DIGITAL ASSET SECURITIES PROVIDE INVESTORS COST-EFFICIENT ACCESS TO LIQUIDITY AND SIMPLIFIES CAP-TABLE MANAGEMENT
In our conversations with clients, we are frequently asked if it is possible to issue digital asset securities to their existing investors. Investors place a high value on being able to access liquidity for their investments, and for the issuer digital asset securities simplifies their cap-table management.
Debra Ohstrom, CFA Joins IOICM Platform With a Focus on Wealth Management Firms
Debra will focus on educating, connecting, and helping wealth management firms differentiate themselves by providing their clients with improved access to alternative investments, and simplified asset management solutions for their practices.
Patrick Lindenmeyer Joins IOICM Platform With a Focus on Financial Advisors
Patrick will be a part of IOI Capital and Markets’ growing network of professionals and he will focus on the financial advisor space, with an emphasis on alternative investments.
iownit and Sudrania Deliver a Digital Solution with Straight Through Processing for Private Investments
Through their partnership, Sudrania and iownit will enable asset managers to expand access to private products, seamlessly create investment vehicles, and provide their clients with a simplified investment process.
The Opportunity Zone Migration from Real Estate to Venture Investing
To date, a majority of Qualified Opportunity Zone directed funds have been committed to real estate related projects including affordable housing, commercial or residential real estate, and mixed-use developments.
Self-Directed IRA Accounts Get Enhanced Access to Private Markets
iownit capital and markets, Inc., a leading digital assets issuance and trading platform, is pleased to announce that it has entered into an agreement with Midland Trust Company to provide investors the ability to invest in private securities and alternative assets through their self-directed IRA accounts custodied at Midland.
CAIA Connects With iownit To Discuss Private Markets
After Rashad had his first piece published on CAIA’s blog, AllAboutAlpha, we had some broader discussions with Bill Kelly and Aaron Filbeck about the implications of the DOL decision regarding private equity investments, and the SEC’s discussion regarding the definition of an accredited investor.
What The DOL Decision On Private Equity Means For Financial Advisors
Over the last year, there have been notable changes to the sentiment and regulation surrounding the private market and access for its participants. These changes have the potential to usher in a broader investor base and channel additional capital into this market, resulting in greater efficiency that is much needed in private markets.
How Institutional Investors Go About Sourcing Investments in Private Securities?
Three veteran operators and practitioners in private markets share their thoughts on the future of private securities markets and the evolutionary steps needed for the market to improve its efficiency.
iownit Private Talks: Why Do Alternative Investments Require Alternative Operations?
Listen in on a panel discussion between industry practitioners and veterans on how they navigate through the operational complexities of private security investing.
Private Equity – Going Mainstream and Arriving on Main Street
Across the globe, investors look to their public market indices to provide an indicator of potential economic growth. Stock markets provide a near-daily scoring of global economies and act as a barometer for investor sentiment. Investing in public markets is also the main tool for individuals to build wealth, save for retirement, and build financial success.
WILL THE DOL DECISION ON PRIVATE EQUITY IMPACT THE DEMOCRATIZATION OF ALTERNATIVE INVESTMENTS?
Over time, alternative investments, powered by the issuance of private securities in the form of equity and debt, have grown and become a larger market and have become a larger percent of diversified institutional investment portfolios.
Introducing Expanded Data Room Features
iownit’s purpose is to provide advanced technology tools to help entrepreneurs and investors invest in each other. One of the requirements our users have is to have a platform for information sharing during an investment due diligence process. While we always provided basic data room capabilities on the platform our users asked for the ability to offer controlled access to confidential information.
