Sinopse

CIO Greg Silberman interviews guests and highlights interesting investment opportunities in the private markets.

Episódios

  • How to Structure Solar Deals with CIO Stu Caplan - Part 3

    How to Structure Solar Deals with CIO Stu Caplan - Part 3

    21/08/2020 Duração: 16min

    [Frame - 01:03] State taxes[Frame - 01:03] Is the federal solar tax credit going away in 2020?   For part 1 go --> https://bit.ly/2DTUvB8 For part 2 go --> https://bit.ly/323LkGk This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fe

  • How to Structure Solar Deals with CIO Stu Caplan - Part 2

    How to Structure Solar Deals with CIO Stu Caplan - Part 2

    19/08/2020 Duração: 11min

    [Frame - 00:50] Tenant under NNN (we are obligated to provide power to the building)[Frame - 04:15] Can charge market rates for power instead of selling to the grid[Frame - 07:00] Federal tax credit (26% of installed cost) – no limit?[Frame - 10:04] Accelerated depreciation (Cost of install less ½ federal credit over 5 years) For part 1 go --> https://bit.ly/2DTUvB8 This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and ris

  • Trust and Estate Planning Tips with Frazer Rice - Part 3

    Trust and Estate Planning Tips with Frazer Rice - Part 3

    12/08/2020 Duração: 30min

    [Frame - 01:06] Estate Tax opportunity[Frame - 06:45] Idea- conservation easements[Frame - 15:50] Rapid fire   For part 1 go --> https://bit.ly/33xu5iN For part 2 go --> https://bit.ly/2PEEOzT This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that

  • Trust and Estate Planning Tips with Frazer Rice - Part 2

    Trust and Estate Planning Tips with Frazer Rice - Part 2

    10/08/2020 Duração: 22min

    [Frame - 01:15] Tax planning[Frame - 10:30] Estate planning   For part 1 go --> https://bit.ly/33xu5iN For part 3 go --> https://bit.ly/33Pt7id This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.   The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products.

  • Trust and Estate Planning Tips with Frazer Rice - Part 1

    Trust and Estate Planning Tips with Frazer Rice - Part 1

    06/08/2020 Duração: 22min

    [Frame - 01:35] Frazer Rice – Introduction[Frame - 01:35] Environment: Estate tax[Frame - 12:57] Setting yourself up for 2021 on all tax fronts- especially the state level   For part 2 go --> https://bit.ly/2PEEOzT For part 3 go --> https://bit.ly/33Pt7id This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also

  • Nicholas Gregoriades - Reaching your Full Potential as an Investor and a Man - Part 3

    Nicholas Gregoriades - Reaching your Full Potential as an Investor and a Man - Part 3

    18/06/2020 Duração: 13min

    [Frame - 00:50] Letting Go the Pathway of Surrender – David Hawkins[Frame - 08:30] Africa sci-fi themed movies, Chappie, District 9, Elysium, Black Panther For Part 1 go here --> https://bit.ly/3cV62eS For Part 2 go here --> https://bit.ly/2CatcB7 This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all

  • James Eagle - content marketing for the financial advice and investment management industry - Part 3

    James Eagle - content marketing for the financial advice and investment management industry - Part 3

    09/06/2020 Duração: 14min

    [Frame - 01:00] How do you get your ideas for content .. how do you find creative ways to communicate ideas?   [Frame - 09:50] What is quality for you and why is quality so important?   https://www.eeagli.com/   For Part 1 go --> https://bit.ly/3gLKrsd   For Part 2 go --> https://bit.ly/2Y27d6B   This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They als

  • James Eagle - content marketing for the financial advice and investment management industry - Part 2

    James Eagle - content marketing for the financial advice and investment management industry - Part 2

    04/06/2020 Duração: 11min

      [Frame - 00:55] Financial advisors in the social media age … how do they win[Frame - 08:18] asset managers in the social media age … how do they win https://www.eeagli.com/ For Part 1 go --> https://bit.ly/3gLKrsd This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by

  • James Eagle - content marketing for the financial advice and investment management industry - Part 1

    James Eagle - content marketing for the financial advice and investment management industry - Part 1

    02/06/2020 Duração: 24min

    [Frame - 01:00] James Eagle – Introduction[Frame - 02:50] A bit about you & your background; grew up in England? Moved to Switzerland?[Frame - 07:00] Thoughts on Switzerland – crypto capital?[Frame - 09:47] 5 unconventional lessons I learnt about LinkedIn content https://www.eeagli.com/ This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also

  • Les Baquiran - How to constantly be adding value to institutional LPs - Part 3

    Les Baquiran - How to constantly be adding value to institutional LPs - Part 3

    26/05/2020

    [Frame - 01:00] Remote Diligence and Sourcing [Frame - 04:15] How to engage with clients remotely – stats: will you invest in new manager if never met person[Frame - 10:20] Study abroad For Part 1 go here --> https://bit.ly/2ZkBW0X For Part 2 go here --> https://bit.ly/3e1u9cw Alpine Capital Advisors - http://www.alpineca.com/#writings This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not b

  • Les Baquiran - How to constantly be adding value to institutional LPs - Part 2

    Les Baquiran - How to constantly be adding value to institutional LPs - Part 2

    21/05/2020

    [Frame - 01:05] Distressed and Dislocation - 57.1% investing too soon and asset prices continue to fall; 70.4% invest with subscription line[Frame - 05:33] Asian and Latam Markets –where allocate capital China 40%; India 10%[Frame - 12:43] Private Equity Fundraising - Where would you put your cash today private equity 53.8% - whatdoes ACA look for in a client For Part 1 go here --> https://bit.ly/2ZkBW0X Alpine Capital Advisors - http://www.alpineca.com/#writings   This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes impor

