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Confidently navigate the blockchain and alternative assets investing. Dive in.

What is Private Credit?

Sep 13, 2023

Investing is a powerful tool for building wealth, but the landscape of investment options can be complex and overwhelming. One often-overlooked avenue for investment are the private capital markets, where a diverse range of assets can provide attractive returns. For example: private credit, which has experienced significant growth in 2023, with nine out of 10 investors surveyed by Preqin reporting it had met or exceeded their expectations. In this article, we'll demystify the world of private credit, a vital component of private debt investing, and explain the kinds of assets that comprise this asset class in a way that's easy to grasp.

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Securitize & Onramp Invest: Expanding Alternative Asset Access for RIAs

Aug 21, 2023

In a groundbreaking move, Securitize has announced our acquisition of Onramp Invest, a digital asset wealth platform. This acquisition is poised to empower registered investment advisors (RIAs) and forward-thinking financial professionals, enabling them to provide their clients with unprecedented access to a diverse range of top-performing alternative asset classes.

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What is the European Union's DLT Pilot Regime?

Jul 26, 2023

In a world driven by technological advancements, the European Union (EU) has consistently embraced innovation to foster economic growth and promote a competitive digital landscape. In June 2022, the EU introduced the Distributed Ledger Technology (DLT) Pilot Regime, a groundbreaking initiative aimed at exploring the potential of blockchain-based solutions and their impact on various sectors. Let's delve into the key aspects of this groundbreaking pilot regime and understand how it's set to transform industries across the European continent.

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Secondary Funds: An Alternative Investment for Qualified Purchasers and Family Offices

Jul 5, 2023

In recent years, alternative investments, also known as “alts”, have become increasingly popular among investors seeking higher returns and portfolio diversification. In fact, they’re expected to grow between 18-24% by 2025. As a qualified purchaser or family office, you are likely familiar with the benefits of alts, but may not be aware of secondary funds—a type of investment that leverages the power of tokenization to provide access to private equity and private credit investments, while potentially minimizing fees. In this post, we will explore the features and benefits of secondary funds and how they can help you achieve your investment goals. Investment risks do apply.

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Transfer Agent 101

May 4, 2023

When it comes to securities transactions, accuracy and efficiency are key. That's where transfer agents come in, providing essential services to ensure that transactions are processed correctly and that the rights of investors are protected. However, understanding the work of a transfer agent can be complex, especially when it comes to the future of your business and its shareholders.

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Differences between public markets and private markets

Apr 25, 2023

Securities make up a growing proportion of transfers around the world, yet the majority of them are difficult to trade since the ability to sell depends on the market they’re traded in. 

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Maximize returns and minimize fees for qualified purchasers and family offices

Apr 10, 2023

Qualified purchasers and family offices face unique challenges when it comes to investing their wealth. They require investment options that provide high returns without the high fees typically associated with traditional investments. In recent years, alternative investments such as primary equity fund investing have gained popularity among these investors due to their potential for high returns and low fees. In this blog post, we will provide a detailed overview of the features and benefits of primary equity fund investing, tailored to the specific needs and pain points of qualified purchasers and family offices.

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The Ultimate Guide to Tokenized Alternative Investments for Ultra High Net Worth Individuals

Mar 20, 2023

If you're an ultra high net worth individual, you know that finding high-yielding investments with low fees can be a challenge. That's where alternative investments come in. By investing in assets beyond traditional stocks and bonds, you can potentially earn higher returns while diversifying your portfolio.

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What you need to know about PEP, Politically Exposed Persons

Jan 24, 2023

! Si quieres leer este artículo en español, haga clic aqui.

