FVLCRUM Funds’ Post

We aim to build meaningful relationships for our attendees and sponsors at the EI meetup. John Robbart III with Renovo Financial is a great example of a crucial sponsor and industry partner who I also had the pleasure of doing a deal with in my own business recently. If you are looking for hard money to fund your deals, John is an incredible local resource to know! ┅ #TampaBayLiving #FloridaRealEstateLife #InvestmentStrategies #TampaHomeOwnership #TampaRealty #InvestmentPortfolio #TampaRealEstateDreams #SunshineStateRealtor #FlHomeInvestments #TampaRealEstateNews #SmartInvestments #TampaHomeMarket #RealEstateProfits #TampaRealEstateTips #FlInvestmentProperties

...just coming back from the SuperReturn in Berlin, and I definitely agree with Citywire that liquidity is at the top of everybody's mind. Investors want distributions to cover those capital calls, and slowly but steadily DPI is replacing IRR as the performance measure of choice. At Multiplicity Partners, we see cash as king and DPI has always been our top priority, particularly for shorter duration funds, including secondary funds. #privateequity #privatemarkets #secondaries #superreturn

On May 21st our Managing Partner, Benjamin Carmona, will be speaking at the San Diego Landlording Power Conference to discuss 1031 exchanges and investments in Delaware Statutory Trusts (DSTs). Hosted by the Apartment Owners Association, this will be an educational event for both landlords and industry professionals. Reach out if you have questions regarding 1031 exchanges and/or DSTs! #1031exchange #alts #alternativeinvestments #diversifyyourportfolio #investing #realestate #dst #delawarestatutorytrust #1031exchangesolutions #opportunityzones

TradePMR is hitting the road and heading to #Dallas to support DeVoe & Company at the M&A+ Succession Summit. Charles Reiling and Cris Frankel are setting up meetings now to discuss how TradePMR can help financial advisors and aggregators connect. Email sales@tradepmr.com for more information. #RIAs #wealthmanagement #financialadvisors #aggregators

ROTH Capital Partners (ROTH MKM) EdgarAgents The countdown is on for ROTH Capital Partners (ROTH MKM) Conference. EdgarAgents is a proud sponsor. If you will be there, we should meet up at the conference Contact Me, before, during, or after. Happy to discuss all things #ipos, #secreporting, #filingwithconfidence

I am delighted to share a significant milestone that underscores the relentless dedication and foresight of our team at Ascencia Investment Management and Frenkel Topping Group. Three years ago, we embarked on a journey with the inception of our VT Freedom Defensive Fund, anchored in a mission to provide exemplary performance to our clients, many of whom have experienced a life-changing injury. Last week our VT Freedom Defensive Fund ranked #1 out of 64 funds in the IA 0-35% shares category. This accolade isn't just a ranking; it is testament to the diligence, acumen, and the unwavering commitment of our team towards safeguarding the interests of our vulnerable clients, especially in turbulent market scenarios. Launched amidst a “lockdown,” we are celebrating its third anniversary with this ranking that shines a light on our focused approach to cushioning our clients' assets against market volatilities, ensuring a smoother investment journey. Very proud of our team, led by Simon Callow, and honoured that our clients entrust us with their assets. Together, we are not just creating robust financial futures, but are also building a legacy of trust, excellence, and unwavering commitment to our clients' financial wellbeing. #performance #VTFreedomDefensiveFund #Finance #Investment #AssetManagement #MarketResilience #worldinvestmentweek

WEBINAR TODAY! Learn how you and your clients can transition their interest in a DST to shares in a REIT. -- TODAY AT 1 PM PST / 4 PM EST - Featuring Benjamin Carmona, Managing Partner at Perch Wealth, and Warren Thomas, Managing Partner at ExchangeRight Real Estate #1031exchange #alts #alternativeinvestments #diversifyyourportfolio #investing #realestate #dst #delawarestatutorytrust #1031exchangesolutions #opportunityzones

Fitting during #WorldInvestmentWeek to share the news that Frenkel Topping Group's #DFM Ascencia Investment Management's VT Freedom Defensive Fund has ranked TOP out of 64 in the IA 0-35% shares category. Launched three years ago with a firm focus on outstanding client performance, today’s milestone is a hearty endorsement of the vision steered by Simon Callow and the diligence of the whole #Ascencia team. The journey of the Defensive Fund symbolises resilience and a steadfast focus on our mission. As we mark its third anniversary, this ranking significantly underscores our dedication to our vulnerable clients, ensuring their assets are well-protected amidst market volatilities for a smoother investment trajectory. Together, we continue to stride towards delivering secure and prosperous financial futures for our clients. #worldinvestmentweek #Investments #performance

Special Invitation to you for DealFlow Events' Microcap Conference. On behalf of InvestmentPitch Media, I extend a special invitation to you for DealFlow Events' Microcap Conference. Join us for this exceptional event taking place from January 30th to February 1st at the prestigious Caesars Atlantic City Hotel and Casino. This is the inaugural gathering of microcap investors and executives, as DealFlow Events marks 20 years of hosting investment conferences for the U.S. financial markets. #InvestmentPitchMedia #NewsAlerts #MicrocapConference #InvestmentEvents #MicrocapInvesting #DealFlowEvents #CaesarsAtlanticCity #InvestorNetworking #FinancialMarkets #HighGrowthSectors #InvestmentOpportunities #KeynoteSpeakers #NetworkingFun #InvestorRelations #FinancialNews

Thank you, Anthony Rifilato and the FundFire team, for sitting down with our President and CEO, Shirl Penney, during the Envestnet, Inc Elevate Summit earlier this year in Denver. In this video, Shirl reveals why he believes growing inorganically is the biggest opportunity for advisors right now, how advisors can become M&A-ready, and why profitability is key to raising capital. Watch the full video here: https://bit.ly/47FoQfI... Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech