Quest Fund Placement Limited’s Post

In this week’s episode of Retire in Texas, Darryl Lyons dives into BlackRock, the world’s largest asset manager, and its history with PAX Financial Group. Listen in as our CEO and co-founder explains BlackRock’s influence and why we’ve been closely reevaluating our relationship with the investment company to protect clients’ best interests. https://ow.ly/LCMj50TCCWO #PAXFinancialGroup #SanAntonioTexas #SATX #DarrylLyons #RetireinTexas #Podcast #BlackRock #InvestmentCompany #InvestmentFunds #ClientFirst #PortfolioManagement

Scaling for Success: How DFX Reached $15B in Deal Flow! 🤑 In this episode of Deal Disrupters, Jesse and Ella take the stage to share the story behind Deal Flow Xchange (DFX). Launched in March 2024, DFX was built to centralize deal flow, streamline communication, and solve inefficiencies in private capital markets. Hear how DFX has grown to $15B in deal flow, empowering investors with real-time access to verified deals, automated notifications, and a more connected investment ecosystem. 🎧 Tune in here: https://lnkd.in/eQWakCzh #DFX #DealFlowXchange #PrivateEquity #Investment #DealDisrupters #InvestmentGrowth #Podcast

Our Founder & President John Ferrara recently sat down with Nikitha Sattiraju of The Deal to discuss the history and evolution of Capstone—from its entrepreneurial roots to current growth strategy—and #middlemarket M&A outlook heading into 2025. Listen to the candid conversation in The Deal's latest podcast episode below. #mergersandacquisitions

Don't miss the latest episode of Livewire Markets' #TheRulesOfInvesting, featuring Wilson Asset Management's Catriona Burns. Catriona argues that "trust" is a non-negotiable when it comes to successful investments. For this reason, her team meets with 700+ management teams across the globe each year, as well as competitors and suppliers, current and past employees and industry experts. In this #podcast, Burns takes listeners through some of the companies that have managed to pass her filters and explains why catalysts are so important for value investors. https://lnkd.in/g56sJwcu

#TheOptionBlock 1285: "MEME Stock Shenanigans" with Henry Schwartz from Cboe Global Markets, Mark Sebastian from The Option Pit, and Mike Tosaw from St. Charles Wealth Management is now available. Stream from your favorite #podcast platform or listen now at https://lnkd.in/ewZAbH64 #OptionsTrading $FFIE $WMT $CSCO $AMAT $SPCE $FUTU $SNAP #memestocks

Delve into the world of Active ETFs in the latest "Off the Record" episode featuring Jason Xavier, Head of EMEA ETF Capital Markets at Franklin Templeton. Gain insights into how ETFs have evolved from passive to active management, particularly in the fixed income arena. Discover the benefits and trends shaping this dynamic landscape. Tune in now: https://lnkd.in/e_9m4SVQ. Capital at risk. #ETFs #ActiveETFs #Podcast

In the last episode of INN8 Invest’s season of Connect The Dots, host Jennifer Henry, CFA, FRM is joined by Jacobus Lacock, Fixed Income Portfolio Manager and Macro Strategist at Fairtree to discuss the key aspects of portfolio construction and performance measurement within multi-asset funds. Listen now to gain insights into balanced fund construction, strategies for measuring multi-asset performance, and the foundational building blocks of successful portfolios: https://lnkd.in/d_rfwVmj #connectthedots #performancemeasurement #podcast

In our latest podcast Elizabeth DeMontrond and Charles Litton, CFA have a conversation with Fred Brazelton at Platform Partners, a local private equity firm. Fred tells us his thoughts on the private equity landscape right now, how this space has changed over the years, and give us some tips for founders. https://lnkd.in/e3chVmWP

Delve into the world of Active ETFs in the latest "Off the Record" episode featuring Jason Xavier, Head of EMEA ETF Capital Markets at Franklin Templeton. Gain insights into how ETFs have evolved from passive to active management, particularly in the fixed income arena. Discover the benefits and trends shaping this dynamic landscape. Tune in now: https://lnkd.in/eGEs_FQk. Capital at risk. #ETFs #ActiveETFs #Podcast