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Definición Persona con Responsabilidad Pública

Jan 24, 2023

1.Jefes de Estado;
2.Jefes de Gobierno;
3.Ministros u otros miembros de Gobierno;
4.Secretarios de Estado o subsecretarios y asimilados
5.Los Secretarios Generales*
6.Los Delegados del Gobierno en las Comunidades Autónomas y en Ceuta y Melilla*;
7.Los Delegados del Gobierno en entidades de Derecho Público*;
8.Los jefes de misión diplomática permanente*,
9.Los jefes de representación permanente ante organizaciones internacionales*.
10.Los Secretarios Generales Técnicos*,
11.Directores Generales de la Administración General del Estado y asimilados*.
12.Los Presidentes, los Vicepresidentes, los Directores Generales, los Directores ejecutivos y asimilados en entidades del sector público estatal, administrativo, fundacional o empresarial, vinculadas o dependientes de la Administración General del Estado que tengan la condición de máximos responsables y cuyo nombramiento se efectúe por decisión del Consejo de Ministros o por sus propios órganos de gobierno*.
13.Los Presidentes y Directores con rango de Director General de las Entidades Gestoras y Servicios Comunes de la Seguridad Social*
14.Los Presidentes y Directores de las Agencias Estatales*,
15.Los Presidentes y Directores de las Autoridades Portuarias*,
16.El Presidente y el Secretario General del Consejo Económico y Social*.
17.El Presidente, el Vicepresidente y el resto de los miembros del Consejo de la Comisión Nacional de los Mercados y de la Competencia*,
18.El Presidente del Consejo de Transparencia y Buen Gobierno*,
19.El Presidente de la Autoridad Independiente de Responsabilidad Fiscal*
20.El Presidente, Vicepresidente y los Vocales del Consejo de la Comisión Nacional del Mercado de Valores*,
21.El Presidente, Vicepresidencia, los Consejeros y el Secretario General del Consejo de Seguridad Nuclear*,
22.El Presidente y los miembros de los órganos rectores de cualquier otro organismo regulador o de supervisión*.
23.Los Directores, Directores ejecutivos, Secretarios Generales o equivalentes de los organismos reguladores y de supervisió*n.
24.Los titulares de cualquier otro puesto de trabajo en el sector público estatal, cualquiera que sea su denominación, cuyo nombramiento se efectúe por el Consejo de Ministros, con excepción de aquellos que tengan la consideración de Subdirectores Generales y asimilados*.
25.Parlamentarios; Escaños en el Congreso* y en el Senado*.
26.Magistrados de tribunales supremos, tribunales constitucionales u otras altas instancias judiciales cuyas decisiones no admitan normalmente recurso, salvo en circunstancias excepcionales, con inclusión de los miembros equivalentes del Ministerio Fiscal; 
26.1. La Presidencia, las Vicepresidencias y las Magistraturas del Tribunal Constitucional*.
26.2. La Presidencia, las Presidencias de las Salas y las Magistraturas del Tribunal Supremo*.
26.3. La Presidencia del Consejo General del Poder Judicial, los/as vocales, la Secretaría General y la Dirección del Gabinete Técnico*.
26.4. Las Presidencias de los Tribunales Superiores de Justicia de las Comunidades Autónomas. La Presidencia y Presidencias de Sala de la Audiencia Nacional*.
26.5. La Fiscalía General del Estado*.
26.6. Teniente Fiscal del Tribunal Supremo*.
26.7. Todas las personas que ostenten la categoría de fiscales de Sala, independientemente de que sean jefes de algún órgano, o hayan quedado adscritos al Tribunal Supremo, Fiscalía ante el Tribunal Constitucional u otro órgano de la Fiscalía General del Estado. En todo caso, ostentan esta categoría*:
