Gondola Partners

Good morning from the Clayton Hotel in Denver, Colorado! The Colorado RIA Summit 2024 kicked off with fresh perspectives and outlooks for 2025. "Global Market Outlooks and Opportunities," a session moderated by Ryan P. Tracy, CFP® (SVP - Investment Consultant) at Marquette Associates, provided powerhouse perspectives on the evolving markets, focusing on higher-for-longer interest rates, earnings volatility, and multiple expansion, while revealing how they are optimizing client portfolios in response to these macroeconomic developments. Speakers included RJ Maunton, CFP®, ChFC® (Director of Advisory Services) at Alpha Principle, LLC; David Dali(Head of Portfolio Strategy) at Matthews Asia Funds; Dan McGilvray, CFA (Senior Wealth Advisor) at Beacon Pointe Advisors; and Ben Valore-Caplan (Principal & CEO) at Syntrinsic LLC Investment Counsel. Following this, David B. Perkins, CAIA (CEO) of Gondola Partners, delivered a compelling presentation on "Understanding Tax Lien Investments." Perkins reviewed the nature of tax liens and tax deeds, including their bidding procedures and differences, as well as the positive community impact and the challenges in building a tax lien portfolio. Now, participants are diving into conversations and exchanging ideas over coffee during the first networking break. #PortfolioSummits #RIA #Summit #Colorado #MarketOutlooks #TaxLiens #AlternativeInvestments

David B. Perkins, CAIA has more than three decades of investment management experience and a notable history of building, operating and leading innovation-based firms. As the Co-founder of Gondola Partners, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status-quo by unlocking unique alternative investments for a select group of Advisors. David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.    Join David Perkins for his 9:50AM presentation, “Understanding Tax Lien Investments” in Denver at the CO RIA Summit on September 5th, 2024: https://lnkd.in/ecQqX2ft   Click here to learn about Gondola Partners: https://lnkd.in/enQ_V7ge   #PortfolioSummits #Denver #Colorado #Wealthmanagement #Conference

Today in Minneapolis, David B. Perkins, CAIA, CEO & Co-founder of Gondola Partners, presented an engaging session on "Understanding Tax Lien Investments" at the Minnesota RIA Summit. He began by discussing market volatility and the shortcomings of traditional investments, then highlighted the advantages of tax lien investments. Perkins explained the nature and bidding processes of tax liens and tax deeds, emphasizing their potential for high returns, diversification, and community benefits. He also delved into the challenges and strategies of constructing a tax lien portfolio, providing advisors with practical insights. Thank you for sharing your insights! #PortfolioSummits #RIAcommunity #Taxlien #Investmentstrategies

David B. Perkins, CAIA has more than three decades of investment management experience and a notable history of building, operating and leading innovation-based firms. As the Co-founder of Gondola Partners, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status-quo by unlocking unique alternative investments for a select group of Advisors. David co-founded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004.    Join David Perkins for his 9:50am presentation, Understanding Tax Lien Investments at the Minnesota RIA Summit on June 25th.    Click here to learn about Gondola Partners: www.gondolapartners.com   Register here for Minnesota RIA Summit:  https://lnkd.in/eSfxRjvx #PortfolioSummits #RIA #WealthAdvisory #InvestmentStrategies #Minnesota #Summits

A heartfelt gratitude goes out to Gondola Partners, the Title Sponsor of the Houston RIA Summit. While founder David B. Perkins, CAIA was stuck in tornado weather in Raleigh, North Carolina, he was represented on stage in Texas by his partners Mitch Davis and Preston A. Waldrop Jr., CAIA, for an insightful fireside chat on "Understanding Tax Lien Investments". Together, they delved into the promising realm of tax lien investments, exploring their potential for high returns, the security advantages of asset-backed assets, bidding protocols, and strategies vital for portfolio success. Thank you for joining us Mitch and Preston! To learn about Gondola Partners, click here: www.gondolapartners.com   #PortfolioSummits #RIAcommunity #FixedIncome #Investmentstrategies

