A VC: Musings of a VC in NYC

MAY 11, 2022

Investing in founder-led businesses is comforting to me. They have the ability to see the forest through the trees and do what is necessary to evolve the business. Two great examples of this are Microsoft in the mid 90s and Facebook a decade ago. Microsoft had spent more than a decade competing and winning the desktop software market and then Netscape came along and presented an entirely new market opportunity that had both major upside and major downside for Microsoft.

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Public Companies Shareholders Companies Investing 121

This is going to be BIG.

MAY 9, 2022

I’ve been asked by portfolio companies and plenty of others about how they should be changing their strategy given the stock market pullback and what they’ve been hearing on “VC twitter”. My answer depends on whether the company would answer yes to any of the following questions: 1) Did you raise an overpriced round in the last 18 months—one you know was over the top?

Financing 97

Financing Finance Startups Capital 97

Financial Times M&A

MAY 13, 2022

Tesla chief questions fake accounts on social media site, leading to share price drop and new doubts over takeover

Accounting 98

Accounting 98

Sara Grillo

MAY 9, 2022

Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.

Portfolios 72

Portfolios Consultants Consulting Taxes 72

Financial Times: Moral Money

MAY 10, 2022

Largest asset manager plans to part ways with activists on proposals it deems micromanagement

Shareholders 98

Shareholders Asset Management Assets 98

A VC: Musings of a VC in NYC

MAY 13, 2022

I blogged about the $1k Project For Ukraine a couple of months ago. Since then over 5,000 families in Ukraine have gotten a $1k gift, no strings attached, to help them survive during this crisis. That is $5mm of direct aid to families in Ukraine. Yesterday, Stewart Butterfield, the founder of Slack, tweeted that he and Jen Rubio will be matching another $2.5mm of $1k donations over the next 48 hours, starting at mid-day yesterday. "All” means no need to tweet receipts (or even read this): we

Funds 71

Funds Investing 71

Walkner Condon Financial Advisors

MAY 13, 2022

The market weakness in 2022 has continued to accelerate, driving equity prices lower. While it may feel like a pretty extreme selloff, the S&P 500 selling off 15% is fairly normal, occurring every 2.5 years. Even if we reach a “bear market”, defined as a 20% or more decline, this will occur on average every 4 years, so we are experiencing a phenomenon that is relatively frequent.

Stock Market 52

Stock Market Stock Market Assets Returns 52

Financial Times: Moral Money

MAY 11, 2022

The US fund manager has given itself a pass on knotty environmental issues

Capital 96

Capital Funds 96

Integrity Financial Planning

MAY 11, 2022

What should Gen X being doing right now as they inch their way closer to retirement age? We talk through what decisions you might have and how to make the most of them. Have some extra cash and want to gain a guaranteed return? I bonds are about to go from 7.2 percent to 9.6 percent. There are some stipulations, but is this a good idea to combat inflation ?

Taxes 52

Taxes Assets Accounting Returns 52

Financial Times M&A

MAY 13, 2022

Tesla chief executive blames bots, but some think he is looking for a better deal — or an excuse to walk away

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Conneqtor

MAY 12, 2022

How to achieve work life balance for financial advisors Being a Financial Advisor has historically been a profession, at least in the early years, where one had to work way over 40 hours a week, miss special moments with their loved ones, spend nights and weekends on the road, all while not having a consistent… Read More »

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Advisor Rankings

MAY 11, 2022

Unless you happen to be a gifted writer, there is nothing simple or painless about writing blog posts. Finding an idea, collecting your thoughts, and then communicating them in an interesting way that someone will actually read feels reminiscent of a dentist visit for many of us. Yet business blogging is an important part of marketing today. According to research the more your firm blogs, the more visitors you’ll attract to your site… and the more possibilities there are of generating lead

Best Practices 52

Best Practices Education Companies 52

Indigo Marketing Agency

MAY 11, 2022

When was the last time you updated your website? Quick question: If you could wave a magic wand and change one thing about your website, what would it be? . Maybe you wish you could…. Own your site outright (because you’re sick of paying hundreds of dollars per month to “rent” it from a site like FMG Suite). Generate more leads (because your traffic’s gone flat and no one is finding you online).

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Financial Times M&A

MAY 7, 2022

Billionaire co-founders grew close to Todd Boehly during their unsuccessful bidding battle for debt manager CBAM

Bidding 92

Bidding Buyout Debt 92

Covisum

MAY 11, 2022

Many retired Americans find Social Security benefits confusing, especially when trying to understand possible tax consequences. In fact, retirees could face paying taxes on up to 85% of their Social Security benefits because combined income from Social Security and other income streams can quickly push them above the thresholds for taxes to apply. Additionally, the number of beneficiaries who are required to pay Social Security income tax is rising, and it will continue to grow.

