Walkner Condon Financial Advisors

MARCH 16, 2023

When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets. They try to find a buyer over the weekend and barring that they sell off the individual assets. Think of this as Mary Bailey reaching into her purse and pulling out the wedding gift money.

Banks 98

Banks Financial Institutions Startups Assets 98

This is going to be BIG.

AUGUST 8, 2011

Fred has basically always been a VC, Mike was a reporter, and Jim worked in product marketing and management consulting. For every 5 haters on Business Insider, there's one startup out there that doesn't spend all their time reading the same stuff we do, and just happens to notice that video.

Venture Capital 110

Venture Capital Pension Funds Startups Capital 110

A VC: Musings of a VC in NYC

JANUARY 21, 2020

” These are typically the ability to attend board meetings, the ability to have access to financial reports on a regular basis, and the ability to advise and consult with the management of the company. However, a “venture capital operating company” is not deemed to hold ERISA plan assets.

Venture Capital 57

Venture Capital Pension Funds Startups Consultants 57

Hedgestone

JUNE 17, 2024

Have you consulted with a divorce attorney to understand how these classifications apply to your situation? Have you ever wondered whether selling earlier might better shield your assets? For one, it simplifies the asset division process, potentially smoothing out some wrinkles in what can often be a complex negotiation.

Legal 52

Legal Consultants Consulting Assets 52

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. After three years I decided I don’t love payments enough to continue to do consulting and m and a and payments. Thank you for having me.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

Axial

DECEMBER 18, 2024

Strong Valuations for Tech-Enabled Firms: Companies offering tech-driven services, including cloud computing, cybersecurity, and automation solutions, maintained strong valuations, with multiples remaining elevated for high-growth assets. This case study highlights the unique process of this transaction.

Business Services 52

Business Services Investment Banking Investment Banks Banks 52

The Big Picture

JANUARY 24, 2024

. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks.

Taxes 98

Taxes Mutual Funds Capital Asset Management 98

Insight Partners

DECEMBER 20, 2023

Cloud security startup Laminar was founded in 2020 by four-time Google Capture the Flag champions – the Wimbledon of cybersecurity – and lifelong friends Amit Shaked and Oran Avraham. They saw an opportunity to deliver agentless and asynchronous data security and leakage protection for everything you build and run in the cloud.

Startups 52

Startups Consultants Consulting Leveraging 52

Insight Partners

APRIL 30, 2024

Unsurprisingly, Exactitude Consultancy predicts the global microsegmentation market will grow from $2.63 healthcare sector by ransomware group ALPHV-Blackcat and others have utilized the tactic of compromising networks and then moving laterally within them to attack more valuable assets. billion in 2023 to $12.47 billion by 2030.

Due Diligence 52

Due Diligence Leveraging Startups Assets 52

Pension Pulse

AUGUST 26, 2024

MKB’s portfolio includes carbon removal startup CarbiCrete , electric scooter company Bird , and traffic management company Miovision. As at June 30, 2024, CDPQ’s net assets totalled CAD 452 billion. For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X. or join BDC on social media.

Funds 59

Funds Investing Consultants Consulting 59

Pension Pulse

JANUARY 9, 2024

purchased assets from ADCom Solutions , and announced the development of an artificial intelligence marketplace. Maria Deutscher of Silicon Angle also reports technology procurement startup AppDirect raises $100M in fresh funding: AppDirect Inc., Canadian asset manager CDPQ provided the capital.

Capital 59

Capital Investing Startups Finance 59

Insight Partners

JUNE 12, 2024

Narula was previously a member of the Global Strategy team at Starwood Hotels & Resorts and a management consultant at Bain & Company. As of December 31, 2023 , the firm has over $80B in regulatory assets under management.

Startups 52

Startups Consultants Consulting Funds 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds. between 2015 and the end of 2021. trillion in 2015 to$13.32

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Trivest Partners

MARCH 7, 2023

It all started when I left Deloitte to launch my own consulting firm to help businesses scale growth through digital channels. My firm worked with over 300+ clients, ranging from YC-backed startups to large publicly traded companies. billion in assets under management and a growing team of 70+ professionals.

Consultants 40

Consultants Consulting Best Practices Startups 40

Insight Partners

DECEMBER 4, 2023

In 11 months, Rohirrim has witnessed significant growth and adoption across various industries, including defense & aerospace, commercial real estate, energy, higher education, insurance, research laboratories, law, patent and trademarks, consulting firms, and global engineering firms.

