Chase Marsh

Now with Pat out of the picture, CFO and CPO functions in the face of David Zinsner and MJ Holthaus as interim co-CEOs of Intel could see a faster adoption of AI with optimized ROI. This could see Intel stock price move higher, but how quickly will it recover the lost ground? #risefromtheashes #Turnaround #semiconductors #technology #investment

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🚀 How do serial acquirers realize synergies post-acquisition?  In my recent interview with Alex Prokofjev, CFA, founder of RollUpEurope, we explored the strategies that serial acquirers use not just to buy companies, but to effectively manage them post-acquisition to unlock value and synergies. What happens after the acquisition? Do you integrate these businesses or keep them within a group? How do you make sure the synergies are realized? Alex shared that while buying smaller companies at a discount is attractive, the real challenge lies in what comes next. For many of these businesses, which are often in the $1 to $5 million revenue range, integration isn't always the immediate goal. Instead, maintaining a flexible approach allows for experimentation with new ideas and strategies that wouldn't be possible in a single, standalone business. When these businesses are part of a larger group, it's easier to test new initiatives without the risk of sinking the entire ship. Investing in innovative ideas becomes more feasible, as the impact of any single failure is minimized in the broader portfolio. For HoldCos, success in scaling comes down to having a clear industry thesis and a smart approach to centralization. Key functions like capital allocation, flawless execution of add-ons, and building a strong culture and hiring standards are essential. The approach to integration can vary; for example, Visma keeps its acquisitions decentralized, while Constellation Software sets centralized standards for things like working capital. Check out the video below to hear Alex's insights on how to balance integration and independence post-acquisition and achieve long-term success in a portfolio strategy. For more insights on serial acquisitions and building growth strategies, be sure to visit RollUpEurope and follow their blog. 📖 Read the full interview here: https://lnkd.in/dQEGv6_J #SerialAcquirers #RollUpEurope #PrivateEquity #MergersAndAcquisitions #TechGrowth #BusinessStrategy #ScaleUp 

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📈 New Venture in Crypto: Neoclassic Capital Targets Derivatives and RWA Tokenization 🚀🌐 Exciting news from the crypto world! Michael Bucella and Steve Lee, both industry veterans formerly with Goldman Sachs and BlockTower Capital, have launched Neoclassic Capital in Miami. This new digital asset investment firm focuses on the burgeoning fields of crypto derivatives and the tokenization of real-world assets (RWA), branching into sectors like entertainment, gaming, and social media. Highlights of Neoclassic Capital: 1️⃣ Innovative Investment Focus: Neoclassic Capital aims to capitalize on the rapidly growing market for crypto derivatives and the tokenization of physical assets, providing new opportunities in digital finance. 2️⃣ Strategic Backing: The venture has secured investments from high-profile figures including Jeff Vinik, owner of the Tampa Bay Lightning, and venture capitalists Marc Andreessen and Chris Dixon, showcasing strong market confidence. 3️⃣ Crypto Derivatives Rise: As reported by Forbes, crypto derivatives are increasingly popular, offering an alternative to traditional spot trading and adding depth to the crypto investment landscape. Market Impact and Future Prospects: The launch of Neoclassic Capital comes at a crucial time when the crypto market is witnessing a slight resurgence in venture capital interest, despite the challenges posed by the recent crypto winter. With a focus on innovative crypto marketplaces, Neoclassic Capital is poised to play a pivotal role in shaping the future of cryptocurrency investments. Why It Matters: Crypto derivatives are becoming essential tools for investors seeking to hedge positions and capitalize on market movements without holding the underlying assets. The initiative by Neoclassic Capital to also focus on RWA tokenization reflects a broader trend towards merging traditional financial practices with modern blockchain technology, potentially transforming how assets are managed and traded globally. 💬 What impact do you think the rise of crypto derivatives and RWA tokenization will have on the global financial ecosystem? How will ventures like Neoclassic Capital influence the market dynamics? 🔄 Feel free to share your thoughts and let's discuss the evolving landscape of cryptocurrency investments! 🔗 For more details on Neoclassic Capital and its strategic direction, read the full article here: https://lnkd.in/eHJjQKEV #CryptoDerivatives #RWATokenization #Blockchain #NeoclassicCapital #CryptoInvestments #DigitalAssets #Fintech

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#VolatilityViews 609: "$VIX Calls, $SPX Puts and European Vol Rumblings" with Eurex, Public, Mark Sebastian, Russell Rhoads, PhD, CFA and Noel Smith from Convex Asset Management LLC is now available. Stream from your favorite #podcast platform or listen at https://lnkd.in/euRN3Cxd #Volatility #OptionsTrading $VSTOXX

