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Kelly Palmer

SVP, Strategic Partnerships

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Ren is the largest independent philanthropic solutions provider in North America. With 35 years of industry knowledge, Ren partners with financial services firms, elite nonprofit organizations and leading community foundations to provide online access for donors, professional advisors and staff, to manage their planned gifts, including donor-advised funds. DonorFirstX (DFX) is our next-generation philanthropic management platform available as stand-alone SaaS or through our full administration solution. Endlessly configurable and scalable, DFX features a customizable platform that integrates securely with other fund accounting systems and is backed by the impeccable client service Ren is known for industry-wide.

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8910 Purdue Road
IN Indianapolis
United States
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Carlos E Rojas

President

Global Monetization Investing and Trading

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GMIT presents institutions, fund managers, and professional service administrators with a full spectrum approach to client capital growth initiatives. Seasoned clients and financial advisors benefit from our industry-leading global reach with a solid focus employing our client strategy; Includes on-going:
-Assessment – Development – Execution *** GMIT (ADE) strategies.
Essential areas of expertise include, but are not limited to:
–Currency Management/Exchange.
–Financial Asset Monetization/Trading.
–Hedge Fund Support/Transactions.
–Asset Management Support/Transactions.
–Global Asset Protection.
–Precious Metals & Stones Monetization & Trade.
–FX-4U Trading.
–BTC Leveraging/Trading.
Our clientele capital growth goals include comprehensive strategies eclipsing client expectations and risk aversion, whilst furthering access in world markets. GMIT does not provide or engage in pedestrian solutions.
–GMIT has relationships with top monetizers, desks, and revenue & asset-based funding institutions.
–GMIT is recognized by financial advisers including accountants, attorneys, actuaries, and senior financial executives.
–GMIT mechanisms are custom-designed to integrate the monetary compliance of the clients’ financial institution(s), currencies, bank assets, cryptocurrencies reflecting global fiscal policies.
–GMIT is recognized by industry professionals, the world over, as a no-nonsense leader in specialized global financial Strategies.

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1942 NE 172ND ST,
N MIAMI BEACH, FL 33162
United States
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BRUCE ARELLA

Truview: Member & Board of Advisors, BSCA :Principal

Truview BSI, llc & BSCA Solutions, llc

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TruView Bsi, Llc is a Certified Service Disabled Veteran Owned Business: We provide a complete range of analytical investigative, background screening, risk based Intelligence solutions including Pre-Employment, Pre-Investment, Vendor/Partner Screening and our 360 Continuous Monitoring suite of risk-based intelligence solutions.
We have become an extension for companies to leverage their current operations in a very cost effective way. We know professionals are busier now than ever before in the trust economy doing more with less.We help to keep people and organizations safer, more secure, and investors better informed
We provide our services to over 1000 Clients throughout the United States. Built on responsive partnerships, we achieve Client success by combining modern technology with expert human analysis and unwavering Client responsiveness. Our robust portfolio of Clients ranges from international companies, professional service firms, real estate related firms, family offices, investors, investment management companies, government agencies and prestigious academic institutions. Truview has offices and personnel in New York, New Jersey, Florida, Texas, and California, TruView is a dynamic organization comprised of over 150 Research Analysts, Investigators and Technical specialists.

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Barna Semsey

Director

Sun Hill Investment Management (Malta) Ltd

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We are a regulated alternative investment management firm licensed under the EU AIFMD. Our focus is on real estate and related investments.

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Sanjay Hegde

Founder/ President

Blue Ring Investors LLC

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At Blue Ridge Investors LLC, we team with seasoned investors to buy investment-grade commercial real estate and we seek relationships with sophisticated investors who wish to join our investment groups. We focus on high-performing multifamily properties, senior housing and student housing in carefully selected emerging markets within USA.

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Dom Carretta

Vice President – Investor Relations

ProudLiving Companies

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ProudLiving Companies: Urban Housing. DONE PROUD!

ProudLiving Communities: Full Service Real Estate Owner/Operator
– New Jersey based Real Estate development company, who currently owns and operates 1300+ multi-family residential and mixed-use properties across multiple counties. Main focus is value-added RE acquisitions in New Jersey, in business since 2008.
ProudLiving Construction: Licensed Construction Company in NJ.
– Renovated 700+ units
– Gut renovations, upgrades & ongoing maintenance
ProudLiving Realty: In-house Sales and Rental Infrastructure
– Home ownership education programs for tenants

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235 S Harrison St
East Orange, New Jersey 07018
United States
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Joel Steinberg

VP Finance & CFO

CareCru Incorporated

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Joel.steinberg@carecru.com
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AI driven SaaS patient engagement, workflow automation and business intelligence platform for the dental industry.

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Suite 200
152 West Hastings Street Vancouver
Canada
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JJ Lee

CEO & Founder

High Order Ventures

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Retired military Officer CEO & Founder of 6 year old company offering 9 month notes for monthly interest payments or compounding.

