CIOs and Bow Ties

[Frame - 00:50] Tenant under NNN (we are obligated to provide power to the building)[Frame - 04:15] Can charge market rates for power instead of selling to the grid[Frame - 07:00] Federal tax credit (26% of installed cost) – no limit?[Frame - 10:04] Accelerated depreciation (Cost of install less ½ federal credit over 5 years)

For part 1 go --> https://bit.ly/2DTUvB8 (https://bit.ly/2DTUvB8)

For part 3 go --> https://bit.ly/2Qg8xzj (https://bit.ly/2Qg8xzj)

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.

[Frame - 00:30] Stu Caplan – Introduction[Frame - 02:30] Background[Frame - 04:36] RIA w/3 bucket approach to investing – equity, fixed income, REAL ESTATE- What kind of real estate?[Frame - 08:10] Bond replacement strategy- How does alternative energy/solar fit into this mix?

For part 2 go --> https://bit.ly/323LkGk (https://bit.ly/323LkGk)

For part 3 go --> https://bit.ly/2Qg8xzj (https://bit.ly/2Qg8xzj)

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.

[Frame - 01:06] Estate Tax opportunity[Frame - 06:45] Idea- conservation easements[Frame - 15:50] Rapid fire

 

For part 1 go --> https://bit.ly/33xu5iN (https://bit.ly/33xu5iN)

For part 2 go --> https://bit.ly/2PEEOzT (https://bit.ly/2PEEOzT)

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.

[Frame - 01:15] Tax planning[Frame - 10:30] Estate planning

 

For part 1 go --> https://bit.ly/33xu5iN (https://bit.ly/33xu5iN)

For part 3 go --> https://bit.ly/33Pt7id (https://bit.ly/33Pt7id)

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.

[Frame - 01:35] Frazer Rice – Introduction[Frame - 01:35] Environment: Estate tax[Frame - 12:57] Setting yourself up for 2021 on all tax fronts- especially the state level

 

For part 2 go --> https://bit.ly/2PEEOzT (https://bit.ly/2PEEOzT)

For part 3 go --> https://bit.ly/33Pt7id (https://bit.ly/33Pt7id)

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.

[Frame - 00:50] Letting Go the Pathway of Surrender – David Hawkins[Frame - 08:30] Africa sci-fi themed movies, Chappie, District 9, Elysium, Black Panther

For Part 1 go here --> https://bit.ly/3cV62eS (https://bit.ly/3cV62eS)

For Part 2 go here --> https://bit.ly/2CatcB7 (https://bit.ly/2CatcB7)

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.

[Frame - 00:50] The manosphere what is it your current views[Frame - 08:56] 2012 Plant medicine

For Part 1 go here --> https://bit.ly/3cV62eS (https://bit.ly/3cV62eS)

For Part 3 go here --> https://bit.ly/2N905Ar (https://bit.ly/2N905Ar)

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.

[Frame - 00:45] Nic Gregoriades – Introduction[Frame - 02:10] Self-actualization & investing both have a lot to do with a person’s relationship with money, markets and emotions please briefly explain your mission & philosophy[Frame - 06:08] Early years growing up in Cape Town – how did that affect your world outlook[Frame - 10:38] what drew you to martial arts / Jiu Jitsu – translates into competition in life

For Part 2 go here --> https://bit.ly/2CatcB7 (https://bit.ly/2CatcB7)

For Part 3 go here --> https://bit.ly/2N905Ar (https://bit.ly/2N905Ar)

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.

[Frame - 01:00] How do you get your ideas for content .. how do you find creative ways to communicate ideas?

 

[Frame - 09:50] What is quality for you and why is quality so important?

 

https://www.eeagli.com/ (https://www.eeagli.com/)

 

For Part 1 go --> https://bit.ly/3gLKrsd (https://bit.ly/3gLKrsd)

 

For Part 2 go --> https://bit.ly/2Y27d6B (https://bit.ly/2Y27d6B)

 

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.

[Frame - 00:55] Financial advisors in the social media age … how do they win[Frame - 08:18] asset managers in the social media age … how do they win

https://www.eeagli.com/ (https://www.eeagli.com/)

For Part 1 go --> https://bit.ly/3gLKrsd (https://bit.ly/3gLKrsd)

For Part 3 go --> http://bit.ly/3f8P91H (http://bit.ly/3f8P91H)

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