OC Talk Radio

In this episode of Strategic Investor Radio, host Charley Wright talks with Taylor Garrett. Mr. Garrett is Managing Director of Central Trade Transfer, a Salt Lake City-based firm that operates an “eBay-type” auction system for non-publically traded assets.

Garrett explains that Central Trade Transfer began as a marketplace for limited partnerships (“LPs”). Then, after the Financial Crisis, the firm reorganized in its “2.0 version” as an online auction platform for illiquid assets like non-traded real estate investment trusts (“REITs”) and business development companies (“BDCs”), private equity funds, venture capital funds, individual real estate assets, entire companies, and “all shapes and sizes of LPs.” Garrett says most of Central Trade Transfer’s business has been with domestic assets, but there have been some international assets sold through its auction system, as well.

In this episode of Strategic Investor Radio, host Charley Wright interviews Sandra Powers, Ark Global’s founder and CEO. Ms. Powers has close to two decades of experience in the financial services industry, with roughly half of that time spent at State Street Global Advisors, where she was responsible for marketing and communications related to the firm’s largest pension plan clients. In 2007, she founded Ark Global, which provides consultation to investment managers looking to raise institutional capital, and to institutional investors looking for high-quality, differentiated investment managers.

In this episode of Strategic Investor Radio, host Charley Wright interviews Sanford Coggins, the founder and president of VisionWise Capital. Mr. Coggins has over three decades worth of experience in commercial real estate and a background as a registered investment advisor (“RIA”). He combines his expertise from both fields to make VisionWise a sort-of “RIA of real estate.”

Coggins has always been a high achiever. He played quarterback for the University of Texas Longhorns and then went into commercial banking right out of college. From there, his career path took him into commercial real estate right ahead of a big downturn for the market, when he moved to Merrill Lynch. Shortly thereafter, Coggins started his own RIA firm, but then decided that real estate was his preferred asset class, so he founded VisionWise.

In this episode of Strategic Investor Radio, host Charley Wright interviews Suneet Singal, founder and managing partner of First Capital Real Estate Investments, which is headquartered in New York City. Mr. Singal says he started working at age 11 and hasn’t looked back since. He began his career working for a Fortune 500 firm but quickly decided he wanted to work for himself. Since 2001, he’s been a loan officer, a manager, a broker, a securitizer, and he’s built both a wholesale and real estate platform, totaling 15 years’ experience in real estate financing and operations.

Cirrus Insight Makes CRM Easy

John Silvani combines his in-depth market knowledge with practical business strategies, meeting the unique needs of a broad client group. In May 2001, he was recipient of the Crain’s “Who’s Who in Technology” award and continued to receive awards for his companies throughout his career. In 2011, he was recognized by Lawrence Technological University as one of the “Leaders & Innovators Honoree” in Michigan. After 30 years in the software industry, John has become one of the nation’s top respected resellers of business applications. His background and leadership has provided him with an understanding of the demands and needs for growing organizations.

 

John asks California business leaders: Does your company need more than basic financial transactions? Are you holding your business back with your entry level accounting software? When your business starts to grow, and it will, you’ll need more security, features and functionality. Learn more about Gravity Software. (www.go-gravity.com)

Gregory A. Wahl is in charge of the strategic vision of the Firm. Greg served as the Managing Partner for a regional public accounting firm’s Orange County Office in Costa Mesa from January 2005 to November 2007.

Greg began his career with KPMG LLP in 1999 and left in 2004 as a Manager in the Audit and Assurance Practice.

Greg has been working with companies in Asia (Singapore, Korea, Hong Kong and China) and taking them public for the past nine years. He has grown the Firm from himself to a multi-office, international boutique with over 65 professionals in six years.

Greg has over 17 years of experience in auditing and consulting companies that file with the Securities and Exchange Commission (“SEC”) and has significant experience resolving complex accounting and SECreporting issues. He has a particular expertise in life sciences, pharmaceuticals, specialty finance, includingsub-prime lending, consumer products, including consumer electronics, distribution, manufacturing, and retail; and technology, including clean-technology, alternative energy industries. He regularly supervises engagements for companies that are completing going public transactions (Form 10, Form S-1, and reverse takeover transactions) and secondary public offerings for companies.

His transactional experience has allowed him to be involved in capital raises in excess of $3.5B where he has partnered with Deutsche Bank, Jeffries and Company, JP Morgan, Dawson James Securities, Inc., Dominick and Dominick and Merrill Lynch. He has been involved with six successful securitization transactions with over $2.0B in value and responsible for the compliance with the SEC rules under Regulation AB and assisted a well-recognized Wall Street underwriter with its due diligence on the loan pools related to each securitization.

Greg has extensive experience with control processes and risk management for numerous companies and developed various firm standard templates and working papers for compliance with PCAOB Accounting Standards. He has participated in numerous financing transactions, auditing companies in international jurisdictions (including Canada, China, Europe, Hong Kong and South East Asia) and with multi-locations.

He has assisted companies with their internal financial reporting and has consulted his clients with the drafting, summarizing, and negotiating key contracts for compliance with appropriate US GAAP for revenue recognition and for business combinations, particularly reverse merger transactions.

Wow!  For over a year, we've been asking public policy officials here in Orange County "Is It a A Law", finding the craziest ordinances we can to try and stump them.  And in all that time, only ONE guest (Councilman Mike Posey of Huntington Beach) ever answer all five questions correctly.  Now, for the 2nd week in a row, we've had another guest go 5-0 (Kellee Fritzel, also from the City of Huntington Beach). Hmmm. Must be something in the water!  See how you fare with this week's IS IT A LAW segment from our weekly, public policy show THE CITY SQUARE (hosted by the Association of California Cities-OC and Rutan and Tucker Law Firm that sponsors this segment of the show).

In this episode of Strategic Investor Radio, host Charley Wright interviews Tom Florence, president and CEO of 361 Capital. Mr. Florence began his career as an advisor with Merrill Lynch in 1985, before moving to Fidelity. Later, he had the pleasure of serving as managing director of Morningstar, working under company founder Joe Mansueto. Florence says it was his idea for Morningstar to get in the asset-management business, and the firm now manages several billion dollars for advisors and advisors’ clients.