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2701 Northgate Ln Ste 1
Carson City, NV 89706
United States
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Dakota Diaz

Managing Partner

Green Cloud Capital, LLC.

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dakota.diaz@greencloudcapital.com
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Private Equity & Alternative Investment
Providing individuals and family offices unique growth equity and real estate investment opportunities into the cannabis industry through both direct and fund-based offerings with emphasis on dividends for higher IRR and lowered risk.
Our firm is built atop our Partner’s successful consulting and brokering firm Platinum Strategies – which has seen over 300 clients in the California market find success, with some even becoming pre-eminent private operators.

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Rob Beardsley

Principal

Lone Star Capital

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rob@lonestarcapgroup.com
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Lone Star Capital is a real estate investment firm focused on acquiring underperforming multifamily properties in Texas. Lone Star delivers superior risk-adjusted returns by implementing moderate to extensive renovations, improving management, and designing creative capital solutions. In addition, Lone Star provides preferred equity and capital markets advisory to multifamily sponsors nationwide. Lone Star owns over $100MM of multifamily properties throughout Texas and the Southeast.

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19 Dutch St
28E
New York 10038
United States
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Ram Gajjela

CEO

Ramini Bio Nutrition

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Company

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1. Nutraceutical formulations & manufacturing
2. contract manufacturer & private labeling
2. Making Nutra products through Fermentation process.
3. Genome Editing : CRISPR : mainly in probiotics ( Microbiome).

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Brian

Founder

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briandragonwall@gmail.com
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Hedge Fund Software
* Invest Deal Flow Dashboard
* Calendar Appointments
* Fund Reporting Securely to Investors
* Due Diligence Standardization Controls
* Multi-Fund Management
* Database Integrations – Brokerage / Fund Data

* Family Office Member Payments
* Private Equity Fund Company Submission Management

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189 McGarry Drive
Kitchener, Ontario N2N1G3
Canada
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Antony Chauvet

Owner

Hermes Investment Services

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Hermes Investment Services, is an Investor and Lenders Introduction Company. We have built a Private Network of over 20,000 Investors over the years, in the world’s financial Centres.

We also manage a fund of stocks, crypto and private equity, and we offer Chief Investment Office outsourced services.

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27, High Park Blvd
Toronto, Ontario M6R1M6
Canada
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Leon Gerard Vandenberg

CEO

Sunified Group of Companies

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Sunified’s UNITY artificial intelligence-driven hardware and software platform enables a quantum leap in scalability, finance-ability and profitability for large-scale solar.

We are building 28 solar parks with co-located batteries in regional centres around Australia to create a showcase for our game-changing UNITY technology before its global release.

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229 Yonge Street
Suite 400
TORONTO, ON M5B 1N9
Canada
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Jonathan Cross

Managing Director

Shefford Capital Partners, LLC.

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jcross@sheffordcapitalpartners.com
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Shefford Capital Partners, works with and partners with management and small business owners to acquire well established, profitable companies with predictable revenues and cash flows.

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477 Madison Avenus
Sixth Floor
New York, New York 10022
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John Thomson

CEO and Founder

Company

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Valei provides luxury home services to ultra high net worth American families. From Property Management to our award-winning Housekeeping and Home Concierge Services Valei is #1. Download the Valei App for free from the Apple App Store.

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40101 Monterey Avenue
Ste B1 #416
Rancho Mirage, CA 92270
United States
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Jerry McGaughy

Managing Director

Epic Community Impact Fund

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Company

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Epic Community Impact Fund, a community development entity (CDE), is an Atlanta based diversified asset manager and real estate private equity firm. We have significant knowledge and experience relating to real estate private equity, commercial lending, community development, and asset management.

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430 Plasters Avenue, N.E.
Suite 100 Atlanta
United States
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James Sison

Co-Founder / Vice President of Business Development

PeriChair

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Company

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PeriChair is a patented 4-in-1 bath safety chair that prevents slips, trips, and falls in the home. Designed for home and hospital use, PeriChair combines several single-use products (i.e. toilet assist, bedside commode, shower chair, transfer bench) into one; thus making the bathroom safer and extending independence for Luxury Seniors.

PeriChair is a pre-revenue startup in $5B global market ($1.4B US) growing at CAGR 7%. Founding team seeks investors and partners to launch tech-enabled PeriChair. For more info: www.perichair.com

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2940 W Balmoral Avenue
Chicago, Illinois 60625
United States
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Diane Weinert

Founder/Principal

Global Networking _ Siren De

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Mission- Siren De’s , philosophy is ensuring to become the go to company for financiers and investors, as well as developers.
Vision- Siren De , takes a sophisticated approach to bring the #1 commodity to those that may not otherwise have it.
The development that we have contributed to and still in development are,
Non-renewable energy
Medical
Scientific Engineering
Academia

Proposal approved,
Federal Register
EU Funding
Middle East Venture Capital
Maritime Silkroad

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411 OFarrell St
San Francisco, CA 94102
United States
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Tony Bennett

Director | Portfolio Development

Palindrome LLP

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Founded in 2018, Palindrome LLP primarily operates in the Inland Northwest with plans and capacity to expand to regional markets throughout the United States. We invest in established businesses across a broad set of industries that possess a combination of compelling value, ownership tenure, and consistency of cash flows. Our value discipline, broad industry diversification, and experienced team reinforces this strategy.

