Ray Dalio, founder of Bridgewater Associates, appeared on Meet the Press on April 13, 2025, to share his views on the current economic environment and the potential long-term impact of recent policy decisions, including the Administration’s tariffs. His comments provide valuable context for private investors, particularly as they navigate rising uncertainty both in the U.S. and abroad....
The traditional asset allocation model that Registered Investment Advisors (RIAs) have followed since the mid-twentieth century is undergoing a profound transformation. Alternative assets are edging closer to “core” investments, including within this broad category, private placements. This shift reflects the evolving dynamics of public and private markets, the growing scale and performance of...
Carofin and Blu Miles announce a new aviation investment vehicle to finance the acquisition of an Airbus A330 aircraft for teardown and parts resale. BREVARD, N.C. and BOYTON BEACH, Fla., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Carofin, a Carolina Financial Group company, and Blu Miles Aviation Services, a leading aviation management consultancy, have announced the successful funding of a...
Carofin enables parachute manufacturer to fulfill backlog of contracts with U.S. Department of Defense, foreign governments, and private defense firms. BREVARD, N.C., May 16, 2024 -- Carofin and Carolina Financial Securities (collectively “Carofin”) are pleased to announce they have arranged $1.75 Million in senior secured notes (the “Notes”) to support the rapid expansion of Paradigm Parachute...
Financing enables the B2B buying platform to support its rapid growth. BREVARD, N.C., May 21, 2024 -- - Carofin and Carolina Financial Securities are pleased to announce they have secured $1.75 million in growth capital to support the rapid expansion of Craftom, Inc.’s B2B buying platform. Craftom is an enterprise software-powered marketplace of physical goods, software products, and enterprise...
Josh Greene, Carofin's investment banker, interviews Chella's Founder and CEO, Chris Kolodziejski. Chella is all about enhancing your brows and eyes with Makeup. Our primary customers? People who frequent spas and salons. Here's Chella's robust distribution strategy: Online presence through platforms like Amazon, Birchbox, BoxyCharm and Ipsy A global footprint with Amazon in 12 countries...
BREVARD, N.C., June 29, 2023 -- Carofin and Carolina Financial Securities are proud to announce the closing of yet another investment in a blueberry farm in the Southeast, building upon last year’s successful raise for a similar farm. Funded through the single purpose vehicle (SPV), Berry Capital Management II (BCM II), proceeds from this financing accomplished three objectives. The financing...
Introduction When I was 19, I returned to what had been my family’s ranch outside Calgary to work for our neighbors, the new owners. What I remember most, aside from Myra’s home cooking, was the amount of work that went into preparing for the next season, welding broken machinery, sharpening blades, stocking seed, and hundreds of other small but necessary tasks. Investing in private markets,...
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