Archive for the ‘Investor’ Category

Stream Energy Has A Heart For The People In Its State And Beyond

Monday, February 4th, 2019

Hurricane Harvey brought a lot of damage to the state of Texas, but Stream Energy, which is an energy company based out of that state, was quick to step in to help those who were affected by the storm. They donated to those in need and helped their customers. The company has always been all about giving back, and it recently formed its own charity, called Stream Cares to help its state and the country. And it gives back in more ways than just by donating money. It gets involved in the community and lets people know that it is there for them.

In years past, Stream Energy has worked with both the Habitat for Humanity and The American Red Cross. It has worked with the homeless and has put on an event for homeless kids to get to go to a water park. It was very hands-on with the event, by volunteering as well as giving money for the event. Stream Energy has a passion for taking care of those in need, and its employees know that and are eager to give back in any way that they can.

Stream Energy’s employees care about meeting the people who they are serving. They want to get to know their community and to offer them the financial and moral support that they need. Stream Energy is all about serving veterans, and it donated transportation for them to go out for a good meal at a restaurant. Stream Energy has always had a heart for the people around it, and it plans to continue to show its heart and compassion through the work that it does with Stream Cares. It is trying to make things better for Dallas, and for the state of Texas as a whole, and it is accomplishing that through its great leadership and philanthropy.

Adam Milstein: Ingenious Businessman with a Sincere Passion for Helping Others

Monday, January 21st, 2019

Adam Milstein is a man who used his childhood experiences that he obtained while growing up in Haifa, Israel to become one of the most influential/philanthropic leaders of the Jewish community. As a child, Milstein’s birthplace in Haifa provided him the privilege of being in one of the largest and most beautiful settings in Israel—a benefit that instilled him with a deep sense of respect and appreciation for his culture. Moreover, in addition to having become culturally impacted by his environment, Milstein was also heavily influenced by the love he received through the rearing by his parents. His mother (a stay-at-home mom) cared for the family and nurtured Milstein with the utmost endearment, while his father (a real estate developer) financially supported the family and taught Milstein the value of hard work. Together, his parents embedded within his subconscious the importance of being compassionate for others—a quality that Milstein inherited that would stick with him for life.

Yet, in addition to being compassionate, bravery was another strong characteristic that Adam Milstein adopted in his youth. At 19, he joined the Israeli Defense Forces out of a personal desire to help protect the nation of Israel against opposing forces who sought to bring harm to the people. After serving in the Yom Kippur War in 1973, Milstein earned a degree in Business Management from the Israel Institute of Technology in 1978 and then relocated to the United States with his wife shortly thereafter. Nevertheless, after arriving to the U.S. in 1981 and residing in California, Milstein returned to school to obtain his second degree (MBA) in business from the University of Southern California. Utilizing his business degrees, Adam Milstein ultimately became a successful businessman in the real estate industry. As a resident of California, he became a managing partner for Hager Pacific Properties (located in Encino, California) where he currently fulfills the responsibility of overseeing all financial matters concerning the real estate company’s billion-dollar property ownership in the U.S.

Nonetheless, being that Adam Milstein was born to be more than just a businessman at heart, he innately took to becoming the philanthropist that his parents’ love had influenced him to be. He wished to enlighten and encourage those of the Jewish community to become leaders to make a positive difference within their lives and the lives of others as well. Therefore, to provide a system of direct aid to the Israeli-American population, Adam Milstein and his wife founded the Adam and Gila Milstein Family Foundation in 2001. Today, the foundation currently provides a multitude of nonprofit services including that of educational training, leadership counseling, medical support, and defense against anti-Semitism.

Gareth Henry on Importance of Repositioning

Wednesday, December 5th, 2018

Nowadays, repositioning is a vital strength, but most people do not know much about it. Over the years repositioning in real estate has become a favorite topic. Investors use repositioning as a way to maximize returns on their investment. However, Gareth Henry points out that success is not guaranteed with repositioning. He advises investors to follow specific rules to achieve success.

One of the things Gareth Henry stresses is to appreciate one’s strength. Repositioning can be used in any given real estate sector whether it is in multi-family resident, single family home or commercial property. One of the examples of repositioning that Henry gives is like painting a rental property. Read more on

The other thing Henry proposes is to choose one’s targets. Repositioning is not momentary but a convergence of different forces. The technology regions such as New York, Seattle, and San Francisco have seen scarcity in the property. The shortage affects both commercial and residential property.

