Efraim(Brian) G. Kandinov

Savant Wealth Management has been recognized by RIA Channel as one of the top 50 wealth managers by growth in assets. Savant earned the fourth spot on the list. 📋💙🦉 https://lnkd.in/gcFBVHpW The 2024 RIA Channel® Top 50 Wealth Managers were ranked by growth In assets. Growth rates were calculated by RIA Database and firms were ranked using proprietary data on a qualitative and quantitative basis. Published in May 2024, RIA Channel ranked the Top 50 RIA firms of 2024 based on growth in assets as of March 31, 2024, as reported to the SEC. RIA Database (RIADatabase.com) was used for regulatory data. Savant did not pay a fee to be included in this ranking.

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Webinar tomorrow at 11 a.m. CT: Join Origin Investments Co-CEO Michael Episcope and Senior Vice President of Acquisitions Kyle Verhasselt for a webinar to learn about the opportunity to invest alongside Origin QOZ Fund II in RISE Osceola, a 272-unit Class A build-to-rent (BTR) townhome development in St. Augustine, Fla.     Origin QOZ Fund II will contribute $30 million to the project, and approximately $13.25 million will be capitalized by the sidecar investment. Investors who invest capital gains into RISE Osceola are eligible for the potential tax benefits offered by the QOZ program, specifically tax deferral, tax elimination, and tax efficiency and cash flow.    During the webinar, Michael and Kyle will review the sidecar’s key investment metrics, discuss why we like the project and market, and detail the investment terms. Unable to join? Register and we’ll send you a recording of the webinar. > https://bit.ly/45E94Rv     #multifamilyrealestate #realestateinvesting #multifamily #sidecar #qoz

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What does philanthropy mean to you? Share in the comments! For more insights into the practical and financial aspects of giving, check out the full recap of the webinar at https://buff.ly/4ca0PP6 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

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𝗘𝘅𝗽𝗹𝗼𝗿𝗲 Private Debt Investor's latest 𝗤𝟭 𝗳𝘂𝗻𝗱𝗿𝗮𝗶𝘀𝗶𝗻𝗴 𝗿𝗲𝗽𝗼𝗿𝘁 to uncover the factors contributing to the lowest fundraising levels in 8 years since 2016. Dive into PDI's report to get expert analysis today: https://okt.to/wpAoCB #PDI #PrivateDebt #FundraisingReport #Fundraising

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In a decisive move to safeguard depositors and stabilize the regional banking sector, the FDIC has seized Republic First Bancorp, a Philadelphia-based lender struggling with financial instability. The bank's operations, including all assets and $4Bn in deposits, have been transferred to Fulton Bank. This transition, costing the FDIC's fund an estimated $667Mn, nearly doubles Fulton's footprint in Philadelphia, signaling a bold step towards greater regional stability. As Republic Bank's branches prepare to reopen under Fulton’s name, this pivotal action underscores the ongoing challenges and regulatory responses shaping the U.S. banking industry's future. #republicbank #FDCI #qf #quantumfinserv #follow

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Are you in need of a TABA vendor or want to learn more about how to access #TABA funding? Render's TABA guide outlines your first steps to leveraging funds towards #commercialization. #SBIR #STTR https://buff.ly/3UKmIxq

