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CIOs and Bow Ties
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CIOs and Bow Ties

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CIO Greg Silberman interviews guests and highlights interesting investment opportunities in the private markets.
107 Episodes
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Come Learn With MeOur website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
Come Learn With MeOur website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
Come Learn With MeOur website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
Come Learn With MeOur website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
Come Learn With MeOur website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
Come Learn With MeOur website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 00:35] Brian C. Adams – Introduction[Frame - 01:51] Affinity for Real Estate?[Frame - 03:48] Current State of Commercial Real Estate market[Frame - 13:15] Key changes (demographics, interest rates etc.)[Frame - 16:55] Taxable HNW and family offices (talk a bit about the tax benefits)[Frame - 19:52] Syndication platforms[Frame - 26:00] Co-investment structures for RIAs[Frame - 29:05] Driver of future returns?[Frame - 35:28] Closing – tips for younger peopleThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
Come Learn With MeOur website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
Our website - https://www.gregsilberman.com/private-client-group/Investment Platform - https://ritterbandinvest.com/register/LOMS - https://www.gregsilberman.com/loms/Mini Groups - https://bit.ly/3F9eyoxArticle - https://bit.ly/3v4gdcfThis communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle. Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc. ACG Wealth Inc. is an affiliate of ACG Investment.
https://nyti.ms/2Za4LfD points form the article: - As Bitcoin’s Price Surges, Affluent Investors Start to Take a Look - Cryptocurrencies, originally a way to conduct business outside the financial system, are increasingly seen as an asset akin to private equity or venture capital. - price of a single Bitcoin has gone from zero to over $30,000 in that time. - ramifications of including Bitcoin and other cryptocurrencies in portfolios as well as trusts, - investors comfort are the custody and other back-office financial services that lower the risk of the currencies being lost or stolen. - cryptocurrencies are, in some ways, more like old-time bearer bonds - 20 percent of the 18.5 million Bitcoin in existence have apparently lost their keys - still look at it as a venture style of investing,” Mr. Willian said. - treat digital assets the same as other investments in their portfolio. That will allow them to pay whatever tax they owe but also to make plans for gifts and bequests to heirs through an estate plan. - combines humans and algorithms to securely move cryptocurrencies from “cold” storage, when the device holding the keys is not connected to the internet, to “hot” storage, where the Bitcoin is connected to the internet - prudently managing the asset itself, given its volatility, in the context of other assets in the trust. - Jurisdiction over disputes rests with the location of the property, not where the trust was set up. - Internal Revenue Service Form 1040, filers are asked if they bought or sold any virtual currency that year.Disclaimer: This communication is for information purposes only not an investment recommendation.
[Frame - 01:01] Other challenges re: federal illegality and how to deal with them e.g. Banking[Frame - 05:18] Prospect of Federal Legalization and effect on company structure going forward   For part 1 go here --> https://bit.ly/38EbdkZ For part 2 go here --> https://bit.ly/3nyK8Uz This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 01:01] How does that result in structuring a Cannabis Business?[Frame - 03:00] How does that differ for cultivation, manufacturing and dispensary? For part 1 go here --> https://bit.ly/38EbdkZ For part 3 go here --> https://bit.ly/3nlTQt3 This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 00:55] Marshall Minor – Introduction[Frame - 02:00] Brief background including involvement in cannabis companies[Frame - 06:40] Comments on latest legalization – NJ, Montana, Arizona, SD[Frame - 10:50] What is 280E?   For part 2 go here --> https://bit.ly/3nyK8Uz For part 3 go here --> https://bit.ly/3nlTQt3   This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 01:03] State taxes[Frame - 01:03] Is the federal solar tax credit going away in 2020?   For part 1 go --> https://bit.ly/2DTUvB8 For part 2 go --> https://bit.ly/323LkGk This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 00:50] Tenant under NNN (we are obligated to provide power to the building)[Frame - 04:15] Can charge market rates for power instead of selling to the grid[Frame - 07:00] Federal tax credit (26% of installed cost) – no limit?[Frame - 10:04] Accelerated depreciation (Cost of install less ½ federal credit over 5 years) For part 1 go --> https://bit.ly/2DTUvB8 For part 3 go --> https://bit.ly/2Qg8xzj This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 00:30] Stu Caplan – Introduction[Frame - 02:30] Background[Frame - 04:36] RIA w/3 bucket approach to investing – equity, fixed income, REAL ESTATE- What kind of real estate?[Frame - 08:10] Bond replacement strategy- How does alternative energy/solar fit into this mix? For part 2 go --> https://bit.ly/323LkGk For part 3 go --> https://bit.ly/2Qg8xzj This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 01:06] Estate Tax opportunity[Frame - 06:45] Idea- conservation easements[Frame - 15:50] Rapid fire   For part 1 go --> https://bit.ly/33xu5iN For part 2 go --> https://bit.ly/2PEEOzT This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 01:15] Tax planning[Frame - 10:30] Estate planning   For part 1 go --> https://bit.ly/33xu5iN For part 3 go --> https://bit.ly/33Pt7id This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund.   The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.  
[Frame - 01:35] Frazer Rice – Introduction[Frame - 01:35] Environment: Estate tax[Frame - 12:57] Setting yourself up for 2021 on all tax fronts- especially the state level   For part 2 go --> https://bit.ly/2PEEOzT For part 3 go --> https://bit.ly/33Pt7id This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
[Frame - 00:50] Letting Go the Pathway of Surrender – David Hawkins[Frame - 08:30] Africa sci-fi themed movies, Chappie, District 9, Elysium, Black Panther For Part 1 go here --> https://bit.ly/3cV62eS For Part 2 go here --> https://bit.ly/2CatcB7 This communication is available for information purposes only and does not constitute an offer or sale or any form of general solicitation or general advertising of interests in any fund or investment vehicle.  Any such offer will only be made in compliance with applicable state and federal securities laws pursuant to an offering memorandum and related offering documents which will be provided to qualified prospective investors upon request.  Prospective investors should review a Fund’s offering memorandum carefully, which includes important disclosures and risk factors associated with an investment in a Fund. The views and strategies described may not be suitable for all investors. They also do not include all fees or expenses that may be incurred by investing in specific products. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. You cannot invest directly in an index. The opinions expressed are subject to change as subsequent conditions vary. Reliance upon information in this material is at the sole discretion of the reader. Advisory services offered through ACG Wealth Inc.  ACG Wealth Inc. is an affiliate of ACG Investment.
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