by California Settlements | Nov 14, 2020 | Latest News
The Yale endowment is a perennial heavyweight amongst the mammoth Ivy League endowments. We are big fans of the Yale money management Illuminati in New Haven. What’s behind their legendary success, beside unlimited intellect and resources, might surprise you....
by California Settlements | Oct 22, 2020 | Latest News
On October 7, 2020, the Securities and Exchange Commission (SEC) voted to propose a new limited, conditional exemption from broker-dealer registration requirements for “Finders” who assist issuers with raising capital in private markets from accredited investors. If...
by California Settlements | Sep 18, 2020 | Latest News
In the first two installments, we shared some information about how a life settlement transaction has similar facets to buying a home to help paint a familiar landscape for understanding the alternative nature of the asset class. We learned that although a mortgage...
by California Settlements | Aug 22, 2020 | Latest News
In Part I, we talked about how what we like to call the “Chain of Custody” works to buy and own a home and how similarly a life settlement transaction is executed. In both instances, you have a non-homogenous asset that must be evaluated for its own merits and the...
by California Settlements | Aug 1, 2020 | Latest News
Senior Life Settlements are an alternative asset class that create a natural hedge against many of the forces, most notably price instability and volatility, associated with market-traded investments. In a career transition in 2000, I was sitting for the Series 7 Exam...
by California Settlements | Jul 11, 2020 | Latest News
There are a number of interesting new, and old, ideas that are morphing into clever ways to “Democratize” this and that and that’s clearly evident in the investment industry. It’s refreshing to see more inclusivity to free-market capitalism. Literally, the power to...
by California Settlements | Jun 26, 2020 | Latest News
Market dislocations occur all the time. Money managers, market strategists and traders seek these disruptions to create opportunities to buy and sell into and out of names with velocity. Velocity leads to euphoria. Euphoria leads to market bubbles. The euphoria or...
by California Settlements | Jun 12, 2020 | Latest News
Stocks, Stocks or Stocks…What’ll It Be? “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” – Mark Twain Stocks are the only game in town, right? For all the reasons you already know, many of the traditional...
by California Settlements | May 15, 2020 | Latest News
An objection can either be real or an investor’s way of creating distance from you. Investors sometimes offer up excuses or contrive circumstances to hide their real emotions. It always boils down to the same thing…fear of the unknown. …I’m going to wait until the...
by California Settlements | May 2, 2020 | Latest News
You are a seasoned Advisor facing an unprecedented opportunity cleverly disguised as chaos, fear and uncertainty. Your clients need your care and attention. Some may be seeking liquidity. Others may wish to reallocate and rebalance their portfolios. But, all of them...
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