CIOs and Bow Ties

CIOs and Bow Ties

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CIOs and Bow Ties episodes

  • Ecommerce Is At The Center Of The Capital Diversity Equation
    https://bit.ly/3lG7kki (https://bit.ly/3lG7kki) (come learn with me)points form the article:- Understanding where people are coming from culturally allows you to cater to a whole array of needs that sometimes aren’t addressed in traditional venture capital.- It stands to reason that aiming all your efforts to one group is a money-losing endeavor. By diversifying your staff and your target demos, you widen your earning potential.- My first life sciences investment was a unicorn, and so was my first fintech investment in Mexico, which just shows that women in e-commerce VC should not be underestimated.- LatAm trails much of the world in financial inclusion and suffers from hugely unbanked or underbanked populations. However, led by Brazil, venture capital pouring into the region has created a mature innovation ecosystem.- To examine this potential, there’s no better region of the world to consider today than Latin America, which ascended to the fastest growing e-commerce market around the globe in 2020- Because of its low barrier to entry, e-commerce has an opportunity to bridge the gender-equity divide.- E-commerce, on average, requires much less start-up capital; so historically disadvantaged groups can overcome systemic biases and unequal access to funding with less difficulty to seed new e-commerce ventures than in more traditional commerce avenues- female-led venture capital funding actually fell in 2020, to just 2.2% of the overall.- Ecommerce Is At The Center Of The Capital Diversity EquationThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
    8 min
  • £15bn worth of London homes sit empty, as Londoners squabble over supply
    https://bit.ly/2WV1GCv (https://bit.ly/2WV1GCv) (Come Learn WIth Me - video)
    points form the article:
    - £15bn worth of London homes sit empty, as Londoners squabble over supply
    - London has made a name for itself as a destination for ultra-wealthy buyers to snap up prime real estate as assets and holiday homes, while prospective homeowners squabble over a reduced supply.
    - It is, of course, worrying to see that so many houses are sitting empty and unused across the country, especially as in 2020, more than a quarter of a million people in England alone were placed in temporary accommodation amidst the Covid-19 pandemic,
    - Some 29,242 houses have been left unoccupied for at least six months in the capital, w
    - The City of London has the highest proportion of empty houses in Britain, the FOI data found, with around 42 per 1,000 homes gathering dust.
    - collision of Brexit and the pandemic
    - https://www.cityam.com/15bn-worth-of-london-homes-sit-empty-as-londoners-squabble-over-supply/ (https://www.cityam.com/15bn-worth-of-london-homes-sit-empty-as-londoners-squabble-over-supply/)
    This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.
     
    The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
    5 min
  • Bitcoin tumbles 12% after US authorities claw back most of Colonial Pipeline crypto ransom
    https://lnkd.in/emvDuW3 (https://lnkd.in/emvDuW3) (Come Learn With Me)
     
    https://lnkd.in/eT6uC-x (https://lnkd.in/eT6uC-x)
     
    points form the article:
     
    - Bitcoin tumbles 12% after US authorities claw back most of Colonial Pipeline crypto ransom
     
    - The DOJ's new Ransomware and Digital Extortion Task Force has recovered most of the Colonial Pipeline ransom.
     
    - The task force recovered 63.7 bitcoin or $2.3 million worth of the $4.3 million ransom.
     
    - The FBI declined to specifically say how it seized the funds from "Darkside" hackers.
     
    - recover a digital currency wallet that "DarkSide" hackers used to collect payment from Colonial Pipeline.
     
    - April Falcon Doss, the executive director of the Institute for Technology Law and Policy at Georgetown Law, told NPR this was "a really big win" for the government, but noted that no one knows "whether or not this is going to pave the way for future similar successes."
     
    - Second, President Biden's top tech antitrust advisor was also revealed to be a bitcoin bull this week. Tim Wu holds between $1 million and $5 million in bitcoin, according to a new financial disclosure recovered by Politico.
     
    - https://lnkd.in/eT6uC-x (https://lnkd.in/eT6uC-x)
    This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.
     
    The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
    4 min
  • United Airlines agrees to purchase 15 Boom supersonic airliners #aerospace #airlines #airliners
    https://tcrn.ch/3wczvKS (https://tcrn.ch/3wczvKS)Come learn With Me - Video (https://www.youtube.com/watch?v=Rj_6oX58esE)
    points form the article:
    - United Airlines agrees to purchase 15 Boom supersonic airliners
    - Overture full-scale commercial supersonic passenger jet beginning in 2025, with a planned 2029 date for the beginning of commercial service
    - United is obviously interested in the benefits of supersonic flight, which aims to reduce travel times by half, but it’s also looking to boost its sustainability profile with this deal with Boom.
    - The company is focused on sourcing and using 100% sustainable aviation fuel,
    - https://techcrunch.com/2021/06/03/united-airlines-agrees-to-purchase-15-boom-supersonic-airliners/ (https://techcrunch.com/2021/06/03/united-airlines-agrees-to-purchase-15-boom-supersonic-airliners/)
    This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.
     
    The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
    3 min
  • Grocery Prices Up Steeply From Same Time Last Year
    https://bit.ly/3gka5WP
    YouTube (https://www.youtube.com/watch?v=9ZzU6IdShEU) (Come Learn With Me)
    points
     
    Interested in an educational series on hyperinflation, the Weimer Republic and how to profit in a hyperinflation? Write back and let me know.
     
    - Grocery Prices Up Steeply From Same Time Last Year
     
    - Nearly everything at the store, from beef and cereal, to fruit and veggies, costs more than it did a year ago.
     
    - The average prices in March of 2021 for pork chops and chicken breasts are both up more than 10% compared to March of 2020. Eggs and cheddar cheese are both up 6%.
     
