Episode 11 with David Drake

In Episode 11 of Accredited Investor Markets Radio, host Chris Cahill talks with David Drake about trends in investing among family offices. Reflecting on his extensive family office experience in Europe and North America, Drake discusses how the number of wealthy families has grown and how advice given to them has become professionalized. The stakes for the high net worth families are very high, since by the third generation, 85% of wealthy families are no  longer wealthy, according to Drake.   

Learn more about David Drake at The Soho Loft and LDJ Capital.  

You can also find him here:  

Twitter: @TheSohoLoft 
LinkedIn

About David Drake:

David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the US JOBS Act, for which he lobbied both Congress and the EU Commission. Because of his leading work in this space, he was a US Commerce Department delegate to the EU Commission in Brussels and Rome, and was invited in May 2013 to the White House Champions of Change ceremony in Washington, D.C.  

His investment, The Soho Loft, produces and sponsors 150+ global events a year. One such was produced in April 2013 for the institutional media leader Thomson Reuters, with speakers from Nasdaq, NYSE, KKR and Carlyle Group. He continues to advance innovative investing through his work as an international speaker and regular writer for major publications like Forbes and Thomson Reuters. He has co-authored the book Planet Entrepreneur: The World Entrepreneurship Forum’s Guide to Business Success Around the World and is the author of Crowd Fund Economics.His focus today is to take on board advisory positions at companies, angel networks and venture funds, and to guide them on such topics as international regulations, corporate strategy and fund structures, with emphasis on the growing trend of online investment automation for retail and angel investors.Privately, Mr. Drake has hosted the Harvard Business Club of NY at his home, produced Carnegie Hall concerts and raised funds for the charities Trail Blazers and Best Buddies Carnegie Hall for many years. Today he is a board director of the UBS Charity of the Year, London-based ARCHIVE Global, and is co-chair of the Tree Kangaroo Foundation in New York.Born in Sweden and fluent in six languages, Mr. Drake has an MBA in Finance and an MA in International Law and Economics from George Washington University, where he was awarded the Wallenberg Scholarship for academic merit.  


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Can North Riverside, Illinois Pull a Detroit?

In “Can North Riverside, Illinois Pull a Detroit?” the Editorial Staff of Commercial Bankruptcy Alternatives answers in part a question which, in the aftermath of the Detroit bankruptcy case confirmation, attorneys will be asked by in-laws over turkey: “Can [insert city name] file for bankruptcy too?”  The article may be useful to the in-laws or the attorneys.

Read the full article here.

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Financial Poise Weekly News

Check out the latest news from Financial Poise. Don’t miss out on our upcoming live webinars and see what’s new on demand! View the full newsletter here.

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DACyak Weekly Digest

Here’s the latest news and events from DailyDAC, LLC. Don’t forget to check out the newest listings on the Opportunistic Deal Database and the Mature Deal Database!

Read it here.

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Investing in Real Estate: Single Family Homes

The residential real estate market is seemingly back on track after its bubble burst in 2007, leading to the Financial Crisis of 2008. Median home prices were up 5.6% year-over-year in September, according to Reuter’s Lucia Mutikani. While this was less than the double-digit increase the year prior, it is still solid growth. But what does that mean for investors – should they buy or sell? Does residential real estate even belong in the average investor’s portfolio?

Read more here.

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Creditors’ Committee in Revel AC Bankruptcy Challenges Final Approval of Debtor-in-Possession Financing

In “Creditors’ Committee in Revel AC Bankruptcy Challenges Final Approval of Debtor-in-Possession Financing,” posted on November 14, 2014 on Commercial Bankruptcy Investor, Chapter11Dockets.com discusses in detail an objection the committee in the Revel AC bankruptcy case.  The proposed financing presents several devices to maximize return for the DIP lenders at the expense of any possible return for unsecured creditors, such as:  roll-up of pre-petition debt effectively to be secured by previously unencumbered assets, including avoidance actions; excessive fees; inappropriate waivers of debtor’s rights; insufficient wind-down budget; overbroad releases; and too-aggressive default powers granted to DIP lender.  This article should be compared with an article posted on Commercial Bankruptcy Litigation, which discusses another Committee challenge to a proposed DIP facility, in the Kid Brands case.

Read the full article here.

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IP Webinar Now On Demand!

Buying and Selling IP is now available on demand.

Intellectual Property law is all around us and any business that chooses to ignore the area does so at its own peril.  This webinar series is designed to teach corporate attorneys who are not IP specialists enough about IP law so that they can spot issues and know when to bring in the IP specialist.  As with all Financial Poise webinars, each episode in the series is designed to be viewed independently of the other episodes:  think sitcom rather than soap opera.

Buying and selling intellectual property is becoming increasingly common.  Join this fascinating discussion that ranges from “orphan brands” to the new IPX International, the first electronic exchange for the sale and purchase of IP assets.

Click here to register.

 

 

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New Finance and Accounting Webinar on Demand

The Balance Sheet is now on demand!

There is a saying:  “If you don’t know your numbers, you don’t know your business.”  This webinar was created to teach the small business owner enough about finance and accounting so he can have an intelligent conversation with his controller or CFO.  As with all Financial Poise webinars, each episode in the series is designed to be viewed independently of the other episodes:  think sitcom rather than soap opera.

A college course entitled “The Balance Sheet” may be one of the most beneficial courses you would walk away with.  That is, however, if you can stay awake through it. The balance sheet, or statement of financial position, is one of the most important documents in business today, but there are no fireworks embedded in it.  That is, until this webinar.  Join our entertaining panel of financial experts, as they add humor to the balance sheet in a practical and informative way.

Click here to register.

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Want to learn about investing in agriculture and aquaculture? Join AIMkts Radio and Charles Smith in Episode 10

In Episode 10 of Accredited Investor Markets Radio, host Chris Cahill speaks with Charles Smith, founder and managing partner of Pegasus Intellectual Capital Solutions, a boutique investment bank, about the great growth and diversity of investment opportunities in agriculture and aquaculture. Their discussion will also include an exploration of investment opportunities driven by astounding technological advances in robotic tillage and in farming seafood.

Learn more about alternative investments here.

Find out more about Charles and Pegasus ICS here.

Or you can find him here:
Twitter
LinkedIn: Charles Smith
LinkedIn: Pegasus Invellectual Capital Soluctions LLC
Facebook  

Charles Smith is the founder and Managing Partner of Pegasus Intellectual Capital Solutions, a boutique investment bank engaged in corporate finance related to mergers and acquisitions – including cross-border – exit planning, capital raising, restructuring and workout, and creating and executing shareholder value maximization strategies. PegasusICS is headquartered in Chicago, Ill., and operates across the U.S. as well as internationally. They are innovators in advising clients on how to design corporate governance structures for the increasingly challenging Knowledge Era, and in advising clients on how to improve value creation via knowledge management through the use of their proprietary Intellectual Capital AuditTM. They are the sole U.S, representative of Acquisitions International and were named 2013 Investment Banking Boutique of the Year by Acquisition Finance Magazine.


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Financial Poise Weekly News

Check out the latest news from Financial Poise. Don’t miss out on our upcoming live webinars and see what’s new on demand! View the full newsletter here.

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