Taymar Sales U.’s Post

An impartial review of your St James's Place funds - might also be in order! Quote: 'The company has £29.3bn across these six funds, which accounts for 63 per cent of the total dog fund assets featured in the survey. The report defines a ‘dog’ fund as one which failed to beat its benchmark over three consecutive 12-month periods, and which has underperformed its benchmark by 5 per cent or more over the entire three-year period of analysis.' https://lnkd.in/eQkKHEbv

Give a listen to a clip from Invested with Purpose's new episode with Glenn Repple of GA Repple. #faithbasedinvesting #christianpodcast #christianentrepreneur #KingdomFocus #BiblicalMindset #Investing

Disappointed I missed out on an Oscar for this riveting performance, but I’m thrilled to share that Sidley has released a Private Fund Adviser Rules Playbook! The Playbook is an electronic resource designed to help our clients and contacts better understand the basics of the Private Fund Adviser Rules without having to parse the 656 page adopting rule release. Please feel free to reach out to me or [email protected] to request the Playbook. #privatefunds #sidleyprivatefunds #investmentfunds

Private Equity’s Slow Carnage Unleashes a Wave of Zombies A historic shakeup is threatening to snare many small, struggling or fading money managers unable to raise fresh funds. In its heyday, Fenway Partners snapped up a fleet of companies from outposts overlooking Manhattan and Los Angeles. Decades later, a three-man team manages its remnants from a beach town in Rhode Island. Gone are the big pension clients that cashed out stakes at discounts after tiring of waiting for Fenway to wrap up bets. The firm hasn’t tried to raise a new flagship fund since 2006. Its main asset is a 20-year investment in a maker of football helmets beset by lawsuits from athletes over concussions. Fenway set up new vehicles to take stakes in the business starting several years ago, gaining yet more time to exit. #business #finance #financialservices

It's POWER MONDAY!!! SHOUT OUT to Amy Berry, CEO of the Tahoe Fund, for this wonderfully personal message around intention setting. Intentions can be both large and small. They need to be specific and actionable. Intentions are the initiation, the first step into your preferred story, particularly if aligned with your values. #KnowYourValue #BeTheImpact

Happy Friday! Here's our #FridayFundraising update for Otley Common 🏛 A BIG thank you to everyone who has invested into our community share offer so far! If you're not sure how this works, take a read...⬇️ #CommunityShares are a type of investment. They offer communities such as #Otley, a chance to own shares in a local organisation such as Otley Common, so it operates by the community for the community. Community Shares are withdrawable shares that cannot be sold, traded or transferred between members, unlike shares in a typical company. You can invest a minimum of £200, and our target return to all investors is 6.25% per annum from 4 years after the close of the offer. We have been awarded the Community Shares Standard Mark, which means our offer meets the national standard of good practice. To find out more visit our website or email [email protected] *Please note, community shares are a risk. You could lose some or all of the money you invest in this share offer, without recourse to the Financial Services Compensation Scheme or the Financial Ombudsman Service. If we are not successful in purchasing the building, all your money will be returned. #Crowdfunder #CommunityOwned

Emerging Managers Indep. Sponsors, Common fundraising mistakes Jon Finger has seen: - Business building vs. just being a good investor - Knowing what LPs to focus on at different stages in fundraising - Placement agents thoughts See you next Mon-Wed at McGuireWoods LLP ISC! Reminder: 6:30am Tue & Wed 51 Labs Run Club message me if interested #privateequity #independentsponsors #emergingmanagers #MWISC23

Passing down the family farm can be troubling, as discussed here by Legacy Farmland Fund founder, Eric Mueller. The Legacy Farmland Fund is here to make continuing your legacy easier for you and your family. By contributing your farm to the Fund, you create a succession plan and avoid familial dissention that comes when there is no plan in place. Learn more by visiting https://lnkd.in/gSkAqfzF

Looking to invest in local Triangle startups via your 401k/IRA? The Triangle Tweener Fund is always open to new accredited LPs and this blog post details how to setup the self-directed account to let your returns grow tax free. Min investment is only $20k.

🐘📢 Gather 'round my young friends, it's time for another fun-filled word adventure in the land of mutual funds! Today, let's explore the word 'dividend' and decode it in a language that even our little pinky-promise elephant friends can understand! 🐘✨ Okay , imagine you and your pals started a lemonade stand. 🍋💰 You all worked hard and made some sweet money. Now, when you're ready to share the profits, that's exactly what dividends are in the world of mutual funds! 🤝🌿 You see, a mutual fund is like a big club where many people pool their money together to buy lots of different things, just like your club buys lemons, sugar, and cups for the lemonade stand. Now, when the mutual fund club makes money (just like your lemonade stand!), they share a portion of that money with all the