Private Capital Markets | Finance | Investment, Advisory & Capital Raise Fundless and Funded Sponsors | Small & Middle Market Buyouts, Growth | Transformational Leader | Results Driven | Board Member
Check this graph out, are Secondaries and FoFs looking relatively flat since 2021?! What does that mean for the industry?! #secondary #fofs #privatecapital #privateequity #fundoffunds #privatemarkets #privatecredit #institutionalinvestor
The key to navigating this period of uncertainty lies in staying informed about regulatory updates, seeking guidance from legal and compliance experts, and adhering to the underlying principles of the Reg BI, and PTE 2020-02. Read our take on the recent court decisions relating to the DOL's Fiduciary Rule: https://lnkd.in/gq-4vpyJ To learn more about how InvestorCOM Inc. products can help your practice, click here: investorcom.com/demo #DOLRule #FiduciaryRule #Rollovers #WealthManagement #WealthManagement #PTE202002 #InvestorCOM Randy Barnes Parham Nasseri, CFA Dave Reeve Bill Donnell David O'Brien Vanessa Sharon Adam Deathe John McDonald Lori Skelcher Melanie Sergi, PMP, CSM
At our most recent Wealth Creation: Deciphering the Code event on June 15th, attendees learned how to keep more of what they earn by paying less in taxes. Mark your calendars for October 5th - we'll share the secrets to Asset Protection. Learn strategies from the experts, including: 👉 How to become invisible with LLCs 👉 How to properly set up a holding company 👉 How to reduce risk and get a bump with lenders when borrowing 👉 How to avoid dealer status in Fix and Flips Follow us and stay tuned for details - registration opens soon! #wealthcreation #atlevents #smallbusiness #atlsmallbiz #atlceos #atlinvestors #assetptotection #taxstrategies #atlaccountant
At our most recent Wealth Creation: Deciphering the Code event on June 15th, attendees learned how to keep more of what they earn by paying less in taxes. Mark your calendars for October 5th - we'll share the secrets to Asset Protection. Learn strategies from the experts, including: 👉 How to become invisible with LLCs 👉 How to properly set up a holding company 👉 How to reduce risk and get a bump with lenders when borrowing 👉 How to avoid dealer status in Fix and Flips Follow us and stay tuned for details - registration opens soon! #wealthcreation #atlevents #smallbusiness #atlsmallbiz #atlceos #atlinvestors #assetptotection #taxstrategies #atlaccountant
Key Bridge Capital responds to ASX inquiries regarding cash flows and related party transactions, clarifying key financial policies amidst compliance checks. Read More https://lnkd.in/g6ytBYHA #KeybridgeCapital, #ASXQueries, #CashFlow, #RelatedPartyPolicy
LLC is interesting at these levels. Can see earnings growing but the balance sheet is a concern. LLC’s 23% gearing breached its target of 10%-20% gearing, and interest cover worsened to 2.2x, down from 3.0x in June 2023. Management declined to disclose the covenant minimum, however they do expect gearing to return to the midpoint of the target by June. #asx #investment #LLC #property
This ruling broadens the definition of “party in interest,” ensuring that insurers can actively participate in the reorganization process and safeguard their financial interests. O’Melveny’s Tancred Schiavoni, Justine Daniels, Steve Warren, Adam Haberkorn, Samantha Indelicato, Alexandra Wolter, Alexander Miller, and Danny Hirsch have more on the decision and what the future holds for insurers. https://loom.ly/qz3GLGE #InsuranceCoverage #BankruptcyRestructuring
Rothesay’s “The Journey to buy-out” publications are always right at the top of my list of essential reading on the BPA market when they are published. The new fourth edition covers lots of really interesting hot topics, including an article by little old me on new entrants. #financialservices #insurance #bulkannuity
Today we released our fourth publication on “The journey to buy-out”. This year’s collection of articles covers current topics such as how the marketplace is changing, solutions for illiquid assets and whether price is the most important factor when purchasing a bulk annuity. Three de-risking consultants provide their predictions for the future. The publication also looks at jumbo deals, the use of scheme surplus, funded reinsurance and demand for longevity swaps, as well as taking a deep dive into Solvency UK. Thank you to everyone involved in this year's report. You can read the full publication here https://lnkd.in/exu2CG4d
Drawing from our experience, we have outlined the steps pension schemes should follow to prepare for a full buy-in transaction and the options for selling illiquid assets in Rothesay’s latest edition of "The Journey to Buy-Out." Read our insights along with other informative topics here: https://lnkd.in/exu2CG4d (not for retail)
Today we released our fourth publication on “The journey to buy-out”. This year’s collection of articles covers current topics such as how the marketplace is changing, solutions for illiquid assets and whether price is the most important factor when purchasing a bulk annuity. Three de-risking consultants provide their predictions for the future. The publication also looks at jumbo deals, the use of scheme surplus, funded reinsurance and demand for longevity swaps, as well as taking a deep dive into Solvency UK. Thank you to everyone involved in this year's report. You can read the full publication here https://lnkd.in/exu2CG4d
🚨 The Institutional Limited Partners Association (ILPA) has released crucial new guidance for limited partners and general partners on using NAV-based financing facilities in private equity strategies. Financial Markets and Funds Partners Thomas Laurer and Edward Tran, with Associate Ciara McBrien, explore NAV facilities and the significant benefits they offer for managing debt and liquidity, and the accompanying concerns about transparency and governance. Read more on the importance of this guidance: https://bit.ly/4e2h9Tx #ILPA #LP #PrivateEquity #FinancingFacilities #NAVFacilities
Discover the reasons to choose SurancePlus by Oxbridge Re: Compliance with U.S. Securities laws, asset-backed investments, attractive ROI, and full transparency. Ready to make your move? Visit www.SurancePlus.com/invest to start investing. #OxbridgeRe #SurancePlus #Reinsurance #RWA
