Category Archives: Financial Advisor
Behind the scenes of the life of the finance titan, Wes Edens.

Wesley Robert Edens, commonly referred to as Wes Dens is a name whose mention commands a lot of respect thanks to his achievement and high profile career. He is a man with many prominent tags but one of the most common ones is that he is a co-founder of the renowned asset management firm known as Fortress investment group. He is quite prominent in the society but his journey to being one of the co-founders of a successful asset management firm did not happen overnight.

Career Background

After graduating from Oregon State University where he received his B.S in Finance and business administration in 1984 Wes Edens started his journey to success at the Lehman Brothers where he served as the managing director in 1987. He later moved on to several other renowned companies such as Merrill Lynch and Smith Barney and Black rock, before he finally began what would be one of the most successful private equities in the finance arena in 1987. He did this in conjunction with five other financial veterans and as such it was no doubt that the firm would become one of the best because all of them were already familiar with the ropes of managing a business.However, it was not always sunshine and rainbow for Wes Edens and his partners because Fortress Investment group too was affected by the major financial crisis that took place in the late 1990’s. Fortunately, with his skills and with his partners behind him, Wes was able to steer the companies out of the murky waters and within a short span of time, the company experienced tremendous success becoming one of the leaders in asset management, liquid markets and the other sectors it operates.

 Net Worth

All the massive success gained at Fortress Investment meant that its founding team too would take home fat checks and Mr. Edens was no exception. Today he is one of the wealthiest people in the world and is even on the list of very-high earning private equity executives as he takes home approximately $54.4 million annually. He also ranks 962 in Forbes list of world billionaires with a net worth of over $1.2 billion. All his success is self-made and has not been on a silver platter but as a result of hardworking, resilience and a positive attitude.

Other Interests

Besides Fortress Investment, Wes Edens is a sports lover and as such he is heavily involved in the sector and in 2014, Edens in partnership with Marc Lasry completed the acquisition of the famous Milwaukee Bucks’ this has enabled him to be actively involved with sports and again thanks to his excellent leadership, the team has been performing incredibly well.Even with all his wealth, Wes Edens is a man with a big heart and still appreciates the power of humble beginnings and education which is why he is an avid giver. For instance, to date, Wes has given more than $2.7 million to charity and also educational facilities to ensure that everyone in the community gets access to quality education and life. He is also a regular figure at charity and public events where he helps shape future generations with his financial and life acumen through public talks.

Brazil’s Heavy Metal Financial Wizard, Cassio Audi

Cassio AudiThe path to become a leading financier was an interesting and twisted one for Brazilian Cassio Audi. For a man now mostly associated with investments and start ups, his rise to the top of the Brazilian music scene may come as a surprise. Decades before putting on his suit and tie to enter the world of business, Cassio Audi was a musician and drummer during the heavy metal scene of the late 1980’s. As a teenager, the young Cassio Audi became a drumming legend, helping to form the iconic, metal band, Viper. Alongside his bandmates, Felipe Machad, Pit Passarell, Yves Passarell, and Andre Matos, Audi rose to the top of the Brazilian and global metal scene with a fusion of 1970’s-inspired, British metal and the newer, heavier metal that was sweeping the globe in the early 1980’s.

The group’s first album, Krillera, was a success right out of the gate, but it was their second release, 1988’s Soldiers of Sunrise, that cemented the group’s status as global, metal legends.Amongst Viper’s numerous hits, Cassio Audi helped craft several of their signature songs, including Wings of the Evil, The Law of the Sword, Knights of Destruction, The Whisper, Killers, and Signs of the Night.By the early 1990’s, the heavy metal scene had lost some of its steam, supplanted by grunge groups like Nirvana and Pearl Jam, and Cassio Audi started looking for ways to earmark his rock star earnings.

First he invested in his own education, then he began his rise to the top of the financial world. Audi earned a Bachelor’s degree in Business Administration in 1994 and, eventually, an MBA from the University of Sao Paulo, finally parting ways with his Viper bandmates for good, in 1999.The band he helped form is often credited with bringing heavy metal home and popularizing the genre across the Latin American continent. For that reason, wherever Cassio Audi’s investment career takes him, he will always be a legend in Brazil, and around the world.

