WMRE Forum Recap: Examining Some Private Real Estate Trends
Wealth Management
FEBRUARY 21, 2023
WMRE’s first forum of 2023 focused on private real estate, including sessions on multifamily, workforce housing and DSTs.
forums 
Bob Veres’ Insider’s Forum – Grand America Hotel – Salt Lake City, UT – September 28-30, 2022
Tobias Financial
SEPTEMBER 26, 2022
Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at Bob Veres’ Insider’s Forum on September 29 th. The Insider’s Forum conference is intended for financial advisory business professionals and is designed to provide essential information for running and growing prosperous businesses.
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Advisor Forums in 2024
SEI
FEBRUARY 7, 2024
Coming to a city near you this Spring. Join us for an exclusive, in-person event.
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Former Goldman Advisors Trash “Frantic” United Capital Sale In Lawsuit
Wealth Management
APRIL 10, 2024
Nine former advisors are suing United Capital over its attempts to move arbitration proceedings from FINRA to another venue, accusing the firm of “pure gamesmanship” and “forum shopping.”
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How to Make the Hybrid Model Work for Your Team
Advertiser: G-P
According to the Future Forum research, 72 percent of employees said they never want to go back to the traditional way of working and expect a hybrid-remote office model going forward. Can you give your employees the best of both worlds?
Come meet us in Houston!
The Reformed Broker
NOVEMBER 28, 2022
We’re taping a live version of The Compound and Friends podcast at the Dynasty Investors Forum. I’ll be in Houston for three days next week – my first time ever in that city! I will also be interviewing my friend Patrick O’Shaughnessy on stage about the custom and direct indexing revolution.
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Value Creation
The Reformed Broker
DECEMBER 6, 2022
I’m in Texas this week speaking at the Dynasty Investing Forum and seeing clients. Since this post, JPMorgan shares are up 26%.
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Do Advisors Deliver What Consumers Want?
Advisor Perspectives
NOVEMBER 9, 2023
Earlier this month, I attended Bob Veres’ Insiders Forum conference in San Antonio. As it is every year, the highlight of the conference is Bob’s presentation of the Insiders Forum leadership award. This year’s recipient was Angie Herbers, my guest today. I cannot overstate the significance of this award.
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WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller
Wealth Management
SEPTEMBER 18, 2023
Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.
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Robinhood: Many Investors Will Lose Access to the Market Under SEC AI Rule
Wealth Management
NOVEMBER 20, 2023
Meant to eliminate conflicts of interest on self-directed trading apps that use AI and predictive analytics, the rule would in fact cut off market access for many of the investors who use them, a lawyer for the tech firm argued in a recent public forum.
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The Next PE Consolidation Battleground? WealthTech
Wealth Management
SEPTEMBER 13, 2023
The same private equity players fueling RIA consolidation are likely to next set their sights on the fragmented universe of advisory firm tech vendors, according to a discussion among industry executives at last week’s “Wealthies” Awards' executive forums.
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The Late Cycle Stock Market Playbook Is Working
The Reformed Broker
DECEMBER 9, 2022
This week, Michael Batnick, Bryn Talkington, and Downtown Josh Brown sit down in front of a live audience at the Dynasty Investors Forum discuss consumer strength, energy stocks, inflation coming down, BREIT, and much more! Welcome to the latest episode of The Compound & Friends.
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10 Weekend Reads
The Big Picture
MARCH 30, 2024
New York Times ) • An Influential Economics Forum Has a Troubling Surplus of Trolls : EJMR, an online discussion board for economists, is rife with misogyny and racism, revealing a very dark side of the profession.
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Business Forum: The Personal Side of Your Business
James Hendries
FEBRUARY 23, 2023
Once upon a time there was a thriving business developed by an energetic, creative entrepreneur. He passed his business knowledge and enthusiasm on to his son, who continued to tend it well and even made it grow. The son grew older and his children—two sons and a daughter—began to look at the family business, as well as their own futures.
MiB: Kathleen McCarthy, Global co-head of Blackstone Real Estate
The Big Picture
DECEMBER 10, 2022
El-Erian; the firm is a sponsor of the Greenwich Economic Forum. Be sure to check out our Masters in Business next week with Robert Koengisberger , founder and CIO of Gramercy Funds Management , which manages $5.2 billion in distressed Emerging Markets Debt. Gramercy’s chairman is (previous MiB guest ) Mohamed A.
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Insights into Navigating the Current CRE Investment Climate
Wealth Management
SEPTEMBER 28, 2022
Our third quarter virtual forum examined trends in multifamily, grocery-anchored retail and BTRs amid broader discussions about how CRE is dealing with rising interest rates and persistent inflation.
