Yesterday, TrustCard had the privilege of participating in the San Francisco Bank Attorney's Association Luncheon, where our CEO, Edmond Wong, joined Wendy Lee and Joshua Preston for a dynamic panel on the future of lending and financial innovation and the evolving regulatory landscape within the financial services industry. We sincerely thank everyone who attended and contributed to the insightful conversation. Events like these provide invaluable opportunities to share our vision and learn from others shaping the future of fintech. At TrustCard, we’re redefining the liquidity experience for RIAs and their High-Net-Worth (HNWIs) clients. Through our innovative securities-backed lending platform, we provide liquidity (including on alternative investments) without the need for HNWI clients to liquidate investments, providing financial flexibility, security and preserving AUM for RIAs. We are proud to be at the forefront of this exciting and rapidly changing space, helping individuals and family offices access the financial tools they need to succeed. Let us know how we can help. www.usetrustcard.com. #RIA #HNWI #WealthManagement #LendingInnovation #Fintech #SecuredCredit #HNWILending #TrustCard #FinancialServices #InnovationInFinance Bob Davis Hanson Bridgett LLP Daniel Wheeler Buchalter
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I'm sharing Crown's March Asset-Based Financing Report covering 26 transactions totaling $1.7 billion in our market. March's announcements track well our most recent published market map of the nonbank ABL market, shown here: https://lnkd.in/euPA8k5x Re: SVB - one of my favorite storylines in lender finance is how after being on the ropes, Silicon Valley Bank has just dominated the fintech warehouse market over the last year. I feel like 25% of Lender Finance Linkedin is Brian Foley announcing deals. Since last June, my colleague Jay Diesto, CPA has taken this report from an internal only email, to something now shared with a few hundred subscribers. Over the next year, he will be adding in new features and more analysis. If you are interested in Crown's asset-based finance market content, please email him at [email protected] to subscribe. #abl #assetbasedlending #nonbanklender #debtadvisory #capitalmarkets #middlemarket #debt #banking #bankingindustry #liquidity #investmentbanking #privateequity #debtadvisory #directlending
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Thank you Citywire, Atholl Simpson, and Isabella Elwaw for our feature! Discover how Tiempo Capital is setting a new standard in wealth management for ultra-high-net-worth clients. With a combined experience of over 35 years in wealth management, the founders of Tiempo Capital have launched a new firm to provide bespoke financial services and offer comprehensive solutions for ultra-high-net-worth clients. Read more: https://buff.ly/3RGDqgK Stay tuned for more updates and feel free to reach out if you have any questions or would like to learn more about Tiempo Capital's services. #WealthManagement #FinancialPlanning #FamilyOffice #EstatePlanning #TiempoCapital #CitywireFeature #FinancialAdvisors #Banking #ACT60
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We are thrilled to announce our media partners for the upcoming Private Wealth Management Summit September 2024! Their commitment to quality and their focus on providing exceptional content seamlessly align with the goals of our summit. We are deeply appreciative of your support! ▪️ Private Banking - PRIVATEBANKING.COM is a global company and leader in internet marketing serving customers across the financial industry. ▪️ Investment International - The leading title for international advice, wealth management & cross-border financial services. ▪️ Connect Money - Delivers the stories of highest impact to financial services professionals, distilled to their most important, useful facts. We keep you informed, so that you can make smarter business decisions. ▪️ American Association of Private Lenders - The oldest and largest national organization supporting the private real estate lending industry. ▪️ WalletInvestor - Walletinvestor.com publishes technical forecasts for 70,000 + financial assets. Our forecasts are generated by machine learning algorithms. ▪️ Securities Finance Times - The only industry newsletter that exclusively covers the global securities borrowing and lending markets. The publication tracks US and international companies, providing insights into securities FINANCE operations around the globe. #MediaPartners #PrivateWealthManagement
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Thank you Citywire, Atholl Simpson, and Isabella Elwaw for our feature! Discover how Tiempo Capital is setting a new standard in wealth management for ultra-high-net-worth clients. With a combined experience of over 35 years in wealth management, the founders of Tiempo Capital have launched a new firm to provide bespoke financial services and offer comprehensive solutions for ultra-high-net-worth clients. Read More: https://buff.ly/3RGDqgK Stay tuned for more updates and feel free to reach out if you have any questions or would like to learn more about Tiempo Capital's services. #WealthManagement #FamilyOffice #EstatePlanning #TiempoCapital #CitywireFeature #FinancialAdvisors #Banking #ACT60
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NowCM’s new co-CEO on why finance finds innovation so tough
euromoney.com
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Navigating Private Credit’s New Era | DECALIA
decalia.com
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Management Consultant. Expert advice in securities finance - repo - securities lending - treasury and global markets. 34 years as a trader running large global financing businesses.
In the complex world of Capital Markets, it is crucial to stay in the know. Following the Bank of England’s analysis of their System Wide Stress Test and the new Market Based Finance Reforms, are you ready to adapt? SecFin Solutions shines a light on how to cope with regulatory change offering continuous support and ongoing consultations. With adaptation workshops, guidance on transition management and knowledge updates, we will ensure you are prepared. If you'd like to know how this affects you, get in touch. 📞 0345 340 4740 📧 [email protected] 🌐 www.secfinsolutions.com Book a free consultation here: https://lnkd.in/e6E6F-RA #SecFinSolutions #CapitalMarkets #MarketBasedFinanceReforms #RegulatoryChange
SecFin Solutions
secfinsolutions.com
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