The document provides information about Investment Professionals, Inc. (IPI), a financial services firm that offers full-service financial planning including asset management, risk mitigation, retirement planning, estate planning, education planning, insurance and annuities, private asset management, and global wealth management. Keith Piscitello is a financial advisor with IPI who seeks to develop comprehensive financial strategies for clients to maximize benefits and minimize risks through addressing their investments, insurance, tax, and other needs. IPI has been ranked the top bank brokerage firm nationally for customer service, training, and processing accuracy based on industry surveys.
Webinar | Perspectives on the Proposed DOL "Fiduciary Rule"NICSA
On April 20, 2015 the DOL published its re-proposed regulation on the definition of “Fiduciary” under section 3(21) of ERISA. The proposal included not only the change to the “Fiduciary” definition, but also two new prohibited transaction exemptions (“PTE”), as well as a number of amendments to existing PTEs. Since publication the DOL has received an avalanche of comment letters on the proposal, has held four days of hearings on the proposal and has accepted additional comment letters following those hearings. The proposal, if implemented in its current form will be a true game changer for the Retirement and RIA industries. As we now wait for the DOL to sift through the mountain of comment letters and hearing transcripts this session allows us an opportunity to pause and reflect on the current proposal and to provide unique perspectives from mutual fund, broker dealer, legal and retirement record keeper stake holders on how the proposal will impact the retirement industry.
Here is the PowerPoint for WEB NY's presentation on the DOL's fiduciary proposal. Speaker: George Sepakos of Groom Law Group, Chartered, September 17, 2015
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
Webinar | Perspectives on the Proposed DOL "Fiduciary Rule"NICSA
On April 20, 2015 the DOL published its re-proposed regulation on the definition of “Fiduciary” under section 3(21) of ERISA. The proposal included not only the change to the “Fiduciary” definition, but also two new prohibited transaction exemptions (“PTE”), as well as a number of amendments to existing PTEs. Since publication the DOL has received an avalanche of comment letters on the proposal, has held four days of hearings on the proposal and has accepted additional comment letters following those hearings. The proposal, if implemented in its current form will be a true game changer for the Retirement and RIA industries. As we now wait for the DOL to sift through the mountain of comment letters and hearing transcripts this session allows us an opportunity to pause and reflect on the current proposal and to provide unique perspectives from mutual fund, broker dealer, legal and retirement record keeper stake holders on how the proposal will impact the retirement industry.
Here is the PowerPoint for WEB NY's presentation on the DOL's fiduciary proposal. Speaker: George Sepakos of Groom Law Group, Chartered, September 17, 2015
Montello Real Estate Opportunity Fund Summary InfoMontello
The Montello Real Estate Opportunity Fund is advised by Montello Capital Advisors Limited (“Montello”), part of the Montello group, which is one of the leading real estate financiers in the UK.
This is the deck from PeerRealty's October 8, 2015 webinar on the Ameritus Real Estate Fund, our latest real estate crowdfunding offering. Visit http://resources.peerrealty.com/ameritus-real-estate-fund-webinar-video to view the replay of this webinar.
Invest in N1H Property-backed SME Lending Fund with very outstanding track re...Ren H Wong
Property-backed high Yield SME Credit Fund
- Target return at 8% p.a for a 1-year lock-in or 10% p.a. for a 2-year lock-in
- Loans are made to asset strong Small and Medium Enterprises (SME) owners average loan size of approximately $500,000
- Low leverage ratio running on average less than 55%, maximum 70% on credit policy
- Rigid credit policy, Australian real estate security only, no owner-occupier properties, no risky constructions loans
- SME borrowers personal guarantee is required
- A diversified portfolio, your fund is not concentrated on a single borrower
This is the deck from PeerRealty's October 8, 2015 webinar on the Ameritus Real Estate Fund, our latest real estate crowdfunding offering. Visit http://resources.peerrealty.com/ameritus-real-estate-fund-webinar-video to view the replay of this webinar.
Invest in N1H Property-backed SME Lending Fund with very outstanding track re...Ren H Wong
Property-backed high Yield SME Credit Fund
- Target return at 8% p.a for a 1-year lock-in or 10% p.a. for a 2-year lock-in
- Loans are made to asset strong Small and Medium Enterprises (SME) owners average loan size of approximately $500,000
- Low leverage ratio running on average less than 55%, maximum 70% on credit policy
- Rigid credit policy, Australian real estate security only, no owner-occupier properties, no risky constructions loans
- SME borrowers personal guarantee is required
- A diversified portfolio, your fund is not concentrated on a single borrower