Jeremy Schein

Verdence Executive Director of RIA Development, Peter McGratty CFA is quoted in The Daily Upside's latest article: https://hubs.la/Q03Qkdgg0 With more investment options than ever and new SEC guidance raising the bar on advisor responsibility, firms are feeling the weight of getting product selection right. There’s no one-size-fits-all process, and that’s exactly where many advisors are looking for support. As Pete put it, “They’re basically saying you’re responsible for that… and that’s the part RIAs are most terrified of.” 👉 Read the full article to see what’s driving this concern and how firms can prepare. ⬆️ For more of Verdence Capital Advisors in the news, go to: https://hubs.la/Q03QkjWv0 #RIAs #WealthManagement #DueDiligence #Verdence #RIAPlus

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I am excited to share our most recently closed transaction: the recapitalization of our client Cardiology Consultants of Philadelphia ("CCP") in its partnership with Cardiovascular Logistics. CCP has grown to become the largest independent cardiology practice in the United States, and our team is excited to see its continued success under this new partnership. https://lnkd.in/gSWGYx9w

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Our latest BulletPoint article from Jonas Bahceci and Michele Itri breaks down the key conditions and takeaways from the CFTC’s new no-action relief, which allows certain SEC-registered investment advisers to avoid CPO registration for pools offered exclusively to QEPs. https://hubs.la/Q04223cv0

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Brian C. Adams hosts a panel with John Lueken, David Sawyer, and Chris Brimsek to discuss the expanding role of GP stakes investing in private markets and family office portfolios. The conversation covers underwriting, succession planning, governance dynamics, and how institutional staking firms differ from family offices, including insights from Mack International. https://lnkd.in/eRkirJ5R #GPStakes #GPStake #GPSeeding GP Stakes insights straight to your email: https://lnkd.in/e2ws9VPa

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Wealth professionals looking to introduce private market investments into client portfolios are finding that client education is essential. Managing Director James Martin shares a key insight from our Global Private Wealth Survey that highlights how stronger education equips clients to confidently embrace private markets.

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In a recent PEI interview, “Liquidity Constraints Continue to Fuel Secondaries Growth,” Pomona’s CEO & Founder, Michael Granoff, shares insights on how both LPs and GPs are turning to the secondaries market for liquidity solutions. https://lnkd.in/egV-3HPK

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Excited to announce New Vista Capital's participation in the recent Investment round in UFORCE. The combination of world class technology and leadership, leveraging global allies and partners. UFORCE battle tested capabilities and family of platforms (UAVs, USV and full autonomy stack) will be built in the US soon. New Vista is honored to partner with such an exceptional team.

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I had the pleasure of attending the NACD New England Chapter event on September 17 in Boston, “Leading Minds of Governance & Tech” for Board members. A big thank you to Ellen Richstone and the organizers for putting together such an insightful event. The CEO panel featured incredible perspectives from CEOs like Tamara Lundgren from Radius Recycling, Sean Keohane from Cabot Corporation, Greg Smith from Teradyne, and Gary Cohen from iRobot. The discussions were rich and thought-provoking. Corporations must be nimble and think long term but be prepared to react promptly in a high frequency environment. Routine jobs are at risk. People are excited about Ai to replace someone else’s job.  Discussion of "New Collar jobs". As manufacturing jobs try to make a comeback in the US, many of them are going to be New Collar Jobs instead of the traditional blue-collar jobs. US companies will have to be competitive with their cost structure, so the New Collar Jobs will be created in reimagined manufacturing settings.  New-collar jobs will require advanced technical and soft skills for emerging tech fields like AI, cloud computing, and data science, but do not always necessitate a four-year degree. These roles combine the hands-on approach of blue-collar work with the higher earning potential and stability of white-collar jobs, emphasizing practical training, apprenticeships, certifications, and continuous upskilling rather than traditional degrees. The concept of new collar jobs, mentioned by the panel, was coined by former IBM CEO Ginni Rometty, based on the rise of new technologies like AI, cloud computing, and data science, which create jobs demanding different skill sets.  There was another great panel discussion moderated by Ellen Richstone on the Governance Expert Panel consisting of Robyn Bew  Richard J. Bannister, Jr. Elyssa (Emsellem) Kutner and Matt Talcoff  Key takeaways from the panel – is your company ready for new international trade; Boards need to be agile to manage the human capital and technology tradeoff. Boards should be prepared to consider more scenarios (short and longer term) to manage their risks. Many institutional investors are getting quiet about what they expect from companies especially in the context of ESG. The 2026 proxy season will be quite different  Also a great discussion between Rich Lesser from Boston Consulting Group (BCG) and Richard Fields from Russell Reynolds Associates. Boards should be factoring Ai, geopolitics and resilience in their discussions.  The world is evolving from “Just in Time” to “Just in Case” Four steps for resilience: prepare, absorb, adapt and reimagine.  Deborah Rosenthal Larissa Ravetto Jim Dodge Sharon Rossi Bryan McCorry Ozge Kurtoglu  #Governance #TechLeadership #NewCollarJobs #AI #BoardMembers #CorporateAgility #ESG #Resilience #ContinuousLearning https://lnkd.in/eQhYT6vd

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With various unknowns, credit selection discipline will continue to be paramount, and lenders will adapt to the changing landscape. Global Head of Direct Credit Nayef Perry breakout opportunities for private credit in 2025 and beyond: https://gag.gl/ixWXtQ

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Marc Elovitz, co-managing partner at Schulte, spoke with Pensions & Investments on the SEC's withdrawal of 14 rule proposals under Chair Paul Atkins — signaling a significant deregulatory shift and support for market innovation.    Marc shared insights on this development, stating, “These were rule proposals that had been put out in that onslaught of rulemaking proposals in the Gensler era, which just was so great in volume … and there was so little time for the staff at the SEC to draft the rules, to analyze their cost benefits, and to get industry comment on them, that some of the proposals were half-baked, and others were just really misguided.” #SchulteLaw

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Rob Leff stepping into the combined CFO & COO role at American Hartford Gold reflects that consolidation. In volatile markets, especially across financial and asset-driven businesses, alignment between capital strategy and day-to-day operations becomes critical. A dual mandate like this signals focus: tighter integration between financial oversight, operational performance, and growth management. It’s less about structure—and more about execution clarity. CXOs are quietly realising that separating finance from operations can slow decision-making. Unified leadership often accelerates it. 🔗 Link in comments #LeadershipMoves #CFO #COO #ExecutiveLeadership

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