26.7.1. La jefatura de la Fiscalía de la Inspección Fiscal*.
26.7.2. La jefatura de la Fiscalía de la Secretaría Técnica de la Fiscalía General del Estado*.
26.7.3. La jefatura de la Fiscalía de la Unidad de Apoyo de la Fiscalía General del Estado*.
26.7.4. La jefatura de la Fiscalía de la Fiscalía ante el Tribunal Constitucional*.
26.7.5. La jefatura de la Fiscalía de la Fiscalía del Tribunal de Cuentas*.
26.7.6. Fiscales de Sala del Tribunal Supremo (incluida la Fiscalía Togada*.
26.7.7. La jefatura de la Fiscalía de la Audiencia Nacional*.
26.7.8. La jefatura de la Fiscalía Especial Antidroga*.
26.7.9. La jefatura de la Fiscalía de la Fiscalía Especial contra la Corrupción y la Criminalidad Organizada*.
26.7.10 Fiscal de Sala de Criminalidad Informática*.
26.7.11. Fiscal de Sala contra la violencia sobre la mujer*.
26.7.12. Fiscal de Sala de siniestralidad laboral*.
26.7.13. Fiscal de Sala de medio ambiente y urbanismo*.
26.7.14. Fiscal de Sala de seguridad vial*.
26.7.15. Fiscal de Sala de extranjería*.
26.7.16. Fiscal de Sala de menores*.
26.7.17. Fiscal de Sala de cooperación penal internacional*.
26.8. Fiscales Jefes Superiores ante los Tribunales Superiores de Justicia de las Comunidades Autónomas*.
27.Miembros de tribunales de cuentas o de consejos de bancos centrales;
28.Embajadores y encargados de negocios;
29.Alto personal militar de las Fuerzas Armadas; 
29.1.Alto personal militar de las Fuerzas Armadas: Jefatura de Estado Mayor de la Defensa, Jefatura del Estado Mayor Conjunto de la Defensa, Jefaturas de Estado Mayor del Ejército de Tierra, del Ejército del Aire y de la Armada Española, y las personas que ejerzan los cargos de Tenientes Generales, Almirantes, Generales de División y Vicealmirantes de las Fuerzas Armadas españolas*.
30.Miembros de los órganos de administración, de gestión o de supervisión de empresas de titularidad pública;
31.Directores, directores adjuntos y miembros del consejo de administración, o función equivalente, de una organización internacional;
32.Las Presidencias y titulares de cargos con rango de Dirección General de las Entidades Gestoras y Servicios Comunes de la Seguridad Social*.
33.La Presidencia del Tribunal de Cuentas, las Consejerías de Cuentas y la Secretaría General*.
34.Gobernador/a del Banco de España, Subgobernador/a y Consejeros/as, así como las personas que sean titulares de las Direcciones Generales y de la Secretaría General y el Representante del Personal en el Consejo de Gobierno*.
35.Las Direcciones Generales, las Direcciones de Departamento adscritos al Consejo y a la Presidencia, la Dirección General Adjunta del Servicio Jurídico y la Dirección del Departamento de Estudios y Estadísticas*.
36.La Presidencia, la Dirección General y las Direcciones de los Departamentos de la Agencia Estatal de Administración Tributaria*.
37.La Presidencia, Direcciones Generales y vocales del Consejo General del Instituto de Crédito Oficial, quedando excluida la persona que ejerza la secretaría del Consejo General, siempre y cuando no ostente la condición de consejero*.
38.La Presidencia, Direcciones y personas que sean miembros de la Comisión Rectora del Fondo de Reestructuración Ordenada Bancaria. Quedarán excluidas las personas que asistan a las reuniones de la Comisión Rectora con voz pero sin voto*.
39.La Dirección General de la Policía Nacional*.
40.La Dirección General de la Guardia Civil y personas que ocupen cargos de Tenientes Generales y Generales de División de la Guardia Civil*.

