Member Spotlight – Wakefield BioChar Founded in 2014 by the late Dr.Thomas R. Marrero and his twin sons, Tom and Tony, Wakefield BioChar is a pioneer in the circular economy via their specialized production of a clean, sustainable carbon called biochar. As a chemical engineering professor at the University of Missouri, Dr. Marrero devoted much of his career...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
Trevian Capital – Differentiators in a Crowded Market Since 2013, Trevian Capital has provided short-term, first-mortgage bridge loans secured by multifamily and commercial real estate nationwide. Trevian has originated and serviced approximately $575,000,000 in high-yield, senior-secured bridge loans across 68 transactions in 19 states. Trevian successfully held its first close of Trevian Capital Debt Fund,...Read More
Conventional Wisdom on Wall Street By Gil Baumgarten, Segment Wealth Management, LLC Wall Street’s success is often predicated upon the belief that they can predict the future through sheer intelligence and insight. Even if so, I contend that the mere pursuit of investing in the right place at the right time comes with enough disadvantages to...Read More
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
