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Finance

Displaying 46 Results

Robert Dalie

Robert Dalie

Managing Director

The Summa Group of Oppenheimer & Co. Inc

Finance, Wealth Management

Navigating the Conflicted and Emotional Stages of Divorce through Thoughtful Planning

Read more

Jim Freedman

Jim Freedman

Chairman & Managing Director

Intrepid Investment Bankers

Finance, Investment Banking

Food and Beverage Brands Adopt D2C To Compete and Thrive

Read more

Andrew Horowitz, CEPA

Andrew Horowitz, CEPA

Senior Vice President

Rockefeller Capital Management

Finance, Wealth Management

Value Acceleration and Exit Planning

Read more

Adam Abramowitz

Adam Abramowitz

Managing Director, Co-Head of Healthcare

Intrepid Investment Bankers

Finance, Investment Banking

How Healthcare Executives Are Responding to COVID-19

Read more

Ed Bagdasarian

Ed Bagdasarian

CEO & Managing Director

Intrepid Investment Bankers

Finance, Investment Banking

Guts, Glory, and Winning Valuations

Read more

Geoffrey R. Berlin, CFP®

Geoffrey R. Berlin, CFP®

Executive Director, Private Bank

J.P. Morgan Private Bank

Finance, Private Banking

Tax Aware Borrowing

Read more

Jonathan Bluth

Jonathan Bluth

Director, Co-Head of Healthcare

Intrepid Investment Bankers

Finance, Investment Banking

How Healthcare Executives Are Responding to COVID-19

Read more

Claudia Bodan

Claudia Bodan

Los Angeles Market President

Commercial Bank of California

Finance, Commercial Banking

Jon Bradford

Jon Bradford

Co-Founder and CEO

Colab

Finance, Venture Capital

Doug DeGroote

Doug DeGroote

Managing Director

DeGroote Financial Group

Finance, Wealth Management

Josh Fein

Josh Fein

Partner

AdvicePeriod

Finance, Wealth Management

Brandon Ferrera

Brandon Ferrera

SVP, Market Executive, Southern CA

Fifth Third Bank

Finance, Commercial Banking

Jessop Fowler

Jessop Fowler

Director

Datasite

Finance, Investment Banking, Private Equity

3 Pro Tips for Easing the Burden of Managing Transactions

Read more

Dovi Frances

Dovi Frances

Founder, Managing Partner

SG VC

Finance, Venture Capital

Cycles of Innovation

Read more

Scott Hansen

Scott Hansen

CFP, Senior Vice President

Wells Fargo Wealth Management

Finance, Private Banking

Dark Pathing

Read more

Thomas Hayes

Thomas Hayes

Senior Vice President and Western Region Manager

PNC

Finance, Credit and Lending

Jonathan Hodge

Jonathan Hodge

Vice President, Senior Portfolio Manager - Wealth Management

UBS Financial Services Inc.

Finance, Wealth Management

Data Overload

Read more

Alan Hopkins

Alan Hopkins

Chief Economic Strategist

Manchester Financial

Finance, Alternative Investments, Wealth Management

Understanding Social Security

Read more

Todd Kaltman

Todd Kaltman

Managing Director - Fairness and Solvency Opinions

Duff & Phelps

Finance, Transactions & Transformations

Jeffrey R. Knakal

Jeffrey R. Knakal

Managing Partner & Founder

GROWTH PARTNERS

Finance, Investment Banking

Partial Liquidity Alternatives

Read more

Justin Krane, CFP

Justin Krane, CFP

President & Founder

Krane Financial Solutions

Finance

How To Enjoy Your Money

Read more

Michele L. Havens

Michele L. Havens

President, Los Angeles Region

Northern Trust

Finance

Learning Resilience From Failure

Read more

Brian Levin

Brian Levin

Director

Intrepid Investment Bankers

Finance, Investment Banking

Deal Execution is a Team Sport

Read more

Mike Martinez

Mike Martinez

Chief Operations Officer

Yes Studio, LLC

Finance, Venture Capital

Steve Moon

Steve Moon

Managing Director, M&A Advisory

Duff & Phelps, LLC

Finance, Investment Banking

Bruce Munster

Bruce Munster

Managing Director – Wealth Management & Senior Portfolio Manager, PIA Program

Merrill Lynch Private Banking & Investment Group

Finance, Private Banking

Environmental Leadership and Impact Investing

Read more

Pardis Nasseri

Pardis Nasseri

Managing Director & President

Palm Tree

Finance, Transactions & Transformations

Artificial Intelligence (AI) and Machine Learning are coming faster than you think. Are you and your business ready for it?

