Charles Muhlbauer

InvestorCOM Inc. is hosting an in-depth webinar series focused entirely on helping you understand the new DOL Rule and its impact on your practice. Join the first webinar led by industry leaders Tom Selman, CFA, Carol McClarnon, Issa Hanna, Parham Nasseri, CFA, and Randy Barnes. 🕐 Time: 11 am PT / 2 pm ET 📅 Date: May 9 🔗 Register today: https://lnkd.in/g4vyRHHZ What you'll gain: 🔹 Regulation Overview: Analyze the updates made to PTE 2020-02 and the newly published Retirement Security Rule, PTE 84-24 🔹 Insider Knowledge: Hear from the industry's foremost experts about what is expected of firms by the September deadline 🔹 Practical Solutions: Learn the best, most cost-effective technology solutions to swiftly and easily meet the new standards

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MacNicol & Associates hosted a webinar on April 26th, 2024, where the team and the Founder and Chief Investment Officer of Strom Capital discussed macro hedge funds, investing in today’s markets, and much more. Michael Coolbaugh runs and founded Strom Capital, which is located in Virginia. Strom Capital is a component of the Alternative Asset Trust through the Absolute Return Fund. Michael went over inflation, debt markets, equity markets, election cycles, Argentina, and much more. Watch it here: https://lnkd.in/gaZihy6n #hedgefunds #alternativeassets #macroinvesting #investing #markets #globalmarkets #debtmarkets #currencies #commodities

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MacNicol & Associates hosted a webinar on April 26th, 2024, where the team and the Founder and Chief Investment Officer of Strom Capital discussed macro hedge funds, investing in today’s markets, and much more. Michael Coolbaugh runs and founded Strom Capital, which is located in Virginia. Strom Capital is a component of the Alternative Asset Trust through the Absolute Return Fund. Michael went over inflation, debt markets, equity markets, election cycles, Argentina, and much more. Watch it here: https://lnkd.in/gVuZU2jn #hedgefunds #alternativeassets #macroinvesting #investing #markets #globalmarkets #debtmarkets #currencies #commodities

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Here’s what you can expect on the next episode of the Private Equity Value Creation Podcast. This week, we’re talking to one of the largest PE firms: Thoma Bravo. Despite its size, Thoma Bravo has very focused investing criteria and performance benchmarks they use to measure success across their portfolio.  In this episode, we chat with Adam Solomon, Partner at Thoma Bravo, about how they use their wealth of experience and data to approach due diligence, revenue generation, and relationships with founders. Subscribe now so you don’t miss when the new episode drops tomorrow! 🔔 https://lnkd.in/eKSuC4xi

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Adam Solomon, a Partner co-leading Thoma Bravo's Explore team, recently joined the Private Equity Value Creation Podcast for a conversation with Shiv Narayanan. In the episode titled "How to Identify and Scale High-Quality Software Companies," Adam shares insights on our investment approach and driving value creation with portfolio company management teams. ➡ Listen here: https://bit.ly/4a0kkrV

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📣 The Fall issue of Middle Market Growth Magazine's Middle Market DealMaker is out now! This issue explores the shifting landscape of ESG priorities, insights on building corporate governance for AI, opportunities for retail investors, the rise in take-private transactions, and much more. Dive into the digital magazine before it hits mailboxes: https://lnkd.in/g6hEFUKn

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✨ Connection creates value in M&A ✨ As a founder, what stories do you tell to define your culture, your passion, and your vision for the future? Ryan Halls and Emily Blue, CFA share a discussion with Adrian Johnstone, CEO of Practifi on how RIA founders institutionalize their relationship records and knowledge in a season of rapid growth. 🚀

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Over the past five years, we've analyzed roughly 5,000 valuations at FP Transitions, comparing single owner firms to multi-owner firms - and we found something interesting. Single owner firms grew net new clients by 9%. But multi-owner firms? They grew by 20.2%. That's more than double the growth rate 📈 The data speaks for itself. Watch Scott Leak, CFP®, CEPA®, Siena Halpin (Harris), and Eric Godes as they breakdown the Five Building Blocks of Sustainability 👉https://hubs.ly/Q02NGzKJ0 #FinServ #FPInsights #RIA #BusinessGrowth WealthManagement

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This Week in Startups: Secondary pricing signals a potential VC recovery. In the latest episode of the podcast, David Weisburd speaks to Dana Johns of the Division of Investment, Department of the Treasury, State of New Jersey, Tom Loverro of IVP, and Jason Calacanis about recent improvements in VC secondary pricing. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #Pricing #Venture #VentureCapital #VC https://lnkd.in/euc6rTAU

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When building a long and strong relationship with LPs, fund managers need to start on the right foot. Here are the 5 best practices for paving the way for a successful LP-GP relationship. https://okt.to/pNJwkh #AlternativeInvestments #LimitedPartners #InvestmentManagement #investorrelations #fundmanager

