Joel H. Trotter’s Post

Thinking of raising U.S. capital from outside the U.S.? Want to learn more about the world of foreign private issuers and the rules applicable to them? Finished your summer reading material and looking for new recommendations? Look no further! The Latham FPI Guide is a wealth of information for those wanting to learn more about U.S. capital raising from outside the U.S. and more generally about FPIs. And for all you U.S. securities law enthusiasts, this guide might be the autumn page-turner you have been searching for! #SEC #capitalmarkets #foreignprivateissuers #capitalraising

Exciting news! Investors Trust's S&P 500 Index product has won the Best International Savings Plan at the Investment International Awards 2024! 🎉 If you're interested in growing your savings and benefiting from global market growth, you can start with as little as $300 per month. Let’s discuss how this award-winning plan can fit into your financial goals! #InvestorsTrust #InvestmentInternationalAwards #Finances #Investing #Savings #InvestmentInternational Contact me to get started!

Download the latest edition of Latham’s FPI Guide, which covers the topics that are of most interest to foreign private issuers and their advisors when engaging in US capital markets transactions. https://lw.link/3U8X6n

📢 Our first Fund Information Review 2024 reveals significant deficiencies in how Swedish fund companies present essential information to investors. 😕 According to our research, 70% of the 68 fund companies analysed fail to provide accessible and clear information, making it difficult for investors to make informed decisions about their investments. 📰 Our brand new industry report featured in Finansmarknaden and Privata Affärer ranks fund companies based on how effectively they communicate details such as currency exposure, risk levels, and sustainability (ESG). 👇🏼 Explore the full report (link in comments) for insights into the transparency challenges facing the Swedish fund industry and the impact this has on investor decision-making. #investmentmanagement #fundinformation #fundtransparency #swedishfundindustry #financialreport #investortransparency #wealthmanagement

The significance of Chinese and Japanese bonds in the global market is on the rise. In this article, David Roberts, Co-portfolio Manager of the Nedgroup Investments Global Strategic Bond Fund delves into the challenges and opportunities for investors, highlighting the increasing duration contributions and shifting correlations with US bonds. As we navigate this evolving landscape, he explains why it's crucial to focus on core bond opportunities elsewhere. 🔦Read now: https://ow.ly/bz2t50TRoLt 📅Get in touch with us to book a meeting with our European distribution team: https://lnkd.in/decuPmMp #Investment #GlobalMarket #Bonds #Finance #Opportunities

For UK Professional Investors only. Regime change – and a new era for illiquid assets? Learn how the logistical questions that come with managing Long Term Asset Funds are being addressed. Read the latest insight from Mark Meiklejon 👉 https://bit.ly/4dJldXT #RealAssets #PrivateMarkets Investment

#Announcement | To keep up with regulatory developments and include new categories of investors in the capital market.. The Capital Market Authority Calls for Public Consultation on Facilitating the Procedures for Opening and Operating Investment Accounts for Various Categories of Investors https://lnkd.in/d-vE-a3K

For the third time, Baltic Capital Markets Conference brought together capital market professionals, issuers, investors and public sector representatives. The event featured panel discussions, presentations and case studies that covered recent developments in the equity and debt markets in the Baltics, the potential of public sector-owned companies, opportunities for Baltic companies to raise capital both locally and abroad and initiatives from state agencies. Here are my key takeaways: ✔ Debt capital markets in the Baltics are experiencing strong momentum, with solid support from regulators and state agencies. ✔ The equity IPO market has yet to reach its full potential, suggesting significant opportunities in the years ahead. ✔ The Baltic States benefit from excellent infrastructure, particularly through Nasdaq services. ✔ Issuers with high standards, strong corporate governance, a solid track record and sound financials are well-positioned to pursue IPOs or bond issues, diversify funding sources and support their growth. ✔ There is international interest in local companies, but consistent investor relations efforts are key to maintaining and growing that interest. #DCM #IPO #bonds

NEW REPORT: We’re delighted to share our exclusive Private Markets Annual Report 2024: https://lnkd.in/dzJzHTga Traditionally dominated by institutional investors, private markets are attracting growing interest from private investors – and the industry is adapting its offering to better suit their needs. Our new in-depth report delves into the trends driving this evolution, as well as the potential opportunities and risks for wealthy individuals and family offices. #BarclaysPrivateBank #Investors #PrivateMarkets