Becker Group Webinar: Business Growth and Investing in the New Era
Last week I had the pleasure of participating in a webinar with four colleagues. The webinar was hosted by Scott Becker and The Becker Group, and I very much enjoyed my conversation with my fellow panelists about the business trends and investments we are looking at in this post-Coronavirus era.
iownit Chat Enables Efficient Investor Communication
Investors place a high value on being able to easily connect with a person or a team of people behind the business and vision they are considering investing in
AN INTROSPECTIVE ON CORN FIELDS AND BLOCKCHAIN THROUGH COMPLIANCE GOGGLES
Chances are if you grew up in the Midwest, at some point you heard your parents or grandparents longingly say “I remember when this was just a cornfield”. Whether they were referring to a modern building, a factory, a shopping mall, or some other sign of the changing times
It’s Time to Rewire Our Digital Infrastructure
If the last few weeks have shown us anything, it’s how important the resilience of our digital infrastructure is, our reliance on data, and the power technology has to help us during challenging times.
ACCEPTING RANDOMNESS IN CAPITAL MARKETS
During my first year working on JP Morgan’s investment banking team in New York, fresh out of college, I was dazzled by Wall Street. My group’s floor was always bustling with activity. It was early 1999 and the public equity markets were hot
WHAT A MODERN PRIVATE SECURITIES MARKET LOOKS LIKE
Technology has had a profound impact on financial services in the US. New payment methods enabled the growth of e-commerce, peer-to-peer lending redefined personal loan markets, and Robo-advisors changed the face of wealth management
IF IT LOOKS SIMPLE, WE ARE DOING IT RIGHT
In 2016, I noticed a new trend starting to emerge – the usage of distributed ledgers to meet existing enterprise business needs in finance, health care, and a variety of supply chains
TEXAS IS AIMING TO BE AT THE FOREFRONT OF BLOCKCHAIN ADOPTION AND INNOVATION
This week I attended a virtual meeting organized by Texas Blockchain Committee (TBC) and hosted by the office of State Representative Tan Parker. In attendance, there were individuals and organizations based in Texas that are involved in developing practical applications of Blockchain technology
5 TIPS ON HOW TO OWN YOUR NEXT ROUND OF CAPITAL RAISING
Raising capital is when a company reaches the stage in its lifecycle when it is taking on new partners in the form of investors. One of the main challenges these management teams face is how to share their story with prospective investors
ENTREPRENEURS – EMBRACE THE MARKET!
“Market is always right” – we all probably heard at one point or another. This phrase is frequently used to describe financial markets. But markets are not always efficient, meaning that while over time markets tend to be right, at any given point in time the market might be mispricing particular investments for one reason or another
What is a decentralized blockchain network?
At their core, shared computing systems, or decentralized networks, are systems that allow many computers to collectively come to an agreement over a shared set of data. At any moment, the last agreed-upon set of data represents the authoritative state of the network. Efforts are underway to design systems that can enable a large range of platforms for trustworthy shared computing.
IT IS NOT TOO LATE TO IMPROVE YOUR BUSINESS CONTINUITY PLAN
Most of us are familiar with the devastating impact of natural disasters. Hurricanes, wildfires, earthquakes, and tornadoes can have a significant impact on the lives of those who experience them. Fortunately, the stress of dealing with the aftermath is often balanced by beautiful acts of kindness
WHAT LESSONS CAN ENTREPRENEURS TODAY LEARN FROM PAST FINANCIAL CRISES?
It is hard to believe that COVID-19 sparked an economic crisis that is only a few weeks old. Less than 2 months ago everything seemed to be going great, markets were going up almost every day and investor enthusiasm was running high. What a difference just a few weeks make
ARE YOU A DEAL MAKER OR AN INVESTOR?