There are numerous ways that Gareth Henry gives to reposition the multifamily or single property. In such properties, repositioning will not make a huge difference. Appearance is one of the ways to reposition such property. Making just a few cosmetic changes will make tenants pay the rent every month willingly. Some of the changes include painting, landscaping, and resurfacing the parking areas. One can even go the extra mile and make changes to the interior finishes. Such minor repositioning can have a significant impact on residential property.

Gareth Henry also advises on structural repositioning. Structural repositioning involves building new amenities like exercise rooms or pools. All these will increase the property’s revenue. If the property has been there for many years, then it is advisable to change the mechanical systems. Structural reposition has the highest risk and will disrupt the current tenants.

Running the property smoothly is yet another way of repositioning a single family or multi-family property. It involves changing how the property is operated. Under this method, one can change property managers or remove the troublesome tenants. It can also be done by adding revenue avenues such as laundry rentals. Repositioning is not going anywhere, and investors should embrace it. Visit

A Summary of Louis Chenevert’s Career Life

Monday, December 3rd, 2018

It is important that we leave a mark everywhere we go. This is not possible unless we are committed and clear about our goals. Louis Chenevert was able to create his legacy in UTC for the eight years he served as President and Chief Executive Officer. Many questions came from his exit from the firm because he left at a time when UTC was experiencing great success as a result of his input.

However, it was confirmed that they were no disagreements that led to his retiring. He only wanted to have more time to focus on his family and interests. He is currently working as a financial advisor at Goldman Sachs.

Before joining UTC, Louis Chenevert had been in the corporate world for two decades. His experience in the other firms contributed to his intelligence and innovation. Before joining UTC, he was the President of the Pratt & Whitney. Here, he held the president position that he acquired six years after joining the firm. This was not the first place he worked. After successfully graduating with a degree in Production Management at HEC Montreal, he got a job at General Motors. He worked in the firm for over a decade. In General Motors, he learned the basics of running a business. He enjoyed multiple promotions in the company. He was the General Production Manager before he left the firm.

Despite all this success, the most discussed is his reign at the United Technologies Corporation. He improved the share value of the firm with 200%. He also made it the highest profit making in the USA through the acquisitions that he made for the firm, leveraging it.

The former UTC CEO says that one thing that led to his great accomplishments is working with a talented team. He says that you can only perform as great as your team can deliver. He mentions that relentless focus also helped him achieve his goals.

When we dig into our past, we always have one thing we would love to do differently. Louis Chenevert says that he could handle the internal politics cautiously. He says that they are always two groups in every firm, those who are aligned with the agendas and the naysayers. Focusing on the latter blocks one from accomplishing their goals.

Gareth Henry Believes in a “Constant Motion” Investment Strategy

Thursday, November 22nd, 2018

In the field of investment, Gareth Henry is comparable to a professional baseball player who can strike out batters from the pitcher’s mound and score countless runs while batting himself. Through his principle of “constant motion,” he serves his company and his clients seven days a week.

Gareth Henry took a somewhat different path from others who graduated from the University of Edinburgh, in Scotland, with degrees in actuarial mathematics. Rather than working in the insurance industry, he entered investment, a field that interested him as much as serving the public. He was soon serving as both the general and global head of investor relations for the Fortress Investment Group. He later joined Angelo Gordon & Company, an investment firm responsible for managing some $26 billion in credit investments, private equity funds and real estate. It was there that Gareth Henry raised capital in these areas and for hedge funds. He recently entered the realm of alternative investments, which involve direct deals and single asset arrangements. He has managed to attain a high level of success at the young age of 32 and despite possessing less than 10 years of experience in the field. Visit

A typical day for Gareth Henry begins at 7 a.m., when he starts communicating with businesses in Europe and elsewhere in the world, and continues into the evening hours, when he regularly conducts dinner meetings with clients and others in the industry. He can expect to communicate with about a dozen clients on a daily basis, with at least two of the meetings expected to be carried out in person. Much of his time is spent reviewing internal documents, with this activity often continuing during the weekend. Sunday morning is also a time of work that involves communicating with clients in Asia, mostly in Japan and South Korea, and in the Middle East.

