50 episodes

CIO Greg Silberman interviews guests and highlights interesting investment opportunities in the private markets.

CIOs and Bow Ties gsilberman@acgimllc.com ()

    • Investing
    • 5.0 • 1 Rating

CIO Greg Silberman interviews guests and highlights interesting investment opportunities in the private markets.

    How to structure cannabis biz for tax and legal efficiency - Part 3

    How to structure cannabis biz for tax and legal efficiency - Part 3

    [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 (https://bit.ly/38EbdkZ)
    For part 2 go here --> https://bit.ly/3nyK8Uz (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.

    • 13 min
    How to structure cannabis biz for tax and legal efficiency - Part 2

    How to structure cannabis biz for tax and legal efficiency - Part 2

    [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 (https://bit.ly/38EbdkZ)
    For part 3 go here --> https://bit.ly/3nlTQt3 (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.

    • 9 min
    How to structure cannabis biz for tax and legal efficiency - Part 1

    How to structure cannabis biz for tax and legal efficiency - Part 1

    [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 (https://bit.ly/3nyK8Uz)
    For part 3 go here --> https://bit.ly/3nlTQt3 (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.

    • 14 min
    How to Structure Solar Deals with CIO Stu Caplan - Part 3

    How to Structure Solar Deals with CIO Stu Caplan - Part 3

    [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 (https://bit.ly/2DTUvB8)
    For part 2 go --> https://bit.ly/323LkGk (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.

    • 16 min
    How to Structure Solar Deals with CIO Stu Caplan - Part 2

    How to Structure Solar Deals with CIO Stu Caplan - Part 2

    [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 (https://bit.ly/2DTUvB8)
    For part 3 go --> https://bit.ly/2Qg8xzj (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.

    • 11 min
    How to Structure Solar Deals with CIO Stu Caplan - Part 1

    How to Structure Solar Deals with CIO Stu Caplan - Part 1

    [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 (https://bit.ly/323LkGk)
    For part 3 go --> https://bit.ly/2Qg8xzj (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.

    • 11 min

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