David B. Perkins, CAIA has more than three decades of investment management experience and a notable history of building, operating and leading innovation-based firms. As the founder of Gondola Partners, David’s vision is to eliminate the many obstacles associated with implementing alternatives. Today, he continues his passion to challenge the status-quo by unlocking unique alternative investments for a select group of Advisors. David cofounded CAPTRUST, one of the largest Registered Investment Advisor firms in America with $630 Billion Assets Under Advisement currently (as of January 2023). Prior to CAPTRUST, in 1990, David and Fielding Miller, partnered together to take the innovative fee-based advisory approach to the market at Interstate Johnson Lane. This Partnership later evolved into CAPTRUST. David received his Bachelor of Arts degree from the University of North Carolina at Charlotte and earned his designation as a Chartered Alternatives Investment Analyst (CAIA) in 2004. Join David for his 9:50AM panel, “Where Do Indexes and Factors Fall Short?”  in Charlotte at the Carolinas RIA Summit on April 23rd.   Click here to learn about Gondola Partners: www.gondolapartners.com   Register here for the Carolinas RIA Summit: https://lnkd.in/eSff64pV   #PortfolioSummits #Carolinas #RIAcommunity #FixedIncome #Investmentstrategies

Anticipation is high for the forthcoming morning session at the upcoming Portfolio Summits Carolinas RIA Summit on April 23rd, promising a wealth of insightful discussions and presentations.   To start off the day, panelists will address how to navigate evolving global markets, offering strategies aimed at optimizing client portfolios within the context of dynamic environments. Notable figures on the panel include Adam Morgan, CFA, CMT (Chief Investment Officer) at Armor Investment Advisors, LLC and Cliff Hodge, CFA (Partner & Chief Investment Officer) at Cornerstone Wealth Group, LLC.    Subsequently, David B. Perkins, CAIA (Chief Executive Officer and Co-Founder) of Gondola Partners, will guide attendees through an extensive exploration of Understanding Tax Lien Investments. Perkins will examine the potential of tax lien investments, elucidating their high return potential, asset-backed security advantages, bidding protocols, and strategies conducive to portfolio success.    This summit presents an invaluable opportunity to augment portfolio management acumen and forge meaningful connections with industry leaders.    Sign up today: https://lnkd.in/eSff64pV   #PortfolioSummits #RIA #InvestmentInsights #Carolinas

Join us for an enlightening morning at the Washington DC RIA Summit! To commence the inaugural presentation of the day, we are honored to have David B. Perkins, CAIA, CEO & Co-Founder of Gondola Partners. Gondola Partners will present on the intricacies of Tax Lien Investments. In this engaging session, David will delve into various facets of tax lien investments, commencing with an analysis of market volatility and conventional market challenges. He will then transition to tax liens, shedding light on their potential for high returns, diversification benefits, and asset-backed security advantages. Following this enlightening presentation, you will have the opportunity to discuss tax lien investments during a networking coffee break. Soon after, the "Recalibrating the 60/40 Asset Allocation Model" panel will take the stage. The 60/40 portfolio, which has encountered losses in the past year, is a subject of ongoing debate. With the Federal Reserve raising interest rates to 5.25%, many advisors are contemplating rebalancing client portfolios - Join moderator Aaron Clarke, CFP®, AIF®, Wealth Advisor at Heritage Financial Services, LLC, and panelist Justin S. Liberti, CMT, Director and Portfolio Manager at Chevy Chase Trust, as they discuss the relevance of the classic 60/40 allocation. The panel will also explore the rise of fixed income SMAs and how these wrappers enable personalized portfolios and tax advantages. The third annual Washington DC RIA Summit is a one-day gathering of over 100 independent registered investment advisors with a minimum AUM of $100 million, situated throughout the DC Metro Area and neighboring states. The event promises a day filled with insightful panel discussions, presentations, Q&A sessions, and over four hours of networking. Secure your complimentary registration today, as spots are limited! https://lnkd.in/ePhQbdnN #PortfolioSummits #Investmentstrategies #FixedIncome #InterestRate #Taxlieninvestments