Cyrus Shirazi

The Florida Funders investment strategy is always informed by what’s happening in the market, using data like each quarterly recap from PitchBook to respond to changing conditions with agility. Here's Saxon Baum's review of 2024 Q1, with insights into the current state of the VC market, a shift toward profitability, early-stage investment and IPO trends, and Miami's role as a leading city in the venture scene. https://hubs.la/Q02vGtCx0

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👉 SUMMARY OF FED MEETING MINUTES (8/21/24): 1. Majority of Fed members believe it is appropriate to lower rates at next meeting if data remains constructive 2. Recent data has enhanced confidence over inflation 3. Several participants considered a 25 bps rate cut in July 4. Majority of participants said unemployment risks are rising 5. Outlook for economic growth in second half of 2024 was marked down 6. Easing too late could unduly weaken the economy The first rate cut since 2020 is coming next month. https://lnkd.in/dYMZpGHF ~~~ #finance #web3 #FED #investors #interestrates #crypto #inflation #startups #stocks #wallstreet #IPOs #QT #VCs #bitcoin #Ethereum #ETF#ETFs #AI

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Is Your Fund Onboarding Slowing Down Your Growth? Speed and efficiency are not just operational goals; they are essential to maintaining investor confidence and capturing market opportunities. Delays and complexities in investor onboarding can lead to: - Frustrated investors - Missed Opportunities With the Plaid Integration with Asset Class: Transform your fund onboarding with direct-to-bank connectivity and streamlined distributions/capital calls. Our integration with Plaid provides: - Instant Capital Calls: Direct bank transfers accelerate fund availability. - Organized Distributions: Simplify how you allocate and track fund distributions. With Asset Class, embrace a system that not only speeds up processes but also aligns with the digital expectations of today’s investors. Ready to enhance your firm's operational efficiency? Click below to see how you can streamline your onboarding and fund management with Asset Class. https://lnkd.in/exeHah9s

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𝐏𝐨𝐥𝐢𝐭𝐢𝐜𝐬 𝐚𝐧𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐞s 𝐚𝐫𝐞 𝐫𝐢𝐩𝐩𝐢𝐧𝐠 𝐩𝐞𝐨𝐩𝐥𝐞 𝐚𝐩𝐚𝐫𝐭. 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐤𝐧𝐨𝐰 𝐡𝐨𝐰 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐭𝐡𝐞𝐦 𝐛𝐚𝐜𝐤 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫? Simple! Add Thanksgiving and sports. 🦃🏈 In the latest episode of The Big Bo $how, our CEO & Founder Jason Blumstein, CFA dives into how the recent presidential election impacts your wallet—with a lighthearted Thanksgiving twist. Here’s what Big Bo breaks down: - What the election results mean for 𝐭𝐚𝐱𝐞𝐬, 𝐭𝐚𝐫𝐢𝐟𝐟𝐬, and 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 - How to make sense of the 𝐡𝐨𝐮𝐬𝐢𝐧𝐠 and 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞 squeeze - The key drivers behind 𝐬𝐭𝐨𝐜𝐤 𝐦𝐚𝐫𝐤𝐞𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 during political shifts And in the 𝑩𝒐 𝑲𝒏𝒐𝒘$ segment, I’ll compare your financial plate to a perfectly balanced holiday feast—pumpkin pie included. 🎃🥧 If you’re ready to cut through the noise and focus on what really matters for your finances, give it a listen. Let’s get after it! 🎧 https://lnkd.in/eP9YgkdP

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1.Small cap program cost is $100k for large return $1m+ in 45 days. ​ 2.Mid cap program min $1m funds must be in tier 1 bank. 3.Large cap trade programs from $10m USD/€ returns depending on amount of investment. 4.Minimum is $100m or euros or Swiss francs - Max 5b Money stays in an tier 1 bank account - Funds are not blocked or frozen (no change of ownership). Bank can be outside of the EU. System ping the account every day Return between 240% and 300% a month, paid weekly. 5.Monetisation of SBLC’s from rated banks min $5m USD/€ 6.Trade program for crypto investors min 1m valuation of crypto. 7.Loan for Crypto owners from European bank for trade. I will only deal with owners or the mandate(1) person away from the owners no broker chains accept. Commission secured. PM here or WhatsApp (+61-457-515-591) to discuss further.