When we started iownit 3 years ago, my co-founder and I had a simple vision we both agreed on – private securities markets were ripe for a technology-driven evolution. What are private securities? Broadly speaking these are investments in private companies or funds that are not registered with the SEC
TEAMWORK, TENACITY, AND TECHNOLOGY
We started iownit with the goal of enabling a more efficient flow of capital into private companies. Capital raising process inefficiencies coupled with the lack of a market infrastructure presented an opportunity for us to leverage our skills and make a change that would benefit all stakeholders
CHECKING IN ON HARMONIZING PRIVATE SECURITIES OFFERING REGULATIONS
On June 18, 2019, we reviewed the SEC concept release on the harmonization of securities offering exemptions. The SEC requested public comments to simplify the exempt offering framework while maintaining appropriate investor protections. This resonated deeply with our team and mission
DON’T GET SOLD ON THE NEXT BIG THING FIND IT AND BUY IT YOURSELF
The private securities market is one of the last bastions in financial services to reach the digital frontier. This lag in innovation has caused investors, intermediaries, and entrepreneurs to accept the probability of missing opportunities due to inaccessible silos, high transaction costs, and operational challenges
A BRIEF OVERVIEW OF PRIVATE SECURITIES
Private securities are investable assets issued by a privately owned company in accordance with exemptions from the SEC’s registration requirements. Private securities allow private companies to raise capital from a limited number of accredited investors to start or grow their business. Although private securities are exempt from registration with the SEC, issuers of private securities are still subject to all of the anti-fraud provisions of the Securities Act of 1933
The financial industry needs to digitize not tokenize, says this Houston expert
By: Yosef Levenstein, Head of Marketing at iownit.
Originally published on Innovation Map
THE EVOLUTION OF PRIVATE SECURITIES IS JUST BEGINNING
I am excited to now share that IOI Capital and Markets, LLC. has become a registered broker-dealer with an Alternative Trading System (ATS) license. We are believed to be the first such broker-dealer in the U.S. to operate a blockchain-based platform for the digital issuance of private securities and secondary trading of private placement securities
ACCESS TO PRIVATE SECURITIES CAN’T JUST BE A BUZZWORD
For private security investments to become a more transparent and utilized asset class, it has to be possible to access opportunities, manage them and, if necessary seek liquidity. This could be done on an exchange that supports multiple asset classes and allows for a diverse set of investors to transact with each other
PRIVATE SECURITIES SHOULD BE A BUYER’S MARKET, BUT IT IS NOT!
We are told that investing involves the risk of loss and that the safest way to keep your earned money is to simply keep it in the bank (or other low-risk alternatives). What is it about investing that draws people in and helps them plan for the future?
HARMONIZING PRIVATE SECURITIES OFFERING REGULATIONS: 3 THEMES TO CONSIDER
Over the past 15 years, the structure of capital markets in the US has changed. While the number of companies listing their securities and raising capital in public markets has steadily declined, the number of private issuances aimed at raising capital in private markets has steadily increased
CAMPAIGNING FOR CAPITAL
Every day we are observing our political system at work. Whether it is an election season or time for legislative battles, we see our elected representatives and follow their work on our behalf. But is there something that entrepreneurs can learn from the workings of our political system
DIGITAL ASSET SECURITIES PROVIDE INVESTORS COST-EFFICIENT ACCESS TO LIQUIDITY AND SIMPLIFIES CAP-TABLE MANAGEMENT
In our conversations with clients, we are frequently asked if it is possible to issue digital asset securities to their existing investors. Investors place a high value on being able to access liquidity for their investments, and for the issuer digital asset securities simplifies their cap-table management.
Debra Ohstrom, CFA Joins IOICM Platform With a Focus on Wealth Management Firms
Debra will focus on educating, connecting, and helping wealth management firms differentiate themselves by providing their clients with improved access to alternative investments, and simplified asset management solutions for their practices.
Patrick Lindenmeyer Joins IOICM Platform With a Focus on Financial Advisors
Patrick will be a part of IOI Capital and Markets’ growing network of professionals and he will focus on the financial advisor space, with an emphasis on alternative investments.
iownit and Sudrania Deliver a Digital Solution with Straight Through Processing for Private Investments
Through their partnership, Sudrania and iownit will enable asset managers to expand access to private products, seamlessly create investment vehicles, and provide their clients with a simplified investment process.
