Rafael Perez

Webinar: How to Get an EB-5 Investor Green Card 🗓 Date: September 9, 2024 🕥 Time: 10:00 AM - 11:00 AM ET 🌐 Format: Virtual Event Interested in securing U.S. permanent residency through investment? Join Scott Legal, P.C. for a comprehensive webinar on the EB-5 Investor Green Card program. Learn about the investment opportunities and job creation requirements necessary to qualify, including the latest updates to the EB-5 Regional Center program. 🔗 Register Here: https://lnkd.in/dxwK6hdd What You’ll Learn: - EB-5 Investment Essentials: Understanding the $800,000 investment threshold and the job creation criteria. - Regional Center vs. Direct Investment: Key differences and advantages of each approach. - Transitioning from E-2 to EB-5: Practical considerations for current visa holders moving to an EB-5 green card. - EB-5 Application Process: Detailed walkthrough of the application steps, timing, and what to expect. - Interactive Q&A: Have your specific queries addressed by our panel of immigration experts. Special Offer: All attendees will receive a free guide to the EB-5 visa process. Join us to navigate the pathways to U.S. residency through investment with clarity and confidence. #EB5Visa #InvestorGreenCard #USImmigration #InvestInAmerica #ScottLegal

2

We’re excited to share a feature interview with ScaleNorth Co-CEO, David Lasky, published this week by “OneGuide”. OneGuide is a PE portfolio acceleration portal highlighting expert authored insights. It’s subscribed to by top-tier PE & VC investors and their portfolio companies for expert growth strategies. In this guide, David discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team. View the link in the comments below. #FractionalAccounting #GrowthStrategy #BPO #CorporateFinance

69

14 Comments

John DiMarco, CFA, Managing Director of Igneo, North America recently spoke with NPM US (New Project Media) on the topic of emerging technologies following the signing of the ADVANCE Act in July. The market for electric vehicles, the development of electric vehicle infrastructure and the promotion of clean fuels as well as nuclear power are all discussed.   Listen here:  https://lnkd.in/ei5rwHWF For professional/ institutional investors only

33

This brief interview is the best summary of Georgetown University Press author Sadek Wahba's forthcoming BUILD: INVESTING IN AMERICA'S INFRASTRUCTURE that I've read so far. It also gives a great indication of how the book is written--straightforward, to the point, with detailed examples from around the world of public-private partnerships in action. Sadek says the book took two years to write, and I love this part of the interview: "Producing the manuscript for Build required Wahba to carve out time on weekends and holidays. 'You wake up early and you give yourself two hours in the morning and then you have to stop. It forces you to be disciplined and to be efficient,' he says. 'Fortunately, my Jesuit education and earning a Ph.D. in economics instilled that discipline and organization—they force it on you, whether you like it or not!'" For me, this book took 17 years to come to fruition, because I first attempted to commission a book on our crumbling infrastructure when the Minneapolis bridge collapsed on August 1, 2007, a few months after I'd just moved there. The first book proposal, by a local professor, centered on municipal tax policies and politics, and was much narrower in focus. The project ultimately fell apart over disagreements over the outline and scope. The second and much more recent attempt, with different authors, had more historical depth than the first, but it was about ten times too long. In retrospect, I'm glad those projects did not work out, because Sadek Wahba's BUILD is much more relevant and interesting than I could have hoped for. It also looks very attractive on the shelf!

6

↗️ Infrastructure fundraising is accelerating, creating large-scale investment opportunities. Although infrastructure still accounts for a relatively small percentage of total alternative assets under management, it boasted a compound annual growth rate (CAGR) of 18% from 2018 to 2023, outpacing any other alternative asset class. Versus Capital has been investing in real assets, including both infrastructure equity and debt, since 2012. ⭐ Contact us today to learn more about the investment opportunities we’re seeing. --- #investing #realassets #infrastructure ---

29

🌟 New CPMO Blog Post Alert! 🌟 https://lnkd.in/gzw_6njC   Announcing our latest Clean Peak Market Outlook (CPMO) blog post! This edition delves into the Massachusetts legislature's storage-related provisions, spotlighting new language that could lead to procuring 5 GW of storage capacity.   Our post outlines the proposed legislative changes, surfaces key questions still unanswered, and explores the potential impact on the market. Another exciting opportunity on the horizon as we gear up for our next round of full CPMO briefings this December!   At CPMO, we’re dedicated to helping our subscribers stay ahead of market dynamics, offering expert insights on how evolving regulations and legislative shifts might influence policy outcomes and pricing expectations. Stay tuned for further updates, including insights on the final Near-Term Resource Multiplier Guideline and the DOER's future procurement schedule. 🔍 Interested in learning more about CPMO or discussing these latest updates? Reach out to [email protected] and [email protected] to set up a time to chat.   #CleanEnergy #EnergyStorage #Massachusetts #CleanPeakMarketOutlook #EnergyPolicy #MarketInsights #CPMO Stephan Wollenburg Jenna Whitney

