Jonathan Braude’s Post

Seamless digital investing: Alexforbes to integrate OUTvest into its digital ecosystem on 1 July. Starting next month, the former OUTvest digital investment platform will be fully integrated into Alexforbes, aligning with the group’s goal to advance its digital transformation. Last year, Moonstone reported that OUTsurance Holdings Limited had concluded an agreement to sell OUTvest to Alexander Forbes Group Holdings Limited. Get further insights in the full article: https://buff.ly/3z5Zbjk Subscribe to our weekly newsletters! #Alexforbes #DawiedeVilliers #discretionaryfundmanagement #independentfinancialadvisers #InvestmentSolutionsbyAlexforbes #OUTvest

Watch now | The Nedgroup Investments SA Equity Fund recently celebrated its 10th anniversary. To observe and mark this significant fund milestone, Mansoor Narker, CFA hosted a panel discussion with three of the Fund’s co-portfolio managers from Laurium Capital Pty Ltd, to delve into how the process and philosophy of managing the SA Equity Fund has evolved over time. They also shared valuable insights on the lessons learned, how they have managed to deliver consistent performance during the last decade, and what may lie ahead. Watch the full video here: https://ow.ly/CSfO50RkTgt #NedgroupInvestments #SAEquityFund #InvestmentInsights #LocalEquities #InvestingInSA #EquityInvesting #InvestmentOpportunities

The Private credit space has grown significantly since the GFC, as a result of Banks retrenching on account of more restrictive regulations. With that void addressed by private credit - accessing opportunities in specialized credit (with greater returns potential) is now something that can either be more targeted - OR, and it is preferable from a diversification and risk management perspective imo, through a Multi Asset solutions such as the one managed by Brent Smith at Kinsted. Have a listen. You'll likely learn a thing or two :) I know I do every opportunity I get!

When timing is everything. The topic and discussion was already going to be good. But when Alliance Trust and Witans merger gets announced just before you go on stage to talk about M&A and you happen to represent the Investment Manager trusted to run the portfolio….. #wtwinvestments #investmenttrusts #alliancetrust #witan #M&A #wealthmanagement

Excuse rights have historically been less prevalent for VC funds, but with an increasingly diverse investor base becoming active within the European VC space, can this stance remain? Read more in this week’s Funds Catch-Up.

After 3 years of underperformance, small caps are clearly undervalued compared to both both large caps and private equity, but catalysts for change are now taking shape. In this webinar held on 25 June 2024, Philip Best and Marc St John Webb, Fund Managers of Quaero Capital Funds (Lux) – Argonaut and Quaero Capital (Lux) - Swiss Small&Mid Cap, share their views on their value creation strategy, based on stock picking and constructive engagement, with a proven 21-year track-record. #EuropeanSmallcaps #ValueInvestment #ConstructiveEngagement https://lnkd.in/e7UMJG3d

It's another new investment opportunity on Localvest. One of our first issuers is back again with their second fund investing in veteran-led companies. Veteran Ventures invests in "vetrepreneurs" with a passion to succeed. They provide capital, mentorship, and unparalleled access to the defense & government sectors. They are back on Localvest and this time seek accredited investors for the Veteran Valor Fund II, a $5M offering within their $50M Veteran Fund II. This fund invests in skilled Veteran entrepreneurs leading the charge in critical technology for national security. Access to funds like this are normally reserved for much higher minimums and institutional investors. The team at Veteran Ventures wants to be sure individual investors who believe in the mission have a chance to invest too. Invest in the future of American innovation and security. To learn more visit: https://hubs.li/Q02txDs00 #VeteranBusiness #Investment #DefenseTechnology #VeteranInvestment #NationalSecurity #AccreditedInvestors

****NEWS FOR PASSIVE INVESTORS****Join Scott Jones, the founder of reINVEST Fund for a quick chat about the newest project! To learn more, visit reinvest.group!

We believe that transparent, responsive communication is the cornerstone of a successful relationship with a private equity firm. Our dedicated team is always on hand to address inquiries, share insights, and provide valuable guidance. Viking Capital’s commitment to going above and beyond in all these aspects is how we continually exceed investor expectations, creating long-lasting partnerships built on trust and successful private equity ventures. Read more about how Viking Capital exceeds investor expectations below: https://lnkd.in/gicdbm7p #multifamilyrealestate #realestateinvesting #physicianinvesting #multifamillysyndication #realestate #multifamilyinvesting #investingforbeginners #physicianinvestments

FundPanel is a platform built specifically to meet the unique needs of venture capital and private equity firms. Collecting accurate LP data has long been a pain point for LPs, GPs, and back office team members alike. FundPanel’s Tax Details tab allows LPs to easily update key information which is served up for Aduro team review and ultimately incorporated into annual tax filings. #fundadminstration #privateequity #venturecapital #vc