A replay of the great conversation with Andrew Gazdecki talking about how we collaborate on transactions. Have a watch and let me know your thoughts!
#MandA#advisory
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AUS Capital Raising | Training & Coaching Elite Founders | 'The Startup Capital Nerd' Newsletter | Pre-Seed to Series B to Exit | Founders First | Frequent DeepTech Events Curator |
Business Matchmaker Wizard. Great at networking, strategy and creation. All glory is to God; the energy that flows through us. What did you come to do?
Are you an investment banker, fund manager, or family office manager? We have a curated list of exclusive business proposals seeking growth equity and expansion capital. If you're interested in exploring new opportunities and hearing from promising companies, let's connect to discuss further. #InvestmentOpportunities#FamilyOffice#GrowthEquity#ExpansionCapital
Helping Investment professionals grow client base and AUM through strategic networking and a solid personal brand | There's Alpha (α) in your networking strategy
How to get clients from 10 countries in one week?
All you need is a LinkedIn passport 🛫
Just think of this:
Portfolio manager in 🇦🇺 is managing assets in 🇪🇸
Hedge fund manager in 🇬🇧 is sending a pitch to 🇮🇳
Financial Planner in the 🇺🇸 is advising expats living in 🇦🇪
I am on a mission to help my Investment professional colleagues to make the most of their firms.
So we are extending the current campaign one more week,
𝗧𝗛𝗘 𝗡𝗘𝗧𝗪𝗢𝗥𝗞𝗜𝗡𝗚 𝗗𝗜𝗩𝗜𝗗𝗘𝗡𝗗
Sales, Investment banking and Networking repurpose.
✅Fund managers ✅Portfolio managers
✅Financial planners ✅M&A specialist
I'm looking for you
→ only 3 more of you who want to
→ Expand client base and increase AUM
→ Become Super-Networkers in your market
→ Learn how to guide conversations into sales chat
→ Attract revenue, investment and top talent to your firm
Between now and October 31st I'm offering
→ 20% off for the next 6 who enroll
→ 3 Extra 1:1 session with me (valued at $500)
→ Unlimited access to program for the next 6 mths
So what's the next step?
1 - Go to my featured section
2 - Book a slot to talk
3 - We meet
And that's all you need to begin this journey
My job as a fund manager is simple.
Find opportunities for investors that:
1) Will preserve their capital
2) & only after #1 is fulfilled
3) Will grow their capital
I do this in 2 distinct ways.
1) Understanding the operator
2) Understanding the numbers
Only after I trust the operator, do I look at deals.
Only after I trust the numbers, do I come to investors.
I leverage my engineering experience to identify deals with great potential.
You leverage the power of relationships & invest in those deals.
Curious to learn more?
DM “VC” & we’ll schedule an intro call.
One of my biggest long-term goals is to become a fund manager. 🏦
Right now, I’m focused on building the skills and experience needed to reach that goal. As an Investment Banking Analyst, I’m deepening my knowledge of valuation, investment strategy, and financial analysis—essentials for managing a fund successfully.
The journey to becoming a fund manager is challenging, but I’m passionate about helping companies grow and making strategic investment decisions that create value.
If you’re also on this path or have experience in fund management, I’d love to connect and hear your insights. Let’s learn and grow together!🚀
#InvestmentBanking#FundManagement#FinanceCareers#InvestmentStrategy#GrowthMindset#Networking#FinanceProfessionals
Investment management: Your dedicated team of Certified Investment Analyst Managers and Chartered Financial Analysts ensures personalized service.
Strategies are designed to create a clear roadmap to achieving the family’s goals and objectives. Spend less time researching and more time doing what you love. Never worry that you’re missing an opportunity.
https://hubs.ly/Q02V6cW10#PWAM#PrivateWealth#WealthManagement
*Investment Advisory Services offered through Private Wealth Asset Management, LLC.
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Author of "More Than 100%" | Insightful & Funny | Wielder of Dad-Jokes | MDRT | CFP | DLI | Senior Group Financial Services Director | Podcaster | International Speaker | Woah what a mouthful... Still reading? 😆|
Having that capable set of eyes watching out for you, does wonders for your future path forward.
Whether is it sighting early opportunities, or plugging gaps in your existing systems... Working with the right individuals can give you priceless results.
