Democracy Investments
Democracy Investments Five years ago, I sat down with the head of Wealth Management at one the largest US banks and asked, “The movement supporting socially responsible, ESG and impact investing – I think it is going to be big one day soon. Millennials and Gen Zers are so passionate about having impact. What do […]
Not All ETFs Are Created Equal
Not All ETFs Are Created Equal By Gil Baumgarten, Segment Wealth Management, LLC ETFs have become one of the most popular vehicles for investors, but all ETFs are not created equal; not all ETFs are low-cost, and not all ETFs are particularly liquid. That illiquidity can cause bid/ask spreads that should be part of the cost […]
Client Spotlight – The Latin American Art Fund
Client Spotlight – The Latin American Art Fund Paul Hollingworth, a veteran British Investment Banker and financial analyst, is bristling with energy about a new US$50million Latin American Art fund. “I am combining my two passions, art and investment”. Hollingworth has assembled a blue-chip board of directors with a combined 75 years of asset and […]
Member Spotlight – Wakefield BioChar
Member Spotlight – Wakefield BioChar Founded in 2014 by the late Dr.Thomas R. Marrero and his twin sons, Tom and Tony, Wakefield BioChar is a pioneer in the circular economy via their specialized production of a clean, sustainable carbon called biochar. As a chemical engineering professor at the University of Missouri, Dr. Marrero devoted much of his career […]
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 – 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, […]
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 […]
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 […]
Client Spotlight – The Latin American Art Fund
Client Spotlight – The Latin American Art Fund Paul Hollingworth, a veteran British Investment Banker and financial analyst, is bristling with energy about a new US$50million Latin American Art fund. “I am combining my two passions, art and investment”. Hollingworth has assembled a blue-chip board of directors with a combined 75 years of asset and […]
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 […]