Chauncey Kerr Hamilton

We asked 700+ middle market owners and executives what’s shaping their 2025 strategies – and the results are in. Our new Middle Market Sentiment Report distills leaders’ insights into a clear snapshot of where they'll spend, save, and safeguard against risk. Get the data and learn more: https://lnkd.in/e7UmTHnz

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ICYMI: Our CEO and Co-Founder, Evan Smith, recently spoke to The Wall Street Journal about the breakdown of the global trade order, and what comes next. Evan appeared on the Bold Names podcast with Christopher Mims and Tim Higgins. The conversation ranged from economic realignment to the increased cost of building AI data centers to why Altana's Product Network is the LinkedIn of products and the global supply chain. ➡️ Listen to the full conversation: https://lnkd.in/gTCSZz7i

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Chief Technology Officer Josh Woods shared his perspective on building an exceptional career in tech at Citadel Securities’ Accelerate 2025, an offsite that’s designed to help engineers take ownership of their career growth.

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“We’re three years ahead of schedule.” All Raise CEO Paige Hendrix Buckner joined Bloomberg’s Caroline Hyde to talk about what this milestone means and why it signals a shift in what gets funded and how the market is evolving. 📖 Read the Annual Report: 2024 & 2025 Look Ahead: http://bit.ly/4mgz2BJ Women and nonbinary partners, MDs, GPs, and MPs now hold nearly 20% of decision-making roles at U.S. VC firms — double what it was in 2017. At billion-dollar+ funds, 1 in 5 decision-makers is a woman — but only three women hold managing partner roles at mega-funds (with $10B+ AUM), showing how much work remains. As $100T in global wealth moves into the hands of women by 2048, who controls capital — and who shapes innovation — will redefine the economy. Diverse decision-makers aren’t just good optics. They’re a proven competitive advantage — and they’re funding categories that reflect real markets, not perceived niches. 🎥 Watch the full interview here: https://lnkd.in/gcABuSK5 #VentureCapital #AllRaise #AllRaiseAnnualReport

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GReminders Founder and CEO Arnulf Hsu joins Eric Baumgardner on the Osaic Technology Podcast to discuss the extensive effect that artificial intelligence is having on the financial industry. Tune in as they discuss deep integrations with CRMs and calendars, and how notetakers and summaries can be connected to alleviate the challenge of data islands. 🎧: https://ow.ly/ryRY50WZlWH

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Finding the right RIAs shouldn’t be a guessing game. For Jefferies, sourcing advisors that aligned with their diverse product mix, from structured products to municipal bonds, was time-consuming and often missed the mark. FINTRX helped change that, delivering real-time insights and precision targeting that led to: ✅ More personalized, effective outreach ✅ Real-time alerts on advisor and firm moves ✅ Streamlined workflows across business units ✅ A faster, more focused prospecting strategy As Robert Peyreigne, Global Head of Wealth Management, put it: “FINTRX is an organization that knows how to deliver results.” Check out the full case study link in the comments. #FINTRX #Jefferies #RIA #WealthManagement #CapitalMarkets #AdvisorProspecting

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