Azy Kiai

Brooke Parish and Sal Naro are attending MFA Network Boston on June 10th and 11th. MFA Network invites alternative investment industry leaders from around the globe to expand their professional networks, gather industry insights, and explore potential business opportunities unique to the alternative investment sector. Message Brooke or Sal on LinkedIn if you’d like to connect in Boston! Register for MFA Network Boston using the link in the comments. === Tiptree Advisors, LLC manages over $1.5 billion in AUM and specializes in High Yield, Investment Grade, Structured Credit, Public Equities, and Direct Investments. #assetmanagement #investmentmanagement #alternativeassets

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Our Senior Impact Investment Manager Julie Pulda, CFA will attend the Invest in Women Symposium in New York City, hosted by Impax Asset Management. She will speak on a panel tomorrow titled “Endowment, Foundation, and Family Office Approaches to Aligning Mission with Investments.” Please connect with us if you plan to attend. #InvestInWomen #Philanthrophy #WealthManagement #Business #Finance #ClimateFinance

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Join Amol Dhargalkar and Jackie Bowie for our upcoming Market and Economic Update #webinar ▶ https://lnkd.in/eVX25iCw They will discuss and answer questions about the impacts of fiscal and #monetarypolicy decisions, #macroeconomictrends, and other key factors moving the markets. Don't miss the opportunity to ask the experts about their 2025 expectations! #MarketUpdate #MarketInsights

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We believe that quality municipal credit research is vital in identifying relative value and enhancing portfolio performance. Learn more from our Director of Research, Frances Lewis on why credit research matters now more than ever. https://bit.ly/3W3y1SW

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Join us at the Penstech and Admin Summit on September 25th! Hear from Sarah Allard FPMI AMInstLM and Libby Mounsey from Barnett Waddingham in their session: Trustee considerations for boosting online member engagement. This session will take a deep dive into how Trustees are enhancing their digital communications strategy to boost online member engagement, addressing the divide between online and offline members by exploring various engagement strategies. These include using incentives to encourage online participation, which has shown positive impacts on take-up rates. Analysis of member usage reveals that certain functionalities, such as accessing account information and managing pension plans, are particularly popular. Want to know more? - https://bit.ly/4fHmi4G #PMIpensions #penstechandadminsummit #pensionsuk #event 

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Mona Naqvi, Global Head of Sustainable Capital Markets, will be joining the Climate Action Sustainable Investment Forum during #ClimateWeekNYC to discuss #doublemateriality. She'll highlight how a robust understanding of the most relevant issues and their interdependencies is key to making informed business or investment decisions and for reporting progress against #sustainability goals. Learn more about our approach to double materiality: https://okt.to/BbMGN9

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Will you be at #climateweeknyc? We’re excited to welcome Holcim’s CSO, Nollaig Forrest, who will take the stage at the Sustainable Investment Forum North America. We’re hosting it as the official event partner of United Nations Environment Programme Finance Initiative (UNEP FI). Nollaig, alongside CEO and Co-Founder of Sublime Systems, Leah Ellis, will deliver a sustainable investment spotlight that will focus on: ✔️ how novel startup solutions are set to disrupt industries ✔️ how these innovations are already starting to have an impact ✔️ how to enable an effective transformation through funding first of a kind installations Don’t miss this discussion on how industrial players such as Holcim are leveraging new technologies and solutions to decarbonize their business. #Sustainability #Nature #Investment

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Natural gas storage is at a surplus, pushing September 2024 NYMEX futures to a 26-year low at $1.95/MMBtu. In our recent blog, Trio’s Jeff Bolyard explores how careful hedging strategies are crucial as storage and mild winters continue to influence the market. ➡️ Read more: https://bit.ly/4elr1Yc This post is featured in our August 2024 Monthly Monitor, which includes articles and analysis for the natural gas, electric, crude oil, and sustainability markets. ➡️ Download the full report: https://bit.ly/4gfqSYh #NaturalGasProduction #NaturalGasPricing #EnergyMarkets #MonthlyMonitor

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❓ Does your shareholder vote matter? 🌎 Andrew Behar, CEO of As You Sow, discussed this topic with our CEO and host Elysabeth Alfano in a recent episode of the Upside & Impact: Investing for Change podcast. This episode, a highlight clip, and an article are now on NYSE’s ETF Central website. Links to the website and to the podcast are in the comments. 🎙 Want to always get the latest Upside & Impact podcast? Subscribe on iTunes and sign up for the VegTech Invest newsletter at www.VegTechInvest.com. #shareholderengagement #impactinvesting #finance