Read more

Marvin Padilla

Marvin Padilla

Managing Director, Head of Apparel & Lifestyle Brands

Intrepid Investment Bankers

Finance, Investment Banking

The Social Consciousness of Branded Consumer Companies

Read more

Michael Pagano

Michael Pagano

Executive Vice President, Private Client Services

City National Bank

Finance, Private Banking

Finding and Keeping Your Balance

Read more

Ash Patel

Ash Patel

President & CEO

Commercial Bank of California

Finance, Commercial Banking, Credit and Lending

Small Businesses May Not Realize They’re Facing This Challenge

Read more

Brandon Quartararo

Brandon Quartararo

Managing Director, Head of Digital Media

Intrepid Investment Bankers

Finance, Investment Banking

Why Marketing ­Services Companies Are Hot ­Acquisition Candidates

Read more

Gary Rabishaw

Gary Rabishaw

Managing Director, Head of Commercial & Consumer Technology

Intrepid Investment Bankers

Finance, Investment Banking

Building A Culture of Innovation

Read more

Mike Rosenberg

Mike Rosenberg

Senior Managing Director

Intrepid Investment Bankers

Finance, Investment Banking

Why Marketing ­Services Companies Are Hot ­Acquisition Candidates

Read more

Larry M. Schnaid

Larry M. Schnaid

Senior Vice President & Senior Portfolio Manager

UBS Financial Services Inc.

Finance, Wealth Management

Using Your Wealth For Good

Read more

Rich A. Schuette, CFP

Rich A. Schuette, CFP

Wealth Manager

Avalan

Finance, Wealth Management

Who’s on your Team? An Introduction to the Concept of a Virtual Family Office

Read more

Michael Schwartz

Michael Schwartz

Founder & CEO

Galerie Michael, Inc.

Finance, Alternative Investments

A Look at the Aesthetic Imperative

Read more

Michael Seccuro

Michael Seccuro

Managing Director and Head of Food, Beverage, and Agriculture

Intrepid

Finance, Investment Banking

Food and Beverage Brands Adopt D2C To Compete and Thrive

Read more

Nerre Shuriah, J.D., LL.M

Nerre Shuriah, J.D., LL.M

Wealth Planning Manager

First Citizens Bank

Finance, Private Banking

Why You Need Financial Wellness

Read more

Bruce Simon

Bruce Simon

Senior Managing Director, CIO

City National Rochdale, LLC

Finance, Private Banking

Separating Signal From Noise

Read more

Duane Stullich

Duane Stullich

Co-founder & Managing Partner

FocalPoint Partners

Finance, Investment Banking

Jalal Taby

Jalal Taby

Senior Vice President - Middle Market

Comerica Bank

Finance, Commercial Banking

Suman Talukdar

Suman Talukdar

Founding Partner

AiSprouts.vc

Finance, Venture Capital

Brian Werdesheim

Brian Werdesheim

Managing Director - Investments

The Summa Group | Oppenheimer & Co. Inc.

Finance, Wealth Management

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

Read more

Orin Winick

Orin Winick

National Director - Investment Advisory

Aspiriant

Finance, Wealth Management

Dave Wolinsky

Dave Wolinsky

Senior Vice President

Palm Tree

Finance, Transactions & Transformations

The future of FP&A and information is right behind you.

Read more

Jonathan Zucker

Jonathan Zucker

Managing Director, Head of Capital Markets

Intrepid Investment Bankers

Finance, Investment Banking

Five Things Every CEO Needs to Focus on Right Now

Read more

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Articles

Why Is Now a Good Time to Borrow?