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The crypto crash course: Investor protection regulations in the world of digital assets

Dec 11, 2022

Digital assets like cryptocurrencies and NFTs were one of the fastest asset classes to gain in “value” over the last two years – and the fastest to collapse in value, too. The crash of FTX and Alameda Research is a major news and financial event, but it’s hardly a one-off. The wreckage of FTX and Alameda is piled atop that of Celsius, Voyager, Three Arrows, and others who avoided regulations intended to protect investors. Indeed, another big name – BlockFi – announced its bankruptcy just two weeks ago. The spectacular rise and fall of these previously respected names, as well as crypto and NFT prices, demonstrate both the importance of investor protection regulations and of investing in assets that actually have an underlying value.

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Lending and staking digital assets for passive income

Oct 31, 2022

This week, the Federal Reserve will announce new interest rates for the United States. With more rate hikes expected, long-term investors are beginning to look at digital assets that have the potential to earn yield. While some investment strategies like digital asset lending and staking offer investors alternative ways to earn passive income potential, not all are created equal. Let’s review how these new investment solutions stack up, so investors can make more informed decisions.

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What is a digital asset security?

Oct 26, 2022

One of the major stories over the past year has been the mainstreaming of digital assets such as stablecoins and non-fungible tokens (NFTs). Now, digital asset securities have taken center stage as multi-billion dollar private equity firms like KKR and Hamilton Lane begin to provide tokenized access to their investments. As more institutions launch new initiatives to provide access to these assets, investors need to understand the ins and outs of digital asset securities and how they compare to digital assets as a whole. What makes digital assets different from digital asset securities, and what are the tradeoffs between them?

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What is private equity?

Oct 18, 2022

A new tokenized fund offering exposure to KKR’s Health Care Strategic Growth Fund II (“HCSG II”) recently launched on the Avalanche public blockchain. While investments in private equity (PE) have historically been primarily the domain of institutional investors, sovereign wealth funds, and ultra-high net worth family offices, tokenization is beginning to broaden access to the alternative asset class. Now, new investors want to know, what is private equity and how do PE funds work with tokenization?

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DTC & CDS eligibility & processing services

Oct 13, 2022

This article is intended for businesses using a transfer agent, or considering switching transfer agents.

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Navigating cybersecurity in the blockchain space

Oct 6, 2022

Blockchain cybersecurity - It often seems not a week goes by without news of another hack, data breach, or theft of cryptocurrency. The latest of note? A nearly $600 million attack that halted Binance Smart Chain and a $160 million theft from digital asset market maker, Wintermute. While the details of these particular hacks are still unfolding, the fact that they happened begs the question, what should investors using blockchain-based services know about cybersecurity and what can they do to protect themselves?

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Introducing a Web3 redemption model

Sep 29, 2022

For those unfamiliar with traditional finance, a Redemption is a liquidity event usually initiated by an investment fund.

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Ethereum vs. Polygon and how they complement each other

Sep 20, 2022

When the Ethereum Merge occurred last week, it made transactions on the world’s second largest blockchain more scalable, secure, and sustainable than ever before. Prior to “The Merge,” a blockchain called Polygon spearheaded these goals using what’s commonly referred to as a Layer 2 chain (more on that below). Now, with The Merge complete, Polygon continues to complement the Ethereum ecosystem by efficiently executing transactions at a global scale. What makes them different, and how do they complement each other?

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How will the Ethereum merge date impact investors?

Sep 9, 2022

Last week, Ethereum developers completed the last step of a long-awaited upgrade event called “The Merge.” This upgrade is intended to convert Ethereum’s consensus mechanism from Proof-of-Work (PoW) to Proof-of-Stake (PoS). What does this mean for existing Ether (ETH) investors, and what should Ethereum-based security token holders know ahead of The Merge?

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What are net asset value reports?

Aug 24, 2022

You may have recently seen social media posts about Net Asset Value (NAV) reports and wondered, what are NAVs and what do they mean to me as an investor? In private capital markets, NAV reports evaluate investments such as private equity and open-end funds. They are typically released quarterly to help investors understand share price performance and compare investments within an industry category. Here are three ways that investors can use NAV reports to see how their investments are measuring up.

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How tokenization can benefit long-term investors

Aug 10, 2022

Today, the Bureau of Labor Statistics announced that inflation slowed to 8.5% in the United States. With inflation still well above 8%, many long-term investors are searching for more meaningful returns in tokenized alternatives. Tokenization makes investing in alternatives like private equity and fine art more efficient, more liquid, and more direct than using traditional methods. And this can benefit investors by saving time and money.

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15 terms new blockchain investors need to know

Jul 26, 2022

Participation in the blockchain ecosystem has grown significantly over the past year, with 47% of family offices and 43% of financial advisors currently invested in digital assets. Even traditional financial players are joining in, with JPMorgan, BNP Paribas, and Bank of New York Mellon announcing tokenization plans. As so many new people become aware of, open to, and interested in digital assets, the universe of new terms to know can be daunting. Here are the top 15 terms that new entrants to the digital assets ecosystem need to know (sorted alphabetically).

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What is Web3 crowdfunding?

Jul 6, 2022

Web3 Crowdfunding is a new pathway for raising capital. This includes everything from fundraising to managing and offering shareholder liquidity.

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Regulation crowdfunding 101

Jul 5, 2022

The SEC requires Securitize Markets, LLC to post educational materials for prospective investors on our site. These materials are a great start to educating yourself and understanding the risks of making crowdfunding investments. However, you must take several additional steps to help you make a responsible investment decision, including completing a thorough investigation of the issuing company and participating in our online forum. The online forum allows you to ask the issuing company questions, interact with other investors, and study each investment opportunity's benefits, detriments, and risks.

