COTE 100’s Post

PART 2… Wealth in and out of the game. The journey of professional sportsmen following their athletic career is diverse. As seasoned property investors, the team at Rethink provides education and expert advice to ensure wealth beyond a professional athlete’s career. The pair discuss Paul Gallen, one of the most successful NRL players to date. Paul has turned the tide, investing wisely in commercial property to secure his financial future. Learning from his journey and making smart choices beyond the game is what our team strives for on behalf of our clients. To commence your property investing journey, click the link in our bio to get in contact with one of our strategists today. #NRL #AustralianAthletes #CommercialInvestment #FinancialEducation #InvestmentJourney #PaulGallen

Conference realignment will define the next decade of CFB, and the impacts of its 12 team playoff system model are beginning to reverberate. FSU’s plan began much sooner than their 2023 undefeated season that ultimately fell short of the title. Media contracts are soaring. NIL business is booming. One of college football’s most storied programs over the last 2 decades is hoping to cement its position through PE alignment. Here’s the behind-the-scenes of ‘Project Osceola’. #collegefootball #nil #conferencerealignmemt #media #contracts #contractlaw #obligations #termsandconditions #buyout #floridastateuniversity #collegesports #collegeathletics

🏆 Final Standings - Ashburton Jersey Schools Investment Competition. The 2024 Ashburton #Jersey Schools' Investment Competition has wrapped up, showcasing exceptional talent from Jersey's future financial leaders. #Jersey students put their investment skills to the test in a competition that kicked off in January with 105 students, 25 teams from 6 Jersey schools, with each picking a 5-stock portfolio. The students have been eagerly monitoring their performance throughout the year, and we've been impressed by their enthusiasm and dedication. The Winners ⭐ Winning School: Beaulieu Convent School: +39.18% ⭐ Winning Teams: 1st ACLLE of Highlands College: +74.59% 2nd Wealth Warriors of De La Salle College +56.35% 3rd Bankrupt Babes from Beaulieu Convent School +53.44% A huge congratulations to ACLLE from Highlands College, Jersey. The team led from early on and their holdings in a mixture of small-cap healthcare and large-cap tech stocks proved highly successful. We also extend our praise to Beaulieu Convent School, whose teams dominated the Schools League with a combined average return of +39.18%. Some highlights: Best Performing Stock: Nvidia +151.89% (held by 13 out of the 25 teams) Average Portfolio Performance +26.2% vs 12.65% for global equity markets - a fantastic performance overall Best 5 performing stocks held: Nvidia +151.89%; Sensus Healthcare +128.01%; Abercrombie & Fitch 103.52%; Robinhood Markets 79.96%; Spotify +68.59%. We'd like to congratulate all of the teams who participated in the competition. This was a great opportunity for students to learn about the world of investing, and we're confident that they'll all take away valuable lessons from this experience. What these last two years has taught us is that it is clear that that Gen Z have some talent in picking winning stocks in a bull market! We wish the students the very best for the future and hope you enjoy your summer holidays. JSCCA- Jersey Society of Chartered and Certified Accountants Jersey Finance Jersey Chamber of Commerce Jersey Association of Trust Companies STEP Jersey Branch #finance #investments #schools Jersey Evening Post Highlands College, Jersey Jersey College CI Victoria College Jersey De La Salle College, Jersey, Beaulieu Convent School Hautlieu School Ashburton Investments

Is private equity money real for big time college athletics? In the wake of House vs NCAA there is a good amount of rumbling that private equity will make investments in athletic programs at NCAA Colleges and Universities. How would this play out from a compliance and regulatory standpoint? While it may solve the short term funding need to pay the settlement and revenue share...how this would be administered, is it allowed under the settlement, and does it make sense for Universities to take on this type of investment? Many questions that need to be addressed in the wake of this landmark settlement. Mit Winter would love to hear your perspective. https://lnkd.in/epj-u8Wa