Craft a liquidity management plan well in advance to achieve financial flexibility.
By Ryan Bristol | J.P.Morgan Private Bank

3 Pro Tips for Easing the Burden of Managing Transactions

As pundits debate the sustainability of positive trends in the market and the ultimate shape of our...
By Jessop Fowler | Datasite

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

How professionals with unpredictable and short-term earning windows can lock down their financial futures.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Value Acceleration and Exit Planning

Cash flow is king.
By Andrew Horowitz, CEPA | Rockefeller Capital Management

The 12 Reasons Owner Transitions Are Not Successful (and What to Do About It)

The role of the transition growth and exit- planning process in successful business-owner exits.
By Andrew Horowitz, CEPA | Rockefeller Capital Management

How to Protect Your Financial Health during the Pandemic

Five actions for U.S. taxpayers to consider in the spring of COVID-19.
By Ryan Bristol | J.P.Morgan Private Bank

Hiring a Wealth Management Team

The important considerations for any affluent family looking to make the best and most well-informed decision...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Five Things Every CEO Needs to Focus on Right Now

Businesses are being hit particularly hard by the pandemic and must take a proactive approach to address the...
By Jonathan Zucker | Intrepid Investment Bankers

Opportunities for Restructuring in Healthcare & Pharma

Navigating the storm.
By Jessop Fowler | Datasite

2020 Vision: J.P. Morgan Chase Continues to Invest in Business-Forward Utah

Amid a swirl of uncertainty about the sustainability of the economic cycle, politics and geopolitics,...
By Brian Swenson

Having Fund: The Top Venture Capital Firms in Southern California

A look at the top Venture Capital firms in LA and Southern California.
By Benjamin Kuo

Food and Beverage Brands Adopt D2C To Compete and Thrive

The Food & Beverage industry has experienced a recent surge of startups establishing their brands using...
By Jim Freedman | Intrepid Investment Bankers

Choosing Your Intention to Influence Your Behavior

How to become the best architect of your financial life.
By Ryan Bristol | J.P.Morgan Private Bank

Navigating the Conflicted and Emotional Stages of Divorce through Thoughtful Planning

How skilled advisors collaborate to bring stability during uncertain times.
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Food and Beverage Brands Adopt D2C To Compete and Thrive

The Food & Beverage industry has experienced a recent surge of startups establishing their brands using...
By Michael Seccuro | Intrepid

Who’s on your Team? An Introduction to the Concept of a Virtual Family Office

In this first of a three-part series, Rich Schuette explains how you can create the best team possible to...
By Rich A. Schuette, CFP | Avalan

What You Need to Know When Thinking about a Buy Side M&A Transaction

By Joseph Husband | Intrepid Investment Bankers

The Industrial Revolution in the 21st Century

Artificial intelligence, machine learning, and big data convergence creates disruption and opportunity.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Using Philanthropy to Create a Tax Controlled Exit From Your Life’s Work

Making the big exit from the work world easy and controllable through philanthropy.
By Rich A. Schuette, CFP | Avalan

Does Your Generation Know Best When It Comes to Money?

By Ryan Bristol | J.P.Morgan Private Bank

What You Need to Know When Thinking about a Buy Side M&A Transaction

By Jim Freedman | Intrepid Investment Bankers

Small Businesses May Not Realize They’re Facing This Challenge

But there is finally a tool to help solve the problem.
By Ash Patel | Commercial Bank of California

Why You Need Financial Wellness

Achieving financial wellness gives you the power to change your life and enables you to weather any financial...
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

Demystifying Opportunity Zones

Exploring private investments that stimulate economic growth and improve low-income areas.
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Understanding Social Security

The past, present, and future of this vital safety-net program.
By Alan Hopkins | Manchester Financial

Pre-Transaction Planning

Four questions to ask before the sale or IPO of your business.
By Ryan Bristol | J.P.Morgan Private Bank

Not Just An Exit, A Transformative Partnership

The Investment banker as your partner throughout the life cycle of your business.
By Jonathan Zucker | Intrepid Investment Bankers

