Josh Stone, InHouseEsq.com – 7/28/2023 I’ve taken a quick look at the July 26th SEC Release: Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers, https://www.sec.gov/files/rules/proposed/2023/34-97990.pdf and below are my initial thoughts. I looked at it from the perspective of someone advising investment advisers, not broker-dealers. This list was not generated by AI.… Read more: Initial Thoughts on July 26th SEC Release: Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers

A Guide for Business Owners, Wealthy Individuals and Family Offices  I am proud to have an article I wrote published in HNW Guide, an exciting new online magazine. Thank you to its publisher, JaDee Guidice! Here is a link to the article: https://hnwguide.com/miami/f/how-to-consume-professional-services-and-save-money

He speaks about funds relocating to Miami. Check it out if you are a subscriber. Also, join Hedge Fund Association or at least sign up to be notified of future events. https://www.hedgefundassoc.org/

Check out HNW Guide, for lots of articles and information of interest to high net worth individuals and businesses that target them. https://hnwguide.com/ There is a section dedicated to Miami. You can contact their publisher about submitting articles for consideration.

Residents of Miami often flee to cooler climates in the summer. It is also the slow season for events. As a result, it becomes more difficult for professionals to generate leads locally during the summer. I would expect that to be especially true this summer. COVID restrictions have mostly been lifted, and I would expect that there would be a… Read more: Miami in the Summer – What’s Going On?

The Pandemic Didn’t Upend US Geography Here is a link to a third party article on U.S. population changes and migration following the COVID pandemic: https://www.bloomberg.com/news/features/2023-04-14/three-years-into-the-pandemic-the-urban-exodus-was-overblown Three years after Covid began, big cities are still standing. But work and housing shifts are translating to some enduring changes.  By Richard Florida April 14, 2023 at 10:20 AM EDT

I get calls all the time that start the same way. “How much do you charge for a set of fund documents?” Often, the caller will disclose that he or she is shopping around and has already called other lawyers to ask the same question. The second questions is typically: “how fast can you get it done?” The answer to… Read more: <strong>How Much for a Set of Fund Documents and How Fast Can You Get it Done?</strong>

As the financial landscape continues to evolve, private funds are increasingly looking for locations that offer favorable business environments, including a vibrant financial sector and access to capital. Miami offers a unique combination of favorable tax policies, access to capital, sophisticated services providers, a growing business community, strategic location and lifestyle amenities that make it an attractive (and very popular)… Read more: Why Miami?