Mary D'Souza

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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The PE firm plans to make additional investments from its third fund while actively working on exit opportunities from its second fund, shares Darius Pandole, MD and CEO, Private Equity and Equity AIFs, JM Financial Ltd. in an interview with VCCircle. Read the complete VC Circle interview here - https://lnkd.in/d2rr7PKF #JMFinancial #PrivateEquity #InvestmentStrategy #FundManagement #VCCircle #PEInvestments 

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Queens Gate Capital is excited to share our recent affiliation with Stonehaven, a prominent investment firm. This strategic partnership will offer our clients enhanced access to investment opportunities and expertise. Curious about how this collaboration can support your investment goals? Don't hesitate to contact me directly for a personalized discussion. Let's delve into how we can collaborate to fulfill your financial objectives. #QueensGateCapital #Stonehaven #InvestmentOpportunities #FinancialPlanning

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Remember “Taxachusetts?” - Tax strategy and planning has never been more important at Mayflower Advisors - a great time to review company retirement plan options to maximize the savings Mayflower Advisors Mayflower Advisors Retirement Plan Group

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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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Donor Advised Funds (DAFs) Strategies 10/1, 3-5PM ET Epsilon, 375 Hudson Street New York, NY 10014 https://lnkd.in/ebX-NjXU Join the DMFA in-person in New York City for an informative interactive session with the Michael J Fox Foundation for Parkinson's Research and Chariot to explore who is using Donor Advised Funds and the most effective strategies for engaging this audience across development teams and fundraising channels. You will see real-world examples in Donor Advised Funds fundraising and communications strategies that truly paid off. Don't miss this exciting event with ample time to meet others interested in Donor Advised Funds. This is an important audience as there is over $230 billion is sitting in Donor-Advised Funds (DAF) and over three million people already using DAFs who give twenty-four times as much, six times as often, as the average donor. Where and how can you find these DAF donors? What are the best ways to attract and engage them? Attend our event in NYC to find out more. YOU WILL LEARN: * Strategies that will allow you to more quickly identify DAF donors within your existing donor file and/or draw in new DAF donors * How to communicate DAF fundraising priorities across different channels * Actionable examples and templates for marketing DAF SPEAKERS: * Sarah Chatham, Vice President and Head of Individual Giving, Michael J. Fox Foundation for Parkinson's Research * Mitch Stein, Head of Strategy, Chariot ACCESSIBILITY: We would like our in person event to be as welcoming as possible. If you need any accommodations, please contact Risa Sudnow at [email protected] or 646-675-7314. DMFA HAPPY HOUR: Immediately following this event, join us at Houston Hall just a few short blocks away for an industry Happy Hour. https://lnkd.in/eDMGbZ_g

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