8

After a comprehensive review of the North American Infrastructure and Project Finance market in H1? Our regional report has you covered. The report covers the market activities, key players, and sectors that have shaped the North American market over the first half of 2024. It also includes insights on M&A, PPP, and capital markets, along with our league table rankings by value and volume. Take a look at the first page below. Interested in reading more? Request access to the full report here: https://lnkd.in/dy_tjByq Featured companies in the report include: TD ING Truist Leucadia National Corporation Marsh Insurance Limited Miller Titerle + Company Nelson Mullins Riley & Scarborough Sidley Austin LLP Stikeman Elliott LLP Cahill Gordon & Reindel LLP Greenberg Traurig, LLP PFM DrivePath Advisors Netherland, Sewell & Associates, Inc. RSM Echelon Capital Greenberg Traurig, LLP #IJGlobalReports #NorthAmericaInfrastructure #NorthAmericaEnergy #InfrastructureRankings #NorthAmericaProjectFinance

6

September 26, we hosted 200 investment, finance and development professionals at our 1 Rockefeller Plaza office, during New York Climate Week. 🗽 Thank you to all who attended and to the panelists for sharing their time and insights. Key takeaways included: ⁃ Despite facing challenges such as cost of capital, inflation, supply chain disruption and scarcity of talent - climate infrastructure businesses, developers and IPPs continue to create significant value for their investors. ⁃ AI / Hyperscale Data Centers and increased computing power are the driving force behind a rapidly increasing demand for power. IPPs have enjoyed an increase in PPA prices as a result. ⁃ This has created opportunity for those developing behind the meter energy solutions. ⁃ Higher levels of investor scrutiny/diligence are here to stay, even as cautious optimism returns. ⁃ In emerging technologies, securing an off-take agreement from a strategic corporate partner early on, is highly advantageous and often transformative to the business’ trajectory. ⁃ Having the right mix of technical, commercial and operational talent is critical when scaling a climate infrastructure business. ⁃ De-risking is not only technological, financial and regulatory - it’s also human capital and corporate governance. Ensuring the right controls and protections are in place keeps investor confidence high. ⁃ Long term value perceived in Geothermal, Alt-Fuels and DG Solar. ⁃ The intersection of real estate and energy continues to evolve with entrants like 3V Infrastructure shaking up the status quo. ⁃ Talent is consistently marked a critical success factor. If you’d like to continue the conversation, please reach out to Tom Perkin or one of the hosting teams. #NYCW #CleanEnergy #Finance #Investment #Development

4

Powerhive to be acquired? - https://lnkd.in/eYkf94in - TSX-listed SPAC Veteran Capital has entered into an LOI to buy the energy and mobility company via a share swap. Gives the firm's venture backers liquidity options. Check out the details. #africa #venturecapital #privatecapital #privateequity #mobility #sustainableenergy #exit Christopher Hornor Tim Woodward John Lefebvre Danny Kennedy Prelude Ventures Toyota Tshusho Tao Capital TOTAL ENERGY VENTURES INTERNATIONAL Louise Soubrier Zachary Ogamba Ayieko

2

Mexico is a key area of growth for industrial and logistics real estate. We explain why: https://ow.ly/chxQ50SB0aZ Capital at risk.

2

Elevar Equity's 2023 Annual Impact Report demonstrates the immense opportunity of focusing on high-priority services for #EntrepreneurialHouseholds (EHs)™. Milestones through 18 Years: ➢ $274Mn+ Elevar capital invested in entrepreneurs building innovative business models ➢ $2.7Bn+ Additional equity capital catalyzed to fuel the economic resilience and vibrancy of  ➢ 55Mn+ Entrepreneurial Households in India & Latin America who have utilized the services from ➢ 50 Elevar portfolio companies contributing to ➢ $43.2Bn+ in Elevar’s Core Transaction Value (CTV)™ This year’s report features: 🚀 Fund II’s full exit and many “firsts” despite market fluctuations and global crises, #resilience; 🔍 Elevar’s Investment frameworks, #ElevarMethod, integrating #ESG + #GenderLens + #SDGs; 📊 6 Entrepreneur perspectives on our “Stages of Organization” framework, #Strategy; 🌍 7 Deep dives into active portfolio companies across #Edtech, #Healthtech, #Agtech, #Fintech; 🌟 1 #EPICOpportunity Report outlining the $8Tn CTV opportunity that exists within the EHs and our vision to unlock it with Enmasse World. 🔗Read the full report here: https://lnkd.in/dBVQXTZC #EquityforEquity #humancenteredcapital #impinv #2023ImpactReport #ImpactInvesting Sandeep Farias, Johanna Gil Posada, Jyotsna Krishnan, Vipul Rawal, Amie Patel, Shobha Venkataraman, Ajit Abraham, Ruchi Ramann, Dilip James, Ramaraj R, Matias Lanus, Kripa Miriam Joy, Shikha Gupta, Nilay Chandra, Debjyoti Paul, Alma Catalina Gutierrez Toledano, Vinay Govindaraj, Shubhra Jain, Vineet Sethia, Raghunandan Bokare, CFA, Pooja Dave, Vaishali Vinod, Andrés Alvarez Vélez, Kartikey Sahu, Tanvi Kudwalli Andrew James Devlyn, Anilkumar SG, Utpal Isser, Aditya Kumar, Priyadarshi Mohapatra, Martin Naor Abraham John