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Much To Discuss at Davos
Advisor Perspectives
JANUARY 24, 2024
This week saw the annual World Economic Forum (WEF) in Davos, Switzerland. Top researchers join public and private sector leaders to explore the issues facing the world. Every year features an outlook for key risks; this year, the risks felt less hypothetical than they might have in calmer times.
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Supply Chain Is 40% of Inflation
The Big Picture
NOVEMBER 17, 2022
Challenges for monetary policy in a rapidly changing world (ECB Forum, June 2022). See also : Glenn Hubbard: Post-pandemic fiscal spending bears much of the blame for US inflation (FT, November 14, 2022). How Much Did Supply Constraints Boost U.S. Liberty Street Economics, August 24, 2022). November 7, 2022).
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Kazakhstan tells Washington and Brussels: We are open for business
Advisor Perspectives
APRIL 3, 2023
This essay focuses discusses a February visit by Secretary of State Blinken to Astana, and the EU-Central Asian Economic Forum in May.
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A Bit About Bob
Advisor Perspectives
OCTOBER 9, 2023
Last week, Bob attended the Insider’s Forum in San Antonio last week - a gathering of several hundred financial planners that focused on the latest research in practice management and other topics for the advisory profession.
New Laws to Regulate AI Would Be Premature
Advisor Perspectives
OCTOBER 31, 2023
And last week, the US Senate held a closed-door forum on research and development in AI. President Joe Biden is scheduled to issue an executive order on the topic today. An AI safety summit is being held in the UK later this week.
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CNBC: Fed Chair "Powell says more ‘restriction’ is coming"
Calculated Risk
JUNE 28, 2023
Fed Chair Jerome Powell is participating in a panel discussion today at the European Central Bank (ECB) Forum on Central Banking 2023 in Sintra, Portugal. From Jeff Cox at CNBC: Powell says more ‘restriction’ is coming, including possibility of hikes at consecutive meetings.
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10 Thursday AM Reads
The Big Picture
DECEMBER 15, 2022
El-Erian; the firm is a sponsor of the Greenwich Economic Forum. Be sure to check out our Masters in Business next week with Robert Koengisberger , founder and CIO of Gramercy Funds Management , which manages $5.2 billion in distressed Emerging Markets Debt. Gramercy’s chairman is (previous MiB guest ) Mohamed A. Source: NYT.
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10 Weekend Reads
The Big Picture
DECEMBER 17, 2022
El-Erian; the firm is a sponsor of the Greenwich Economic Forum. Be sure to check out our Masters in Business next week with Robert Koengisberger , founder and CIO of Gramercy Funds Management , which manages $5.2 billion in distressed Emerging Markets Debt. Gramercy’s chairman is (previous MiB guest ) Mohamed A. Source: Statista.
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Wednesday: Fed Chair Powell, Stress Test Results
Calculated Risk
JUNE 27, 2023
At 9:30 AM, Discussion, Fed Chair Jerome Powell , Policy Panel Discussion , At the European Central Bank (ECB) Forum on Central Banking 2023, Sintra, Portugal • At 4:30 PM, Fed Bank Stress Test Results Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index. •
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Investing for the Next Decade
Advisor Perspectives
NOVEMBER 25, 2022
Franklin Templeton recently hosted an investment forum in Singapore, and much of the dialog pointed to a growing gap in growth outlook emerging between Asia and the West.
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Wall Street Spreads New Year Cheer With Upbeat Davos Outlook
Advisor Perspectives
JANUARY 20, 2023
After a year that brought a surprise surge in interest rates, the biggest stock drop since 2008 and a halt to major deals, plenty of finance executives lined up at the World Economic Forum’s annual meeting to say they now see reasons to be upbeat.
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UBS CEO Says Bank ‘Bucking the Trend’ as Rivals Fire Bankers
Wealth Management
JANUARY 17, 2023
“We are not in retrenchment mode,” CEO Ralph Hamers said at the World Economic Forum in Davos.
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Don't miss: SEI and AGB speak on higher ed study
SEI
JANUARY 12, 2023
Discussion at the 2023 Foundation Leadership Forum draws on our joint research study on operations & investment practices.
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10 Friday AM Reads
The Big Picture
JANUARY 19, 2024
Book Forum ) Be sure to check out our Masters in Business this week with Shomik Dutta , co-founder and managing partner at Overture , a venture capital firm focused on climate tech and sustainability startups. James Brown may have invented funk, but Sly Stone funked that invention and flew it over the rainbow.
