Insurance is a Racket!
Insurance is a Racket! By Gil Baumgarten, Segment Wealth Management, LLC I know that’s a bit harsh, but the odds of most claims are low, and costs are generally high relative to that risk. I’m also a former life-licensed agent from decades ago, so I’m pretty familiar with the math. Being in the investment business, most […]
Trevian Capital – Differentiators in a Crowded Market
Trevian Capital – Differentiators in a Crowded Market Since 2013, Trevian Capital has provided short-term, first-mortgage bridge loans secured by multifamily and commercial real estate nationwide. Trevian has originated and serviced approximately $575,000,000 in high-yield, senior-secured bridge loans across 68 transactions in 19 states. Trevian successfully held its first close of Trevian Capital Debt Fund, […]
Conventional Wisdom on Wall Street
Conventional Wisdom on Wall Street By Gil Baumgarten, Segment Wealth Management, LLC Wall Street’s success is often predicated upon the belief that they can predict the future through sheer intelligence and insight. Even if so, I contend that the mere pursuit of investing in the right place at the right time comes with enough disadvantages to […]
Trevian Capital
Trevian Capital Trevian Capital, founded in 2013 by Michael Hoffenberg, is an established middle-market real estate finance company that provides short-term, first-mortgage bridge loans secured by multifamily and commercial real estate nationwide. With a focus on the $1mm-$50mm middle-market segment, Trevian has originated and serviced approximately $550,000,000 in high-yield, senior-secured bridge loans across 67 transactions […]
Taxes: The Misunderstood Factor
Taxes: The Misunderstood Factor By Gil Baumgarten, Segment Wealth Management, LLC After 35 years of counseling investors, I find that certain investing factors are grossly misunderstood by many. Unfortunately, the most misunderstood is also the most important: Taxes. As the old saying goes, knowledge comes from experience, but wisdom comes from bad experience. Even experienced investors […]
The Inner Workings of ETFs
The Inner Workings of ETFs By Gil Baumgarten, Segment Wealth Management, LLC I wrote last week about the importance of considering taxes in investment strategy. Brokers tend to sweep tax considerations under the rug because they make more money from active strategies which create taxes as a byproduct. Beware if you hear the cliché that taxes […]
Why Invest in the Blue Economy NOW.
Why Invest in the Blue Economy NOW. Proteus™ will be the future of commercial Ocean exploration. As the International Space Station of the Ocean, Proteus™ will be an essential tool to drive R&D, accelerate innovation, and engage the world with the Ocean. It is imperative we begin to increase research capacity and our knowledge of […]
Family Office Networks Announces Series A Capital Raise To Fuel Fintech Expansion
Family Office Networks Announces Series A Capital Raise To Fuel Fintech Expansion Palm Beach, FL – (March 3, 2021) – Family Office Networks, the largest collaborative family office community in the world, announced today that it is embarking on a Series A capital raise to fuel business expansion in order to meet increased demand from its fast-growing […]
AN ALTERNATIVE TO MONEY MARKET FUNDS
AN ALTERNATIVE TO MONEY MARKET FUNDS By Don Ames, Sarasota Family Office Association February is behind us and what a month it was!! All of the major indices reached record highs last month before entering a correction phase. As of March 5, the Dow Jones Industrial Average was up 2.91% year to date while the […]
Trevian Capital: CRE Bridge Lending Strategy
Trevian Capital: CRE Bridge Lending Strategy Trevian Capital successfully held its first close of Trevian Capital Debt Fund, LP (the “Fund”), an open-ended fund whose investment thesis is the same as the one that Trevian has honed over the past eight years. Trevian Capital, founded in 2013 by Michael Hoffenberg, is an established middle-market real […]