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Institutional investors are continually seeking ways to optimize their portfolios, manage risks, and capitalize on diverse opportunities. Multi-asset trading has emerged as a cornerstone of their strategies, offering the flexibility and breadth needed to thrive in complex markets. The Case for Multi-Asset Strategies: 1️⃣ Diverse Market Exposure A multi-asset strategy ensures balanced exposure, allowing firms to capture growth in one market while offsetting downturns in another. 2️⃣ Enhanced Portfolio Resilience Diversifying provides a hedge against volatility while enabling investors to pursue consistent returns. 3️⃣ Data-Driven Decision Making With access to advanced analytics and real-time data, institutional traders can monitor market trends, identify correlations, and execute strategies with precision. SWIPE to know how DynTech Powers Institutional Success:

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Banner Ridge’s Anthony Cusano, CFA on taking advantage of information asymmetries in secondaries. In this episode of The Insightful Investor podcast, Banner Ridge Partners, LP Co-Founder and Managing Partner Cusano discusses the growth of his firm, information gaps in private markets, relationships with GPs and success factors in secondary investing, with host Alex Shahidi. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/eDavp-vD

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💡How Hedge Funds are Leveraging Generative AI 🚀 You could say pattern detection or arbitraging the market. No? Then how are hedge funds staying ahead in the game? They’re tapping into generative AI tools for a serious edge. From crunching documents to boosting client communication, AI is making waves. Check out this chart showing the top uses of Gen AI by hedge fund managers. It’s clear AI’s impact goes beyond trading, transforming research, marketing, and client relations. I do have my personal favorites to use or deep dive…or even in-house develop… which are yours? Source: AIMA - The Alternative Investment Management Association #AI #GenerativeAI #HedgeFunds #Fintech #Innovation #Finance #DataScience #ClientRelations #TechTrends #LLM

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"Tokenisation of Real World Assets (RWAs) is getting real as it attracts top players and substantial funding" - great to have XinFin Powering XDC Network supported by TFD Initiative member Securitize - more to come on this front. XDC Foundation TFD Initiative #private #credit #rwa #tokenisation

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End-of-the-year review for the first three funds from Wasabi Ventures Stallions is looking strong. DPI is probably the best measurement of return for a private equity in the alternative asset class. The return per year for Funds 1, 2, and 3 have shown an average over 20% per year returned to investors in that time frame. Combining stallion assets w/ value proposition broodmares from active familes is an investment strategy yielding early wins for the funds.

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Our Founder and Chairman, Rob D. Arnott, dives into market trends, how AI is transforming the workplace, and more on the Investors First Podcast. Don’t miss this fascinating conversation packed with insights. 🎧 Listen here: https://lnkd.in/ecHGWngx #MarketTrends #FinancePodcast #CFA [Disclosures: http://bit.ly/3hT1PuD]

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Happy to announce our significantly updated site, https://vecviz.com/ is live! VecViz provides unique, support and resistance based, machine learning powered, patent pending investment analytics via highly visual and interactive, narrative-element-linked, risk and opportunity cognition enhancing dashboards. The only input to VecViz's analytics at present are daily closing prices. The dashboards are currently operable on the site, free of charge, with no registration required. Some other highlights of the dashboards: ++ Dashboard analytics provided include ticker level VaR and OaR, option fair value estimates, and to pre-empt the question "do all these dash boards together read bullish or bearish" 😶, rankings of expected relative ticker price performance based exclusively on machine learning applied to metrics incorporated into other vecviz analytics.    ++Dashboards providing analytics on the out of sample performance of most of the aforementioned analytics mentioned above are also provided. ++ Analytics coverage of ~150 tickers at present ++ Narrative element coverage of 25 tickers at present (ideally these would be provided by the user or a third party) ++Find a ~2 minute video tour of the dashboards on https://vecviz.com/ FYI's on some minor website technical glitches we aim to resolve as time and resources permit: **A browser refresh is required when first loading the dashboards, and only on that initial load. **The dashboards take about 10-15 seconds to fully load the analytics (refreshed once daily, following market close). **The "click on a ticker" feature of the first dashboard takes about 3-5 seconds to reflect receipt of your click. **The updated vecviz site triggers a warning on the Safari mobile browser, but works without triggering a warning on all other browsers we have tried (Safari desktop, Chrome, Edge). Most of the dashboards are best viewed on a laptop or desktop, but we would still like the blog at least to be viewable on the iPhone. See the image below from our blog providing comments on SPY as of today's close (https://lnkd.in/etNAHh9s), provided as a quick case study of using several of the dashboards. All other blogs at this point relate to methodology, as does the FAQ. Finally, while there is still much to improve upon (as indicated above), our thanks to the recent contacts, former colleagues, and to our friends and family that helped us through advice, efforts and moral support to get the methodology, the site and the dashboards to this point. #investmentanalytics #cognition #investing #trading #stockmarket