  • Les Baquiran - How to constantly be adding value to institutional LPs - Part 1

    Les Baquiran - How to constantly be adding value to institutional LPs - Part 1

    19/05/2020

    [Frame - 00:40] Les Baquiran – Introduction [Frame - 04:10] Placement agent & advisory firm vs media firm - Why the data hub? [Frame - 06:07] Good pulse on allocator community [Frame - 09:50] what have you learned from 10 years of the Berkshire Hathaway Event? [Frame - 12:00] Pot luck town halls - what have you learned - stats? [Frame - 14:33] Current LP Sentiment and Activity   Alpine Capital Advisors - http://www.alpineca.com/#writings This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors a

  • Turnaround and Restructuring Expert on the upcoming Distressed Cycle

    Turnaround and Restructuring Expert on the upcoming Distressed Cycle

    23/04/2020

    Advice on Distressed Debt Investments and WorkoutsIn this interview with Adam Cohen you will learn:- Which sectors to focus on first for Distressed Investment opportunities;- The effect of Government Stimulus Programs on the Distressed cycle;- What to do if you or your portfolio company(ies) are facing a liquidity crisis. This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering doc

  • Greg interviews Dante Venafro - who started his career on Oracle Blockchain Advisory board - Part 3

    Greg interviews Dante Venafro - who started his career on Oracle Blockchain Advisory board - Part 3

    03/04/2020

    [Frame - 02:17] Other ways technology used to fight covid-19[Frame - 05:32] Other effects – Dollar shortage; curtailment of civil liberties?[Frame - 15:20] Advice for investors regarding your area of tech post- Corona and into future For Part 1 go here --> https://bit.ly/2URUthkFor Part 2 go here --> https://bit.ly/2JydBf4 This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering docume

  • Greg interviews Dante Venafro - who started his career on Oracle Blockchain Advisory board - Part 2

    Greg interviews Dante Venafro - who started his career on Oracle Blockchain Advisory board - Part 2

    01/04/2020

    [Frame - 02:20] Blockchain and supply chain management[Frame - 07:40] Crypto has been disappointing although it’s a long game[Frame - 12:52] Big data and mapping the spread of the genome (AI?)[Frame - 14:57] Other ways technology used to fight covid-19 For Part 1 go here --> https://bit.ly/2URUthkFor Part 3 go here --> https://bit.ly/2wZiPhm This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering

  • Greg interviews Dante Venafro - who started his career on Oracle Blockchain Advisory board - Part 1

    Greg interviews Dante Venafro - who started his career on Oracle Blockchain Advisory board - Part 1

    30/03/2020

    [Frame - 02:17] Dante Venafro – Introduction[Frame - 04:20] What have you learned from your time @ Oracle and elsewhere concerning blockchain solutions and AI in particular[Frame - 09:06] How has landscape changed for tech start ups over last few weeks[Frame - 14:10] What lessons have you learned from this Corona stay at home period – how will that alter the blockchain ai revolution For Part 2 go here --> https://bit.ly/2JydBf4For Part 3 go here --> https://bit.ly/2wZiPhm This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal

  • Greg interviews Restructuring  Turnaround expert Adam Cohen [distressed debt series] - Part 3

    Greg interviews Restructuring & Turnaround expert Adam Cohen [distressed debt series] - Part 3

    02/03/2020

    [Frame - 00:41] Emotions involved in dealing with stakeholders/creditors/owners - deal flow[Frame - 03:55] Over two-thirds of credit portfolio managers expect corporate defaults to increase globally over the next 12 months (International Association of Credit Portfolio Managers) – where is the opportunity for distressed debt investors? For Part 1 go here --> http://bit.ly/2Vj27U4 For Part 2 go here --> http://bit.ly/2Vr829s This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering

  • Greg interviews Restructuring  Turnaround expert Adam Cohen [distressed debt series] - Part 2

    Greg interviews Restructuring & Turnaround expert Adam Cohen [distressed debt series] - Part 2

    26/02/2020

    [Frame - 01:00] Workout and turn around space as it is today and how it changed in the last year[Frame - 03:52] How have you seen the nature of your business change over the last year For Part 1 go here --> http://bit.ly/2Vj27U4 For Part 3 go here --> http://bit.ly/2PBHApW This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective

  • Greg interviews Restructuring  Turnaround expert Adam Cohen [distressed debt series] - Part 1

    Greg interviews Restructuring & Turnaround expert Adam Cohen [distressed debt series] - Part 1

    24/02/2020

    [Frame - 01:02] Adam Cohen – Introduction[Frame - 02:35] Non-financial corporate borrowing has soared to a record high of $9.95 trillion, or 47% of GDP - after years of low interest rates – this has seen an explosion in illiquid private debt at attractive yields --- is it true SMEs still cannot get cheaper bank financing?[Frame - 05:56] What kind of yields have you seen, LTVs, duration, floating/fixed?[Frame - 08:20] How have SMEs used debt? For Part 2 go here --> http://bit.ly/2Vr829s For Part 3 go here --> http://bit.ly/2PBHApW This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable

  • Liz Parrish - Gene Therapy for Healthy Longevity - Part 3

    Liz Parrish - Gene Therapy for Healthy Longevity - Part 3

    18/02/2020

    [Frame - 00:49] Insulin / Sugar[Frame - 04:18] Alzheimer's & how to treat[Frame - 09:55] Designer genes / lifestyle For Part 1 go here --> http://bit.ly/2tR9vdQ For Part 2 go here --> http://bit.ly/2uKMN7G   This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective

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