Jim Cecere

Connecticut Retirement Funds allocate to emerging PE managers via GCM: "CRPTF-GCM Emerging Manager Partnership L.P. 2026 –1 PE Series (“GCM II” or the “2026 Series”) GCM II will be structured as the second series of an existing customized fund of one to provide Connecticut with exposure to emerging private equity managers, including those with diverse teams as well as diverse and emerging private equity managers 2026 Series will have a three-year investment period with capital commitments allocated across Entry Stage (“Tier I”) and Transition Stage (“TierII”)private equity managers GCM II will focus on primary fund investments and co-investments in North America Investments will be made across strategies, primarily buyouts, growth equity, and co-investments" Source: Board materials from Nov 2025

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LPL Financial executives stressed that headcount is the less important figure to watch in its retention of Commonwealth Financial Network advisors and instead suggested focusing on the assets of those who choose to remain: https://lnkd.in/efVsdrQb #wealthmanagement #LPL #Commonwealth #recruiting #wirehouse

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If you're investing in bank stocks, listen up. Stephen Biggar, Argus Research Product Strategy Director Of Financial Services Research, reveals to TheStreet's Caroline Woods the big bank he can’t ignore, and why the market may be underestimating it:

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📣 ISF Advisors is proud to share a new strategic paper commissioned by the United Nations Capital Development Fund (UNCDF) that lays out a bold strategy to bridge the “great finance divide” — prioritising catalytic investment in the world’s most vulnerable and underserved markets: Least Developed Countries (LDCs), Small Island Developing States (SIDS), and Fragile and Conflict-Affected States (FCS). 📉 Despite their outsized needs, these countries receive just 6% of DFI-mobilised private capital, and less than 3% of global FDI. 📈 Meanwhile, the SDG financing gap for LDCs alone is estimated at $462 billion annually. 📊 The paper explores why development finance is falling short and what must change. 💡 A new approach is needed, grounded in: 🔁 Deploying catalytic capital — risk-tolerant, patient, and flexible — to de-risk investment and build local markets 🧩 Unlocking the “missing middle” — SMEs, municipalities, and infrastructure projects that are too small for DFIs, too large or risky for microfinance 🏦 Strengthening domestic financial institutions to sustainably serve priority sectors 📍 Backing place-based strategies that reflect local priorities and enable faster delivery 🌍 This paper also highlights how the UNCDF, with its high-risk appetite, small-ticket capital, and embedded UN partnerships, is uniquely positioned to fill this gap and enable broader capital flows into frontier markets. 🚀 This is a roadmap for catalytic funders, policy makers, and DFIs ready to move from ambition to action — by investing where markets don’t yet exist. 📘 Read the paper here: https://lnkd.in/g4ZxC3vp #UNCDF #DevelopmentFinance #BlendedFinance

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In Pensions & Investments article looking ahead to trends in 2026, NISA CEO and Head of Investment Strategies David Eichhorn was quoted discussing the rising institutional investor interest in derivatives-based strategies to enhance risk‑reward profiles and a greater use of “portable alpha” approaches to realign with policy targets. The full article is available to subscribers at P&I: https://lnkd.in/gHpGUTCM Assets under management, as reported in the article, is as of 9/30/2025. #Derivatives #NISA

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Selling a business is more than just a financial transaction, it is your legacy. And it starts with planning early. Tune in to the latest episode of #YourActiveWealth, for a conversation led by Eric Boughner, chairman of BNY Pennsylvania and regional president, with BNY Wealth specialists Boryana Zamanoff and Alex Murray, as they shed light on key findings from our latest report, Mastering the Sale, and provide a look into what it takes to successfully sell a business. https://lnkd.in/gj6GEtCQ

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LPL Financial Debuts New Alts Learning Hub for Adviser Education Designed to streamline adviser access to high-quality alternative investment resources, the new platform offers centralized content, CE-eligible learning through UniFi by CAIA™, and direct insights from top fund sponsors. The initiative aligns with growing demand for illiquid alts, projected to reach $2.4 trillion within five years. Explore how LPL Financial is equipping its 29,000+ advisers to navigate and leverage the evolving alts landscape. Read the full announcement: https://lnkd.in/gA7PxaEz Cheri Belski Scott Posner #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #ContinuingEducation #PrivateMarkets #CAIA #InvestmentEducation #LPLFinancial #PortfolioDiversification #IlliquidAssets #BrokerDealer #PracticeManagement

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Joe Campanelli recently joined Kim Carrigan and Joe Shortsleeve on WRKO’s New England Business Report to discuss the banking environment in Massachusetts. The conversation touched on Needham Bank’s continued growth in 2025 and momentum heading into 2026, and how a community bank can deliver the products and services of a larger institution while staying rooted in local relationships. Listen to the full interview here: https://lnkd.in/gZ5gZjqU

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Great insights! Our latest blog shares PMAM's constructive #outlook for 2026 and the key themes we are watching across #policy, #inflation and #fixedincome opportunities.

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