The Future Will Hold More Software, Not Less The emergence of widespread 5G and wider use of IoT, just like the smartphone revolution before it, will lead to an even more connected, digital global economy. To compete in the present and the future, businesses need to adopt a software-first mindset. They need to modernize and...Read More
Trevian Capital Trevian Capital, founded in 2013 by Michael Hoffenberg, is an established middle-market real estate finance company that provides short-term, first-mortgage bridge loans secured by multifamily and commercial real estate nationwide. With a focus on the $1mm-$50mm middle-market segment, Trevian has originated and serviced approximately $550,000,000 in high-yield, senior-secured bridge loans across 67 transactions...Read More
Taxes: The Misunderstood Factor By Gil Baumgarten, Segment Wealth Management, LLC After 35 years of counseling investors, I find that certain investing factors are grossly misunderstood by many. Unfortunately, the most misunderstood is also the most important: Taxes. As the old saying goes, knowledge comes from experience, but wisdom comes from bad experience. Even experienced investors...Read More
Client Spotlight: Tansect Tansect is a leisure-based Travel Tech company that focus on the development of technology that is currently not available on the market. Tansect then pairs that technology with actual travel related operations, to enhance both the technology revenue and generate travel related sales and commissions. The company was founded by 20+ year...Read More
The Inner Workings of ETFs By Gil Baumgarten, Segment Wealth Management, LLC I wrote last week about the importance of considering taxes in investment strategy. Brokers tend to sweep tax considerations under the rug because they make more money from active strategies which create taxes as a byproduct. Beware if you hear the cliché that taxes...Read More
Client Spotlight – The Latin American Art Fund Paul Hollingworth, a veteran British Investment Banker and financial analyst, is bristling with energy about a new US$50million Latin American Art fund. “I am combining my two passions, art and investment”. Hollingworth has assembled a blue-chip board of directors with a combined 75 years of asset and...Read More
Why Invest in the Blue Economy NOW. Proteus™ will be the future of commercial Ocean exploration. As the International Space Station of the Ocean, Proteus™ will be an essential tool to drive R&D, accelerate innovation, and engage the world with the Ocean. It is imperative we begin to increase research capacity and our knowledge of...Read More
Family Office Networks Announces Series A Capital Raise To Fuel Fintech Expansion Palm Beach, FL – (March 3, 2021) – Family Office Networks, the largest collaborative family office community in the world, announced today that it is embarking on a Series A capital raise to fuel business expansion in order to meet increased demand from its fast-growing...Read More
Big Tax Changes Proposed but Not Likely By Gil Baumgarten, Segment Wealth Management, LLC With the changing of the guard at the White House now complete, the new administration has turned its attention to our tax code. President Biden has proposed significant tax rate changes, including an increase in the highest bracket from 37% to 39.6%....Read More
Trevian Capital: CRE Bridge Lending Strategy Trevian Capital successfully held its first close of Trevian Capital Debt Fund, LP (the “Fund”), an open-ended fund whose investment thesis is the same as the one that Trevian has honed over the past eight years. Trevian Capital, founded in 2013 by Michael Hoffenberg, is an established middle-market real...Read More
