InterVest capital partners’ Post

NBK Wealth proudly hosted an exclusive Insights Forum, launching strategic global partnerships and sharing investment landscape outlook and market insights. The event was attended by NBK Group Executive Management, NBK Wealth Executive Management, our strategic partners, and our valued clients.   During this event, NBK Wealth’s strategic partners engaged in discussions on key wealth strategies. Esteemed speakers included Patrick Thomson, CEO of EMEA J.P. Morgan Asset Management, Michael Gontar, CEO of InterVest capital partners, Andrew Pettit, Founding Partner at Revcap Advisors Limited, and Vincent Juvyns, Executive Director at J.P. Morgan Asset Management.   The forum covered a range of topics, from opportunities and challenges within private credit and U.S. commercial real estate to the evolution of private markets and the potential for growth in today's dynamic environment.   #NBKWealth #JPMAM #InterVest #Revcap #InvestmentsForum #InsightsForum #GlobalPartnerships 

NBK Wealth, the region's premier wealth management group, recently held an exclusive client Insight forum titled ”Strategies for a New Era”. The forum brought together the strategic partners of NBK Wealth, J. P. Morgan Asset Management, InterVest Capital Partners, and private equity specialist Revcap. The event featured lectures and panel discussions that offered critical investment insights and strategic guidance, shedding light on key trends shaping the global investment landscape.   Read more here: https://lnkd.in/dEi_wcwh   #NBKWealth #Wealthmanagement #JPMAM #InterVest #RevCap #InvestmentsForum #InsightsForum #GlobalPartnerships 

Liontrust Asset Management PLC head of global distribution and head of institutional sales both set to retire in 2025. Liontrust will bid farewell to two of its most senior staff members at the end of March next year, as head of global distribution Ian Chimes and head of institutional sales Frank Doyle are both set to retire at the end of Q1, Investment Week can reveal. Check out Eve Maddock-Jones' latest article 👇 https://incm.pub/41wSgvE #investing #assetmanagement #wealthmanagement #finance

Hard to believe that it was slightly more than 26 years ago (March'98) that I joined the institutional Large Cap Value team at Merrill Lynch Asset Management, managing a concentrated value portfolio as part of the Capital Management Group. Subsequently, my team of then four, was "acquired" in a full lift-out by Delaware Investments in early 2004 (Apr). Following separation in early 2016, I continued extending a track record through management of LCV portfolio, for which returns and commentaries have been made widely available. I remain the only active member of the LCV Merrill team that was involved in the 2004 lift out, and with a linked track record publicly available. #valueinvesting #stockmarket #markets #equities #equityresearch #interestrates #fixedincome #contrarianinvesting #portfoliomanagement #portfolioreview #investmentmanagement #investmentprocess #conviction #largecapvalue #alpha #lipper #morningstar #mutualfund #teamliftout #merrilllynch #delawareinvestments #delawarevaluefund #macquarie #macquarieassetmanagement

KBRA will sponsor DealCatalyst’s Securitization in Fund Finance Conference taking place in New York City on June 17, 2024. Attend the 9 am panel: An Overview of the Evolving #FundFinance Market and How Securitization Is Increasingly Playing a Role, to hear insights from KBRA’s Global Head of #Funds Ratings Gopal Narsimhamurthy on this fast-growing section of the market. View the agenda here: https://bit.ly/3ViOD9k #privatecredit

Asset management M&A is a strong practice for Simmons - dedicated corporate partners and associates and a strong bench of regulatory experts. Congrats to the team and Clifton on the PE investment below! #assetmanagement #deals

📰 A 1-minute recap of last week's #ETF industry news in Europe. In the news: J.P. Morgan Asset Management | HSBC | Fidelity Investments | DWS Group | Amundi | Avantis Investors | Robeco | 21Shares | Allfunds Olga De Tapia, Travis Spence

The 3 largest mutual fund managers – Vanguard, Fidelity, and Capital Group – control over 50% of mutual fund assets. As the big get bigger, emerging asset managers are particularly vulnerable to competitive pressures. Bill Davis of Stance Capital, Steve Carl of Madison Investments, Kim Arthur of Main Management, LLC, and Matthew Caulfield of Archer, set the stage at the #MMIEmergingAssetManagers Forum with the strategies that emerging asset managers can use to compete. #ThrivewithMMI #assetmanagement #mutualfunds

Republic Day reminds us of the vision and discipline that laid the foundation for our nation’s progress. At Fident Asset Management, we bring the same principles to our PMS—a commitment to growth, resilience, and creating a strong financial future for our clients. This Republic Day let’s celebrate progress—of our nation and our portfolios.  #RepublicDay #PMS #FidentAssetManagement #GrowingWithTrust #WealthCreation

"Toews Asset Management is pleased to announce the appointment of Daniel Santiago as Regional Vice President for the Northeast region. In this role, Santiago will work with RIAs, financial advisors, banks, trust companies, family offices, and institutions across the Northeast (Maine to North Carolina) to raise assets for Toews' investment strategies." "Santiago's experience will be instrumental in driving the firm's growth and helping investors achieve their goals. He has a deep understanding of ETFs, alternative investments, mutual funds, and model portfolio distribution." https://lnkd.in/e8Jwx3a2 #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate