happy to share their work at Alt Goes Mainstream, like this GP "EquityInsight Model" created by Crest Capital Advisors that helps General Partners to understand what their future GP cashflows might become in the future as their firm evolves or takes in a GP stake investment. The evolution of the business of asset management is in full force, so tools like what Crest Capital Advisors has built will continue to help move the space forward. https://lnkd.in/gvhB9YfY

🔴Lunchtime drop!🔴 In my latest deep-dive for IR Magazine I speak to four leading IROs and asked them what methods they use to capture insights from their shareholder base, whether they trust the feedback they receive and more. Thanks to the four incredible IROs featured in the article for their expertise: Mark Kinarney from Lantheus Irina Zhurba from Mister Spex Martin Ziegenbalg from DHL Pekka Rouhiainen from Valmet To read the piece for free, click on the link down below > create an account on IR Magazine > enjoy! #investors #buyside #perspectives #news #investorrelations #irchat #finance #business #ndrs #corporateaccess #sellside #brokers

An insightful read on why obtaining a 'good level' of investor feedback is crucial in IR. 📖 (plus a bonus reference as to how QuantiFire Limited is enabling companies to obtain a better quantity and quality of this ongoing feedback... 👀 📈 )

Great article. It is interesting to see Boston referenced as a location where firms have strict no-feedback policies. Many of QuantiFire’s clients do get plenty of feedback from investors in Boston. The main issue here is really with ‘no-broker feedback policies’ rather than no feedback per se. We have found that location is not the most important variable for investors’ willingness to give feedback through direct or independent channels. 

Join Avantis Investors’ next Office Hours webcast with Philip McInnis, Chief Investment Strategist, and Jeromey Thornton, CFA, Senior Investment Director. They'll address several recent questions from investors, including these (and more): What impact will duration have if we see the Fed cut rates in the near term? Can the largest stocks continue leading the equity market? What is the benefit of diversification across asset classes and global markets? Register for Feb. 28 at 2 p.m. ET: https://amcen.co/3uNgpAc. #InvestmentInsights #Advisors #Investing #InvestorEducation

Join Avantis Investors’ next Office Hours webcast with Philip McInnis, Chief Investment Strategist, and Jeromey Thornton, CFA, Senior Investment Director. They'll address several recent questions from investors, including these (and more): What impact will duration have if we see the Fed cut rates in the near term? Can the largest stocks continue leading the equity market? What is the benefit of diversification across asset classes and global markets? Register for Feb. 28 at 2 p.m. ET: https://amcen.co/3uNgpAc. #InvestmentInsights #Advisors #Investing #InvestorEducation

Join Avantis Investors’ next Office Hours webcast with Philip McInnis, Chief Investment Strategist, and Jeromey Thornton, CFA, Senior Investment Director. They'll address several recent questions from investors, including these (and more): What impact will duration have if we see the Fed cut rates in the near term? Can the largest stocks continue leading the equity market? What is the benefit of diversification across asset classes and global markets? Register for Feb. 28 at 2 p.m. ET: https://amcen.co/3uNgpAc. #InvestmentInsights #Advisors #Investing #InvestorEducation

Join Avantis Investors’ next Office Hours webcast with Philip McInnis, Chief Investment Strategist, and Jeromey Thornton, CFA, Senior Investment Director. They'll address several recent questions from investors, including these (and more): What impact will duration have if we see the Fed cut rates in the near term? Can the largest stocks continue leading the equity market? What is the benefit of diversification across asset classes and global markets? Register for Feb. 28 at 2 p.m. ET: https://amcen.co/3uNgpAc. #InvestmentInsights #Advisors #Investing #InvestorEducation

Dive into the latest insights on mastering reporting and transparency in private equity! Join us as we uncover strategies from industry leaders in our webinar, "Building Trust: How GPs Can Master Reporting and Transparency Requirements." Discover essential tactics to stay ahead in today's dynamic landscape. Don't miss out on this opportunity to gain a competitive edge. Learn more here: https://okt.to/mavV40

Dive into the latest insights on mastering reporting and transparency in private equity! Join us as we uncover strategies from industry leaders in our webinar, "Building Trust: How GPs Can Master Reporting and Transparency Requirements." Discover essential tactics to stay ahead in today's dynamic landscape. Don't miss out on this opportunity to gain a competitive edge. Learn more here: https://okt.to/V1TSMl