Join Greg Silberman, long-time institutional CIO, as he scours the investment universe to bring you the best and brightest private market ideas.

Join Brian C. Adams, a Real Estate Pro, for an insightful discussion on:

   - Current State of Commercial Real Estate market
   - Syndication platform
   - Taxable HNW and family offices
   - Drivers for future returns
   - Co-investment structures for RIAs

CIOs and Bowties interview with Real Estate Pro - Brian C. Adams

Bartr Group invites offers for debt investment of up to £2m which will be used to fund the next stage of growth in the business

I'm excited to share that I'll be doing a webinar with Paul Henderson, Founder of Bartr Group, on Thursday, February 24th at 1:00 pm EST to learn about Bartr's large, global, and growing market with $1.6tn annual revenue:

- Proven and market-leading technology with profitable trading demonstrated in Beta Trading (41 current live interconnects)
- Strong management team with a track record in the sector
- Extreme profitable gross margins

Bartr Group, Bringing Next-generation Technologies to Global Telecoms

eAmbient is a worldwide building health technology firm that uses data analytics and proven hardware solutions to keep buildings safe against intrusive groundwater from the foundation up.

I'm excited to share this week's webinar with Andreas Calianos, CEO of eAmbient. In this video, Calianos talks about how eAmbient will be able to provide the solution to the problem affecting the $55 billion global waterproofing systems market:

- Ambient energy harvesting harnesses energy from natural sources that surround us in the everyday environment.
- Commercial and scientific initiatives, including NASA, have focused on harvesting electromagnetic, solar, thermal, and mechanical energy into power sources that can be stored and used.
- Our device does not store energy. It emits a specific waveform that disrupts the chemical bond between water and silica in walls.

eAmbient, a Worldwide Building Health Technology Firm

Wavemaker Three-Sixty Health LP is a Los Angeles-based, early-stage (Seed/Series A) health technology-focused fund investing across the United States founded in 2018.

They look for dominant businesses which are focused on early-stage seed, health technology investments.

The Fund invests in early-stage seed franchises focusing on health technology investments.

What I found most interesting was Frank Stonebanks's presentation of the health technology innovation:

- Collective health tech target markets (i.e. HealthTech, DX/Tools, Devices) showed bigger than all biopharma
- 2019-2020 showed the biggest year-over-year growth in fundraising (57%) since 2011.
- The number of life science-only funds in 2020 versus 2019 were the same (28) but median deal size was ~2x higher ($415M vs $217M)

Wavemaker Three-Sixty Health LP - Health Technology-focused Fund

I am delighted to announce a webinar with managing partner, Keyur Majmudar, to learn how their firm has successfully invested in franchises that are powering India towards a USD 10 trillion economy:

- India has a population of 1.3 billion and is continent in its own right
- Over 50% of Indian households are likely to move in the upper middle- and above-income levels in the next 10 years
- Reform agenda in India has been continually gathering momentum
- India’s digital infrastructure has scaled significantly over the last few years [Keyur mentions the composition of the Indian Stock Exchange is about to change dramatically with new Inidain Tech IPOs].

Bay Capital have an experienced team and is supported by a stellar advisory board.

Bay Capital is an India-focused investment manager

Renewable Energy Products Manufacturing, Inc. (REPM) is a late-stage renewable energy company developing both innovative technologies for solar as well as building and operating solar fields throughout the country.

Here are some things you’ll learn in the webinar:

1. REPM is in various stages of developing four solar fields each approximately 5 MW. These are high margin and recurring revenue projects;

2. Patent Pending technologies to improve

- Heat Bypass: avoid overheating
- Micro-Inverter: do this for each panel thereby saving money on costly wiring.
- Battery: store energy 24/7.

3. The team at REPM are solar industry veterans including highly respected scientists and technologists.

Renewable Energy products - late-stage renewable energy company

Cottonwood Technology Fund, founded in 2010 cooperates closely with national and institutional labs, technology universities, medical centers and research institutions to gain early exposure to ground-breaking hard science technologies and innovation.

I interview founder David Blivin to find out more.

Here are some things you’ll learn in the webinar:

1. Cottonwood invests pre-revenue & pre-customer, so they are almost always the no. 1 on seed stage hardware startups’ list;

2. Few VC’s focus on patent based B2B high tech companies like Cottonwood does;  

3. No competition in (pre --)seed B2B high tech and hardware in their region of Northwest Europe & Southwest USA.

4. David walks through some Investments in:

 a. Medical technology
 b. Advanced manufacturing & robotics
 c. Cleantech / energy transition

Come Join us!

