Stephen A. Schwarzman

The LP Perspective: Fast Five with Matt Curtolo, CAIA, 20+ Year Veteran Allocator and Investor in the Private Markets Brand and reputation are key for fund managers looking to stand out in today’s crowded private markets. But how can GPs effectively build their brand, engage LPs through social media, and humanize their firm? In this edition of The LP Perspective, we hear from Matt Curtolo, a private markets veteran with over two decades of experience, including roles at Hamilton Lane & MetLife. Highlights: 👥 "Brand and reputation are powerful tools for differentiating in a saturated market. GPs must craft a clear narrative and ensure their reputation aligns with their brand’s message." 🎙️ "If I told you 20 years ago, that you could increase your top of funnel by 500% or 1000% by doing just one thing, most folks’ jaws would drop. That is the opportunity with social media." 💬 "For GPs, they bring a wealth of experience and expertise, which is one of the reasons LPs invest with them. While sharing an announcement of a new deal or a noteworthy exit is important, remember to share the how and the why." 🧭 "Remember that you are always fundraising, even if you aren’t in market with a fund. Your content strategy is critical, making sure people keep you top of mind in the RIGHT way, know what kind of deals you do, on an ongoing basis." Want to read the full interview? Click on the link in the comments below. #privateequity #marketing

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In 2023, the ALICE Report on Financial Hardship in New York revealed a stark truth: too many hardworking New Yorkers are living on the edge of financial survival. ALICE—Asset Limited, Income Constrained, Employed—households earn above the Federal Poverty Level but cannot afford the basic cost of living in their communities. Despite their struggles, they often don’t qualify for public assistance. The numbers are staggering: 55% of households in New York City counties live below the ALICE Threshold (the minimum average threshold a household needs to meet to afford basic needs). Forty-one percent across the rest of the state face the same challenges. And Households of color are disproportionately affected, with 61% of Black, Hispanic, and American Indian/Alaska Native households below the ALICE Threshold, compared to 38% of White households. And the burden is growing. The cost of basic needs—food, rent, transportation, and medical expenses—is rising faster than the rate of inflation, leaving 50% of ALICE households struggling to pay bills in 2023, just as they did at the height of the pandemic. This is why the BUMP Campaign is so critical. By establishing a true cost-of-living wage floor for human services workers, paired with annual adjustments, we can help lift thousands of ALICE households out of financial precarity. Human services workers are often ALICE themselves—providing essential care to others while struggling to care for their own families. It’s time to change that. Let’s fight for wages that reflect the real cost of living. Together, we can ensure economic justice for human services workers and help stabilize communities across New York. https://lnkd.in/dyRmjnZj

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Do boutique asset managers need a different playbook to succeed? In the competitive world of asset management, it’s easy for boutique firms to feel overshadowed by industry giants. But as Stacy Havener, Founder of Havener Capital Partners, explains, success doesn’t come from following the same playbook as the big players. Instead, it’s about embracing what makes you unique and using storytelling to connect on a deeper level. In this short clip, Stacy shares how boutiques can shift their focus from performance stats to building meaningful relationships and why asking the right questions in meetings is more effective than delivering a polished pitch. Want to hear the full conversation? Watch the exclusive interview on Asset TV and learn how boutique firms can overcome scale and regulatory pressures while thriving in today’s landscape. Watch the full video: https://lnkd.in/dJs38rrD #AssetManagement #BoutiqueFirms #Storytelling #AssetTV #Leadership #InvestmentInsights

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As Donald Trump prepares for his second term as US President, the focus is now shifting to the impact of his #Economic policies. Kevin Hebner, PhD, Global Investment Strategist with TD Epoch, and Beata Caranci, Chief Economist at TD discuss what to expect and the implications for Canada. Watch the full video here: https://go.td.com/40GnLTX

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Foundation Private Equity is doubling down on #India. Read the DealStreetAsia interview with CEO Jason Sambanju and Head of India Alok Gupta and learn about the market dynamics we see unfolding and the opportunities this unlocks for #secondary investors: 👇

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Join PIMCO's Libby Cantrill, CFA, Head of Public Policy, Richard Clarida, Global Economic Advisor and former Federal Reserve vice chair, and Allison Boxer, Economist, for an update on the critical choices faced by #CentralBanks this year 👉 https://lnkd.in/e4yJFRbr The experts also share a preview of the U.S. elections, which will affect #FiscalPolicy, #GlobalTrade, and the business climate for years to come.