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The U.S. Dollar Is Like the English Language, Pardon My French
Advisor Perspectives
AUGUST 28, 2023
Watching coverage of the BRICS (Brazil, Russia, India, China and South Africa) summit in South Africa this week made us wonder why the members of the BRICS decided to name the section, in which Vladimir Putin was addressing the conference by video conference, “BRICS BUSINESS FORUM,” in English, yes?
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Navigating Global Changes to Reach Financial Goals
Wealth Management
SEPTEMBER 6, 2022
“We believe that this time, it really is different,” said Rob Goldstein, BlackRock’s Chief Operating Officer and Head of BlackRock Solutions, at our third annual Aladdin Wealth™ Executive Forum.
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10 Monday AM Reads
The Big Picture
DECEMBER 19, 2022
El-Erian; the firm is a sponsor of the Greenwich Economic Forum. Be sure to check out our Masters in Business this week with Robert Koengisberger , founder and CIO of Gramercy Funds Management , which manages $5.2 billion in distressed Emerging Markets Debt. Gramercy’s chairman is (previous MiB guest ) Mohamed A. Source: Barron’s.
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Icahn Bets Against GameStop
Validea
DECEMBER 1, 2022
Driven by no-fee trading apps and armchair investors flush with stimulus cash and advice from online forums such as Reddit, GameStop became the face of meme stocks. GameStop’s stock climbed 2.3% recently, but has lost 71% of its value since that January 2021 high.
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Alice Blue Review 2023 – Is it a Top Stockbroker for Traders and Investors?
Trade Brains
NOVEMBER 28, 2023
Community Forum: An online forum powered by Alice Blue to answer questions related to Trading API, and technical topics by other traders, investors, and Alice Blue moderators. These platforms offer advanced charts, comprehensive market depth, and various other features for an enriched and user-friendly trading experience.
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Quotation websites for your writing
Investment Writing
OCTOBER 5, 2023
Quoteland —This website has online forums with topics such as “I need a quote.” ” I haven’t tried the forums, but they might help you when you’re stuck. You can share the QuotePictures to social media—including Facebook, Twitter, and Pinterest—with a couple of clicks.
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What is ESG or SRI and is it a good option for me?
MainStreet Financial Planning
MARCH 20, 2023
While all these names and acronyms could have a lot of different meanings for different people several resources are doing the research and analysis to standardize this evolving investment strategy such as the Forum for Sustainable and Responsible Investment.
7 Must Know Websites for Indian Stock Market Investors
Trade Brains
APRIL 25, 2023
Further, the discussion forum offered by this website is also among one of the unique features of this website. If you are unable to find the latest news regarding the drastic share movement of any company, just go to the forum of the stock, and read the discussions.
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Forum of Executive Women: Champion of Board Diversity
SEI
NOVEMBER 3, 2019
Recognized for board diversity
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The G20 Summit – Agenda, List of Leaders & More
Trade Brains
SEPTEMBER 8, 2023
The G20, or Group of Twenty (G20), was founded in 1999 after the Asian financial crisis of 1997–98 as an informal forum for the Finance Ministers and Central Bank Governors of the most important industrialised and developing economies from the world.
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Understanding Money & Investing
Discipline Funds
DECEMBER 28, 2022
Macroeconomic Balance Sheet Visualizer Bogleheads Forum – lots of smart people here to bounce ideas off of Rational Reminder Forum – Another forum with many smart users The Fama/French Forum The Flexible Retirement Planner Section 7 – Common Myths and Misunderstandings Every Myth Cullen has Ever Debunked (Or Tried To!)
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: U.S. stocks open lower as chip stocks fall, investors await comments from Fed Chair Powell
MarketWatch
JUNE 28, 2023
Investors are waiting to hear from key central bank policymakers in a panel discussion at the European Central Bank (ECB) ’s annual forum in Sintra, Portugal, including Fed’s Powell and ECB President Christine Lagarde. Shares of U.S. chipmakers fell on Wednesday morning with Nvidia Corporation shares NVDA down 2.4%
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Performance, Alignment, Journeys
Brown Advisory
JANUARY 17, 2020
Performance, Alignment, Journeys ajackson Fri, 01/17/2020 - 07:33 CIO of Sustainable Investing Erika Pagel Interviewed at Davos 2020 Brown Advisory chief investment officer of sustainable investing Erika Pagel was recently interviewed by journalist Andrew Wilson in Davos ahead of the World Economic Forum.
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