Sat.Mar 19, 2022 - Fri.Mar 25, 2022

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Keeping It Simple

A VC: Musings of a VC in NYC

Investing is humbling. At 60, with 35 years of venture investing experience, I still get most things wrong. Which is why I like to keep things simple. And when I do I am rewarded. My friend Gordon asked me last night how I got into Bitcoin. I told him the story of how I bumped into Rikki Tahta walking through the garment district in NYC in the spring of 2011 and Rikki told me he was working on a Bitcoin startup.

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FTfm: Fixed Income

Financial Times: Moral Money

Fears rise over ‘greenwash’ bonds, central banks weigh dangers of inflation and war ‘shocks’, Salvadorean bitcoin bond set for baptism of fire, and ‘dry powder’ loan funds struggle to find a home

Banks 89
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How to Leverage Facebook Ads for Financial Advisors!

BlueMind

Category: Business Growth. Everyone in this world lays preference to quality over quantity for most things that matter in life. The same can be said for financial advisors looking for quality leads as opposed to simply generating leads. This article covers some key aspects and how to use Facebook Ads for financial advisors. When attempting to generate leads via Facebook, it is essential that your marketing campaign is well thought out and you have a solid strategy in place.

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What are the Limits for My Investing and Spending Accounts?

Walkner Condon Financial Advisors

As Spring springs and we approach the end of the first quarter of 2022, it is a good time to familiarize yourself with the changes to the more popular savings vehicles. It is imperative to understand the basics of these accounts to avoid mistakes, as the penalties can be quite onerous. This is not an exhaustive list, but it is a good place to start. .

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83(b) Elections: What they are, and What You Need to Know

Zajac Group

When you receive equity compensation in the form of restricted stock, non-qualified stock options , or incentive stock options, you may have the opportunity to make an 83(b) election. In short, an 83(b) election is used to cause a taxable event to occur sooner than it otherwise would by making the election and making the IRS filing within the appropriate timeframe (the election must be filed with the IRS within 30 days after the grant of restricted stock or early exercise of an option).

Taxes 52
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India’s energy boom: Cause for hope or fear?

Financial Times: Moral Money

Plus, Australia faces carbon credit system ‘fraud’ claims and the latest corporate moves in Russia

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Fears rise over ‘greenwash’ bonds

Financial Times: Moral Money

Market participants in the environmental lending market want assurances on standards

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A turning point for corporate climate disclosures

Financial Times: Moral Money

Plus, BlackRock’s message to Samsung on climate

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SEC’s proposed climate rule hangs in the balance

Financial Times: Moral Money

Plus, Big Four under pressure and Asian banks lag behind in the emissions reduction race

Banks 65
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Goldman and Kirkland & Ellis halt new business with oligarch-linked firm

Financial Times M&A

At least four-fifths of Pamplona Capital Management’s funds come from Mikhail Fridman’s LetterOne

Capital 68
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Fund houses buy up ‘alts’ specialists to move beyond equities and bonds

Financial Times M&A

Asset managers add private strategies to grab share of market worth $15tn and growing

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The private equity firm rattled by sanctions on Russian oligarchs

Financial Times M&A

Plus, Toshiba shareholders divided at an extraordinary shareholder meeting and Everton FC’s oligarch-linked owner puts up a real estate listing

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Anaplan agrees $10.7bn sale to private equity firm Thoma Bravo

Financial Times M&A

Deal announced after enterprise software company was targeted by hedge fund-led activist campaign

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Buffett dips into Berkshire’s $147bn cash pile

Financial Times M&A

Plus, CVC snubs London for Amsterdam and a veteran activist steps in as Nielsen’s white knight

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Follow the ‘Money Men’

Financial Times M&A

Plus, Jamie Dimon finds himself on the bad side of shareholders

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Activist shareholders battle Toshiba in critical vote on company’s future

Financial Times M&A

Japanese industrial conglomerate could be forced to open talks on a take-private deal

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Apple buys UK fintech start-up Credit Kudos

Financial Times M&A

Purchase suggests US tech giant will launch greater push into credit services

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NMC sells stake in Saudi medical group as it prepares to exit administration

Financial Times M&A

Former FTSE hospital operator collapsed in 2020 after disclosing more than $4bn in debts

Stakes 49
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The other Orcel

Financial Times M&A

Plus, Warren Buffett snubs Goldman Sachs in his offer for Alleghany

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Berkshire Hathaway: acquisition takes Buffett back to his roots

Financial Times M&A

Property and casualty insurer Alleghany even resembles a version of Berkshire

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ESG fund boom masks mispricing dangers for investors

Financial Times: Moral Money

Credit risks in the field can be hard to quantify in the field of ethical borrowing

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Sustainable investing boom prompts fierce fight for talent

Financial Times: Moral Money

Fund managers poach staff and push up pay in effort to attract and retain a small pool of ESG experts