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UPDATE for TOMORROW🚨 Join us for an exclusive masterclass with Alternative Wealth Partners, LLC founder, Kelly Ann Winget: "The Everyday Millionaire's Manifesto: Investment Strategies for 2025" 📅 November 21st, 10 AM PST Learn from a pioneering force in alternative investments who has raised nearly $1B in private capital! Kelly Ann, featured in Forbes, NYT, and Fast Company, will share game-changing insights on: 💡 Key Focus Areas: Mastering non-correlated assets across multiple sectors Institutional-grade investment strategies Capital raising expertise Portfolio construction for market volatility Perfect for VCs, founders, and investment professionals ready to transform their approach to wealth building. Limited spots available! Register here: https://lnkd.in/ex-qbEii For those who've already registered, we are post-poning our Masterclass with Naseem Sayani to a later date. #StellaMasterclass #AlternativeInvestments #VentureCapital #Masterclass #FinancialEducation #WomenInFinance

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Private Equity executives, are you facing operational discipline and profitability challenges in your portfolio companies? Brien Davis from Altacrest Capital shares how Chief Outsiders brought strategic clarity to Barton Watch Bands. By reducing SKUs from 16,000 to 4,800 and cutting costs, we helped instill financial discipline and set Barton on a clear path to profitability. Access the case study: https://bit.ly/3Wx8vES #PrivateEquity #MarketingStrategy #BusinessStrategy

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The interval fund marketplace consists of 220 interval and tender offer funds with $140bn in net assets and includes 128 unique fund sponsors, with 38 firms having two or more funds. There are also 42 interval and tender offer funds currently in the SEC registration process. Data as of 3/31/24. The research team at XA Investments LLC is pleased to share with you our XAI Interval Fund Daily Observations. To read the recently published Q1 2024 XA Investments LLC Quarterly Market Updates for Non-Listed CEFs and Listed CEFs, please visit the CEF Market Research page (link below) of XAI’s website and click 'Subscribe' for access to XAI’s new online research portal and pricing info. The in-depth reports provide actionable insights and consolidated data, including market statistics, IPOs, recent fund filings, sponsor data, and market overview. #IntervalFunds #XAIConsulting https://lnkd.in/eVxmcaVC

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We’re thrilled to unveil our first speaker for the upcoming Trend Watch: Harris vs. Trump - Gauging Sector and Market Implications on September 11th, 2-3 PM BST. Daniel Kern, Chief Investment Officer at Nixon Peabody Trust Company, will be sharing his insights. Dan leads investment strategies and portfolio management. Before joining Nixon Peabody Trust Company, Dan was Managing Director and CIO at TFC Financial Management in Boston. Earlier roles include President and CIO at Advisor Partners in San Francisco and managing over $3 billion in mutual fund assets at Charles Schwab Investment Management. Daniel will delve into: -Trade policy and potential tariffs -Inflation Reduction Act’s impact on clean energy, EVs, and drug pricing -Tax policy implications for corporates, asset managers, and real estate firms -Oversight and capital rules for banks -Antitrust policy and its effects on Big Tech and M&A Seize this opportunity to gain expert insights upon your return from summer holidays, ensuring you enter Q4 with well-informed with forward-thinking strategies to enhance your investing approach. Register here to join > https://lnkd.in/ezaqiV6n #TrendWatch #InvestmentInsights #MarketTrends #Geopolitics

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Purpose-Built Solutions for Private Credit Pros 📈💼   After countless discussions with private credit managers, we've noticed a common thread: Once they manage more than ~3 funds, operations and compliance problems during funding and closing begin to pile up. Why does this happen? Two main reasons. 1. Pipeline deal data is unstructured and stuck on CRM island, while underwriting research like commentary, financial metrics, and approvals is scattered across emails and shared drives. This data is crucial for tracking eligibility, compliance, and portfolio management, leading to duplicate entry and constant ad-hoc requests.   2. Allocation compliance in Excel is manual and repetitive. Compliance calculations must consider daily holdings and unfunded commitments. Any change in one fund requires manual re-adjustment across all funds. Real-time updates are tough, and audit documentation is nearly impossible, causing major business interruptions during audits. The reality? These challenges don’t just make your job harder; they limit your ability to scale efficiently. At LevPro, we understand these pain points and have built a vertically integrated platform with a credit-centric data model and the flexibility to tailor it to the bespoke needs of your private credit business. 💡Curious to see how it works? Check out our website or schedule a demo: https://lnkd.in/e-2VV3Ew #PrivateCredit #PortfolioManagement #LevPro #CreditDataModel #PrivateCreditTechnology #PortfolioTech #FrontOfficeSolutions #DirectLending #CreditMonitoring