Startups 52

Startups Venture Capital Education Consultants 52

Fortune Financial

MAY 4, 2023

As with any investment, risks are involved — it’s important to diversify your portfolio across multiple asset classes to minimize potential losses. Venture Capital Another option is to invest in private 3D printing startups through venture capital firms. Please consult with a qualified professional for this type of advice.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

Fortune Financial

NOVEMBER 17, 2021

FT Adviser suggests starting with listed infrastructure and renewable assets due to their straightforward business models that generate stable cash flows, creating dependable dividends. Private company startups through friends and family groups. Private placement offerings that are specific for certain sectors and asset classes.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Pension Pulse

SEPTEMBER 6, 2023

Private assets are popular in Australia's A$2.4 trillion professional pension sector, with some funds holding almost half their assets in private markets. Since 2021, the regulator has pushed the sector to improve how it values assets that range from venture capital to office blocks.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Zajac Group

JANUARY 14, 2022

Not only do you receive the charitable deduction in the year you donate, thus reducing your taxable income, but your assets can continue to appreciate while inside the DAF on a tax-free basis. Both types of awards could be excellent assets to donate to charity. However, not all assets are created equally if you want to fund a DAF.

Funds 52

Funds Taxes Legal Liabilities 52

Fortune Financial

AUGUST 31, 2022

Many firms and startups, whose shares can be bought and sold, are involved in green industries, such as alternative energies and materials. The only way to evaluate a fund’s true sustainability is to examine its assets and prospectus. Please consult with a qualified professional for this type of advice.

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

Axial

JANUARY 23, 2025

We support clients with the expertise needed to build their business through growth acquisitions, optimize value in an exit or sale, transition ownership to family or management, divest non-core assets, or raise capital. We have experience running large teams in Fortune 100 organizations and early stage startups with less than 10 employees.”

Investment Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 59

Hedgestone

JUNE 17, 2024

Get ready to take the first confident step towards acquiring your ideal business with the right consultancy! They sell a variety of business types, including retail stores, service-based businesses, manufacturing firms, and technology startups, among others.

Legal 52

Legal Due Diligence Fee Structure Startups 52

Diamond Consultants

JUNE 28, 2023

Plus, they would be passing up on monetizing in the short term by eschewing a large transition package, in addition to the startup costs associated with setting up a business, leaving many advisors to conclude that independence is just a bridge too far.

Startups 52

Startups Banks Taxes Capital 52

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Finance 64

A VC: Musings of a VC in NYC

FEBRUARY 14, 2023

If you read something here that makes you think you should take some tax-related action, please always consult your tax advisor. An 83b election is a choice a taxpayer can make to pay the taxes in full at the time of the grant of an asset that vests over time and would otherwise be taxed as the asset vests.

Startups 93

Startups Taxes Consultants Consulting 93

The Big Picture

OCTOBER 19, 2022

That group provides investment services, education and research to more than a thousand financial advisory firms, representing more than $3 trillion in assets. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point.

Startups 52

Startups Education Consultants Consulting 52

The Big Picture

JULY 2, 2024

I think a lot of startup founders are actually the opposite, where it’s like we choose to go to the moon, not because it’s easy, but because we think it’s going to be easy. But back to the fellowship, did it help you raise other assets that people say, oh, Peter Thiel is successful if he’s putting money into Eva?

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

APRIL 25, 2023

How did you come across the synergy of combining a law firm with a consultancy that specialized in compliance and regulatory supervision? With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work. For most of the clients that come to us for startup work, right? HAMBURGER: Well, yes and no.

Legal 64

Legal Law Firms Consultants Consulting 64

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Investing Education Banks 52

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. 00:23:04 [Speaker Changed] And you, you even offer m and a consulting.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: He’s consultant.

Finance 59

Finance Financing Banks Hedge Funds 59

Insight Partners

DECEMBER 19, 2023

About Insight Partners Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. As of June 30, 2023 , the firm has over $80B in regulatory assets under management.

Investing 40

Investing Startups Consultants Consulting 40

Insight Partners

OCTOBER 18, 2023

But software can harness the full potential of these physical assets, accelerating our transition to a new, more resilient economy that is inextricably linked with climate change. Extreme weather management (B2B & B2G) The increasing climate volatility is putting trillions of dollars of assets at risk.

Mergers and Acquisitions 52

Mergers and Acquisitions Consultants Consulting Investors 52

The Big Picture

OCTOBER 15, 2024

They have to pay their IT consultants, huge amounts of monies to do a report. So we built a bunch of software for them to run all their budgeting and their transparency and their processes and asset management and it’s a just build a big gov tech company. They only can pay for the things they’re already doing.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

NOVEMBER 18, 2022

New femtech startups are pushing boundaries as investors weigh the risks — and the potential rewards. They include financial firms, recruiters, consultants, health care companies and even a fish and chip shop in the U.K. Institutional Investor ). 73 companies ran an experiemnt. Bicycling ).

Startups 52

Startups Consultants Consulting Asset Management 52