Not Just An Exit, A Transformative Partnership

The Investment banker as your partner throughout the life cycle of your business.
By Jim Freedman | Intrepid Investment Bankers

State of Banking

Fintech is key to banks’ abilities to successfully help businesses through economic storms
By Ash Patel | Commercial Bank of California

Building A Culture of Innovation

Companies that practice being first, better, or different are models of success
By Gary Rabishaw | Intrepid Investment Bankers

Building A Culture of Innovation

Companies that practice being first, better, or different are models of success
By Jim Freedman | Intrepid Investment Bankers

Modern Family Office

Innovative technology promotes the integration of outside financial advisers, improves communication, and...
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

The future of FP&A and information is right behind you.

Dave Wolinsky, Vice President of Palm Tree, explains how information in this age of technology is vital for a...
By Dave Wolinsky | Palm Tree

Artificial Intelligence (AI) and Machine Learning are coming faster than you think. Are you and your business ready for it?

Pardis Nasseri, Managing Director & President of Palm Tree, explains how people must adjust to the quick...
By Pardis Nasseri | Palm Tree

Using Your Wealth For Good

Can you fulfill your philosophical vision through meaningful investment?
By Larry M. Schnaid | UBS Financial Services Inc.

Exit Strategy

How to prepare to navigate the tricky transition from business owner to retiree
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

Corporate Carve-Outs: An Option For Maximizing Shareholder Value

Alex Soltani, Founder & CEO of Skyview Capital, LLC, explains how corporate carve-outs can be beneficial for...
By Alex Soltani | Skyview Capital, LLC

Impact Investing Is Core to a Philanthropic Practice

As the new year approaches, take time to reflect on how your business can make a difference beyond profit
By Dave Wolinsky | Palm Tree

The Importance of Intertwining Philanthropy and Business

As three generations make up the workforce, a focus on millennials and their charitable priorities is key to...
By Pardis Nasseri | Palm Tree

The Past, Present, and Future of Planning

Demystifying wealth management as planning becomes ultra-personalized and financial technology disrupts old...
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Why Marketing ­Services Companies Are Hot ­Acquisition Candidates

Opportunities abound on the new landscape of ­experiential commerce
By Mike Rosenberg | Intrepid Investment Bankers

Why Marketing ­Services Companies Are Hot ­Acquisition Candidates

Opportunities abound on the new landscape of ­experiential commerce
By Brandon Quartararo | Intrepid Investment Bankers

Maximizing Your ­Philanthropic Impact

Create the structure needed to transform and execute your vision and legacy
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Building the Next Big Beauty Care Brand—Fast

Jim freedman, Chairman & Managing Director of Intrepid, explains how to capitalize on consumer behaviors and...
By Jim Freedman | Intrepid Investment Bankers

Tax Aware Borrowing

Geoffrey R. Berlin CFP® of J.P. Morgan says that two kinds of debt may qualify you for a substantial tax...
By Geoffrey R. Berlin, CFP® | J.P. Morgan Private Bank

Demystifying the World of Wealth Management Through Values and ­Client Advocacy

You've sold your business. Now what?
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Building the Next Big Beauty Care Brand—Fast

Lauren Antion of Intrepid Investment Bankers explains how to capitalize on consumer behaviors and...
By Lauren Antion | Intrepid Investment Bankers

Sir Isaac Newton and the Madness of the Stock Market

Larry Schnaid, SVP and Senior Portfolio Manager of UBS Financial Services Inc., breaks down investor's...
By Larry M. Schnaid | UBS Financial Services Inc.

Who Cares if Your Raise is Bigger Than Mine

Why organic businesses without substantial outside capital often have better business fundamentals and...
By Brandon Quartararo | Intrepid Investment Bankers

The Intersection of Giving and Art

Charities and artists have a natural alignment, and both philanthropists and artists are pursuing creative...
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

Who Cares if Your Raise is Bigger Than Mine

Jim Freedman on why organic businesses without substantial outside capital often have better business...
By Jim Freedman | Intrepid Investment Bankers

Artificial Intelligence’s Potential Impact on the Investment Management Industry

Robert Dalie explores the pros and cons of AI’s growing role in the finances that run our lives
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Knowing and Understanding Inflection Points

Larry Schnaid of UBS on the current state of U.S. monetary policy
By Larry M. Schnaid | UBS Financial Services Inc.

