Category: Front Page (ZP)

Tortoise's Rob Thummel in CNN Business

Trump’s Iraq threats could backfire on oil and gas prices Political and economic realities could make it difficult for President Donald Trump to carry out his threat to punish Iraq with bruising sanctions if US troops are expelled from the country. Trump vowed Sunday to hit Iraq with penalties “like they’ve never seen before” if […]

EquityZen's Phil Haslett in MarketWatch

What does the ‘WeWork effect’ mean for IPOs in 2020? After WeWork disaster and poor early performances from big-name startups like Uber, experts expect focus on profits and enterprise software in the new year The public crash and burn of WeWork’s initial public offering and poor early performances from high-priced startups that actually managed to […]

EquityZen's Brianne Lynch on CheddarTV

Busy IPO Season Coming to First Half of 2020: EquityZen – 2019 was a disappointing year for a number of consumer facing startups that made the leap into public markets, with high-profile names such as SmileDirectClub, Uber and Peloton off to bumpy starts. Brianne Lynch, Senior Business Development Associate at EquityZen, joined to discuss her outlook for 2020.

GenTrust's Puerto Rico Office News featured in International Adviser

US in the news: Kingswood continues M&A spree A round-up of the latest people moves and M&A deals in North America M&A Kingswood The London-headquartered wealth manager company has agreed to acquire an 85% majority interest in registered investment adviser (RIA) Chalice Wealth Advisors (CWA) and independent broker/dealer Chalice Capital Partners (CCP). The financial terms […]

EquityZen's Phil Haslett on Bloomberg

WeWork Is ‘Straw That Broke the Unicorn’s Back, Says Analyst – In less than one year, WeWork went from having a $47 billion valuation and being the darling of the venture capital world to needing an $8 billion infusion to avoid running out of money. Rett Wallace, Triton Resarch chief executive officer, and Phil Haslett, Equityzen co-founder, discuss with Bloomberg’s Taylor Riggs on ‘Bloomberg Technology.’ (Source: Bloomberg)

GenTrust's Olivier Sarfati in Chief Investment Officer

Factor Investing Doesn’t Always Deliver the Magic Its different strategies can range from dynamic to sleepy. Factor investing, which flies under the banner of smart beta, can make a dummy out of investors sometimes. As a broad category, these don’t deliver world-beating outperformance. What broad category does? Still, different stripes of them have their shining […]

Tortoise's Matt Sallee in Bloomberg

Oil’s Advance Peters Out Despite Surprise U.S. Crude Withdrawal U.S. crude oil stocks decreased 1.1 million barrels last week Gasoline stocks at multiyear highest despite modest build Oil’s longest streak of gains in almost two months lost momentum after swelling domestic fuel inventories neutralized a surprise decline in domestic crude inventories. Futures in New York […]

GenTrust’s Puerto Rico Office Opening in News is My Business

GenTrust to open investment advisory office in San Juan The new office, which is located in the El Caribe office building, will be led by Elena Hernández, Principal of GenTrust Puerto Rico and wealth advisor. Miami-based registered investment advisory firm GenTrust will open an office in San Juan, to carry out its fiduciary duty to […]

ETFMG Market Segment Expert on Cheddar

2020 Outlook for Cannabis Stocks – Pot stocks have no been friendly to investors in 2019. With sky-high expectations from Wall Street, popular companies such as Aurora Cannabis, Canopy Growth, and Tilray all failed to live up to the hype. Jason Wilson, Cannabis Research and Banking Expert at ETFMG, joined Cheddar to discuss what the cannabis landscape will look like next year.

Tortoise's Rob Thummel in The Wall Street Journal

Investors Doubt OPEC Cuts Can Boost Oil Prices Recent rallies in crude stalled on concern reduced production won’t meaningfully curtail supply Easing trade tensions and production cuts by the Organization of the Petroleum Exporting Countries have boosted oil prices recently, but some investors remain dubious that even those long-awaited developments will be enough to push […]

GenTrust's Puerto Rico Office Opening in The Weekly Journal

GenTrust to Open Investment Advisory Office in Puerto Rico GenTrust, an investment advisory firm with a fiduciary duty to its clients, will soon open an office in San Juan. This expansion will allow GenTrust to further offer its customized advisory services for individuals, families, family offices and institutions in the region. “Our team has more […]

Tortoise's Rob Thummel on Bloomberg

How Attractive Is Saudi Aramco to Other Oil Producers? – Bloomberg Daybreak: AmericasTV Shows – Rob Thummel, portfolio manager and managing director at Tortoise Capital, discusses the attractiveness of investing in Saudi Aramco and the $11 billion writedown taken by Chevron Corp. on weak natural gas prices. He speaks with Bloomberg’s Alix Steel on “Bloomberg Daybreak: Americas.” (Source: Bloomberg)