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How to create a wallet: Your key to Web3 crowdfunding

Jul 1, 2022

In this article, we will show investors how to start using digital wallets for Web3 Crowdfunding.

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Discovering price in digital asset securities

Jun 30, 2022

This series of articles explores the key characteristics of how securities operate in the U.S. The previous article reviewed how assets are valued. This article will focus on price discovery, or the way marketplaces establish a price between buyers and sellers. The next article will cover how technical analysis can be used to understand the likely price direction of assets, including digital asset securities.

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What makes stablecoins like USDC stable?

Jun 23, 2022

Simply put, stablecoins are digital assets that use outside capital to stabilize unit price. For instance, USD Coin (USDC) stabilizes its unit price (with each unit equal to $1) by collateralizing USDC with U.S. Dollars (USD) and short-term government obligations denominated in USD. This full-reserve collateral keeps USDC stable and redeemable on demand.

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New legislation proposed to govern financial innovation

Jun 21, 2022

Last week, Senators Cynthia Lummis (R-WY) and Kirsten Gillibrand (D-NY) introduced the bipartisan Lummis-Gillibrand Responsible Financial Innovation Act (the "RFIA"). With many in the digital asset industry calling for regulatory clarity, RFIA represents forward momentum and a chance to foster a greater understanding of digital asset related issues on both sides of the aisle. This article explores key aspects of the proposed bill, as well as definitions of key terms. Additional legislative proposals addressing digital assets and stablecoins specifically are expected to be introduced in the months ahead.

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Are USDC yield funds the new TIPS?

Jun 17, 2022

This week, the Federal Reserve raised interest rates by 75bps, the biggest rate hike since 1994. This move follows May’s Consumer Price Index (CPI) report, which landed the United States at a 40-year high of 8.6% inflation. With near-record inflation persisting and monetary policy in flux, investors want more options. And rightly so. Fortunately, full-reserve stablecoin yield funds present a new way to combat inflation, and a modern alternative to Treasury Inflation-Protected Securities (TIPS).

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You have startup equity. Now, what can you do with it?

Jun 14, 2022

If you’ve ever worked at a startup where you were offered equity as part of your compensation package, you have probably experienced that it’s one thing to receive or earn equity and something else entirely to realize its value. Many employees who earn equity don’t get the chance to take advantage of it because – without an IPO or company buyout – trading startup equity can be extremely difficult. Is there an easier way to realize your equity without an IPO?

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Stay private longer. Accrue more value.

Jun 9, 2022

With volatility shaking up public capital markets, many investors looking to deploy capital feel as though they’re trying to catch a falling knife. Institutional investors watching value stocks fluctuate like growth stocks are using the opportunity to look into private market funds. And for good reason. Recently, Oliver Wyman and Morgan Stanley estimated that private market funds will reach $13 trillion in assets under management (AUM) by 2025.

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Is your investment a security? The Howey test will tell you.

May 24, 2022

In his remarks at the DC Blockchain Summit on March 24, Securitize CEO Carlos Domingo observed that the vast majority of investment opportunities on the blockchain are likely securities under U.S. law. While the regulatory framework governing digital assets continues to evolve, there is a simple way to determine whether something is a security and therefore enforceable by law.

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How investors can evaluate optimal prices when trading on secondary markets

May 6, 2022

This article is part of an ongoing series on the basics of investing in and trading digital asset securities in the U.S. The last article was on securities exemptions and how investors can use them to gain exposure to new businesses. This article explores how the value of digital asset securities can be assessed.

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Securities exemptions are key to investing in private markets. But what are they?

May 4, 2022

The last article in this series reviewed the four most common categories of securities: debt, equity, derivative, and hybrid securities. This article will go over the securities regulations and exemptions that make raising capital and issuing stock possible without going public, as well as how digital asset securities can complement that process. Since the way investors are able to participate in private markets is determined by these regulations, understanding where they come from and why they can help investors stay ahead of the curve.

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What is a security?