Making a Difference by Aligning Your Career with Philanthropic Endeavors

Jim Freedman of Intrepid Investment Bankers explains how he is on the front lines of Health Care, M&A, and...
By Jim Freedman | Intrepid Investment Bankers

Making a Difference by Aligning Your Career with Philanthropic Endeavors

Jonathan Bluth of Intrepid Investment Bankers explains how he is on the front lines of Health Care, M&A, and...
By Jonathan Bluth | Intrepid Investment Bankers

Deal Execution is a Team Sport

What every business owner needs to know about preparing for an executing an M&A transaction
By Brian Levin | Intrepid Investment Bankers

Personal Health Is Your Most Valuable Asset

The benefits of private concierge medicine
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Deal Execution is a Team Sport

What every business owner needs to know about preparing for and executing an M&A transaction
By Jim Freedman | Intrepid Investment Bankers

Demystifying the Virtual Family Office

Identifying the keys to maximizing the effectiveness of a Virtual Family Office
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

What to Expect When You’re Expecting (To Raise Capital)

When ready to tap the capital markets, focus on what will bring you the greatest value - running your...
By Jim Freedman | Intrepid Investment Bankers

What to Expect When You’re Expecting (To Raise Capital)

When you ready to tap the capital markets, focus on what will bring you the greatest value - running your...
By Jonathan Zucker | Intrepid Investment Bankers

Environmental Leadership and Impact Investing

In an increasingly globalized world and economy, investment leadership financially and environmentally are...
By Bruce Munster | Merrill Lynch Private Banking & Investment Group

The Social Consciousness of Branded Consumer Companies

Consumer companies are redefining what it means to be successful
By Marvin Padilla | Intrepid Investment Bankers

The Social Consciousness of Branded Consumer Companies

Consumer companies are redefining what it means to be successful
By Jim Freedman | Intrepid Investment Bankers

Guts, Glory, and Winning Valuations

Sports, entertainment, and the art of company valuation
By Jim Freedman | Intrepid Investment Bankers

A Look at the Aesthetic Imperative

The ability to define art on their terms gives collectors the means to further appreciate works
By Michael Schwartz | Galerie Michael, Inc.

Guts, Glory, and Winning Valuations

Sports, entertainment, and the art of company valuation.
By Ed Bagdasarian | Intrepid Investment Bankers

It’s a Family Affair

The family office is a new kind of financial partner
By Jonathan Zucker | Intrepid Investment Bankers

Fundamentals, Technicals, and Revisiting the Queen

While a China-induced global recession is possible, economic optimism should be more abundant domestically...
By Bruce Munster | Merrill Lynch Private Banking & Investment Group

It’s a Family Affair

The family office is a new kind of financial partner
By Jim Freedman | Intrepid Investment Bankers

Disruptive Innovation Is Driving Investments

A spate of successful startups are fueling M&A activity and capital investment
By Adam Abramowitz | Intrepid Investment Bankers

Technology Is Disrupting Many Industries

Wealth Management May Be Next
By Bruce Munster | Merrill Lynch Private Banking & Investment Group

Learning Resilience From Failure

For many business owners, failures are not the end of the road. Instead, they tend to be inflection points...
By Michele L. Havens | Northern Trust

Disruptive Innovation Is Driving Investments

A spate of successful startups are fueling M&A activity and capital investment
By Jim Freedman | Intrepid Investment Bankers

Life’s Ultimate Adventure

I have worked for more than 35 years to build Galerie Michael, a prestigious, world-class gallery on Rodeo...
By Michael Schwartz | Galerie Michael, Inc.