Check this out! Yesterday, we filmed our Financial Literacy roundtable on the Lower East Side of New York City. We had an incredible conversation with five outstanding athletes and Michael Bapis from Vios Advisors at Rockefeller Capital Management, who oversees $1.4 billion in assets under management and is a frequent guest on CNBC. While financial literacy was the main focus, the discussion delved into much more, offering eye-opening insights. Here are a few highlights: 🔹 Your greatest #NIL currency isn’t always about money; it’s about the network you build as an athlete. All five athletes now have Michael’s cell number and each other’s. What’s that worth? 🔹 A powerful alumni group is far more valuable than short-term cash.  Your network is your net worth. 🔹 Find 3-4 mentors and build your personal board with people you trust who have your best interests in mind. 🔹 Don’t get jealous, even if the person you’re playing with is making more money—attitude is everything. 🔹 Mentorship can come from someone just two years older than you and on your team. 🔹 Play the long game—would you rather have $30k today from NIL or set yourself up for a job making $300k/year eventually? 🔹 Be a good person and never forget where you came from. If it sounds too good to be true, it probably is. 🔹 Compounding interest applies to relationships too. I am incredibly thankful to have these special athletes as part of our ZIYNX community. Though they are all still playing, I would hire any one of them on the spot. Impressive is an understatement. Amber Hofenk Jerembo - Field Hockey - Temple University Kenyon Miles - Football - Villanova University Maria Themelis - Lacrosse - The Wharton School Nicholas Matos - Football - Ithaca College Sky Owen - Basketball - St. John's University Next up: How to build your Professional Brand. The NIL deals we’re making with our community, in partnership with Opendorse, are about so much more than money. Cash comes and goes, but experiences last a lifetime. Randy Paul, M.S. Luidji Dormeus Amelia Magel Bryce Reiner Kelsey Cuje Klarke Sconiers Margaux Gill #financialliteracy #studentathletes #ncaa #impact #genZ

The investment policies of university endowments are at the heart of the recent US student protests. There isn’t enough money in the world that would make FTAV want to wade into that hot mess, but it’s a decent excuse to look at the $839bn worth of investment funds with schools attached. This is partly because there was no time to dig into the latest NACUBO study of US university endowments when it first landed back in February. But this was the 50th edition, so it offers an interesting snapshot of some of the world’s most influential investors and how radically they’ve evolved https://lnkd.in/gfEsKBUK

US endowment assets total $839bn, this is equivalent to the 20th GDP in the world - How is this possible? The numbers tell us some of the world’s largest pools of private wealth lie in the endowments of America’s elite institutions. The six universities with the largest endowments own approximately $200bn in combined assets. Leading all schools is Harvard University, with an endowment of $50bn as of 2022. The cause of this amount of concentrated wealth? David Swensen, who served as the President and Chief Investment Officer of the Yale endowment fund, and his colleague Dean Takahasi in the mid-1980s. At the time Swensen took over the Yale endowment, the endowment landscape was very new and underdeveloped. He then proceeded to change the industry. Swensen developed his model by adhering to these four key principles. Instead of investing heavily in traditional assets, such as stocks and bonds, Swensen opted for alternative assets. These asset classes include private equity, real estate, hedge funds, and natural resources. If you are wondering about liquidity, you are on the right path... Illiquidity is a pioneering feature of the model. According to Swensen, illiquidity was not something that he embraced – it was simply a necessary “evil” that unlocked access to greater returns and enabled increased diversification. // Check out the full article! Link below! Do it now as Pari Passu articles go behind paywall shortly after being published. Subscribe now to get all future articles for free!

Amazing collection of NIL info here. A must-read. Some highlights: > Opendorse's Black Book is the go-to for university collectives and collegiate athletic officials for the latest rates > NIL deals in the power four conferences average between $340K with running backs to $820K for QBs > Quinn Ewers (UT) has $1.7MM in deals; Arch Manning has $3.1MM in deals; Carson Beck (UGA) has $1.4MM deals > “It’s whoever wants to pay, the most money raised, the most money to buy the most players, is going to have the best opportunity to win” - Nick Saban > $1.7B in NIL transactions this year (30% is disclosed publically) > 80% comes through collectives > Football reigns supreme but sports like Women's Basketball have become lucrative; Ex: Caitlin Clark had $3MM in her last school year > Big surprise > SEC leads with $14.4MM, followed by Big Ten ($5.2MM), ACC ($4.6MM), and Big 12 ($3.3MM) > For the smaller Group of Five conferences. including Conference USA and Mountain West, the average value of any player at any position is just under $50,000 If you need any help with NIL deals, Fulcrum Partners can help you...

Recently, I had the opportunity to share insights about the finances of collegiate athletes with Chris Smith for his article in the Sports Business Journal. It was great to join my fellow Morgan Stanley GSE teammate, Jeffery Kotalik, to share our perspectives on the impact of NIL on athletes looking to invest. I've linked the article below if you would like to give it a read!