What fun it was to host the National Equipment Finance Association (NEFA) Midwest Regional event right here at our Channel offices in Minnetonka! 🏢🎉 Attendees dove into two fantastic sessions with speakers Joe Leonard, CLFP, President/CEO of Oakmont Capital Services - JA Mitsui Leasing Group, and Shannon Smith, CLFP, Chief Credit Officer, KLC Financial. 🔹 "Broker to Discounter: Introductory Discussion and Operational Considerations" 🔹 "Broker to Discounter: Oakmont Capital Services - A Success Story" As the title sponsor, we couldn't be prouder to support NEFA and knowledge sharing for the broader benefit of our equipment finance industry. 💡 A highlight? Wrapping up with some lawn bowling, taking in that gorgeous Minneapolis skyline.🎳🏙️ Missed out but want in next time? Find more upcoming events here👇 https://lnkd.in/gCP33HSD #NEFA #EquipmentFinance #NetworkingEvent #ChannelLife #MidwestBusiness #RegionalEvent
Channel | Your Partner in Funding’s Post
More Relevant Posts
-
Excited to meet up at the NPLA in AC next week - let's talk about how MWC can assist with your legal needs in default servicing #NPLAConference #PrivateLendingEvent
Calling all NPLA investors and lenders - MWC is headed to Atlantic City, NJ, June 24 - June 26 for the NPLA Conference. Please reach out to Marisa Cohen and Carie Anne Deal to discuss how MWC can assist with your residential and commercial portfolio in NY, PA, NJ, DE, DC, MD, VA and FL
To view or add a comment, sign in
-
💼 Looking for a secure and compliant way to manage your firm's Client Money? At Shawbrook, we understand the importance of managing Client Money in line with regulations while maximising returns. That’s why we’ve designed our Client Money Deposit Account – a straightforward, effective solution tailored to your firm’s needs. Key benefits of our Client Money Deposit Account: ✅ Compliant with SRA Client Money rules – Stay confident that your client funds are managed within the regulatory framework. 📊 Diversification of Client Money balances – Protect your funds by spreading them across multiple counterparties. 💷 Competitive interest rates – Make your client funds work harder for you with competitive interest on balances. ❌ No transaction fees – Enjoy the flexibility of managing your client's money without hidden costs. 💰 Minimum balance of £1 million – Ideal for firms with large, pooled client funds to manage. Why choose Shawbrook? With our deep understanding of professional services and financial expertise, we offer a secure, flexible deposit solution that helps you stay compliant while earning competitive returns on your Client Money. 💡 Want to know more? Visit: https://bit.ly/3Y9uCUd to explore how our deposit solutions can support your firm’s financial strategy. #Finance #BusinessBanking #WealthManagement #FinancialServices #LegalFinance
To view or add a comment, sign in
-
Did you know that the first four months of the year are known as the TFSA 'danger zone'? Travis Koivula, a Senior Wealth Advisor at Island Savings Wealth Management (a part of First West, just like Valley First) was recently interviewed by The Globe and Mail’s Rob Carrick to explain what the TFSA ‘danger zone’ means and how to avoid it. Travis is not only a gifted advisor, but he was also recognized as a finalist for the 2024 Vancouver Island Business Excellence Awards! Are you today years old when you learned this? Don't sweat it! Make sure to check out this article from the Globe & Mail for more facts to keep in mind 👉 https://lnkd.in/gHkBZSZd
The first four months of the year are a ‘danger zone’ for TFSA contributors
theglobeandmail.com
To view or add a comment, sign in
-
Strata committees make major financial decisions at AGMs 🤑 Strata committees in Australia hold Annual General Meetings where they make major financial decisions by voting on fees and levies for upcoming year. #stratalife #sydney #melbourne As an owner of a strata complex, it's important to attend AGMs and cast your vote on proposed fees like sinking fund levies, insurance costs, maintenance expenses and even debt repayments. You should be aware of any large expenses that could result in higher fees.💸 Make sure you read all proposals carefully and ask questions if something is unclear. Talk to other owners to gather information before the meeting. Check budgets and reports to see if any major expenditures are planned. AGMs are a chance for owners to have a say in how their building or complex is managed. So don't miss out, come to the next meeting and make your voice heard! 🗣️#strataowner #ownerscorp #ownerscorpaustralia
To view or add a comment, sign in
-