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knowledge is power... follow the money Capital One: Capital One has committed $265 billion over five years to lending, philanthropy, and investment if its takeover of Discover Financial Services goes through. The plan includes $200 billion for lending to low-and-moderate income consumers and communities, $35 billion for affordable housing, and $15 billion for small business lending. This commitment is aimed at addressing critics' concerns and securing approval from regulators.

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Bridging the gap between financial theory and investment practice has been the hallmark of State Street’s research for more than 25 years. Sébastien Page, head of global multi asset and chief investment officer at T. Rowe Price, joins #STTStreetSignals, to share insights gleaned from more than two decades in #finance and reflect on his time at State Street. We dive into his research on portfolio construction, #risk and #assetallocation, before finishing with thoughts on #markets, as well as insights from his forthcoming book, The Psychology of Leadership. https://lnkd.in/ebUdfQd2

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Impact investing is here to stay. Investment managers are creating differentiated positions for their companies in the market. These savvy investors move beyond the simplistic impact vs. return debate. https://lnkd.in/dieVcyad #impactinvesting #socialimpact  

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𝐇𝐨𝐰 𝐭𝐨 𝐜𝐡𝐨𝐨𝐬𝐞 𝐚𝐧 𝐚𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞𝐬 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐲 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐰𝐚𝐲 ➡️https://lnkd.in/etwVMzKs Unprecedented bond-equity correlation has meant advisors need to look to alternative investments. But the overwhelming number of strategies out there makes it no easy feat. Kunal Shah, managing director at iCapital, explains the importance of due diligence. This is sponsored content. #Alternatives #Alts

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How can investors construct resilient portfolios in the face of economic shifts and market volatility? Senior Fixed Income Strategist Erik Aarts, CIMA® recently joined a panel at Markets Group’s Private Wealth Mountain States Forum in Denver, where he provided insights into his forecast for Fed policy adjustments, global economic trends and their potential impact on various asset classes. 

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MMI Investment Advisory Pulse Deep Dive: What’s Behind the Numbers? As a follow-up to the general session presentation, “Great Expectations,” Tim Kresl, Jim Neuwirth, Matthew P. Huss, and Thomas P. Kiley III, had a spirited discussion on the future of the industry as reflected in this year’s MMI Investment Advisory Pulse Survey. Using the wrong assumptions in assembling a growth strategy can have significant consequences downstream. Thank you for helping us stay ahead of the curve! https://bit.ly/4cVcOkF #MMIAnnualConference #InvestmentManagement #AssetManagement #WealthManagement 

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⏲️ 90 Second Equities: What does a Trump presidency and Republican Congress mean for Climate Equity investing? In light of the new presidency, Max Burns examines pundits’ views on long-term climate challenges and the potential investment implications. Watch now 👇 #Equities

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After Tuesday’s debate, you may be wondering how the upcoming presidential election will impact your investment portfolio. Watch the replay of our webinar, Protecting Your Portfolio in an Election Year for insights shared by Robert Stein, Deputy Chief Economist with First Trust, and Steven Skancke, Keel Point’s Chief Economic Advisor here: https://lnkd.in/eQK8hWir #presidentialdebate #2024election #financialplanning

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With the Presidential election fast approaching, Perigon's CIO @Rafia Hasan, CFA, CFP® provides a public service announcement on elections and investing in her Q4 Quarterly report. Read more here... https://lnkd.in/gbrnGnuF #independentrias #wealthmanager #womenincsuite #femaleinvestors #investing

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🌇🔥 NEW RESEARCH: Based on analysis of the world’s 1,000 largest cities, urban areas face severe health and infrastructure challenges in a 3°C world, especially in lower-income regions. Dive into our key findings, with support from Bloomberg Philanthropies: https://bit.ly/4eoXblE #UrbanHeat #sustainability #climatechange #climatecrisis #extremeheat

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Practical Applications of How Many Is Too Few? Revisiting the Number of Names in Equity Portfolios: https://lnkd.in/gE-YXauQ. By: Jennifer Bender and Xiaole Sun In How Many Is Too Few? Revisiting the Number of Names in Equity Portfolios, from the February 2024 issue of The Journal of Portfolio Management, Jennifer Bender and Xiaole Sun of State Street Global Advisors find that the primary determinant for the optimal number of names in a portfolio is tracking error. Read the full practical application report at Portfolio Managment Research. #equityportfolio #portfolios #research

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