    - U.S. Bureau of Labor Statistics shows the largest month-to-month increase in almost nine years.
     
    - It’s a similar story at the gas pump. Prices have jumped more than $1.20 compared to a year ago, but that was when demand was at rock bottom because so many people were at home.
     
    - Prices are also up for both new and used vehicles, according to Scot Hall, the executive vice president of operations with SwapALease.com.
     
    - https://lnkd.in/e9h6W74
    6 min
  • SPAC transactions come to a halt amid SEC crackdown, cooling retail investor interest #retail​
    https://cnb.cx/3dQCsKZ​ (https://cnb.cx/3dQCsKZ​)
    YouTube (https://www.youtube.com/watch?v=UQhHSEpqTbQ) (Come Learn With Me)
    points form the article:- SPAC transactions come to a halt amid SEC crackdown, cooling retail investor interest- After a record of 109 new SPAC deals in March alone, issuance has now come to almost a standstill with just 10 SPACs in April, according to data from SPAC Research.- The SEC issued accounting guidance that would classify SPAC warrants as liabilities instead of equity instruments.- Bank of America’s client flows showed that retail SPAC buying slowed down significantly.- The proprietary CNBC SPAC Post Deal Index has wiped out 2021 gains and fallen more than 20% year-to-date.- SPACs would have to go back and recalculate their financials in 10-Ks and 10-Qs for the value of warrants each quarter.- huge blow to the SPAC market as it could take away the incentives for sponsors and operating companies to opt for this alternative IPO vehicle — low level of scrutiny and the ability to move quickly- 90% of SPACs are audited by just two accounting firms over the past six years, Marcum and WithumSmith+Brown, according to SPAC Research
    This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.
    The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
    7 min
  • Tech investors pump millions into NFT start-ups as digital collectibles boom
    https://cnb.cx/39INsId (https://cnb.cx/39INsId)
    points form the article:
    - Tech investors pump millions into NFT start-ups as digital collectibles boom
    - NFTs, or non-fungible tokens, have exploded in popularity this year in tandem with a rise in the values of cryptocurrencies like bitcoin and ether.
    - The trend hasn’t gone unnoticed by investors, who have poured $90 million into NFT and digital collectibles companies so far in 2021.
    - “It’s one of the most exciting developments we’ve seen in crypto for years,” Andrei Brasoveanu, a general partner at Accel, told CNBC.
    - NBA Top Shot digital collectibles
    - Last week, Twitter CEO Jack Dorsey sold the first-ever tweet for over $2.9 billion
    ** eSports and Sport Memorabilia Investing - Linkedin Group - https://lnkd.in/eSJj-zS
    This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.
     
    The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
    6 min
  • Why Are So Many SPAC Targets EV Companies?
    https://bit.ly/39KpYlL​ (https://bit.ly/39KpYlL​)
    Come learn with me (https://www.youtube.com/watch?v=xpi5vSDUXSY)
    points form the article:- Why Are So Many SPAC Targets EV Companies?- Electric-truck maker Nikola Motor Co. went public through a SPAC merger in summer 2020, and was one of a few high-profile SPAC transactions that helped make blank-check company mergers en vogue (DraftKings and Virgin Galactic were the other two).- Revenue projections vs. actual revenue- The way that they’re able to go public through a SPAC is the SPAC process allows them to use revenue projections out into the future to entice investor demand. Whereas, if you do it through the IPO process, the SEC doesn’t allow you to do that.”- Electric air taxi startup Lilium Air Mobility (not exactly a vehicle, but also in the electric transit space) also announced plans to go public through a SPAC this week, and rival Joby Aviation said in February that it would go public through a blank-check merger as well. Neither has a product on the market.- Electric vehicle companies are also in a capital-intensive business, so they need money to grow.- The companies likely wouldn’t have to give up as much equity or dilute existing shareholders as much as they would if they got a cash infusion from a VC firm.- Tesla’s stock performance over the past year indicates we might be at the point where electrification can be mainstream- EV brings together two huge markets that have been historically separate —transportation fuel and electricity — to create a giant market.- Even if an EV company isn’t considering a SPAC, it’s hard to not consider one when its competitors are bolstering their balance sheets via such deals.- A series of public policy moves have made it so that EV is the future.
     
    This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
    7 min
  • How Venture Capitalists Can Power The Fourth Industrial Revolution
    Article - https://bit.ly/2Pow7wK​ (https://bit.ly/2Pow7wK​)
    Video -Come Learn With me (https://youtu.be/91xwfSUfKvY)
     
    points form the article:
     
    - How Venture Capitalists Can Power The Fourth Industrial Revolution
     
    - Rapid proliferation of companies that focus on technologies like artificial intelligence (AI), quantum computing, blockchain and biotechnology
     
    - 4IR Companies Are Addressing The Biggest Problems We Face
     
    - A Deloitte survey of C-suite executives found that “societal impact” was by far the “top factor used to measure success when evaluating annual performance.”
     
    - The earlier a VC can identify value and make investments, the better; companies with strong value propositions will become more and more expensive over time, so the potential upside is huge for VCs that invest early
     
    - First, a smaller portfolio means larger investments in each company and greater risk. Second, VCs with smaller portfolios have to invest greater resources in due diligence, which often leads to more hands-on portfolio management and even higher costs in the long run. And third, it’s more difficult to develop a diversified portfolio (which can substantially mitigate risk) with a small number of companies.
     
    This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.
    The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
    9 min

About CIOs and Bow Ties

From the publisher's feed

CIO Greg Silberman interviews guests and highlights interesting investment opportunities in the private markets.