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Fitch Ratings is predicting trouble ahead for big corporations... This could be an opportunity for smaller businesses to get ahead of the curve. Is your financial strategy ready? DM me to discuss your game plan. Get personalized guidance from Frederick Your Mentor. Contact me today! 🌐 https://lnkd.in/eVtuPyiF 📩 [email protected] Follow my YouTube for more content like this! ▶️ YouTube: https://lnkd.in/ejQDVj_t #FitchRatings #businessstrategy #corporatecredit #entrepreneurship #opportunity

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Ready to dive deep into RIA practice valuation? Join us for our free webinar on September 24th, where experts Matt Matrisian, MBA and Sandra Cho will provide insights on enhancing your firm’s value. Learn about growth factors, scalable models, and more. Don’t miss this opportunity to connect with industry professionals and boost your firm’s marketability. https://hubs.la/Q02Qt4fY0

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Exits are inevitable. Learn what portfolio company leaders should prioritize in order to maximize investor returns at exit in the latest PE Portco Speed Round. https://go.ey.com/3XJi6KG

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With 75% of #privatemarkets professionals bringing work stress home, it's no wonder more firms are using dedicated technology to replenish that peace of mind... qashqade brings #CFOs: ✅ Guaranteed accuracy ✅ Trust through transparency​ ✅ Peace of mind​ qashqade streamlines and automates fee and waterfall calculations and reporting for private funds, replacing manual processes and unstable spreadsheets. Book a demo ➡️ https://lnkd.in/gX7ANzhr #privateequity #privatecapital #privatedebt #privatecredit #alternativeinvestments #fundaccounting #fundoperations #privatefunds

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The growing array of companies serving the Office of the CFO will gather at Jefferies' Fourth Annual Office of the CFO Summit today to discuss the most important trends, opportunities, and challenges for software companies operating in this space in 2024 and beyond. In preparation for the Summit, we sat down with Evan Osheroff, Managing Director, Software Investment Banking at Jefferies, to explore what is happening in the CFO office today and its implications for software companies and investors. http://spklr.io/6040Qbhn

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LawFi, Inc. is pleased to be highlighted as a start-up customer in Plaid's announcement of their new Plaid Check Consumer Report services. Today, Plaid announced its new Plaid Check FCRA-compliant Consumer Report. We've been working with Plaid to integrate their solution into our legal fee lending platform. LawFi is building the first-of-its-kind Legal Fee Loan decision engine capable of underwriting and making customized legal fee loans at the point of need to close the pervasive Access-to-Justice and Credit Gaps. LawFi will help more than 160 million Americans living paycheck to paycheck, and 30 million small business owners to access the legal services they need by offering meaningful financing options that do not exist today. To bring more financial inclusion to the legal system, we want to develop a credit decision engine that casts a wider and deeper net. We want to make credit decisions based on the true financial health of potential customers, not just a credit score! We want to analyze real-time alternative data sources, not only historic reported credit data. When conducting a personalized assessment, we want to look at employment, income, and alternative non-reported credit and cash flow data, such as how someone pays their rent, cell phone bill, and utilities. The best way to accomplish these goals is to perform a cash flow analysis of the borrower's bank data to help us make decisions. Plaid Check and Prism Data were building the perfect solution to enable the type of reliable and compliant cash flow underwriting we wanted to build into our decision trees and workflows. The solution provides powerful permission-based access to a consumer's bank transaction data without the need for the customer to gather or upload any documents. Data can be accessed, analyzed, and scored in seconds, not days. The service returns more than raw data. It categorizes the transactions and returns valuable insights into employment, sources of income, non-reported payments, and a CashScore to consider in our internal decision models. It will help us make better credit decisions and give potential borrowers the credit they deserve. We are excited to be partnered with Plaid CRA and Prism as we prepare to launch LawFi in the coming months. Please see the Plaid announcement at the links below. https://lnkd.in/eQCTm-8r https://lnkd.in/eqx_sDFn

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At Caravel, we believe that the capital market assumptions used to run your financial plans should reflect the way your firm believes markets will behave. CMPAS provides ours users with a choice between Caravel’s capital market assumptions (Static or Price-Driven) or the ability to upload your own proprietary CMA modeling framework into our Monte Carlo simulation. CMPAS will also notify our users when the latest monthly simulation data becomes available, allowing for financial professionals to perform additional analysis based on current market conditions. #capitalmarketassumptions #models #portfolio #assetallocation

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According to Kiplinger, 1 in 3 accounting firms is set to be owned by private equity. Why? A bigger PE shift toward financial services has accounting firms firmly in the crosshairs. Steady cash flows, opportunity for improvement, and opportunity for scale are all pieces that fit nicely into the investor puzzle. While selling to PE can mean a big payday for firm owners, keep in mind the thoughts of your clients. A big payout now and another (potentially bigger) payout later are enticing to you, but your clients are worried about a focus on profits and cost-cutting, losing service, and losing the personal touch they've become used to. How do you assuage your clients that outside investment is good for them? #accountingandaccountants #cpa #privateequity

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