Christina Rashid

More important today than ever before.

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Good insight on the implications of short term interest rate changes for pension risk transfers (PRT) in the near time period. Wealth Manager FAs: always ask your clients who are private sector employees who were and/or are pension plan participants to let you know if they recieve a PRT notice.

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We continue to see an increased need for valuations in the context of leveraged situations, whether they be for potential liability management exercises, for assistance in determining an exemption from tax on cancellation of debt income or for solvency opinions in the context of dividend recapitalization or share buybacks. There are additional considerations to account for in leveraged situations and the Transactions Opinions Practice at Stout is well experienced to help assist clients through these situations.

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Well said, Tony Crisman... Give the below a quick watch for a good summary of many of the key trends impacting and driving healthcare investing in today's landscape. We are continuing to see an uptick in healthcare deal flow at Stout, including both deals currently in market and near-term launches. Please reach out if you wish to discuss further, or if we can be helpful in any way.

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Some wise words from Robin Powell here. DON'T be tempted to meddle with your portfolio based on this election or the alarmism that may come from financial media. If you are feeling nervous or tempted to interrupt a well crafted financial plan or the portfolio that funds it - reach out to me for a chat.

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“I’d love to hire someone to the IR team, but budget/senior members don't see it happening.” 😩 We hear this sentiment all too often, especially recently. It's a common challenge that many firms face, and one that requires creative solutions. Here are some ideas that we have come up with which we try to share with our clients when approaching this dilemma: 1. Make a Compelling Case - Try to quantify the impact of enhanced IR capabilities on fundraising and LP retention. - Highlighting long-term ROI of a strong IR function. - Emphasize risk mitigation in LP relationships. 2. Consider Flexible Solutions. - One way to do so would be to start exploring part-time or contract-to-hire arrangements. - Another could be proposing a new hire that helps support multiple internal teams including IR. 3. Talent Development Strategies   - Identify high-potential internal candidates who would be good fits for IR roles. - Suggest IR-focused training programs. 4. Start with Targeted Projects - Suggest bringing in IR expertise for specific initiatives or projects. - Use successful outcomes and/or performance to build a case for a permanent position. 5. Benchmark Against Competitors - Provide data on IR team structures in peer firms, especially the efficient and successful ones. - Show how IR capabilities impact fundraising success Remember, in today's competitive landscape, an effective robust IR function is increasingly becoming a key differentiator for PE firms. Are you facing IR hiring challenges? Let's connect! #privateequity #investorrelations #hiring #recruiting — Like what you see? We would love any feedback. Feel free to reach out or follow our page, Coastal Partners.

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Michele Martin, ChFC®, MBA, President of Prosperity - An EisnerAmper Company, recently joined Brad Smith on Yahoo Finance TV to share her insights on portfolio strategies. They covered the importance of diversification amid the upcoming presidential election and potential Federal Reserve rate cuts. Michele discussed expected shifts in short-term rates for money market accounts, managing portfolio risk by reducing stock exposure in IRAs, and the impact of the Tax Cuts and Jobs Act expiration. Catch the full discussion here: https://okt.to/OauvkN #PortfolioStrategies #InvestmentTips #YahooFinance

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🔍 Manager Due Diligence: The Art and Science "Manager due diligence is part art and part science; the tricky part is not to be fooled by the science! Financial ratios, like the Sharpe Ratio, are often backed by names more famous than the author of the work itself and supported by extensive academic research. 📚 The investment community tends to give its seal of approval when these ratios become part of a professor's syllabus or are featured in thick investing textbooks. But remember, the only certainty in investments is that there is no certainty. Hidden within textbooks and journal articles are usually explicit assumptions, such as normality, or worse, implicit assumptions that can lead to misleading conclusions. As professionals, we must scrutinize these assumptions and remember that critical and nuanced thinking plays a crucial role too." Read more here: https://lnkd.in/gDBbrfXz #financialadvisors #investmentmanagement #duediligence #investments #financialratios #criticalthinking #investmentscience

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Venture capital markets have a "growing emphasis on capital efficiency." Dive deeper into this and 7 other emerging #VC trends in our 2024 mid-year outlook.

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Baird Global Investment Banking continues to lead the way in IB services as well as private investment opportunities for appropriate investors.

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Get prepared for a successful year end by joining this webinar on Thursday where Amy and Kim will give you some great tips and answer your tough questions!

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We work with many business owners, and we have found that quite a few are unaware of a new regulation called the Corporate Transparency Act (CTA). In fact, a survey of National Small Business Association (NSBA) members showed that almost 47% of respondents had no idea what the CTA was. What is it? The CTA requires that any business owner with more than a 25% stake in a company, directly or indirectly, must be included in the company's Beneficial Ownership Information (BOI) report. Who needs to file? If you own more than 25% of a company, directly or indirectly (including stockholders, partners, LLC members, etc.), you are a shareholder. Exemptions ➡️ Sole proprietorships and general partnerships typically don't need to file. ➡️ Federally regulated businesses such as publicly traded companies, financial institutions, and insurance companies may be exempt. ➡️ Businesses with a minimum of 20 full-time employees, more than $5 million in revenue, and a substantial footprint in the US may also be exempt. Deadlines Businesses formed before January 1, 2024: The deadline is January 1, 2025 (if you meet the ownership threshold). Businesses formed after January 1, 2024: Deadline: 90 days from receiving approved state business registration. For simple questions, you might find answers on the Financial Crimes Enforcement Network website under Beneficial Ownership Information. We’re providing this information so you can stay up to date on current legislation. It’s not a replacement for real-life guidance, which should come from your tax, legal, or accounting professional. Let us know if you have any questions! We may have resources that can help. #CorporateTransparencyAct #SmallBusiness #Compliance

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Challanges aplenty when private assets meet public market. What are the issues and solutions to getting to NAV for daily pricing?

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A succession plan is often compared to the heartbeat of a business, essential for its longevity and continuity, much like the value clients place on a financial plan. Recruiting the right person is the first step towards a successful succession plan, which must be reviewed and discussed regularly.

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Thanks for having me Charles Schwab! Check out Prosperity Capital Advisors to find a tax-smart advisor to help you with proven tax management strategies today!

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Amid tightening spreads and market shifts, we discuss the complexities of the securitized sector and exploring opportunities in undervalued areas like commercial real estate and asset-backed securities.

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