PE Hub
MAY 19, 2023
360training is an online regulated training provider. The post PE-backed 360training acquires two medical training and workplace safety providers appeared first on PE Hub.
The Reformed Broker
MAY 17, 2023
Just wanted to take a moment to recognize the incredible work my media and research teams have been doing to propel The Compound channel past 120,000 subscribers this month. And that 120k is just a fragment of the audience because almost everything we do on video is also on the audio podcast channels too. For those who are new to what we’re doing at the Compound YouTube channel each week, below is the schedule of w.
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The Big Picture
MAY 17, 2023
Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Sentiment surveys in general are mostly useless (except at the extremes). They aren’t merely lagging, backward-looking indicators, but instead, tell you what the public experienced 3- 6 months ago. Beyond short-term extrapolation, they have little to no ability to provide insight into intermediate-term (6-12 months) inflation.
A Wealth of Common Sense
MAY 19, 2023
Each year Gallup performs a survey that asks a group of Americans what the best long-term investment is among the following options: Stocks Bonds Cash Gold Real estate These are the latest results: Real estate has been at the top of the charts for over a decade at this point but it saw a big drop from 2022 to 2023. Following the 2022 bear market stocks fell to third place behind gold.
PE Hub
MAY 19, 2023
Wood Mackenzie forecasts the US community solar market to grow 118% over the next five years. The post Six solar investments for the North American private equity market appeared first on PE Hub.
The Reformed Broker
MAY 16, 2023
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Einhorn, Burry, Buffett – David Einhorn and Michael Burry were buying regional banks in Q1. ►Positive Surprises – “This will upset a lot of gloom and doomers, but oh well” ►Wealth Transfer .
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
A Wealth of Common Sense
MAY 16, 2023
The economic recovery following the Covid-induced recession in early-2020 has climbed the proverbial wall of worry. We’ve experienced the strongest labor market in a generation but the vibes have been off for a while now. Last summer the University of Michigan index of consumer sentiment hit its lowest level on record: That’s lower than it was during the 2008 financial crisis, lower than it was in the early-1.
PE Hub
MAY 19, 2023
Private equity bets on solar energy. The post KKR, L Catterton invests in Restaurant365; Sentinel Capital exits ECM for $1.1bn; 6 solar deals in PE appeared first on PE Hub.
Integrity Financial Planning
MAY 18, 2023
The year 1983 saw the release of some of the most iconic and timeless songs in music history. From pop to rock to new wave, this year had something for everyone. If you are headed into retirement and thinking about setting up a playlist of songs from when you were younger to celebrate, this list is for you. Let’s take a look at some of the best songs of 1983. “Every Breath You Take” by The Police This hauntingly beautiful song, written by Sting, topped the charts in 1983 and re
The Big Picture
MAY 13, 2023
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • He wrote a book on a rare subject. Then a ChatGPT replica appeared on Amazon. From recipes to product reviews to how-to books, artificial intelligence text generators are quietly authoring more and more of the internet. ( Washington Post ) • The Crypto Winter Cost People More Than Their Money : Some acolytes lost faith, others blamed devils—and some went even harder.
Million Dollar Round Table (MDRT)
MAY 16, 2023
By Alan C. Kifer, CFP, LUTCF It’s often challenging for prospects and clients to understand the value we as financial advisors can offer them. Clients get overwhelmed and confused by charts, numbers and myriad financial choices. Part of our job, though, is to make it relatable for them. This is one of my favorite ideas for simply explaining to clients how I can help them.
PE Hub
MAY 18, 2023
BlueCat, based in Toronto, is a provider of mission-critical network and cloud infrastructure software. The post Audax Private Equity-backed BlueCat Networks buys Men&Mice appeared first on PE Hub.
Integrity Financial Planning
MAY 16, 2023
In most cases, you can’t actually keep your money in your retirement accounts forever. Even if you don’t need the money from your retirement accounts, many of them will require you to begin withdrawing from them when you are 73 years old. [1] This is called a required minimum distribution (often shortened to RMD). More specifically, you must start taking RMDs by April 1st following the year you turn 73. [2] The amount you are required to withdraw is calculated by dividing the value of the accoun
The Big Picture
MAY 16, 2023
My Two-for-Tuesday morning train WFH reads: • Miami’s Love Affair With Crypto Is Souring as Bitcoin Faithful Flock to the City : On the eve of the annual bitcoin conference, the city and its mayor have mostly moved on from crypto. ( Wall Street Journal ) but see Crypto’s Most Influential Companies Often Follow Their Own Rules — Even After FTX’s Collapse : A review of practices at 60 of the sector’s most influential companies found many lack basic guardrails. ( Bloomberg ) • The audacious plan to
Million Dollar Round Table (MDRT)
MAY 14, 2023
By Bryce Sanders Many insurance agents and financial advisors have misconceptions about how involvement in the community leads to business. They assume you join an organization, word gets around and people approach you to do business. They assume the business effortlessly finds you. It doesn’t. You need to put in some effort and raise your visibility.
PE Hub
MAY 18, 2023
GoodLeaf is a Guelph, Ontario-based producer of vertically grown, local, sustainable, pesticide-free leafy greens and microgreens. The post Power Sustainable Lios-backed GoodLeaf Farms nabs C$78m in funding appeared first on PE Hub.