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What Does a Typical Deal Look Like with Legacy Land Fund? At LLF, we approach investments with two strategies in mind: 1) Discounted Note Purchase – Think long-term stability with predictable returns. 2) Bridge Loans – Focused on short-term liquidity, ideal for quick opportunities. Each strategy offers distinct advantages, from amortized cash flow to high-yield, short-term interest plays. Whether you're looking for stable, passive income or prefer something more agile and short-term, we structure deals to align with your goals. The chart below gives a snapshot of what you can expect from a typical deal in each category. Our goal is to create opportunities that prioritize security and growth—so if you’re an investor focused on steady cash flow, we’ve got a plan that works. #noteinvesting #mortgagenotes #realestateinvesting 

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Why equity must be part of your portfolio to achieve long term growth.

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Meet Ben Plotkin, a man who wears many hats (and titles) at Stifel. Ben serves as Vice Chairman of Stifel Financial as well as Executive Vice President of KBW and Stifel. He is also involved with Stifel Bank, Stifel Israel, SF Credit Partners, and the Institutional Group. In his own words, “On any given day, I could be dealing with loan committee approvals at Stifel Bank, helping with a bank client at KBW, or on a commitment committee call for an IPO we’re doing. It’s a diverse set of challenges and I wouldn’t have it any other way.” Ben grew up in Miami where his family owned a hardware store and he worked selling everything from tools to lumber. He attributes much of who he is today to his parents and their backgrounds. Both his mother and paternal grandmother were Jewish refugees fleeing persecution – his mother from Nazi Germany, and his grandmother from Russia. Their stories had a significant impact on him growing up and instilled a drive he would possess for years to come. After graduating from Georgetown University’s Law School, he started his career as a corporate lawyer, but quickly realized this path just wasn’t interesting enough for him. In 1987, a head hunter contacted him asking if he wanted to be an Investment Banker with Ryan Beck. “I didn’t know what Investment Bankers did, but I had a pretty good head for business. I told my wife I could go back to practicing law if I fell on my face, but it turned out I was pretty good at it!” Ben quickly rose within the ranks of Ryan Beck and after 10 years became Chairman and CEO. In 2007, Stifel acquired Ryan Beck with Ben as a driving force behind the acquisition. “Ron and I actually outlined the deal on the back of a boat (named ‘The Real Deal’) sitting in New York Harbor. It’s never easy doing large transactions, but it worked out really well as hundreds of ‘Ryan Beck’ers’ are still at the firm today.” In both his professional and personal life, Ben’s ambition is undeniable. He attributes this, and his lifelong commitment to learning and family, to his Jewish-American heritage. This is further reflected in his involvement in organizations outside of work, including The American Jewish Committee, The Young Presidents’ Organization, The Israel Economic Forum, and serving as a Board Member for the University of Florida’s Business School. His marriage of 44 years and relationships with his children and grandchildren are also foundational to his success. So what’s next for Ben, the man who does it all? Professionally, he will continue to go where he’s needed at Stifel. “I don’t know what I’ll be doing, but I know I will continue to contribute.” Outside of work, he plans to maintain his active lifestyle, playing pickleball, boating, snorkeling, and participating in other water activities. He added, “To the extent you keep your mind engaged at work with mental challenges, you need to keep your body working too. Then you’re not going to rust – I would like to not rust.” #PeopleofStifel

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THE FUTURE IS TOKENIZED! 🚀 BlackRock CIO of ETFs Samara Cohen discusses private assets and tokenization. 🟦 Traditional ETFs can't fully incorporate private assets. 🟦 Tokenization offers a way to make assets like farmland and artwork accessible to average investors. 🟦 A three-step process is needed: creating indexes, converting them into investable portfolios, and delivering them to investors. 🟦 Tokenization addresses challenges like data accessibility, valuation clarity, and secondary market liquidity. 🧠 Learn how tokenization could transform investment opportunities. #Tokenization #Investment #ETFs #PrivateAssets #Blockchain #FinTech #RealEstate #ArtInvestment #FutureOfFinance #DigitalAssets

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Did you catch this update from Particula and Security Token Market 🌴? Ratings for RWAs are already here and we’ll make sure they are all in one place at STM.co

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As disgraced FTX founder #Sam Bankman-Fried and #PDiddy languish in the same NY prison, we are all reminded of the power of strong values and authenticity. Strong values and authenticity are essential for long-term success because they build trust, foster loyalty, and create meaningful relationships with customers, employees, and partners. When a business or individual operates with integrity, it establishes a reputation for reliability and ethical conduct, which attracts sustainable support and opportunities. Authenticity ensures that actions align with promises, promoting consistency and transparency. Over time, these qualities create a resilient foundation that can weather challenges, allowing for growth and success driven by genuine commitment rather than short-term gains.

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