Gareth Henry believes that good investors should always try to understand the specific needs of their clients. He does not believe in total independence, however, and is instead willing to accept feedback from others, whether they be clients or peers. Although he still feels that “constant motion” will translate into business success, he has started practicing meditation, acknowledging that even he needs to occasionally slow down. He is continuing his work, only now at a slightly slower pace. Read more on


Peter Briger Is A Leader In The World Of Investing

Saturday, September 8th, 2018

There are many very powerful people who work in finance and investing. However, very few of these people have had the type of career that Peter Briger has accomplished. He now shares the reigns of power at Fortress Investment Group. He has held this position for the past 16 years. During this time, he has helped to guide the company through the financial crisis of 2008. Needless to say, this was a very tough time for many of the world’s biggest investment companies. However, Peter knew the best way of invest money of his clients during this time so that it would not be placed in jeopardy. This is an example of why he has achieved so much success.

Peter Briger took a long time to become the titan of the investment world that he is today. He was educated at both Princeton and the University of Pennsylvania. His education is the best that money can buy. He used that to get himself a position at Goldman Sachs. He quickly became one of the key players in the company. He received many promotions and rose through the ranks. He gained a reputation as a hard worker. It was not a surprise when he was given positions of power.Peter Briger tells people that you need to set goals for yourself. This allows you to focus on the best ways to accomplish those goals. In Peter’s case, his goal was to one day be the CEO of an investment firm.

He was not sure if he wanted to lead a company that he started or one that already existed. He eventually was given the chance to be the co-leader of Fortress after working for many years at Goldman Sachs. This was a job that he could not turn down. All of his hard work had finally paid off.One of the most common things that people say about Peter Briger is that he is the first one to work and the last one to leave. It is this type of work ethic that has gained him so much respect in his industry. He has become a billionaire and spends his money on causes that he is passionate about. He donates to many charitable organizations. He is also a very big reason why Central Park keeps looking so good after so many years. He has earned many billions of dollars of profit for his clients.

Leading by an Example is exactly what Fortress Investment Group Does

Thursday, July 26th, 2018

Small and upcoming wealth management organizations are experiencing challenges as they try to survive and be relevant in the competitive market. What makes it hard for them is that other established companies have robust competitive strategies such that small organizations cannot survive. However, there is hope that a small company can adopt some essential policies that will help it survive the extreme competition in the industry. Fortress Investment Group is an excellent example of how small companies should adjust themselves to compete effectively.

Using innovative technology is one of the critical strategies that will help the small and upcoming wealth management organizations to overcome the large multinational companies that are putting them out of the industry. Currently, customers are concentrating on the efficiency and effectiveness of your service delivery. To enhance efficiency and effectiveness in their activities, small entities will be required to set resources aside so that they can buy systems which will help them conduct an analysis and offer quality services to their customers through technology.

The second strategy that upcoming wealth management entities can use to overcome larger organizations in the same industry is to try on the diversification strategy. Diversifying their investment will help the companies to avoid excessive loss when a particular area has been affected. Fortress Investment Group avoided losses by investing in different areas which helped the company to continue growing despite the uncertainties that face the investment industry. Small organizations fail to reach their fifth birthday after their investment collapses after market forces strike their area. Diversifying will help the small companies to avoid extreme losses and help them grow.

Specialization is an essential strategy that companies are using as a weapon for establishing their authority is a particular market. Fortress Investment Group created authority by investing in alternative assets that helped the company to accumulate the wealth it has today. Small asset management organizations should choose an area where they will need to specialize. By specializing in a particular area, Fortress Investment Group has been able to learn and understand the market which has been useful in decision making. Moreover, specializing in a specific market that does not have many players will help the growing entities to establish authority in such markets.

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Jacob Gottileb; A Successful Entrepreneur In Both the Medical And Business Fields

Thursday, June 28th, 2018

Jacob Gottileb was awarded a Chartered Financial analyst from the AIMR (Association of Investment and Management and Research) in 2001. He got his B.A Degree at Brown University in Rhode Island. Additionally, he graduated from the Medical School of the University of New York and received his M.D which was a bridge to his internship at St. Vincent’s, a hospital in New York City. However, he pursued his dream of being a financial pundit in the market and quit his medical interest as a result of his stock market fascination. He served as both the Chief Investment Officer and Managing Partner at a company he founded in 2005 at Visium Asset Management.