Profiting from World-Changing Technology

Home equity in residential real estate currently exceeds $12 Trillion. This previously un-investable asset class is a well-known, stable, long-term store of value.

Home Equity Contracts are a tool available for homeowners to access liquidity using their home equity.

Come join me for an interview with Kingsbridge CIO David Dunn learn how their fund originates and invests in home equity contracts:

• How they invest at a discount to the fair market value of the home, which mitigates downside risk;

• And receive accelerated upside participation in any future home price appreciation;

• Why Home Equity Contracts have a low correlation to public market investments;

• And how to construct a Portfolio of Home Equity Contracts

You will learn more about this Alternative yield U.S. residential real estate investment strategy.

Investing in America's Recovery

Global Sports Betting is a $250 Billion industry and Online Sportsbooks $39.7Billion (Statista)
Professional sports lines are set by a handful of people in Las Vegas and Atlantic City.

By removing the less savory elements of gambling and facilitating P2P, skill-based challenges, PostitPlayit makes wagering more acceptable to people or entities with residual skepticism.

Come join me for an interview with Founder Andrew Eckman to learn more about how:


1. the Founder is an entrepreneur accustomed to creating businesses that are subject to state and federal regulatory oversight;

2. Users can bet on (and change the line for) contests on all major professional sports leagues and eSports leagues OR;

3. Create their own custom challenge (e.g. lowest score on the next Golf hole);

4. PostItPlayIt allows users to designate judges for these competitions;

5. Users cannot wager more than $1,000;

6. PostItPlayIt earns a transaction fee when users place or accept bets **NOT a vig**;

7. Fantasy platforms are considered to be skill-based, but are relatively inflexible.

8. Users never have to worry about not getting paid when they win significant amounts because they issue immediate disbursements.

PostitPlayit - a technology platform for skill based P2P wagers

Last month saw a watershed moment in the cannabis industry. The House of Representatives approved the MORE Act, a bill that would end the federal prohibition of cannabis.

And if legislation continues like this under the new Biden presidency, we could see legal cannabis in all 50 states.

I interview Noble House Capital Management Founding Partner Chief William Lay. 

William and his team have been instrumental in the largest most complex M&A transactions in the space.

During the interview William will detail:

1. The current US Landscape;
2. The fragmented market post-2018 crash;
3. The shortage of capital to achieve growth objectives (read as a good opportunity for investors) and
4. The mosaic of what makes a good investment (state positioning, operators, brands, depth, value chain)

Federal legalization has never been closer and you don’t want to miss this opportunity!

2021: The Year of Federal Cannabis Legalization

The facts are Gold currently has significant long-term tailwinds & Gold miners are very undervalued after a deep bear market.

Equinox has over 25-years experience investing in Gold and Silver miners and close to $1Bn in assets under management.

In this interview with Chief Investment Officer Sean Fieler you will learn:

What is Driving this Gold Bull Market:
1. Fiscal Policy - Federal Government spent 2x its revenues in FY2020;
2. Monetary Policy - Central banks cannot stop QE;
3. Debt Levels - Total US debt spiked to 400% of GDP
4. Gold Accumulation - Gold ETFs added 1,000+ tonnes YTD

Equinox’s edge in selecting mining stocks - their 10 C's inlucding:
- Understand insiders’ economics and
- Know the asset history;

A huge universe with little coverage - 1100 precious metals miners at $600b total market cap, with top 10 companies an outsized portion, and sell-side covering around 100.

Adding miners to a gold bullion portfolio increases performance, lowers miner’s volatility, and retains the inverse correlation of both.

Gold currently has significant long-term tailwinds - Equinox Partners

I interview Chief Investment Officer Brandon Zick to find out about their:

1. Strategy - In-house farm management with a disciplined value investment:

a. Acquire farms below market value (why and how)
b. Make Improvements (disruptive technologies)
c. Lease to Top Farmers

2. Sustainability Drives Returns: Globally, agriculture uses 95% of freshwater, emits 25% of greenhouse gas emissions, and uses 50% of the habitable landmass. The highest return investment opportunities are in companies with disruptive, sustainable business models that have positive, measurable environmental impacts.

3. Less Competitive Capital Market: disproportionately low private investment and only 15-20 dedicated funds. Financial buyers don’t have and can’t easily develop domain expertise and industry networks.

4. Attractive Yield: the spread between net operating income on the benchmark NCREIF Commodity Cropland index and the 10-year Treasury note is near all-time highs.