Apr 26, 2022

Said simply, securities are financial instruments with monetary value that can be bought, sold, or traded on exchanges and other platforms. While seemingly simple by definition, this asset class is at the center of a multi-trillion dollar market globally. According to The World Bank, domestic securities made up more than $93 trillion dollars of the global markets in 2020.

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Ten years of the JOBS act: Tens of billions raised

Apr 5, 2022

Ten years ago today, the Jumpstart Our Business Startups (JOBS) Act was signed into law. Introduced and enacted on a bipartisan basis, the JOBS Act was passed as the U.S. struggled to emerge from the Great Financial Crisis, which severely impacted private businesses' access to funding through the traditional capital markets. Thanks to the JOBS Act, private businesses received enhanced abilities to raise capital – including through crowdfunding – by creating shares in the form of securities. Ten years on, the results of the JOBS Act have been incredible.

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Interest rates are going up. And that can also impact your investments.

Mar 31, 2022

In March 2022, the Federal Reserve issued its first rate hike in more than three years. This move increased U.S. interest rates by 0.25%, and reinforced the market expectation that more rate hikes are coming. So, what are interest rate hikes and why do they matter to investors?

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What is stagflation?

Mar 30, 2022

You may have heard the term “stagflation” in recent days and wondered, what it is and why does it matter to me? Stagflation is the combination of a stagnant economy and inflation. Put another way, stagflation occurs when an economy’s gross domestic product (GDP) declines at the same time that the price of goods and services rises (inflation).

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3 things investors should know about private equity

Mar 10, 2022

Private equity (PE) is a type of alternative investment that provides the ability to gain exposure to companies that are not traded publicly. Previously, private equity was only accessible to individuals and businesses with high net worths. While PE funds have historically outperformed the S&P 500 by significant margins, access has been unevenly distributed.1,2 In the last decade, that has changed in three significant ways.

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2021 In Review

Jan 4, 2022

2021 was a banner year for creative destruction. In Joseph Schumpeter’s economic theory of “creative destruction,” innovation happens from within before moving outward. From Coinbase’s initial public offering (IPO) to Securitize tokenizing funds that track S&P indices1 for the first time, 2021 marked a year of working from within the old system to make something new.

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Alternative Asset Allocation for Hedging Inflation

Dec 20, 2021

For experienced and institutional investors, outpacing inflation has been top of mind lately. In the following article, we will review alternative asset allocation strategies for volatile markets.

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Investing Through Black Swan Events

Dec 14, 2021

This is the first post in a series to discuss what’s trending in private equity and alternative investments. Today, we face the unexpected head on.

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Selling Your Start-up Equity

Aug 17, 2021

Say you’ve been working at your start-up for a couple years and want to generate some cash by selling a portion of your vested stock. That should be easy, right? According to research from Stanford University, 56% of employees are not permitted by private-company employers to sell their stock. But what are the options for the other 44% who can sell? This depends on a few key factors. First, is there demand by outside investors for the stock or a mechanism in place to facilitate the transaction? Second, how do you find a platform to sell your shares on?

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Benefits of Alternative Asset Investments

Jun 25, 2021

Why alternatives? Alternative investments offer opportunities for individual and accredited investors to find better returns, diversify portfolios, realize tax benefits and lock into predictable and passive cash flows. And these benefits are far more advantageous than you might think. Once only accessible to select institutions and high net worth clients, alternative assets are emerging as an attractive investment class for individual and accredited investors.

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Shifts in Value Creation: The Rise of the Private Markets

Jun 23, 2021

Would it surprise you to know that many of the largest investable market in the United States is not the public stock market, and that this market creates more value for investors than the public market? While the internet revolutionized the trading of public stocks in the 1990s, it has barely made a dent in the trading of private securities, until now. And during that time, there’s been a profound paradigm shift between the public and private markets, and it’s changing how and where value creation occurs for shareholders.

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The Road to Digital Finance: How Did We Get Here?

Jun 2, 2021

Today, many of us consider the financial institutions we interact with to be, or at least to offer, fully-digital services. The truth is, very few of them are actually fully digital. The majority of our financial system still relies on some aspect of manual human interaction; but thanks to the demand for more digital processes, things are quickly changing for the better.

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What is a Digital Asset Fund?