Taxes 52

Taxes 52

BlueMind

MAY 10, 2022

Category: Client Relations. To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients with a unique and extraordinary advisor-client experience.

Financing 52

Financing Finance Banks Accounting 52

Diamond Consultants

MAY 10, 2022

Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel “hopeless,” according to Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee in Princeton, NJ. For years, many have been operating under the assumption that successors who “inherit” or “buy” a book from a retiring advisor are stuck until their succession obligation has completely forgiven.

Best Practices 52

Best Practices Legal Assets 52

Financial Times M&A

MAY 9, 2022

Marlboro seller close to acquisition of maker of snus tobacco pouches in further shift away from cigarettes

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Advisor Rankings

MAY 7, 2022

What is a Citation? A Citation is an online business directory where you can register your business. Although they play less of a role in Local Rankings than they did a few years ago, there are still benefits to creating citations. Local Search Rankings: The more places that your business is accurately “cited”, the easier it is for the Search Engines to find your business, and the more confidence they have in listing it on the search engine results pages.

Best Practices 52

Best Practices Financial Services Assets Accounting 52

Financial Times: Moral Money

MAY 9, 2022

Plus, Bluebell Capital’s action against chemical group Solvay highlights an ESG-linked activist trend

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Walkner Condon Financial Advisors

MAY 10, 2022

In the world of investing, it is important to have your money and securities held securely. The vast majority of these investments are held through a custodian. These custodians – Fidelity, Charles Schwab, TD Ameritrade, and others – are often custodian banks and are in the business of protecting clients’ assets and facilitating the tracking of the trades and transactions the client needs to execute in their accounts.

Bidding 52

Bidding Mutual Funds Exchange-Traded Funds Banks 52

Financial Times M&A

MAY 11, 2022

Latest effort to consolidate British mobile telecoms comes as activist investor exerts pressure

Investors 93

Investors 93

A VC: Musings of a VC in NYC

MAY 9, 2022

Tech:NYC is launching a new initiative, Tech Year NYC , which helps young people from underrepresented backgrounds get access to careers in NYC’s fast-growing tech sector. Tech Year NYC is a rollup of several existing city programs into a single point of entry and engagement for tech companies and students. The idea is to make it easier for local tech companies to engage with this population and easier for the students to get access to these pathways to jobs.

Companies 93

Companies Education 93

Financial Times: Moral Money

MAY 13, 2022

The growth of stakeholder capitalism complicates today’s calculations

Capital 52

Capital 52

Dear Mr. Market

MAY 9, 2022

Dear Mr. Market: We’ll open this letter to our friend “Mr. Market” by stating one thing that will be very obvious in six to 12 months. 90% of people reading this article will have gotten it wrong. It’s not your fault though…it’s the way our minds are wired and the content we’re constantly being fed. Regardless of your current market strategy it’s times like this that will test the most patient of long-term investors.

Stock Market 52

Stock Market Stock Market Investors Accounting 52

Financial Times M&A

MAY 9, 2022

Chair of country’s biggest steelmaker says PM Modi values ‘nationalistic’ companies

Bidding 98

Bidding Companies 98

H.I.G. Growth Partners

MAY 9, 2022

Scott Hilleboe Managing Director shilleboe@HIGgrowth.com H.I.G. Growth Partners One Sansome Street 37th Floor San Francisco, CA 94104 P 415.439.5500 F 415.439.5525 www.HIGgrowth.com SAN FRANCISCO – May 9, 2022 – H.I.G. Growth Partners (“H.I.G.”), the dedicated growth capital investment affiliate of H.I.G. Capital, is pleased to announce that it has led a $120 million round of total financing, inclusive of debt and equity, as part of the Series E funding for Pyramid Analytics (“Pyramid”), a next-

Funds 40

Funds Leveraging Capital Capital Investments 40

Financial Times: Moral Money

MAY 13, 2022

Plus, Extinction Rebellion’s US aggression heats up

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Financial Times M&A

MAY 10, 2022

EU regulators likely to require a package of ‘remedies’ to protect booksellers and authors over Lagardère deal

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Financial Times M&A

MAY 11, 2022

Move by private equity pair paves way for showdown with Bain in acquisition of Japanese group

Bidding 91

Bidding 91

Financial Times M&A

MAY 12, 2022

Critics concerned over potential influence of Roman Abramovich’s team in process

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Financial Times M&A

MAY 11, 2022

Acquisition pushes US-based company further into market for tobacco-free alternatives to cigarettes

Companies 82

Companies 82

Financial Times M&A

MAY 8, 2022

India’s biggest conglomerate spent almost $1bn on first-quarter dealmaking

Conglomerates 93

Conglomerates 93

Financial Times M&A

MAY 13, 2022

Walking away from the transaction altogether could be costly for both parties

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