Thought Leadership

Calculator and Pencil

Is Investing in Secondaries Right for You? Part 2

For years, secondary funds were the poor, forgotten cousin of alternative investment funds. The secondaries market had limited activity, mainly from limited partners (LP) trying to exit their investments in old closed-end funds.

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Large Pen Laying On Graph

Is Investing in Secondaries Right for You?

For years, secondary funds were the poor, forgotten cousin of alternative investment funds. The secondaries market had limited activity, mainly from limited partners (LP) trying to exit their investments in old closed-end funds. Transactions in the secondary market were typically at deep discounts.

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Bank Abstract

Capital Calculations for Community Banks Will Get Easier

Good news for community banks: federal regulators have finalized a rule to simplify their capital requirements. The new rule allows these banks to adopt a simple leverage ratio to measure capital adequacy, instead of having to calculate and report risk-based capital ratios.

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Business Financial Report on Desk

Small Business, Big Savings: QSBS Tax Exclusion

Would you like to invest in a small business and cash out your gains, five years later, completely tax-free? It’s possible. Venture capital (VC) fund managers and other investors should look for Qualified Small Business Stock (QSBS), which can qualify for significant tax benefits under Section 1202…

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Rolling Back Dodd-Frank, Piece by Piece

On the campaign trail, President Trump promised to “do a big number” on the postcrisis Wall Street reforms. So far, he’s signed a bill easing Dodd-Frank-Act-mandated supervision of small and midsize banks.

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