Michael Burwell’s New Role At Willis Towers Watson

Willis Towers Watson is an accomplished company that focuses on offering services such as broking and business advisory. In 2017, the management of the company officially announced that Michael Burwell would join the firm and replace Millay Roger. Willis Towers Watson’s executive team was confident in the ability of Michael Burwell to serve as the company’s Chief Financial Officer due to his experience and accomplishments. Mr. Roger’s retirement was scheduled on October 2, 2017.


Haley John did not hesitate to comment on the new move by Willis Towers Watson saying that the company was fortunate enough to choose a great leader. Haley added that having Mike would lead to the evolution of the company which is also essential in the long run. Haley praised Michael saying that he has an outstanding understanding of leading employees, driving results, and managing multinational organizations. He also said that Mike was the most appropriate person for the job because he is client oriented. Haley was also confident in Mike’s experience and competence in handling transactions, transforming companies, and managing finances. He added that Mr. Burwell would help the company attain its goals and realize its vision. See This Page for related information.


Michael Burwell expressed his excitement and thanked Roger for the contributions he made at Willis Towers Watson. Mike said that Roger’s accomplishments are commendable and that he will do the best he can to ensure that the company grows stronger. Mike noted that Roger was leaving the company in a suitable position that guarantees future success. Mike gladly accepted to serve at Willis Towers Watson. In his speech, Mr. Burwell expressed his excitement for joining a company that is committed to offering quality services, an inclusive culture and a team of influential leaders. Michael also said that he was prepared to start serving at the company.


Willis Towers Watson plays a significant role in helping investors to become successful by taking advantage of available business opportunities. The company has offered incredible services to its clients for several decades. Willis Towers Watson has employed about 40,000 people and operates in140 countries on different continents. The company develops business solutions that optimize benefits, grow talent, and grow other companies. As a result, it helps to balance talent, company assets and ideas to ensure great performance.


Michael Burwell has over 30 years’ experience in the finance sector. He has held several executive positions in distinguished companies. Burwell also has more than 10 years’ experience in the audit field and transaction services advisory. Michael Burwell is a highly ranked professional due to his diligence and excellent ability to handle pre-mergers.


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Shervin Pishevar: The Kind Of Person To Trust With Economic Analysis

There are plenty of voices out there that want to tell you what you ought to think about this topic or that. They will preach to you from their own economic philosophies about how the world ought to work according to their framework. That is all well and good, but there are definitely some downsides to listening to what just anyone has to say on the topic. Instead, listen to someone like Shervin Pishevar.

In terms of entertainment value it is hard to match Shervin Pishevar. He recently logged onto Twitter to announce various stances that he has taken on the economic issues of the day. It wasn’t just a brief comment here or there either. Rather, Shervin Pishevar released a fifty tweet long tirade about all kinds of different issues impacting the global economy as he sees it. He felt that this was one of the best ways to reach out to a lot of people all at the same time.

There were no prisoners taken when Shervin Pishevar got on a roll with what he was talking about. He did not beat around the bush when it came to calling out the Trump Administration for their policies that he believes are causing economic turmoil throughout the country. He also was not shy about saying that investors in Bitcoin today are going to get burned by the currency. He simply does not see the value in holding this particular currency at this moment in time. He thinks that it is actually pretty dangerous to do so.

Shervin Pishevar would like to see those who are holding US-based equities dump them to avoid what he sees as at least a twenty percent pullback in the value of stocks in the near future. He thinks that getting people to get out of their equity positions is the best way to avoid some of the pain that is coming.

You could classify Pishevar as a bear in a bull market right now. He would gladly wear that label so long as it turns out that he is right on the facts at the end of the day.

Wes Edens Financial Services Master And Investor

Worth more than $2.5 billion Wesley “Wes” Edens was number 369 on Forbes World List of Billionaires in 2007. So who is he, you might ask? Edens is a co-founder of Fortress Investment Group and co-owner of the Milwaukee Bucks, purchased for $550 million in 2014. He graduated from Oregon State Univesity in 1984 with a Bachelor’s of Science in Finance and Business Administration. Throughout his life, Edens has been a big player in the financial industry where his career started at Lehman Brothers in 1987.As a partner and managing director, Wes Edens left Lehman Brothers in 1993 for BlackRock’s private equity division where he was also a partner and managing director until his departure in 1997. Wes Edens and five other principal partners then founded Fortress Investments in 1998.