Is Berkshire Partners a valuable addition to your portfolio? 🚂💼 Berkshire Hathaway’s top assets, like GEICO and BNSF Railway, drive its financial strength and dividend strategy. Learn how dividends play a key role in long-term investing success. Click on the link in the comment to read more ! #BerkshireHathaway #DividendInvesting #StockMarket #LongTermInvesting #FinancialStrategy #PortfolioManagement #GEICO #BNSFRailway #WealthBuilding #InvestmentStrategies #StockAnalysis #FinancialPlanning #InvestmentAdvice
To view or add a comment, sign in
-
𝗪𝗮𝗿𝘄𝗶𝗰𝗸 𝗥𝗲 𝗟𝘁𝗱 𝗴𝗿𝗼𝘄𝘀 𝗮𝘀𝘀𝗲𝘁 𝗯𝗮𝘀𝗲 𝗯𝘆 $𝟱𝟱𝟬𝗺 🔹 Warwick Re Ltd, a Bermuda-based reinsurer, announces the completion of its second transaction, boosting its asset base by $550m 📈 🔹 The deal, an annuity reinsurance agreement with a US life insurer, involves reinsuring a block of US annuity business 📊 🔹 Warwick Re to also provide quota share reinsurance for future fixed annuity flow business, marking a strategic expansion in the US annuity market 🔍 🔹 This follows a previous $500m agreement with UK's Just Group plc, underlining Warwick Re's growing presence and capability in offering capital-efficient solutions and asset management expertise 🌐 🔹 CEO Chris McGlashan highlights the importance of the US market and Warwick Re's commitment to innovative solutions for capital and risk management 🤝 #WarwickRe #Reinsurance #AnnuityBusiness #AssetManagement #RiskManagement #InsuranceIndustry #USMarketExpansion #FinancialServices #ProfessionalGrowth 🌍🔖 Simon Perry Penny Street Daniel Levy Frederick Akinwunmi Hirish Avi Ragoo Catherine Gavin Alan Newton Charlotte Midford Natalia Mirin James Cruttenden Hana Patel-Ponda Dev Gajjar Danny Presley Lynette Calitz Klaas van Wyk de Vries
To view or add a comment, sign in
-
Eeeek!!! We have been selected as a finalist for Aggregator of the Year - Asset Finance in the 2024!!!! 🏆👊 #HomeOfTheBest #ConnectiveAssetFinance #AssetFinance
We're thrilled to share the exciting news that we have been selected as a finalist for Aggregator of the Year - Asset Finance in the 2024 CAFBA – Commercial & Asset Finance Brokers Association of Australia National Broker & Financier Awards. 🏆 Our achievements are a testament to the incredible support from our members. We couldn't do what we do without you! Thank you for being an integral part of our success. 👊 Brent Starrenburg Lee Postlethwaite #HomeOfTheBest #ConnectiveAssetFinance #AssetFinance
To view or add a comment, sign in
-
My calendar is filling up for the Texas Surplus Lines Association, Inc. Mid-Year Meeting. I'll be in Palm Beach from June 23 to 26th, helping insurers increase efficiencies, eliminate processes, and improve overall quote-to-bind ratios with the powerful solutions available through Imperial PFS. If you're ready to enhance your business, let's connect! #ImperialPFS #IPFS #InsuranceIndustry #PremiumFinance #InsuranceSolutions #PaymentSolutions
To view or add a comment, sign in
-
Business Development | Strategy | Raconteuse | Shine Theorist | Solutionist | Tricoteuse | Opacarophile | Connector | Women’s Advocate | Bond Nerd
Looking forward to catching up with some of my favorite housing bankers and advisors! Let’s meet and discuss how SOLVE can support the work you are doing through our data and pricing solutions. #affordablehousing #publicfinance
Next week SOLVE will be at the Smith's Affordable Housing Finance Conference in Fort Myers, FL from March 13th - 14th! Smith’s Affordable Housing Finance Conference starts at the doorstep of single family and multi-family homes on Main Street and extends to everyone on Wall Street and lenders at mutual funds, hedge funds, insurance companies and commercial banks. For More Information: https://hubs.ly/Q02nyRK_0 #affordablehousing #publicfinance
To view or add a comment, sign in
-
The Blackwattle Small Cap Quality Fund is pleased to present its November Monthly Report. Portfolio Manager’s Daniel Broeren, Robert Hawkesford and Andy Chuk, CFA A) share their views on the financial markets, B) offer opinion on a forward outlook, and C) provide insight into current Portfolio positioning. See key insights below. #Blackwattle #QualityInvesting #ASX Disclaimer: Equity Trustees Limited ABN 46 004 031 298 AFSL 240975, is the Responsible Entity for the Blackwattle Small Cap Quality Fund. This information does not take into account the investment objectives, financial situation or needs of any person. Returns are not guaranteed. You should read the PDS & TMD available at: https://lnkd.in/gwDXNq4W. A full Disclaimer list may be found at https://lnkd.in/gEiCBTcw.
To view or add a comment, sign in
5,889 followers
SVP of Strategic Growth & Acquisition
3moLooks like Channel was an exceptional host!