35

3 Comments

Kapitus is delighted to share the news of its acquisition of Ten Oaks Commercial Capital, LLC, a pivotal move in its efforts to support small and medium-sized enterprises (SMEs) throughout the U.S.! 🌟 Located in New York, Ten Oaks is known for its expertise in equipment financing, leasing, working capital loans, and Small Business Administration (SBA) loans. With this acquisition, Kapitus will establish a dedicated Equipment Finance Division, focusing on sectors such as construction, healthcare, manufacturing, and hospitality. By tapping into Ten Oaks' established channels, Kapitus is set to enhance its funding capabilities and initiate on-balance transactions in early 2025. Since its inception in 2006, Kapitus has successfully provided over $6.5 billion in growth capital to nearly 55,000 small businesses, offering a variety of financial products, including sales-based financing and term loans. Looking to the future, Kapitus plans to launch its Equipment Provider Partner Programme, which will connect dealers and manufacturers with customized financing solutions. As securing equipment finance becomes increasingly challenging, this initiative arrives at a crucial time for businesses across the country. #Kapitus #TenOaks #Fintech #SMEs #EquipmentFinance #BusinessGrowth #SmallBusinessSupport Robert Montgomery Kaviya Sekar Elsa El Hachem Bernadette Abel Daniel Marconi Luis Perez Bradley Clark Caprice Archer, CLFP

12

📈 New York Market Close: Key Highlights and Investment Insights 📉 In today's market wrap-up by Aegis Lane Investments, we delve into pivotal developments across various sectors. Here are some standout updates: 🚗 Automotive - Hyundai's Hydrogen Vision*: Hyundai unveils its hydrogen-powered SUV, the Initium, marking a significant step toward a clean-energy future. With a range of over 650 km, this vehicle is set to lead the way in sustainable automotive tech. [Market price: €53.40] 🏦 Financials - Swiss National Bank's Q3 Success: The SNB reported a $6.55 billion profit, driven by returns on gold, bonds, and equities, reflecting its resilience amid market fluctuations. [USD/CHF: 0.86550] 💻 Technology - Siemens' Acquisition of Altair Software: Siemens expands its digitalization strategy with a $10 billion acquisition, enhancing its reach in industrial software for sectors like automotive and aerospace. [Market price: €179.48] 🚙 Retail - *Carvana’s Strong Sales Outlook*: Carvana's shares soar on increased sales, driven by smart pricing and inventory management in the recovering used-car market. [Market price: $207.31] 🎰 Entertainment - MGM Resorts' U.S. Market Challenges: Despite international gains, MGM’s U.S. operations face headwinds in a sluggish Las Vegas market. [Market price: $38.67] Market Opportunities Ahead: - November 1: U.S. Non-Farm Payroll report - November 7: FOMC Meeting - November 15: U.K. Q3 GDP report Note: Insights here are informational; please consult your advisor for investment decisions. Stay informed and stay ahead!

2

In "Embracing the Chill and Preparing for Winter Amidst Energy Possibilities," the new blog explores market shifts to winter planning, highlights trends in the broader energy market, and reviews key PJM regulatory updates. Check out the latest post for valuable insights, and subscribe to receive it directly in your inbox! https://lnkd.in/eCDCX3UH 📩 Subscribe: https://lnkd.in/ee4Rp_jQ

10

Modern Storage Media has published its 2024 Self Storage Almanac, which includes an article on “Self Storage Valuation”, authored by Newmark Valuation & Advisory's Self Storage Co-Leader, R.Christian Sonne, CRE, MAI, FRICS.   “Self-storage land can be difficult to entitle or obtain zoning approval. Municipalities prefer other property types that generate more jobs or retail sales tax revenue. Therefore, if land sales utilized in an appraisal are not purchased and entitled for self-storage, the land component of self-storage can be undervalued.”   ➡️ To read the featured article: https://nmrk.re/3WP7oCC ➡️ For more information on Newmark V&A’s Self Storage Practice Lead by R.Christian Sonne, CRE, MAI, FRICS & Steve Johnson, MAI: https://nmrk.re/3y8QXGQ   #CommercialRealEstate #Valuation #SelfStorage #ModernStorageMedia

10

Our “Optimizing Endowment Pool Tracking” webinar is tomorrow. Learn to: • Apply best practices for stewarding endowment funds • Use fund valuation software and methods to address common conversion challenges Register now:https://bit.ly/3yVONLh

1