Dr Lena Morrish inspired this post with a fantastically insightful comment:
https://lnkd.in/gEFHVZXd
Impacts are impacts to me, but no-one else... UNLESS, I tell the world about it! I would love to highlight a few friends that have made a HUGE difference to how I do things now [and I see the impacts!]
Ashvin Praveen: Brilliant friendly chap, and full of wonderful, fantastic ideas. To top it off, he has experience in a multitude of things, and is willing to dive into an unknown idea to "suss it out". Conversations with him always give me a better path forward. He is co-founder of Cleve.ai and has been posting a whole bunch on it too, check it out!
Ruth Lee: A superb, SUPERB communicator & writer & content creator & idea-ator. She has writing skills that knock me over all the time, and wit and humor to match. Along with various useful experiences that help to build a project. Any project.
Khim Lim (林美琴): A wonderous people-person. I daresay a lot of the recent skills I've picked up in connecting with people, I've picked up from her. From the way she thinks, to how she approaches relationships... Magic!
There are many many other's I've learned from, or been impacted by, along the way. The friends mentioned above are ones that I've had more conversations with thus far.
Happy to be here learning and sharing with everyone too!
#infinityplatinum
Author of "More Than 100%" | Insightful & Funny | Wielder of Dad-Jokes | MDRT | CFP | DLI | Senior Group Financial Services Director | Podcaster | International Speaker | Woah what a mouthful... Still reading? 😆|
Let's talk about how we view investing in professional fund managers, shall we?
Ever ponder why some investors obsess over minimizing management fees instead of maximizing returns? 🤔
I used to look at fund management fees and see them just as costs. Until I didn't.
Here’s a shift in perspective for you:
- View management fees as investing in a professional's expertise to grow your wealth.
- Think of fund managers as your team members, whose primary role is to generate returns on your investments.
- Evaluate these professionals on their performance and ability, not just their cost.
- Invest in hiring and compensating fund managers the same way you would for any key employee who brings value to your business.
- Choose fund managers with a laser focus on boosting your portfolio's long-term returns instead of those who merely boast about low fees.
It's simple, really. If we’re serious about growing our investments, let's focus on what truly matters: finding experienced professionals we can trust to manage our funds effectively. 📈
It's not just about cutting costs. It's about making smart decisions that lead to better financial outcomes.
What's your take on managing investment fees? Have you considered this perspective before? Let's chat.
#infinityplatinum#investing#clientexpectations#askclarence
Excited to share with you all that I'm now selling digital products on Topmate
I've just listed my newest digital product - Private Equity - Interview Questions and Answers
And I think you'll find it incredibly valuable
So do give it a try and let me know what you think?
All you have to do is head over to my topmate link and get it. Link in comments
Say NO to 1%
The shift is coming in investment management.
Investment Advisor fees need to come down by 50-75%. The 1% fee paradigm must change.
Investors need and want alternatives to high-priced and confusing Wall Street advice. They want clear and conflict-free advice, at a fair price. Paying 1% a year on assets under management for an automated index fund portfolio and a boilerplate retirement analysis is far too high.
Wall street has profited off of this pricing - which is arbitrary and completely disconnected from value - for far too long. Record stock market prices means record fees for Wall Street at the expense of every investor.
I believe in the coming years, more advisory firms like ours, will embrace low-cost/high quality investment advice, but the message needs to spread. Advisors and investors both need to do the work to make these changes.
It all starts with saying NO to 1%.
"If there’s one industry that’s ripe for disruption, it’s surely asset management."
Where shall we start? Let's start with fees because fees drive behaviours.
What would happen if the industry didn't charge fees based on assets under management and instead linked fees to value created for their investors?
- Many under-performing funds would close as they don't create investor value
- Firms would no longer focus solely on AUM growth
- Firms would need to learn what is valuable to investors
- Firms would need to become much more efficient
- Industry margins would decline to more 'reasonable' levels - that is, not 30-40%
- Investors would end up with a lot more wealth (global savings of around $400bn per annum)
This feels like a good start.
AUS Capital Raising | Training & Coaching Elite Founders | 'The Startup Capital Nerd' Newsletter | Pre-Seed to Series B to Exit | Founders First | Frequent DeepTech Events Curator |
1moWith an excellent photo might I add!