May 31, 2021

First, let’s start with the word fund: what is it? Why does it exist? Well, just as there are “rainy day funds” or “emergency funds,” investors use funds to set aside money for a specific purpose. In this case, the money is usually pooled together from a group of investors who have interest in achieving a similar investment objective or outcome. Due to increased popularity, there are many fund types available, the most popular being mutual funds and exchange traded funds (ETFs).

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Alternative Assets Explained

May 27, 2021

Thinking about diversifying your portfolio? When most people think about investing, they typically consider traditional investments. But Investments are not just limited to stocks and bonds. Alternative assets are becoming increasingly more available and are a unique way to diversify your portfolio. They offer a variety of advantages and interesting opportunities for investors.

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Basics of a Security Token

May 27, 2021

Technology, updated regulations, and a new breed of fintechs are making investments more accessible and efficient on a multitude of levels. Securities like private company stocks, bonds, real estate interests, and soon even more traditional assets like public Exchange Traded Funds will become fully digital thanks in big part to blockchain technology. With the emergence of digital asset securities, the evolution of financial markets is poised to enter a new age.

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The Not-So-Beginners Guide to Blockchain

May 27, 2021

Chances are you’ve heard terms like cryptocurrency, Bitcoin, and blockchain before; and chances are you’ve also heard many misconceptions about them that can cause confusion about the world of blockchain.

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Differences between Public Markets and Private Markets

May 27, 2021

Securities make up a growing proportion of transfers around the world, yet the majority of them are difficult to trade since the ability to sell depends on the market they’re traded in. There are two types of markets: the public market and private market, and both act as a way for companies to finance themselves as well as a medium for investors to invest their capital. While both are predominant in the global economy, there are significant differences between the two and great variation of access across them.

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Accessing Primary and Secondary Markets

May 12, 2021

Although the word market has several meanings, in finance, the term refers to the capital markets. While the markets themselves may be deconstructed into several submarkets, the primary and secondary markets denote the majority of where securities are traded. Securities are typically created in the primary market and traded on the secondary markets.

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Securities are offered through Securitize Markets, LLC, (“Securitize Markets”) a registered broker-dealer and member FINRA/SIPC. Neither Securitize Markets, nor any of its affiliates provide any investment advice or make any investment recommendations to any persons, ever, and no communication through herein or in any other medium should be construed as such. Securities offered on the Securitize Markets ATS have not been registered under the Securities Act of 1933 and may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. Assets listed herein, such as digital assets or tokens using blockchain, are speculative, involve a high degree of risk, are generally illiquid, may have no value, have limited regulatory certainty, are subject to potential market manipulation risks and may expose investors to loss of principal. Investments in private placements, start-up investments in particular, are also speculative and involve a high degree of risk. Investors must be able to afford the loss of their entire investment. Eligibility to buy and sell securities on the Securitize Markets ATS is determined by Securitize Markets in its sole discretion. Offers to sell, or the solicitations of offers to buy any security can only be made through official offering documents that contain important information about risks, fees and expenses associated with the applicable securities available for trading on the Securitize Markets ATS. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed herein, and are encouraged to consult with a financial advisor, attorney, accountant, tax advisors, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Past performance is not indicative of future results. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided herein or through any references/links herein. Any financial projections or returns shown herein are provided by the issuer of the relevant security and Securitize Markets has not verified the accuracy. Further, there can be no assurance that any valuations provided by issuers are accurate or in agreement with market or industry valuations. Securitize Markets and its affiliates make no representations or warranties as to the accuracy of such information. Securitize Markets may collect certain information about you that helps us comply with various securities regulations and rules and the USA PATRIOT Act, a Federal law that requires all securities firms to obtain, verify, and record information that identifies each applicant. The information also helps us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you. The term “Investors” used on this website, typically refers to accredited investors where applicable. Please note: if we cannot verify the information you provide, we may be required to restrict or deny your account. Trading during Extended Hours Trading Sessions carries unique risks, such as greater price volatility, lower liquidity, wider bid/ask spreads, and less market visibility, and may not be appropriate for all investors. There is no guarantee that a diversified portfolio will enhance overall returns, outperform a non-diversified portfolio, or prevent against loss. By accessing this site and any pages thereof, you agree to be bound by our Terms of Service and Privacy Policy.