Everything you need to know about the upcoming transition away from LIBOR

What is LIBOR? LIBOR (London Interbank Offered Rate) is a benchmark rate that represents the amount banks would pay to borrow from one another on an unsecured basis. There are over $200 trillion in financial contracts tied to LIBOR. Why is it going away? A lack of underlying transactions that the index is meant to … Read more

What To Know About PPP Round two

The Economic Aid Act has extended PPP through March 31. Read our Client Alert to learn more about changes to the program,updated requirements, and how they may impact you

SBA PPP Rules*

What you need to know about the Small Business Administration (SBA) Paycheck Protection Program (PPP)*

Conversation on Paycheck Protection Program (PPP) Loan Forgiveness

We’ve partnered with Warshaw Burstein to review key aspects of recent PPP loan forgiveness developments based on the PPP Flexibility Act of 2020 and the latest SBA rules. Join our panel of experts followed by a live Q&A Session. The conversation will be moderated by Douglas J. Meyer, Senior Vice President and Group Head of … Read more

Understanding the US Systems in Light of COVID-19

Listening to the news and understanding the relationships between the US systems and the current climate can be confusing. To provide expert knowledge on these subjects, please join us in discussion with Ido Aharoni, a public diplomacy specialist.

Steve Kerr

Steve earned his BA degrees in Political Science and Theater from the UC, Irvine, an MS in Finance from Boston College and he has earned his Chartered Financial Analyst (“CFA”) and Financial Risk Manager (“FRM”) designationsYou can talk to Steve about Credit underwriting Approving Loans in our New Normal Portfolio Management in Economic stress Credit … Read more

SBA PPP – Loan Forgiveness*

 The Small Business Administration (SBA) published the Paycheck Protection Program (PPP) Loan Forgiveness Application*   On May 15, 2020, the SBA published the PPP Loan Forgiveness Application for borrowers. The Loan Forgiveness Application has four components, two of which must be submitted to the borrower’s lender:  PPP Loan Forgiveness Calculation Form (must be submitted to lender);  … Read more

Lessons from Start-ups that help navigate this uncertain time

These challenging times require creative bootstrapped solutions – join us for a conversation between two esteemed alumni of Hebrew University: Avner Mendelson, CEO of Bank LeumiDan Senor, author of Start-Up Nation: The Story of Israel’s Economic Miracle We will discuss ideas, inspiration, and stories of people, companies and a nation that thrived despite being in … Read more

Live guide to the cares act

In order to provide our clients with the latest updates and information as it becomes available to us, we’ve partnered with Friedman LLP (link here) to go over key aspects of the recently passed CARES Act. Join our joint panel of experts for a virtual webinar followed by a live Q&A session.

Brian Stigliano

Brian has over 14 years of experience with a focus on investment management, tax, estate, and retirement planning. You can talk to Brian about: Why financial planning becomes even more important in a bear market How to build a portfolio specific to your goals Human behavior and avoiding investing mistakes