Creating a Living Legacy That Endures

Exploring the ways to make a difference in the lives of those around you
By Jim Freedman | Intrepid Investment Bankers

Partial Liquidity Alternatives

Owners typically work a lifetime building their companies and most have their wealth embedded within the...
By Jeffrey R. Knakal | GROWTH PARTNERS

Finding and Keeping Your Balance

There is a seemingly endless amount of information related to managing substantial wealth ideas—claims,...
By Michael Pagano | City National Bank

Separating Signal From Noise

At City National, we believe that perspective is one of the most integral foundations of investing. It takes...
By Bruce Simon | City National Rochdale, LLC

Digital Gives Action Sportswear and Activewear Brands a Fashion Makeover

What’s the new face of acquisition and investment activity?
By Jim Freedman | Intrepid Investment Bankers

Initial Public Offerings

The goal of this article is ambitious because a definitive decision-rule does not exist. Each company’s...
By Jeffrey R. Knakal | GROWTH PARTNERS

Meet the Bank of America Merrill Lynch Entertainment Industries Group (EIG)

CSQ magazine’s Sports and Entertainment edition has once again created fantastic content and provided...
By Bruce Munster | Merrill Lynch Private Banking & Investment Group

Fifty Shades of Capital

Searching for the right capital provider, in many ways, is like searching for a perfect mate. It can be...
By Jonathan Zucker | Intrepid Investment Bankers

Fifty Shades of Capital

Finding the right financing partner
By Jim Freedman | Intrepid Investment Bankers

Strategic Engineering

The discipline of strategic development originated in academia in the 1960s, became mainstream in the 1970s...
By Jeffrey R. Knakal | GROWTH PARTNERS

Meet the New Team

Last month, my team and I resigned from Morgan Stanley in Woodland Hills and accepted positions at the...
By Bruce Munster | Merrill Lynch Private Banking & Investment Group

Cycles of Innovation

Payment processing is a massive, global market with many niches and multiple participants. In 2012 alone, the...
By Dovi Frances | SG VC

The Value of an Investment Banker

Investment banking evolved from the 18th-century European merchant banking system which was dedicated to...
By Jeffrey R. Knakal | GROWTH PARTNERS

Silicon Beach

A hotbed for technology startups, financing, and M&A
By Jim Freedman | Intrepid Investment Bankers

Managing to Maximize Value

Value Maximization pertains to managerial decisions and actions that are not necessarily event-based, but...
By Jeffrey R. Knakal | GROWTH PARTNERS

Dark Pathing

Laying the groundwork for working with your financial advisor on a solid framework
By Scott Hansen | Wells Fargo Wealth Management

Substance and Innovation

Often in venture capital and the software and tech community we see companies that can make some of us roll...
By Dovi Frances | SG VC

Dark Pathing

One of the main objectives of the Private Bank is to build holistic relationships with our clients. We do...
By Nerre Shuriah, J.D., LL.M | First Citizens Bank

Optimizing a Liquidity Event

Remember, each owner’s assessment of risk and reward is relative, and there will always be buyers that will...
By Jeffrey R. Knakal | GROWTH PARTNERS

Capital Formation

Given the importance of capital formation to all companies, this article will refresh understandings and...
By Jeffrey R. Knakal | GROWTH PARTNERS

Data Overload

How new media has created an overt fear of the future for investors
By Jonathan Hodge | UBS Financial Services Inc.

Data Overload

Larry Schnaid of UBS Financial Services Inc. explains how foresight based off of data does not exempt...
By Larry M. Schnaid | UBS Financial Services Inc.

Software Companies as an Investment Asset Class

Among many of the venture capital trends and focuses of the past 12 years, we are beginning to see the...
By Dovi Frances | SG VC

What Type of Investor Are You?

Evaluating the pros and cons of three unique style of investing
By Scott Hansen | Wells Fargo Wealth Management

How To Enjoy Your Money

A two part examination of how to find balance between spending and saving
By Justin Krane, CFP | Krane Financial Solutions

Race to the Bottom

Major world economies are devaluing their currencies by printing and creating money in an attempt to...
By Alan Hopkins | Manchester Financial
1 ... 2 3 4 ...

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