March 2022 For anyone who thinks that Putin’s invasion of Ukraine represents an isolated incident -- simply a despot extending his buffer zone – rather than a global threat, think again. The next Cold War has begun. A word of caution: the following is a summary from one of Arthur Bavelas’ Family Office Insights webinars that took place on March 17, 2022. The two presenters offer a...
The CARES Act passed in 2020 as a source of relief through liquidity for small businesses or individuals and kept many businesses afloat throughout the height of the pandemic. The SBA (Small Business Administration) has acknowledged that businesses are still struggling with the logistical fallout and changes in consumer behavior, so Carofin will continue to be a resource for the...
This is an interview by Nash Roberts, Carofin’s Vice President of Sales and Syndication, with Janine Firpo, author of “Activate Your Money” and investor in Carofin offerings. In it, Janine shares her ongoing personal journey to align her investment portfolio with her values and make a difference in this world. Key Takeaways: Challenge your worldview by juxtaposing it with very different...
By: Chris Wedding, PhD | Iron Oak Energy Capital “You miss 100% of the shots you don’t take.” Depending on whether you are from the South or the North, you’ll think that quote was attributed to Michael Jordan or Wayne Gretzky. With two degrees and a professorship at UNC Chapel Hill, I’m definitely going with MJ. Regardless, this pithy wisdom applies to our topic at hand — Innovators that...
Vital – Absolutely necessary, essential Capital – Money used for a particular purpose After 25 years supporting financially under-served small to medium-sized American businesses through discrete private financings, we’ve honed the summary description of our businesses to: Meaningful Investments – Vital Capital Last month I addressed what Carofin means by Meaningful Investments. Here I’d like...
By Chris Wedding In his latest article, Dr. Wedding, one of Carofin's investment bankers, speaks to a principle that I have espoused throughout my career. Diversity in the workplace (and our country) is not only the right thing to do... it's the most intelligent way to run any business. As you'll see below, the world's leading consulting firms are of the same mind. - Bruce Roberts - CEO,...
by Chris Wedding If you only considered headlines like the ones below, you would think that COVID has obliterated the solar, wind, and related clean energy industries. Covid-19 Lockdown Could Kill 500k Cleantech Jobs (Forbes) Wind Energy Group Says $43 Billion at Risk from COVID-19 (Power) Tesla to Reduce On-Site Staff at Nevada Gigafactory by 75% (TechCrunch) Electric Vehicle Sales Set to...
In 72 hours, the first round of the Paycheck Protection Program exceeded the $350B capacity. In contrast, $120 Billion in loan capacity is still available after a month into Round 2. Congress interpreted this to mean that the loan forgiveness terms were too strict and passed legislation last night to add flexibility. Here we relay important changes in loan terms, tips on navigating forgiveness,...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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