Born in Brooklyn City, Jacob Gottileb grew up with his siblings after his parents’ relocation to the United States from Poland in the 1960s. Due to his parents’ careers, Jacob got an interest in both the medical and business fields. Being a baseball fan, Jacob worked as a trader for baseball cards collecting numerous full team cards particularly the Yankees. During his seventh grade, he won a contest, an unusual case, since the contest was all about picking stocks. His father was stunned and arranged for him to have a personal investment trading account. Jacob further acquired his experience in entrepreneurship by making beverage sales to golfers in a local grocery store where he used to pull a heavy cart, supplying the drinks for the thirsty players.

As a thoughtful person, Jacob Gottileb has unique guiding insights on how to choose the perfect career. He views fund managers and surgeons as having similar characteristics because according to him, both careers involve risk taking and having risk managers. For physicians, they should have perfect planning skills and think about issues practically. They essentially eliminate any patient-related risks before applying further medication. In a similar way, Wall Street trading involves taking and management of finances before the portfolios get out of control.

All in all, Jacob easily blended his trading passion with the field of medicine and he is currently working with the homeless children and various organizations like the New York poverty-fighting charity Robin Hood Robin Hood. Each year, Robin Hood occupies the front line in a bid to stop poverty due to the help of supporters and the community partners at large. 100 percent of the donations to the organization goes into poverty fighting scheme and lifts the struggling citizens to better-living standards. Besides monetary support, Robin Hood offers leadership training, business expertise to grantees and also boosts people’s abilities in community service.


How Anil Chaturvedi Became A Prominent Banker

Monday, May 28th, 2018

Anil Chaturvedi is an international banker of Indian descent. He has years of experience in both corporate and private banking as well as investment banking. His particular expertise is handling cross border transactions taking place between India and the European Union. He graduated in 1973 from Delhi University, earning a bachelor’s degree in economics. He also earned an MBA in that same year from this university’s Delhi School of Economics.

After having worked in the banking industry in India for a number of years Anil Chaturvedi moved to the United States. For four years he worked in New York City for the State Bank of India. He was the manager in charge of development and planning. His market while at this firm was non-resident Indian people. He was able to bring in more than $500 million in new business while in this position resulting in being named Man of the Year during this time.

After working for a few years for ANZ Grindlays Bank’s New York branch Anil Chaturvedi landed at Merrill Lynch as their international managing director. For 18 years he was a private banker who had clients throughout the United States, Asia, Europe, and India. He had many very wealthy clients and became a member of the prestigious Circle of Champions. After almost 18 years in this position he decided to move to Geneva, Switzerland. He is now the managing director of Hinduja Bank.

At Hinduja Bank Anil Chaturvedi helps form partnerships between firms that want to form cross border strategic alliances. He is also involved in other areas such as mergers and acquisitions, credit syndication, and raising capital. He has also helped numerous Indian startups, particularly tech companies involved in e-commerce. He says India is a company that comes with high risks but also high rewards when it comes to investing.

In 2006 Anil Chaturvedi and his wife, Kiran, launched the Kiran and Anil Chaturvedi Foundation, Inc. This organization provides funding to a number of international charities. This organization also makes grants to various entities and encourages voluntarism among the broader public.

David Giertz: Financial Tips for Early Retirement

Thursday, May 3rd, 2018

David Giertz, a financial adviser in Florida, has over 30 years’ experience in the financial services industry. Giertz earned an MBA from the University of Miami and a BS from Millikin University. He has worked with multiple companies, including Nationwide Financial and Citigroup. As a certified business coach, he has successfully certified more than 400 business leaders and coaches, according to his website at Also active in his community, Giertz served on the Board of Directors for the Girl Scouts of Broward County.

David Giertz recently shared three tips for retiring early. With recent changes, employees can now increase contributions to their 401(k), now allowing for up to $18,500 of annual contributions. For those who are nearing retirement, annual contributions, according to Giertz, can be increased up to $6000 more. He suggests that increasing contributions to these accounts is one of the top ways to increase nest eggs and retire comfortably. Secondly, changes in IRA deduction requirements may mean that some individuals are no longer eligible for tax deductions based on their IRA contributions, depending on income level. Health Savings Accounts (HSA) are another area that can be managed for early retirement.

He explains that, although many employees do not consider these type of accounts for retirement this should change, as contributions to these accounts are tax deductible, with any expenditures from these accounts used for medical expenses is tax free. When an employee reaches 65, these funds can be used for anything without tax penalty. For Health Savings Accounts, contributions for a single individual can be up to $3,450 per year while family coverage HSAs can have contributions up to $6,900. David Giertz suggests that, with individualized savings plans, most individuals can be prepared for retirement with the help of the three tips identified in the article.