The Alberleen Group hosted a family office event featuring Lucrezia Buccellati and David Wildenstein at the fabulous Buccellati showroom in NYC. Jolyne Caruso led a discussion about the couple's multi-generational passion for fine jewels and art as well as their successes and challenges of managing a 5th generation family business.
I know how hard it can be to find capital for a business — and social enterprises can have it even harder. They carry a perception that they may offer a lower financial return because not all investors understand how to calculate, or even appreciate, the overall triple bottom line that social enterprises bring to the table: social, environmental and financial return.
But at least one institutional funding source understands the value provided by impact investments: Impact Small Business Investment Companies, or SBICs.
Jolyne Caruso is a banker and entrepreneur building a business based on aligning the interests of banking teams and investors. This month, she tells WILK about the business model behind the Alberleen Group and how the interest of her investors in transactions with social or environmental impact is catalyzing a new pipeline for the firm.
On Thursday, February 9th, The Alberleen Group and Spouting Rock hosted a Family Office Forum in Palm Beach, FL on the outlook, opportunities and challenges across investment sectors including Healthcare, Real Estate, TMT, Impact and Energy; with a special keynote presentation from Ben Dupont.
Jolyne Caruso participated on a panel at the Sorenson Impact 2017 Winter Innovation Summit in Salt Lake City, Utah with Jim Sorenson, Luke Sorenson, Jeramy Lund and Kimberlee Cornett. The panel discussed how Foundations and Family Offices are participating in impact and sustainable investments.
New York, NY on November 15th The Alberleen Group hosted a symposium on The Next Generation of Impact Investing. Featuring a thought-provoking panel of young social entrepreneurs in the impact space; with a special keynote address on “The Next Generation Technologies and Trend that will Dominate and Define the Nature of Business, Humanity and Philanthropy”, presented by Christina “CK” Kerley, an innovation speaker and specialist.
Moxian, Inc., Client of Jay Linde of TAG Asia Partners, LLC and Cuttone & Co., Inc., Announces Closing of Public Offering of Common Stock and Uplisting to Nasdaq
Shenzhen, China, November 14, 2016/ PRNewswire/ – Moxian, Inc. (“Moxian” or the “Company”) (Nasdaq: MOXC), an offline-to-online (O2O) integrated social media platform operator, today announced the completion of a best efforts public offering of 2,501,250 shares of its common stock at a public offering price of $4.00 per share. The gross proceeds to Moxian from the offering are expected to be approximately $10,005,000.00 before deducting placement agents’ commissions and other estimated offering expenses. In connection with the offering, the Company’s common stock will begin trading on the NASDAQ Capital Market beginning on November 15, 2016 under the symbol “MOXC”.
The Alberleen Group and the Center for Clean Air Policy (CCAP) Host a Forum on Impact Opportunities in Clean Energy
On Tuesday, October 18th, The Alberleen Group and the Center for Clean Air Policy (CCAP) hosted a forum on Impact Opportunities in Clean Energy at Crowell & Moring LLP NY Office. Panel topics included, The Global Clean Energy Opportunity; An Insider View on Market Drivers; an Investor Perspective on Energy Impact Opportunities; with a special keynote presentation from Jim Rogers, former Chairman and CEO of Duke Energy and author of the recently published book Lighting the World: Transforming our Energy Future by Bringing Electricity to Everyone.
RobertDouglas Advises 21c Museum Hotels in Securing Growth Joint Venture with Junius Real Estate Partners
New York, NY – September 19, 2016 – RobertDouglas announced today that it advised 21c Museum Hotels in their selection of Junius Real Estate Partners (“Junius”) as a strategic capital and growth partner. Click here to view the press release.
RobertDouglas Advises a Partnership of Institutional Private Equity Funds on the Sale of Tarrytown House Estate on the Hudson, Tarrytown, NY
New York, NY – September 20, 2016 – RobertDouglas announced that it advised a partnership of institutional private equity funds on the sale of the Tarrytown House Estate on the Hudson to a consortium of New York-based real estate investors. Click here for press release.