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The Parnassus Core Equity Fund quarterly webinar is now available. Watch to get the latest Q1 updates from Portfolio Managers Ben Allen, Todd Ahlsten, and Andrew Choi. https://bit.ly/44eNmmt #Investing #ActiveManagement

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TODAY (9/25) at 12pm! Get a glimpse into the inner workings of a foundation board, the role of an investment gatekeeper, and why foundations are investing locally. Join the virtual conversation about how foundations and investors can align their portfolios with their values, drive local impact, and catalyze community transformation. Click to join the conversation  👉https://lnkd.in/eudgFCxP

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Allspring Global Investments, BAM Mutual, and MassMutual Investments' experts discuss the state of the municipal #BondMarket, investment strategies, and the impact of economic and political changes 👉 https://lnkd.in/ez9VNse6 Sharing their thoughts are Andrew Clinton, CEO of Clinton Investment Management, LLC and Portfolio Manager for the Clinton Municipal Funds at MassMutual Investments, Michael Weinstein, Head of Surveillance, at Build America Mutual and Nick Venditti, Senior Portfolio Manager & Head of the Municipal Fixed Income Team, at Allspring Global Investments. #ATVMasterclass

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Join us as we dive into the world of investment grade private credit with Luke Stifflear, Portfolio Manager and Head of Private and Structured Credit at PPM America, Inc.. In this episode, Luke discusses the growth of this niche market, the strategic importance of covenants, and how PPM has been a consistent player in investment grade private credit for over three decades. Learn why this asset class is increasingly seen as a key component of a diversified investment strategy, and what sets it apart from other private credit opportunities. If you’re curious about how to navigate today’s market and uncover hidden value, this episode is for you. Listen now! https://lnkd.in/gYJgb9XM #FinanceInsights #PrivateMarkets #InvestmentStrategy #InsuranceAUM #PPM

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What steps can RIAs take to retain younger clients and build a resilient practice for the future? Join experts from AdvisorEngine, Nitrogen and Intention.ly tomorrow for a live discussion on capturing next-gen clients >> https://lnkd.in/ePtPeC3J

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🌐 Need to incorporate sustainability considerations into your muni investment decisions? Check out our MuniCLIMATE Solutions. Access detailed ESG scores, reports, and insights for municipal issuers. Explore more: https://lnkd.in/esZbGcCT #SustainabilityMetrics #ESGRatings #InvestmentDecisions #Muniland

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🌐 Need to incorporate sustainability considerations into your muni investment decisions? Check out our MuniCLIMATE Solutions. Access detailed ESG scores, reports, and insights for municipal issuers. Explore more: https://lnkd.in/esZbGcCT #SustainabilityMetrics #ESGRatings #InvestmentDecisions #Muniland

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Did you miss last week's #BeyondESG webinar on key themes of #ClimateWeekNYC? As you prepare for the week ahead, watch the replay now: https://okt.to/faQKUC

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Unlocking the Power of Impact Reporting: Insights from Altum, Inc.’s Executive Roundtable Impact reporting is essential for ensuring grant funds are used effectively and benefits are communicated clearly to stakeholders. At our recent executive roundtable, industry leaders gathered to discuss best practices, challenges, and innovative solutions in impact reporting. Key insights include: - The importance of impact in the clinical community - Reporting long-term impact - Overcoming data collection challenges - Crafting effective progress reports - Enhancing awardee compliance - Engaging stakeholders through diverse channels Discover how you can optimize your impact reporting efforts and ensure your contributions are effectively communicated and appreciated. Dive into the full blog post for comprehensive insights and practical strategies. Read more: https://lnkd.in/g-_ZKJmP #ImpactReporting #Altum #GrantFunding #DataCollection #ResearchImpact

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The new BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2021 report highlights the growing popularity of target date funds in large ERISA 403(b) plans. Since 2009, the proportion of these plans offering target date funds in their core investment lineups has increased significantly, from about half of large ERISA 403(b) plans in 2009 to about nine in 10 plans in 2021. Read more: https://bit.ly/4gIHBDf

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