Mario Rehayem’s Post

Highly recommend any KC natives check this event out. One of the best ways for former KC folks to learn about what is happening here!

💡 Did you know there's a village that owes its prosperity to a single piece of financial advice? In Quincy, Florida, during the challenging times of the early 20th century, local banker Pat Munroe observed that despite the economic downturn, people continued buying Coca-Cola. Believing in its potential, he advised his clients to invest in Coca-Cola shares, which were then trading at just $19 each. The villagers trusted Munroe's insight and invested in the stock. This decision shielded them from the worst impacts of the Great Depression and economic hardships that followed. Over the decades, the value of their investments soared, turning Quincy into a community with an unusually high number of millionaires. This story underscores the power of trust and the profound impact that sound financial advice paired with research can have on a community. In a time of uncertainty, the villagers' faith in Munroe's guidance didn't just preserve their wealth—it transformed their futures. As we face our own economic challenges today, Quincy's story reminds us of the importance of trusting informed advice, doing our due diligence and staying attentive to potential opportunities. 🚀

#StarMountainCapital was proud to sponsor ACG Tampa Bay's recent networking gala for entrepreneurs, business owners and other constituents in the deal community. This year's event was held at #RaymondJamesStadium (home of the National Football League's Tampa Bay #Buccaneers). At this event, four Mountaineers met with professionals from #PrivateEquity firms, commercial and investment banks, business owners and others involved with investing in and/or working with lower middle-market companies. #TampaBay #Sponsor #ACG Star Mountain’s $4+ billion AUM (committed capital including debt facilities as of 6/30/24) is from a network of investors including U.S. and international institutional investors and qualified high net worth investors seeking defensive, less volatile, higher alpha and less correlated returns. With team members in 20+ U.S. cities, Star Mountain is a specialized #AssetManagement firm focused on North American small and medium-sized businesses investing #Debt and #Equity directly into established operating companies as well as purchasing secondary fund and direct positions to provide early liquidity to investors. Star Mountain is a value-added lender with a team that has strong private equity and operating backgrounds to potentially help its portfolio companies grow in value. Learn more about Star Mountain here: https://okt.to/07S6Ew. #LMM #FundManagers #WealthManagers #InvestmentManagement #Secondaries #PrivateDebt

This post is tasty, but it's not about food. The best moments for me are the ones where we hear awesome feedback about our hQ team, and the community of support we're building within the Q Wealth Partners Partnership. A few weeks ago one of our current Partners joined us for dinner in Calgary with a prospective partner, who is currently at a leading independent dealer. Prior to dinner we had presented a P&L demonstrating the 30-40 Million dollar advantage to joining Q Wealth vs staying on the "80%" payout model, building enterprise value for the big blue dealer and getting none of it. Sure incorporation of some form is coming to CIRO's securities registered dealers at some point, but that alone won't flip the status quo on its head. More on that in a future post (and if you join us for the Canadian panel coming up at Future Proof). There were 30,000,000++ financial reasons to join Q Wealth, but none of those matter as much as the qualitative side - the unparalleled level of support from expertly trained human beings who care, rolling up their sleeves and working FOR you as a seamless extension of your team. What's more, that evening I heard a story that was beyond even my expectations. An "only in Q Wealth" story. PWM Private Wealth Counsel - a QW Partner based in Saskatoon was brining on a Client who was a bit old school and didn't want to sign their docs digitally. The problem was they needed some help with the paperwork and they live in Parksville, BC. Fortunately, Precision Wealth Management - a Q Wealth Partner since 2021 is based in Parksville. Jake Steele, CIM®offered to help and Brittany Sommerfeld rolled out the red carpet to assist the Client every step of the way. There was nothing in it for the team at Precision, except the chance to help out another Partner, and that folks is the magic of the Q Wealth Partnership, making magic of its own. It's exponential... PS - Our favourite dishes at Barbarella's on 8th Ave are the crispy chicken ‘puttanesca’, Cavatelli with Spicy Bolognese, and the Calabrese pizza (ok, so it was a little about food, but we all have to eat!) #wealthmanagement #partnership #Qwealth

🎥 More on Bowery 2.0 with Matt's latest video update. From humble beginnings as a small fund to managing over $250M, Bowery is at a pivotal moment of growth. Matt gives a little bit of a behind-the-scenes of our three-day offsite, what Bowery 2.0 means for you, as shares some new insights available on our website. #BoweryCapital #Growth #TeamBuilding #PrivateDebt #InvestmentStrategies

Spent the evening at the Blue Bomber stadium with Adam Bighill learning about Private Equities and what he does in his "other" life with Pejovic & Associates Private Wealth Management ( Wellington-Altus ). You can tell the focus needed to succeed at the pro football level really comes through for their clients! Truly inspiring! 💪 As a "real estate guy" it really opened my eyes to a different world. It's important to diversify and these guys really know how to balance great returns, safety and liquidity. If you are interested in learning more, DM me and I can set up an intro! and check out those championship rings! 😳 #realestateinvesting #wealthbuilding #wealthmanagement #wealthmanagementadvisor #BusinessSuccess

🎬 We sat down with our #Founder, James Wong, to get his take on the benefits that Funders provide as they pertain to mentorship during the TFC experience. Give this video a watch and let us know what you think in the comments👇👇👇

"They thought they were just having breakfast..." One casual conversation. One mother-in-law who came up in conversation. One million dollars sitting unused for 20 years. But this story isn't really about the million. It's about what happens when we consciously choose ways to break free from "how things are done in our industry." Watch how one financial advisor transformed his business by: Finding his unique voice (involving an orange and an ETF...) Creating genuine connections (over breakfast, not boardrooms) Breaking conventions wisely (and finding pure gold) Watch it here: https://lnkd.in/edwEWi7T Sometimes your greatest opportunities come from being brave enough to do things your way. #BusinessWisdom #EntrepreneurSuccess

Great example of a proactive #muniland issuer that tailored it's go-to-market strategy to more effectively garner potential interest from the strongest buyer in the market right now: professional retail and two-legged retail What are some of the things Erie County did: * Provide early notice of the bond sale to the market * Leveraged a dedicated digital deal page to summarize & make it easy for potential investors to digest (BondLink) * Raised awareness broadly through press release and media (radio, TV, print media, etc) * Raised awareness through social media channels (BondLink) * Dedicated retail order period, and * Retail friendly bond structures developed with the financing team (Masterson Advisors LLC and Jefferies)