With a knack for building a business around investments, Wes Edens later became Co-Chairman of the Board of Directors at Fortress and breathed new life into the company after the subprime mortgage crisis that same year.In 2010, Wed Edens led Fortress to purchase 80% of Springleaf Financial Services with an initial investment of $124 million, and five years later they saw that investment grow to more than $3.5 billion (an increase of 27 times their original investment). Several years before they, Fortress has also acquired Nationstar Morgage and combined the two firms helped launch a new model built out a financial-services business that managed $14.3 billion in assets overall.

It was not until 2017 Fortress switched up their game by creating an eSport team they call FlyQuest. Considered a professional video gaming team, they currently compete in the North American League of Legends Championship Series. That same year, with Wes Edens still with the company, Fortress Investment Group was purchased by and became a Softbank subsidiary. Wes Edens throughout his career is a force that has championed change and innovation in all areas he has played a role. Currently, he lives in New York City with his wife and four children close to the home office of Fortress Investment Group. When he is not hard at work, Wes Edens enjoys horse jumping and mountain climbing, which as a side note, goes to show you that not all billionaires enjoy golfing. Would it be any surprise that he also is an avid League of Legends player? For sure that is something to wonder, but not necessary considering he can do as he pleases.

Agora Financial Continues to Provide Sound Investment Advice

One very important responsibility that all people share is the need to properly prepare for their financial future. While most people know that they need to save money and invested somewhere, knowing what strategy to follow when looking to invest can’t seem extremely complicated. This is largely due to the continued increase in stock market complexity and other factors that can make it challenging to find a good investment allocation.When someone is looking to start investing, finding a source for investment advice and information could be extremely valuable. One institution that has continued to provide amazing financial advice to its customers is Agora Financial. For well over a decade, Agora Financial has continued to provide great financial advice to customers through a variety of different mediums.

This includes through a regular newsletter, meetings across the country, and one on one financial advice. Overall, the organization has nearly 100,000 members that are located in countries all over the world.Today, another common way for customers and interested parties to get information from the investment advisor is through a variety of videos. The organization Agora Financial currently has dozens of different videos that are available for anyone in the general public. While these videos do not necessarily provide as much detail as the regular newsletters, they can still provide great advice that anyone can use to navigate the market during a challenging economic cycle.Overall, the messages that are sent through these videos discuss the need to follow a proper investment strategy.

One of the best strategies that anyone can follow is to diversify their portfolio. While investing in a growth stock may seem very exciting and encouraging, there is a substantial amount of risk involved with these investments. In many situations, a better option would be to allocate only a small portion of your investments into the strategy. The rest should be put into a diversified set of funds that come with low cost and lower risk.The company also recommend allocating risk based on your personal set of factors. The amount of risk that one person should take on can vary considerably from the risk that another person should be willing to take. For example, those that are in retirement or approaching retirement should not be willing to take as much risk as someone that is young and still has decades like to work as the younger person has more time to earn back any losses.

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SahmAdrangi and the Stock Short Selling Strategy

Sham Adrangi is the owner of the hedge fund firm Kerrisdale Capital. The Canadian born financial analyst went to Yale University where he graduated with a bachelor of arts degree in Economics. Initially, Sahm wanted to become a journalist and even got an internship at the wall street journal but failed to pursue it due to visa issues. This mishap in the youthful days of Sahm made him quit journalism and pursued finance and investment analysis.Sahm got a position in investment analysts at Deutsche Bank and later Long Acre Fund Management. At Deutsche Bank, Sahm worked on debt refinancing, restructure non-investment grade bank debt and exit financing. At Channing Capital Partners he advised on bankruptcy restructuring and represented bank debt holders. This skills would later pay off in his career as a hedge fund manager. Later in his career, he started his firm, Kerrisdale capital in 2009 where he still works. The company focuses on event-driven investment options as well as long-term investments. The company currently manages over half a billion dollars and is famous for short selling of stocks.

Discrepancies in financial reports of some companies listed on the U.S stock exchange is one of the ways Sahm chooses his target company to be short. SahmAdrangi uses ample time with his team of experts to research companies that alter their financial books to give investors a positive outlook of the enterprise when it is not performing well. Sahm then shorts the stocks of that company and is known to make huge profits in the process. He accomplishes this by publishing the findings he got from his research on the target company.Some of his target firms were Chinese businesses that Sahm had reasons to believe were shady in their affairs and were dodging American securities regulators. The New York-based company Kerrisdale Capital would short this firms on the stock market and at one time grew the company’s portfolio by up to 20 percent in the process. SahmAdrangi has a team of dedicated researchers and analysts who help him identify the companies to target. They have the creativity and talent required to ensure profitability and investment security.