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Webinar: Learn about Two Portfolio Diversifiers that Actually Diversify! Join Rodrigo Gordillo & Corey Hoffstein to learn to elevate your return stacks with the combined power of managed futures Trend AND Carry. Learn about their historical diversification characteristics and behavior across market regimes. We’ll explore: • Trend & carry strategy fundamentals • Historical diversification patterns • Market regime analysis • Real-world examples Register now to save your seat: https://okt.to/QWm9tX

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Principal in Investor Relations Joins NYC’s Premier Technology Growth Equity Firm Hudson Gate Partners successfully placed a principal in investor relations at one of NYC’s premier technology growth equity firms. Connect with Dana Feller to discover how Hudson Gate Partners can assist in your executive search needs. #investorrelations #technology #executivesearch

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Curious about what goes into private credit deals? Don’t miss our webinar, Inside the Deal Room: Unlocking Private Credit with Percent, on Nov 21 at 5 PM ET! Join Percent’s deals team as they demystify our investment process and share insights into how institutional-grade private credit deals are sourced, vetted, and managed. 💡 Key takeaways: - Our rigorous deal selection criteria - Risk management techniques - Real case studies and active monitoring strategies - Live Q&A with our deal experts! Register now and take the first step to becoming a more informed investor: https://lnkd.in/dUygJ2nK #PrivateCredit #Investment #Webinar #Finance

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Curious about the future of securities offerings? Here's what we'll discuss at the Reg A Conference: - Emerging Trends in Crowdfunding: Insight into the latest developments in online dealmaking and the impact of evolving technologies. - Understanding Deal Structures: A deep dive into the composition of deals, discussing strategies to maximize success in today’s market. - Regulatory Updates: Updates on changes in the regulatory landscape that affect Reg A and crowdfunding deals. - Cost Management: Best practices for managing fees and expenses throughout the deal lifecycle. - Networking Opportunities: Engage with a diverse group of finance professionals, issuers, and deal advisors to expand your professional network. Join us at this crucial gathering of industry leaders and financial innovators. We'll delve into the impact of technology on investment processes, offering insights and leading discussions on advancements that are reshaping the financial landscape. This conference is your opportunity to network with experts and gain invaluable insights into the regulatory and technological developments driving our industry. The event is in 2 weeks - we hope to see you there! https://lnkd.in/e6vJ9amn #EquiDeFi #RegAConference #capital #crowdfunding

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📲 This month's Arca Crypto Market Call features Jeff Dorman, CFA, and Analyst Nick Hotz, CFA, who will dive into major themes impacting the crypto market, including: 🪙 Unpacking the August 6 market dislocation 🪙 Macro commentary and recessionary predictors 🪙 The 2024 presidential election and its impact on digital assets 🪙 Crypto winners and losers in July Register today for the August 8 call. 👉 https://lnkd.in/eTCVDQeY This series is designed for individuals who want to better understand digital assets by going beyond the headlines to explain the factors that drive the industry, supported by data and graphs.

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📢 Don’t miss the Nicsa 2024 Asset & Wealth Management Summit, happening October 29-30 in Boston! 📅 Secure your spot: https://lnkd.in/e6P6h5hy This year’s theme focuses on AI and alternative investments and how they are reshaping the future of the industry. Learn from top C-Suite executives and thought leaders, with expanded sessions designed to give you practical, actionable insights. Plus, take advantage of unmatched networking with industry peers and leaders. Don’t miss your chance to stay ahead—register now! #NicsaSummit2024 #AI #AlternativeInvestments #AssetManagement #WealthManagement #NicsaEvents #IndustryLeaders #Innovation

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You don’t achieve tax alpha with one swing of the bat, said this week’s guests on WealthTech on Deck.   Rather, it requires continuously applying time-tested practices like asset location, rebalancing, and tax harvesting across all the accounts in an investor’s portfolio. And to do that, advisors need strong technology in their bullpen. Mark Hoffman and Paul R Samuelson of LifeYield talked with host Jack Sharry about tax-smart, multi-account portfolio management, and technology to help advisors quantify its benefits to clients, even skeptical ones. Addressing advisors, Samuelson said: “The real opportunity in looking at all the household assets is that you're going to be able to pick up some of the client accounts that have been unmanaged or very poorly managed. And so it’s both an opportunity for the advisor, (and) it's a real service to the clients.” https://lnkd.in/dPp6cbEy

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