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We are pleased to announce that Crissi Cole will be featured in the Top 100 People in Finance magazine. In the bustling financial landscape of Boston, MA, one company is making waves by transforming the way women approach money management. Founded in 2020, Penny Finance is a digital financial planning platform designed with a women-first approach. With a mission to close the wealth gap in America, Penny Finance is dedicated to helping everyday Americans break free from debt and step confidently into the world of investing. At the helm of this innovative company is Crissi Cole, a seasoned Wall Street veteran and financial expert. With over a decade of experience in wealth management at Goldman Sachs in New York City, Crissi has a robust background in investing in ultra-high-net-worth portfolios and developing trading and technology platforms. Her impressive credentials include being a Forbes Finance Council contributor and holding Series 7 and 66 trading licenses. She is also a candidate for the Certified Financial Planner (CFP) designation. Under Crissi’s leadership, Penny Finance has grown into a trusted virtual financial planner for over 25,000 women. The platform provides personalized money insights, tailored education, and a supportive community, guiding users through the often complex and intimidating financial landscape. Further, Penny Finance’s team is comprised of individuals with deep experience in finance, engineering, and marketing—AND, they know what it’s like to live paycheck to paycheck, giving them a unique perspective and genuine empathy for the financial struggles many Americans face. #investmentnews #finance #financenews #entrepreneur #publishing #top100magazine #top100peopleinfinance #financepros #businessnews #business #financialnews #financeindustry #news #published #topbrokers #magazine #personalfinance #money #wealth #investing #financialplanning #tax #financialfreedom #wealthmanagement Crissi Cole

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Value beyond capital. Gain comprehensive financial knowledge; strategic investment support and guidance; and institutional resources through our partnership. https://lnkd.in/eRz5mEZH

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Discover the impact of CFP® professionals through EVOLVE 23. Our comprehensive report illustrates their daily influence on Americans' lives, alongside the development of programs and resources aimed at enhancing the financial planning profession's value. Download EVOLVE 23 today: https://lnkd.in/e4hi2xGU #CFPpro #FinancialPlanning #YearinReview  

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Local currency emerging market debt remains notably underrepresented in EM portfolios. We examine why – and why we think investors should consider raising these allocations. https://lnkd.in/d5EHKENz #EMdebt #localcurrency #investing #emergingmarkets

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CAIS is honored to have been named to FinTech Global’s 2024 WealthTech100 list, which recognizes companies transforming the operations of investment firms, private banks, and financial advisors. Check out the full list here: https://lnkd.in/gJ5YnB76 #WealthTech100 #alternatives #financialadvisors

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📢 UPCOMING WEBINAR ALERT! 📢 Join Mid Atlantic Secured Income Fund and The Entrust Group for an insightful webinar on Finding and Vetting Investments: Private Equity and Venture Capital. 🚀💼 🗓️ Date: Tuesday, June 18, 2024 🕒 Time: 11 a.m. PDT / 2 p.m. EDT From unicorn startups to historic buyouts, explore the fascinating world of private equity and venture capital. Learn the key differences, market dynamics, and how to find and vet investment opportunities with due diligence. Plus, discover the benefits and risks of structuring your investment in an LLC and how to start investing with an IRA. Highlights: -Understand the differences between private equity and venture capital -Learn about market dynamics driving these industries -Discover how to find and vet investment opportunities -Benefits and risks of structuring investments in an LLC -How to start investing with an IRA 📚 Q&A Session: Got questions for our experts? We'll answer them after the presentation. 💡 Can't make it? No worries! Register and we'll send you the replay and slides. 🔗 Register Now and secure your spot today! https://lnkd.in/eWXJJkM3 Don't miss out on this opportunity to enhance your investment knowledge and strategy! 🌟 #Webinar #PrivateEquity #VentureCapital #Investment #MidAtlanticSecuredIncomeFund #TheEntrustGroup #FinancialEducation #Investing #IRA

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Since 2009, CAIS has been at the forefront of making alternative investments more accessible to advisors by solving challenges such as access to quality funds, education on strategies, trusted due diligence and reporting, and operational efficiency. Today we are working to solve another challenge: industry-wide fees and expenses that are significantly impacting end-investor portfolio performance. Our latest initiative focuses on reducing fees and expenses associated with custom feeder funds. Read more about this initiative from our Founder and CEO, Matt Brown: https://lnkd.in/eQdGvus4 #financialadvisors #alternativeinvesting #feederfunds

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Some GPs are embracing #fundadministration #technology to stand out, while others are hesitant. Research shows that those adopting technology tend to outsource their fund administration. Are you leading the pack? Read LP/GP survey report: https://lnkd.in/e2Z_C3Xd

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