Our process is simple. We look for companies with decades of demonstrated success and talented teams. Then we listen and we learn – in search of shared values, a sustainable business model, and the opportunity to develop a partnership.

We aim to create long-term value for our partners and portfolio companies by providing support in accounting, operational, and personnel functions to promote growth while simultaneously preserving legacy and culture. We understand that capital alone will not determine our long-term success and we take pride in putting people first throughout our process.

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9 South Washington Street
Suite 515
Spokane, Washington 99201
United States
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Michelle Augustine

Founder

For The Discerning

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michellewilliamson@forthediscerning.com
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Who We Are: For The Discerning’s mission is to serve Millionaire’s, Billionaires and all those that aspire to be, saving them time, creating value and providing exceptional service.

Real Estate
Art
Private Airplanes
Yacht’s
Luxury Automobiles
Investment Funds
Attire, Watches, Clothing, Jewelry
Financial Education
Transaction Management Services
Travel Management
CBD Products
Dating

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POB 45
Pontotoc, Texas 76869
United States
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Adam Ausloos

President / CEO

TAX DEFERRAL SERVICES

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Company

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Three taxable events I can help you address in multiple ways.
1) Selling an appreciated asset – defer or eliminate tax (real estate, business, other assets)
2) Sheltering Unearned Revenue – defer or eliminate tax
3) Growing unlimited after-tax money tax-free

In today’s aggressive tax environment multiple tax strategies need to be considered to achieve the benefits and outcomes clients are looking for to address the attack on the 1031 real estate exchange step up in basis and this administration’s attempts to raise in capital gains tax to 43.4% an 82% increase retroactive back to April 2021.

Multiple unique strategies can be used to mitigate tax when selling an appreciated asset like real estate or a business.
1) Malta Pension – Tax Elimination on sale (at age 50) – & Tax-Free growth of investments – Invest in anything you want – Control – Asset protection
2) Private Placement Life Insurance (PPLI) – Defer tax on sale, TAX-FREE Benefits, Invest in anything you want in policies separate account, tax-free loan up to 90%.
3) Discretionary Irrevocable Trust – Defer tax on sale, Asset Protection, Wealth Transfer, COMPLETE CONTROL & other benefits
4) 453 Cash at Close – Defer Tax on sale- 30 years – get tax free loan at close – Control
5) Combinations of the above together for a total customizable tax plan

These 5 strategies and proper tax planning can solve tax concerns to allow Clients who wish to sell appreciated assets in today’s attractive markets a way to do so without giving half away to the government. We remove the fear of aggressive taxation. Remove risk of missing market opportunities when Sellers wait to sell when timing and price is right for their goals.

My tax attorneys are telling everyone to “Take advantage of the tax mitigation planning that the current law allows today before this administration has time to change the tax laws and benefits you can receive.” “50% of your net worth could be at stake”

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Florida
United States
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Tim Gallagher

Chairman & CEO

Music Royalties Inc.

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Music Royalties Inc. is an artist and investor partnership which provides direct exposure to music revenues from the hyper-growth in global streaming platforms by acquiring song royalties for our shareholders. Our goal is to increase share value by accumulating a diversified portfolio of cash flowing royalties in order to pay increasing dividends.

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1805-55 University Ave
Ontario Toronto
Canada
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Michael Catudal

Managing Partner

Capital Business Collective

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michael@capbizcollective.com
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Capital Business Collective is a boutique cannabis industry investment bank based in Washington, DC. We advise early-stage and middle-market companies on capital raise and M&A transactions in the legal cannabis, agriculture, and alcoholic beverages industries. Our clients are throughout the US, Canada, Europe, and Australia.

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Noah Brocious

President

Capital Fund I, LLC

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Capital Fund I, LLC (CF1) is an asset based hard money lender based in Scottsdale, AZ. We lend in money to real estate investors, builders, and developers for real estate projects in AZ, CO, and TX. We fund those loans with the 2 capital we’ve raised in the 2 private debt funds we manage. We currently have ~$400MM AUM and are growing and are actively looking for additional investors/capital. Our main fund is currently paying 9-9.5% yields and is set up as a REIT so our investors are paid a REIT dividend and receive the 20% tax write off on the distributions that we pay our investors monthly.

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14555 N Scottsdale Rd #200
Scottsdale, AZ 85254
United States
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