David Giertz Covers Social Security and the Most Common Doubts about It

If there is a common mistake that many advisors make when assisting their clients with financial help, legal security, and other sectors, is the lack of information and importance that these advisors give to social security.

It is a highly crucial matter that needs to be discussed with all customers without exception. Social security is something that clients depend on when they could have been relying on benefits that they do not even know exist.

David Giertz spoke about how advisors avoid talking about the matter because of the extensive rules and information that needs to be accounted on to receive the benefits of social security on It is a comprehensive list of conditions that needs to be met, and the fear of their clients not fully understanding the concepts of social security causes the advisors to ignore talking about it, which is a mistake.

David Giertz has extensive experience with social security and other consultant roles that need to be met to become a professional of quality. He has over twenty years of expertise in the field and is the former Senior Vice-President of Financial Distribution and Sales at Nationwide Life Insurance Company.

When interviewed about the topic of social security, David Giertz covered the biggest inquiries about the matter that most of his clients ask when in doubt of what they can get from the extensive law at

The first question that is naturally asked is: What is Social Security?

According to David Giertz, it is a federal government program specially designed to offer benefits for Americans that qualify for it. Some conditions need to be met and an extensive list of different social security benefits that needs to be thoroughly read and analyzed with your security advisor.

The other question is: How does it work?

Well, it is surprising, but not everyone knows that they pay Social Security taxes when they work. This investment is used to fund people that are currently retired, have disorders, or some other condition.

David Giertz is an expert on the subject, and he has helped hundreds of retired individuals receive the rights that they deserve.

Equities First – Stock Lending Counteracting the Financial and Economic Crisis

The world monetary crisis has raised vital questions on how global policy frameworks regulate, monitor, and manage global liquidity. In public and international financial structure, liquidity is negatively impacted by excessive volatility. In that line, G20 has been working hard to bring about the best solutions. Before they have been focusing on essential array of financial and banking reforms but have stopped to address the vital challenge of calibrating world liquidity in order to cater for the global economy necessities. To date, acquiring a conventional loan is really a challenge, but small business and individual investors have sought other better means of acquiring affordable working capital. The number of stock loan borrowers has been on the rise and Equities First takes pride in providing innovative solutions at a time when the world is fighting a lot of monetary issues.

The urgency of changes is reinforced by various factors and most well among them is; in the next decade, developing economies will probably account for at least 50% of the world financial assets, with a number of systematically vital financial institutions emerging, especially in Asia. Another factor is the timing and prospect of the US Federal Reserve as the interest rates are on the rise. The rise coupled with the new concern regarding retrenchment in world capital flows, has added weight on the significance of liquidity management as a world public necessity.

Central banks have worked to do this amid crises by highly increasing the amount of swap agreements. But they have also stopped due to establishing of institutionalized world swap network, which is understandable as they are basically driven by domestic mandates. The trend of borrowing stock loans has increased with various investors reaping the benefits of alternative lending solutions offered by Equities First. The loans come with various benefits which include small interest rates, higher loan to value (LTV) rates, non-purpose and non-recourse features among other gains.

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Equities First Gives Out Attractive Loan Options

Equities First is a leading specialty-finance firm, which provides a unique financing option to consumers. Equities First currently specializes in providing loans to consumers, which are secured by stock portfolios. This unique financing option comes at a time when other lenders are shying away from all types of consumer loans.

When giving out a new loan, Equities First will take a lien on a borrower’s stock portfolio. This gives the company the ability to liquidate the stock if a situation arises in which a borrower is not able to pay back their loan. In many cases, Equities First will provide a loan equal to up to 90% of the stock portfolio that a borrower pledges. Further, due to the strong collateral position, the lender is also able to offer low interest rates compared to traditional personal loans.

While consumers may consider just selling their stock as opposed to taking out a loan, there are two key situations when it would make more sense to hold on to the stock. The first situation is when selling would go against your investment strategy. If you believe that the stock will appreciate in the future, or continue to pay dividends, it could make a lot more sense to hold the stock until the price hits your target. The dividends and appreciation will likely far outweigh the cost of the fees and interest.

You should also consider taking out a stock-secured loan when you are looking to avoid paying higher taxes. In some countries, you will pay a higher tax rate if you sell the stock after owning it for a short period of time. In these situations, it would make a lot more sense to continue to hold the stock and wait to sell until you can avoid paying higher interest rate.


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