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Education
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The New York Hedge Fund Alternative Roundtable
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Stephen Siller Tunnel to Tower Foundation
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NIBA
Marketing
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Kerri Quinn
Discover the power of direct indexing through real-world success stories. Case studies from Verity Wealth Partners and Alphathena showcase how this innovative approach delivers personalized, tax-efficient portfolios that outperform benchmarks. By leveraging cutting-edge technology, advisors can efficiently manage custom portfolios, optimize taxes, and scale their business while providing exceptional client value. As demand for tailored investment solutions grows, direct indexing is set to revolutionize wealth management. Learn more at https://lnkd.in/gxdT3Jnf https://lnkd.in/gxdT3Jn #fintech #DirectIndexing #taxlossharvesting #RIA #financialadvisors #invest
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Karl Rogers
Enjoyed the conversation with William Robins of Citywire Selector discussing fund selection across public and private markets within Elkstone. Dispersion, persistency, time horizon and sourcing were the primary topics. "I might be the best fund selector in the world but if my buy list only has bottom quartile funds, I won’t meet my investment goal. Building a sourcing machine is paramount when considering the former and the dispersion of managers." Read the full piece here: https://lnkd.in/eakpJiu3
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Sarah Dunn
A great article by Michael Swinsburg on the evolving role of the COO, highlighting how they are transitioning from behind-the-scenes to front-facing leaders, managing diverse teams and geographies to drive strategic growth and innovation. The focus on resilience, renewal, robustness, and relationships is spot on, particularly in today’s complex and fast-changing landscape. https://lnkd.in/gjcjJqZW
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Jersey Finance
Read a Jersey Finance article published in Advisor Perspectives, a New York-based platform for registered investment advisors (RIAs), wealth managers, and financial advisors: https://jsy.fi/3LGODtX #FamilyOffice #WealthManagement #Funds #FundManagers #AlternativeInvestments #CorporateServices #Tokenization #Blockchain #DistributedLedgerTechnology #DigitalAssets #DigitalAssetManagement #PreciousMetals #RealEstateFunds #InvestmentFunds Elliot Refson Philip Pirecki
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