George Moriarty

My EisnerAmper podcast with Phillip Cook, CIO and Managing Partner, SouthernSun Asset Management who shares his outlook for value investing in small and small-to-mid-cap stocks including the greatest opportunities, challenges and more. #valueinvesting #smallcap #midcapstocks #opportunities #challenges

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"BlackRock partnered with Securitize Markets to put real world assets onchain, starting out with a treasury fund for qualified purchasers. Within days, it had $100 million in assets." - Crystal Kim in Axios covering why tokenization is moving so rapidly now that big firms are tapping into the tech. Take a look at Axios' graphic to understand just how quickly BUIDL became the largest tokenized treasury fund too -> https://lnkd.in/e5MDV_2t

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REGULATION UPDATE: Private fund gross asset value has effectively doubled during the past seven years, from $10.3 trillion in fourth quarter 2015 to $20.5 trillion in fourth quarter 2022. These private funds have become important to financial markets, increasing exposure for direct investors and indirect investors participating in pension plans, retirement plans, endowments and foundations. As a result, the SEC is tailoring its rules to address risk and harm to investors and restrict adviser activity contrary to the public interest and protection of investors.

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In our latest issue, out today, we spoke with Morgan Stanley's head of private credit and private equity, David Miller, the chief investment officer of the TARP program, about addressing challenges during the GFC and the current opportunities in private debt. #privatedebt #MorganStanley #GFC #TARP

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The latest in our four-part series of Fixed Income Building Blocks is now live with Richard Rauch, CFA from Brandywine Global Investment Management discussing the reasons to think about adding global bonds to your portfolio. In this educational podcast episode, Richard and Fixed Income News Australia Editorial Director Elizabeth Moran take a deep dive into government and corporate bonds and active and passive investment. #fixedincome #bonds #fina

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So many details, so many devils. Lots of important plan design features, and implications, to consider.

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My latest for PitchBook Leveraged Commentary & Data (LCD) on the rise of investment-grade private credit as direct lenders seek to lend to...everything

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Average participant deferral rate of 7.4% in 2023 jumps to 11.7% when combined with employer contributions according to Vanguard's big "How America Saves" report out today. Among other noteworthy findings, the average account balance for Vanguard participants was $134,128 by end of 2023...

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A kaleidoscope of opportunity: Investing in rainbow bonds 🌈 I spoke to Nuveen, a TIAA company's Stephen M. Liberatore, CFA about the colorful world of sustainable fixed income for Citywire Selector's most recent In Focus. Read all about the bonds that build up rhino populations, reduce greenhouse gas emissions, protect marine ecosystems, and promote women's empowerment while delivering a financial return. Image: Thunderstorm in the Alps (1868) by Frederic Edwin Church https://lnkd.in/eXui9m6f

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Central banks in emerging markets are hamstrung by the Fed's reluctance to cut rates and may need to slow their own easing. My story on WSJ, with Anthony Harrup.

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From AI to “reglobalization,” explore six key themes MFS Investment Management experts believe will be critical to successful asset allocations. (Sponsored) Jonathan Hubbard, CFA Benoit Anne Brad Rutan, CFA #investing #financialplanning #portfoliomanagement https://lnkd.in/gm4Uqj-E

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T. Rowe Price Launches Retirement Income Product Evaluation Framework T. Rowe Price’s five-part framework aims to support plan sponsors’ evaluations of retirement income products.

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Check out the latest instalment of Secondaries Investor's A Decade of Secondaries Investing series: https://okt.to/hv01Iq This special roundtable episode, sponsored by Ares Management Corporation, Dawson Partners, and Proskauer Rose LLP, delves into the North American secondaries market, which remains the most active area for secondaries trading of all the global regions. Joining Secondaries Investor senior editor Adam Le are experts Edward Keith from Ares Management, Yann Robard from Dawson Partners, and Chris Robinson from Proskauer Rose. They each examine the past and future of North American secondaries. Listen here: https://okt.to/YtSmNw or on the PEI Spotlight platform. #SIDecade #secondariesinvesting #northamericasecondaries

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In one of my first stories for S&P Global Market Intelligence, I spoke to frustrated investors who felt HomeStreet Bank's executives cashed out in a merger-ralted compensation agreement while shareholders lost value. Read more about who spoke out and why:

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