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E-commerce sector overview
Technology E-commerce sector overview, Key market drivers In 2019 the disclosed deal value within the e-commerce sector increased to $28 billion from $13 billion one year prior or an increase of more than 115% while the number of US e-commerce transactions was flat vs 2018 The volume of deals increased across most sectors with home goods food delivery and apparel topping the list as buyers continued to focus on top-line growth channel…
Elizabeth Funk
Elizabeth Funk is a Senior Managing Director and Co-Head of Syndicate Mesirow Institutional Sales and Trading In this role Elizabeth manages the pricing and distribution of new issue negotiated transactions and manages capital commitment and client orders on competitive transactions Elizabeth brings more than 18 years of experience to Mesirow Prior to joining the firm Elizabeth worked at Hilltop…
Emerging Markets Currency Alpha Strategy
Employee Engagement
Empowered Advisors: Mesirow Wealth Management champions the next wave of advisor independence and practice growth
Empowered Advisor initiative reflects industry trend of top advisors making strategic career shifts to better serve clients and build thriving practices, Mesirow offers open architecture advanced planning tools and award-winning culture to help advisors deliver exceptional client outcomes, Initiative accelerates the firm’s ongoing growth initiatives, CHICAGO January 21 2026, – As more wealth advisors nationwide seek greater autonomy flexibility and resources to build thriving practices and deliver exceptional client outcomes Mesirow Wealth Management is accelerating the firm’s Empowered Advisor focus a culture purpose-built for advisors ready to take control of their careers and elevate their impact Mesirow’s Empowered Advisor initiative reflects a growing industry…, Brian Price, CEO of Mesirow Wealth Management, “Through our ‘Empowered Advisors’ approach we ensure that our outstanding wealth professionals have the autonomy resources and support they need to build their practice in their own way and seek exceptional outcomes for clients” “We believe that advisors today want more than a platform” said, Nitay Laor, Director Strategic Growth and Acquisitions for Mesirow Wealth Management, “They’re seeking a partner invested in their long-term success At Mesirow we’ve intentionally built an ecosystem where entrepreneurial advisors can expand their impact accelerate growth and design the future of their practice with confidence”, Key attributes of Mesirow’s Empowered Advisor platform, Broad Investment Selection, Advisors benefit from access to an open architecture platform including traditional and alternative investments backed by independent in-house research The platform offers a full range of investment options model portfolios and direct access to key portfolio managers enabling comprehensive well-informed strategies for every client, A Trusted Brand, With 88 years of integrity independence and impact Mesirow’s reputation is recognized by Barron’s Forbes and industry peers Advisors leverage national brand presence strategic communications and local momentum to accelerate growth and attract ideal prospects, Advanced Planning Tools, Advisors can tap into a network of in-house and specialist expertise—from tax to estate to Medicare planning—delivering truly personalized holistic wealth management Comprehensive planning software and best-practice tools help advisors guide clients through every stage of life, Award-Winning Culture, Mesirow is a Barron’s Top 100 RIA Firm and has been recognized as a Best Place to Work by Pensions & Investments and Crain’s Chicago Business reflecting its commitment to cultivating an environment where advisors thrive The firm’s increased focus on attracting top Wealth Advisors follows its recent acquisitions of Front Barnett Associates LLC and Price Wealth Management which strengthened…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Private Capital & Currency Capital Markets & Investment Banking and Advisory Services we invest in what…
Engagement
Engle - Perlman - Fyffe team
Enhancing ESG portfolio returns
Could Currency Alpha be the answer, Over the past decade socially responsible investing has become a key objective of pension funds globally Environmental social and governance (ESG risk ratings have enabled investors to incorporate non-tangible information about a company such as environmental and employee welfare policies into their investment decisions As the demand for ESG rated equity and bond funds increase portfolio managers…
Entrepreneurship as a retirement lifestyle
Retirement used to mean the end of an era and was solidified by a person’s complete exit from the workplace However today’s Baby Boomers and those who will follow them will not be living their grandparents’ retirement lifestyles Given increases in longevity today’s 60ish retiree is closer to middle age than old age Retirement is becoming a transition to greater lifestyle choices versus a complete…, Entrepreneurship has become an attractive alternative for older employees who are seeking more than a life of leisure when they reach retirement age Such individuals may benefit by transitioning to a structure where they can embrace work and have more control over their careers such as the ability to select assignments structure work hours and negotiate compensation Entrepreneurship allows…, How much should you invest in starting a business, , Although entrepreneurship may provide newfound freedom it should not threaten the financial security you have worked long and hard to build Before committing to a business consult your financial advisor and discuss what types of businesses are appropriate for you Converting a small hobby to a source of cash flow may be much different than investing in a fast food franchise You should also discuss…, What personal risk may come from your business, If you have had a full career as an employee you may not have had to think about business liability and threats to your personal estate By converting hobbies or other interests to a business you may engage in activity which requires protection beyond your homeowners and personal umbrella policies You should discuss your business plans with your attorney insurance agent and other trusted advisors…, Will you have fun, Although you are starting a business you are doing it as part of your retirement lifestyle Activities in retirement should continue the things you enjoy about work such as social engagement achieving goals and having financial security Make sure the venture you choose doesn’t feel like work but instead is enjoyable and contributes positively to your well-being As an entrepreneur retirement can…, Published January 2025, 1 Johnson W (2013 June 27 Entrepreneurs Get Better with Age Harvard Business Review pp https//hbrorg/2013/06/entrepreneurs-get-better-with 2 https//wwwkauffmanorg/wp-content/uploads/2019/09/2017_Kauffman_Index_Startup_Activity_National_Report_Finalpdf