5. Inflation Hedge: Fed policy will eventually result in inflation exceeding 2%. Farmland is positively correlated with inflation and serves as an effective hedge.

6. Portfolio Diversification: Farmland returns are negatively correlated with stocks and bonds.

Ceres Partners - Identify, acquire and manage productive agricultural land

Par4Investment is a credit manager focused on the distressed leveraged loan market.
I interview founder Robert Burke to find out more about the strategy and their:

1. Focus on liquid term loans $250MM-$1.25Bn in size, avoiding excessive competition of large managers;

2. Their CLO Platform that has allowed them to vet all-new issue loans as they came to market giving a timing and informational edge when a credit is downgraded or defaults;

3. Why  the Fulcrum security this time is most often the 1st lien debt and the advantages thereof:

        - Asymmetric risk-reward ….more upside, less downside;

        - The ability to get a plan out of bankruptcy sooner with no objecting class;

        - Typically, some current return in the form of “adequate protection payments”


4. And the Ideal “exit strategy” as built-in PE sponsored credits are at historic high leverage

The Current Distressed Cycle is Uniquely Different than Historical Cycles

Multi-family, Suburban Garden-Style housing, in the Southeast is benefitting from the COVID driven exodus out of Northern states.

I interview founder Chris Salerno to find out more about the strategy and focus on:

1. How this full-service real estate company differentiates itself from their competition;

2. How the Company’s location puts it in the heart of the target market, affording greater access to relationships & market knowledge.

3. The team has a history of opportunistically sourcing and managing smaller multi-family investments to create value (far away from competition from large Private Real Estate monoliths).

4. Chris will discuss an opportunity to invest directly in their latest deal - Lions Gate Apartments in Mauldin SC.

QC | Capital Multi Family Value-Add

The crypto space is an inefficient asset class with special situation strategies and little competition.
Arca is a digital asset fund exploiting the inefficiencies in small and mid-cap digital assets where information asymmetry exists.

I interview Co-Founder & CIO Jeff Dorman to find out more about the strategy and their focus on:

1. Different types of “currencies” and how to exploit inefficiencies

2. Current themes and how they may be traded for gain:
• DeFi vs CeFi 
• Tokenomics 
• Rewards & Gamification
• Staking 
• Sports & Gaming Use Cases
• Distressed; Mainnet Launches; Exchange Listings; Binary Events Activist Arbitrage

Join us for this absolutely fascinating discussion in an exciting new asset class

Arca - Digital Assets Fund

In this webinar you will learn more about SGI / Project Playgrounds:

- "Super App" that aggregates family-friendly kids’ games, digital books, videos and music;
- Current revenue mix of ~$7.2mm;
- 850k MAUs;
- 175k subscribers;
- Expected 5-year return of 4.1 – 6.0x MOIC and 30%-239% IRR (using current multiples);
- SGI’s value creation plan

Come learn how you can take advantage of the global kid's ́tablets market that is expected to be $36 Billion by 2027

Project Playground - growth/control investment kids media/software company.

The Electric Vehicle ("EV") and Battery Revolution was already underway, then the SPAC market got all fired up over EV!

The Fund invests in early and late-stage companies focused on Electric Vehicles, Batteries and its myriad effects on the Logistics supply chain.

I interview founder Kevin Smith to find out more about the strategy and focus on:

1. How their joint venture with Valmet Automotive, a leading EV Automotive Contract Manufacturer, positions IAG as a value-added investor with access to proprietary deal flow.

2. Kevin highlights the current & proposed pipeline of portfolio companies:

- focusing on the last-mile delivery space;
- Provider of clean transportation and energy storage for large heavy-duty vehicles including Class 8 trucks and transit buses;
- A technology solution that enables marine vessels to operate using renewable energy


3. IAG is an institutionally backed manager with deep technical competencies;

4. The effect of SPACs ("Special Purpose Acquisition Companies") entering the EV sector

IAG Mobility Fund - Taking the Electric Vehicle Market by Storm

I interview founder Mark Ostroff to find out all the info we would need to use their platform for our own private clients.

You will hear some great insights and updates about Oath, such as:

- What they do and how they deliver private equity investments in the lower middle market space.
- How they have successfully brought in one of the largest private equity firms in Europe to invest $50 million.
- Added 2 additional vehicles to their portfolio: a traditional commingled fund and a tender offer fund.

Oath Advisors - Lower Middle Market Co-Investment Platform - Part II

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