Suzanne Siracuse

Great interview with Shoaib Khan, CFA, CPA, New Jersey Pension Fund's CIO, who shared that 'long-term investing doesn’t mean inflexible investing'. Read the full article to find out more about his approach

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Value investing is the heart of what we do - today and yesterday.

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My EisnerAmper Engaging Alternatives Podcast with Roger Vincent, Founder & CIO, Summation Capital, who shares his outlook for endowment-style private equity investing, including the greatest opportunities, challenges and more. #endowment #privateequity #investing #opportunities #challenges

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Some of my most rewarding professional experiences resulted from accepting roles leading organizations in distress or turmoil, many of which resembled roles perched on a #glasscliff. I shared some strategies to successfully "scale the cliff" in my latest article for Crain's Chicago Business. Check it out here https://lnkd.in/gUn7ufgT and share your suggestions for others considering similar roles or if you don't have a subscription, you can find it here: https://lnkd.in/ggDNuKST

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The 2024 Greenwich Economic Forum is set for October 8-9 in beautiful Greenwich, CT (a great place to be in the Fall !). The 2024 agenda is ramping up and is chock-full of CEOs. If you are a thought leader in finance (investment management, economics, markets), and interested in engaging with peers and potential clients, then we would love to hear from you. Please inquire with bruce@thegeforum.com Brad Jacobs, Ken Kencel, Dina DiLorenzo, Mike Freno, Mehdi Mahmud, John Koudounis QXO, Churchill Asset Management, Guggenheim Investments, Calamos Investments, Barings, First Eagle Investments #greenwicheconomicforum #markets #economics #alternativeinvestments #privatemarkets #privatecredit #privateequity #hedgefund #economics

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It was great to be back in Boston last week, reconnecting with returning Institute members and meeting new market and investment leaders! We are excited for the events and research areas we have coming up in the next few months! #ocio #investmentsolutions #investmentmanagement #investmentconsulting

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Love this interview with Geoff Smart, founder of ghSMART- check out his insights re: the principles of hiring (clip below)

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I had the privilege of attending and speaking at the GuideWell + Flare Capital Partners AI Conference last week in Jacksonville, along with fellow industry leaders, Chris Lehane, Michael A. Greeley, Bryan Koch, Tarun Mehra & Ben Hall. Here are my top five takeaways from the event: 1. The pace of AI advancements, particularly from OpenAI and others, is astonishing. We've quickly moved from predictive models (ChatGPT's original LLM interface) to more advanced reasoning models like O1, which have the potential to reshape the way we even think about applying AI across various industries. 2. The real transformation will come as we approach level 3 with agents capable of managing complex tasks, ultimately reinventing how we currently do things. 3. For AI in healthcare, outdated regulatory frameworks in the US such as HIPAA will likely prevent ecosystem-wide adoption in the near term. Privacy and PHI remain important to preserve, but we will need to modernize the way we use the data, preserving the privacy that is most important to us. 4. Healthcare is generating over 30% of all data available, yet our ability to utilize this new resource is currently quite limited because of outdated regulatory frameworks. 5. The AI opportunity in healthcare is there for those who pursue creative solutions and novel applications. Organizations with this mindset will create immense value for the industry at large.  Special thank you to Florida Blue for the invite and look forward to participating in this important conversation again in the future. #AI #Healthcare #Innovation #DataTransformation

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Warby Parker was founded with an important mission: to inspire and impact the world with vision, purpose, and style. Tune into our webcast at 2:25pm est as I will host Warby Parker’s CEO Neil Blumenthal and CFO Steve Miller. If you are participating in the Institutional Investor poll, we greatly appreciate your recognition in the Retailing/Department Stores category. You can request a ballot here: https://lnkd.in/ecrzYTF6 This is TD Cowen’s Future of the Consumer Conference in New York City. How do the best retailers and brands compete in the new instant and experiential retail economy? The future is about combining digital and physical into a phygital experience, reinventing convenience, and curation through personalization and artificial intelligence. TD Cowen believes new retail must combine the “logic” of a test, read, and react supply chain with the “magic” of creativity, innovation and purpose; meanwhile, a connected and contextual consumer experience with community engagement underpins maximization of customer lifetime value. https://lnkd.in/ecrzYTF6

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Next week, I will be leading a discussion on #contentmarketing at Financial Narrative's 2024 Fall Summit. Looking forward to thoughtful dialogue and connecting with peers in New York!   More information: https://lnkd.in/g7nYk5jy #FinancialNarrativeSummit #24FNFallSummit 

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Thank you to Paul Schuldiner, Leigh Lones and Andrew Barone of Rosenthal & Rosenthal, Inc. for meeting with me to share their expert insights into the asset-based lending and factoring markets. Watch the full video interview here: https://lnkd.in/eu9bZnub #assetbasedlending #factoring #commercialfinance #corporatefinance #lending #commerciallending #banks #banking #nonbanklender #privateequity #privatedebt #privatecredit #economy #interestrates

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Investors should keep these five trends in mind as the second half of 2024 gets underway. Explore the article by Kelly Fitzpatrick, CFP, at the link below. https://lnkd.in/eN3diENc via TheStreet #InvestmentTrends #FinancialPlanning #MarketInsights

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I can't lie...this award made my day! 😊 Such an honor to be part of this awesome group of CMOs and leaders! But the real credit goes to my phenomenal FMG marketing team! They're the true rockstars. Samantha Russell, Amy Galli, Karissa Hinton, Krista Zehder, Schwanna Ferguson and David Talso! 🎉 Couldn't - and wouldn't - want to do it without them! 😍 Wealth Solutions Report

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