A Wealth of Common Sense
MAY 14, 2023
I have a love-hate relationship with historical market data. On the one hand, since we can’t predict the future, calculating probabilities from the past in the context of the present situation is our only hope when it comes to setting expectations for financial markets. On the other hand, an overemphasis on historical data can lead to overconfidence if makes you believe that backtests can be treated as gospel.
A VC: Musings of a VC in NYC
MAY 19, 2023
This is the second post in a row where I am bringing back an old tradition. This time it is Fun Friday, something I haven’t done in about five years. Like last week, the catalyst is our portfolio company Blackbird Labs, which I posted about a few months ago. Blackbird is a platform for the restaurant industry to build loyalty/membership and related business models on.
Million Dollar Round Table (MDRT)
MAY 18, 2023
By Matt Pais, MDRT Content Specialist There are always plenty of variables when it comes to insurance, and disability policies are no exception. Ratings, in particular, can add complexity. Without experience, explaining the complicated nature of ratings to clients can be challenging for advisors. Corry Collins, CLU, CH.F.C. , a 20-year MDRT member from Halifax, Nova Scotia, Canada, has specialized in these products for close to 30 years and knows what to do when disability policies are issued wi
PE Hub
MAY 18, 2023
IES is comprised of Sonic Systems, International Wind, and Amperion. The post Boyne Capital and Breakwater North launch clean energy firm IES appeared first on PE Hub.
The Reformed Broker
MAY 19, 2023
RWM is coming to Austin, TX June 12th-14th @Downtown with more detailsEmail us at info@ritholtzwealth.com subject line “Austin” to reserve a meeting slot! pic.twitter.com/9iSdG4HFf3 — Ritholtz Wealth (@RitholtzWealth) May 19, 2023 Why did we open an office in Austin, Texas? Is it because the city is expected to add another 1.5 million residents by 2040, giving it a population of 4 million?
XY Planning Network
MAY 15, 2023
If you’re thinking about diving into marketing automation for your RIA, or building out a marketing funnel for your financial planning firm, you’re in the right place. Part of a robust marketing funnel is a tech stack that does 3 things: Gives you time back in the day Automates important touchpoints with your leads Doesn’t cost more than it’s worth.
A Wealth of Common Sense
MAY 18, 2023
A reader asks: I have recently shifted a substantial portion of the cash portion of my savings into 3-4 month T-bills to take advantage of higher yields and state tax advantages. As of today, they are all set to mature in June and July. I know a US debt default is highly unlikely, but the risk-averse part of me is still a little nervous about what would happen if Congress actually lets the unthinkable happen.
PE Hub
MAY 19, 2023
Other investors include ICONIQ Growth and Bessemer Venture Partners. The post KKR and L Catterton leads $135m round for Restaurant365 appeared first on PE Hub.
The Reformed Broker
MAY 13, 2023
And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.
Financial Times M&A
MAY 14, 2023
Newcrest board recommends shareholders vote in favour of takeover in latest mining industry consolidation
A Wealth of Common Sense
MAY 17, 2023
Today’s Animal Spirits is brought to you by Global X ETFs: See here for more information on Global X ETFs suite of thematic strategies On today’s show, we discuss: Real estates lead as best investment shrinks, gold rises Investors are nervous – and that could support stocks There is nothing typical for stocks when the Fed stops raising rates Robinhood to launch 24-hour trading on weekdays in stocks and ETFs.
PE Hub
MAY 19, 2023
Handgards is a North American manufacturer and supplier of disposable food safety and hygiene-oriented products for the foodservice industry. The post Wind Point-backed Handgards buys foodservice tableware products EMI Yoshi appeared first on PE Hub.
The Reformed Broker
MAY 19, 2023
Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Morgan Housel, Chris Davis, and Downtown Josh Brown discuss the big wave of AI coming, the most important chart in the stock market, SVB insiders facing scrutiny, the worst startup investment ever, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
Financial Times M&A
MAY 15, 2023
Competition officials in Brussels take different view from UK regulator on cloud gaming market
A Wealth of Common Sense
MAY 15, 2023
Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined again by Jack Neureuter, Research Analyst at Fidelity Digital Assets to discuss listener mailbag questions on crypto and Bitcoin. On today’s show, we discuss: What is the best way to buy Bitcoin? What to do with a high concentration of crypto in your portfolio Crypto v AI applications What drives the price of Bitcoin.
PE Hub
MAY 19, 2023
AMC was founded by Dr. Reza Bolouri while CRA was founded by Dr. William Whitley in 2016. The post NMS recaps clinical research sites AMC Research and Central Research Associates appeared first on PE Hub.
The Big Picture
MAY 13, 2023
This week, we speak with Howard Lindzon , who is co-founder and managing partner of the early-stage seed investment fund Social Leverage. Lindzon also cofounded the social network Stocktwits, which pioneered the “cashtag” (e.g., $AAPL) and today has over 6 million monthly unique visitors; in addition, he has written several books and hosts the podcast “ Panic With Friends.” He explains his first investment into the company behind the Gripp, a stress squeeze ball that ev
Financial Times M&A
MAY 14, 2023
Dearth of IPOs forces industry to consolidate and look to expand its sources of revenue
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