Glynn Capital’s Post

Capital Investment Companies is proud to be featured in this month’s Business North Carolina Magazine. The article "Capital Gains" by David Mildenberg chronicles the remarkable 40-year journey of Richard Bryant and Bobby Edgerton who founded Capital Investment Companies in Raleigh in 1984. Check out the feature to learn more about their incredible journey and how Capital Investment Companies has grown from just two members to almost 200. https://lnkd.in/ej4UYMmt

Our partner, Roger Coyle joined the panel "A little bit extra" at the The Association of Investment Companies (AIC)'s Showcase event in London last week. During the discussion, Roger outlined how Fair Oaks Income generates returns and shared insights into the strategies Fair Oaks Capital employs to sustain these returns over time. The panel provided valuable perspectives for investors interested in understanding how structured credit investments can offer stable, long-term income. You can watch the panel here: https://lnkd.in/ecnANQTe, (requires free registration) #IncomeInvesting #StructuredCredit #CLOs #AICShowcase #InvestmentCompanies #WealthManagement #AlternativeInvestments

Thanks to Leo Almazora at InvestmentNews for covering our launch. He discussed our acquisition of Mount Yale Capital Group, our new executive chairman, and our plan to introduce a new co-investment opportunity for our partner firms called Alt:62. “Launching exclusively with family office capital empowers us to pledge to our partners that we will not compromise our shared vision,” our founding partner Jim Dickson said about Alt:62. Click to read the whole article. #ElevationPointLaunch #WealthManagement #RIAs #FinancialAdvisors #Independence #GrowthPartnership #ValueAligned #OCIO #AdvisorSupport Elevation Point, LLC is an independent financial services firm and uses a variety of different investment strategies. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person.

Welcome to Red, White & Blue, Portfolio Review. True to our heritage, we went on to built two portfolios that represent the two candidates to the White House. Let our Head of Investment, Tiago Serrano and Macro Analyst, Henrique Sommer guide you through the performance of both Portfolios in March, as well as the methodology employed. Stay tuned for the April review, coming soon! In partnership with Dolat Capital and Nova Debate SBE. #redwhiteandblue #AmericanDemocracy #AmericanEconomy

PE assets are spread widely across the DACH region with no single city dominating the landscape (such as London in the UK or Paris in France). Berlin, Munich, and Hamburg serve as the largest asset hubs in Germany 🇩🇪, while in Austria and Switzerland, assets are concentrated in Vienna (Wien) 🇦🇹 and Zurich 🇨🇭 , respectively. 🔗 Dive deeper into deal activity, sector trends, portfolio stats, and the largest investors in our 'The State of DACH Private Equity' report: https://okt.to/GI0Wti

“Private Equity for Mittelstand” At the pemacom - Private Equity and M&A Community on September 24th in Munich, our Investment Director, Friedrich Wallwitz, will analyze the current market situation as a panellist together with other industry experts, talk about the specific challenges and opportunities in the SME sector, highlight the particular nuances of transactions with SMEs, and discuss what it takes to build SMEs into midmarket champions. Dr. Nikolaus von Jacobs, Dr. Germar Enders, Nicolas Gutbrod, Kai Hesselmann, Stephan Hölger-Winhardt, Julien Zornig

Mark Neely, our Director of Alternatives and Senior Client Advisor, joined The NYPEN Real Estate and Juniper Square panel which discussed The Rise of Private Wealth and Impact on Investment Managers. This event brought together a wide range of investment professionals, including some General Partners in the commercial real estate space.    Mark spoke to the rapidly changing private wealth ecosystem, which has evolved significantly over the past few years. Mark’s input on ways to access the private wealth space for alternative managers and the increasing demand for alternative investments in the private wealth space was informative and reflective of how we view alternative investments as a part of client portfolios here at GenTrust. Mark discussed platforms, internal private markets experts, and commingled feeder funds as ways investment advisory firms access private markets. He also mentioned the core principles GenTrust uses when selecting private investments – differentiated exposure, importance of manager selection, and a focus on efficient after-tax returns.

Having spent years working with private equity clients, we are delighted to have added to our offering in this space by welcoming Peter Keller to Venari Partners! We are thrilled to have added valuable experience to our private equity team – and now that Peter has well and truly settled in, we thought it would be a good idea to outline his experience in this sector while providing an overview of the market and what to expect as we expand our PE offering. Why is it more important than ever for PE firms to drive value creation through adding talent? Check out the article for more on Pete’s career to date, the state of play for PE right now, and how having the right talent strategy can pay dividends. #privateequity #industrials #executivesearch #talent

In this month’s edition of Emerging Manager Monthly, Kerstin Dittmar, Managing Partner and Chief Investment Officer, and Danielle N. Beyer, Chief Operating Officer, spoke with Matthew McCue regarding L2 Point’s unique approach to financing late-stage growth companies and the benefits structured equity can offer to portfolio companies and investors alike. “What I love about structured equity is that it is not a one-size-fits-all product. We are crafting and tailoring each solution to the specific problem a company is trying to solve for at a specific point in time,” says Dittmar. Read the full story here (subscription required): https://lnkd.in/ejfvvQyq [emergingmanagermonthly.com]. #StructuredEquity #GrowthCapital #Investing

PE assets are spread widely across the DACH region with no single city dominating the landscape (such as London in the UK or Paris in France). Berlin, Munich, and Hamburg serve as the largest asset hubs in Germany 🇩🇪, while in Austria and Switzerland, assets are concentrated in Vienna (Wien) 🇦🇹 and Zurich 🇨🇭 , respectively. 🔗 Dive deeper into deal activity, sector trends, portfolio stats, and the largest investors in our 'The State of DACH Private Equity' report: https://okt.to/FaLyxr