IMA Financial Group, Inc.’s Post

A warm welcome to Hawkins Haile, one of our recent members on AllHeadhunters.co.uk! "We have five international executive search practices; Board; Risk & Governance (including Compliance), Credit Portfolio Management, Asset Management and Trading." Check out their profile page on: https://lnkd.in/d9WFt239 #executivesearch #board #risk #governance #compliance #management #assetmanagement #interimmanagement

This article by Director of Investment Risk Advisory Emily Berger, CFA is an overview of key observations and risk considerations of the SEC’s recently issued rule, "The Enhancement and Standardization of Climate-Related Disclosures for Investors." Emily discusses the significant changes that have been adopted, background of the climate-related disclosures framework, risk management and governance disclosures, as well as a timeline. Read more to see how you could be affected: https://bit.ly/48VYIfX #PKFOD #KnowGreaterValue #accounting

*FAQ FRIDAY* How do family offices approach risk management? Family offices approach risk management with a nuanced blend of conservatism and strategic agility. With a focus on preserving wealth across generations, they prioritize diversification, asset allocation, and thorough due diligence. Beyond traditional financial risks, they also consider factors like geopolitical instability, regulatory changes, and technological disruption. Tailored risk management strategies are crucial, often incorporating hedging techniques, insurance, and alternative investments. Moreover, family offices emphasize robust governance structures and transparent communication to mitigate internal risks and foster long-term sustainability. #FamilyOffice #RiskManagement #WealthPreservation Peter Cunha, Nicole Eberhardt, Christopher McCoy, Wendy McCoy

New World Norm is more than a consulting firm, we're problem solvers, innovators, creators, builders, and mentors who strive to make a positive impact in the industry. Our Risk Management global consulting services go beyond the expected to help businesses grow. With over £900M in financial benefits delivered to our customers, we're proud of our performance over the last 31 years. #NWN #RiskConsulting #PositiveImpact

Despite an overall decline in deals activity, family offices are becoming increasingly sophisticated and professional in their approach to investment, risk management, and governance – and wielding ever-greater influence in the global markets. Marco Tremonte, Managing Director Corporate Finance / M&A at PwC, explains why and how family offices’ investment strategies are shifting. #FamilyOffice #InvestmentTrend #pwcforfamilybusinesses #PwCDeals

At PlanWell Wealth & Risk Management, our advisors have access to leads, benefits, and business support through our affiliation with Prudential Advisors. Hear how this assistance has helped our advisors find success in growing their practice. #Prudential #PrudentialAdvisors #Leads

We are looking forward to our upcoming Chicago Financial Services Risk & Compliance Luncheon for financial industry executives, hosted by our Alex Miller and Crowe's Ryan Rowan. Learn more: https://lnkd.in/dmzNpmNE #event #luncheon #riskandcompliance #complianceofficers #riskmanagers #CROs #CCOs #financialservices #financialindustry

It's great to see Tata Steel embracing the recommendations of the TNFD for better risk management and disclosure. Aligning corporate reporting with global sustainability goals is a crucial step towards a more sustainable future. 👏🌍 #Sustainability #TNFD #TataSteel Tata Steel

In the latest edition of the M&A published by Global Legal Insights, our team contributed a chapter on ESG considerations in the M&A context; in particular it discusses ESG diligence requirements in select markets, and highlights certain risk management concerns and benefits for businesses of robust ESG diligence. https://bit.ly/4eXTu7u Geoff Burgess, Andrew Levine, Patricia Volhard, Ulysses Smith, Christina Heil, Fabienne El-Cid #ESG #MergerandAcquisitions

Since most companies do not have an internal risk manager, the CFO is often put in charge of risk management since it can be a substantial expense item in certain industries and circumstances. Typically, they will do their best with the help of a traditional broker, and in a lot of cases, this will work fine. However, more often than ever, a Captive may be a reasonable solution to customize risk solutions and save money. The only way to know is have a discussion with your CPA, broker or with a Captive Manager like CIC Services. With a little information, we can run a model for your company to determine if a Captive is a good fit, and then you can make an informed decision on where you want to go. We do it every day and happy to walk you through it! #CFO #CPA #insurance #financial #riskmanagement #management #financialadvisor #attorney #lawyer #captive #captiveinsurance