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Sustainability… How we see it

Sustainability… How we see it Sustainability means creating value both now and, in the future Sustainability means meeting the needs of the present day without jeopardizing the needs of future generations. It is not just about the environment; it is also about meeting social and economic needs as well. Some of the primary goals of sustainability include ending poverty and […]

Member Spotlight – Bunkport Partners

Member Spotlight – Bunkport Partners Investor behavior has remained consistent for more than 100 years.  Investors still overreact to bad news and underreact to good news.  They also continue to sell their winners too quickly, while holding on to their losers for too long.     What has changed significantly is the fabric of the equity markets.  JP Morgan estimates […]

Introduction to Alumni Ventures Group (AVG)

Introduction to Alumni Ventures Group (AVG) Finally, individual investors can enjoy access to diversified venture capital portfolios and exclusive syndicated venture deals. Alumni Ventures Group (AVG) provides accredited investors and family offices with venture deal flow from established venture capital firms like Kleiner Perkins, Andreessen Horowitz, NEA, and Sequoia. Offering a variety of fund and syndicated […]

Synergy Disc: Corporate Summary

Corporate Summary Synergy Disc Replacement Inc. (SDRi) is a medical device technology company founded by a Canadian Neurosurgeon that is dedicated to designing and commercializing next generation, minimally invasive spinal technologies.  SDRi’s marquee technology, the Synergy Disc®, is the only artificial disc currently on the market that addresses motion and alignment for the treatment of […]

Client Spotlight – Simplifyy

Client Spotlight – Simplifyy Paul Worcester, Founder and CEO of the first modern Property Management solution, Simplifyy, began his career investing in multifamily real estate in 2008 together with his two brothers in Oregon. Over the course of 12 years, he has built a portfolio of over 4,000 multifamily apartment units and relocated to Kansas […]

Family Office Banking

Family Office Banking Barbara M. Gilbert, Vice President, Valley Bank, Proud Bankers of Family Office Networks, Barbara Gilbert has had over 25 years in wealth and banking experience and over 10 years, speaking on Family Office trends and studying their different models. When you think about what really makes a good bank, or a good […]

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