Anthony Fiedler

@fiedlerfyi

All cardsCollections

A Look at Search Funds and Section 1202 Qualified Small Business Stock | Insights | Holland & Knight

Kevin Christmas hklaw.com

Permanent Capital and

QSBS walkthrough and setup

Where are advantages of passthrough entity vs double taxations

Permanent Capital: The Holy Grail of Private Markets

Sebastien Canderle blogs.cfainstitute.org

Alternative Investments and

PE moving from LPs to bring inhouse on investments to be able to draw capital whenever they want - Blackstone / Berkshire with access off the balance sheet on permanent capital.

Interesting that as PE has been open to 401k individual investors, it has also become more opaque as governance will typically lack without the intermediary relationship of GP/LPs.

Why most public speaking advice is wrong-and how to finally overcome your speaking anxiety | Tristan de Montebello (CEO & co-founder of Ultraspeaking)

Tristan de Montebello lennysnewsletter.com

Personal and

One of my favorite podcast episodes on public speaking, anxiety and getting over it. Somewhat boils down to - practice, and practice more.
Lots of good hints, though.

Why no productivity hack will solve your overwhelm

Natalie Rothfels lennysnewsletter.com

Careers and

Productivity, internal chaos (internal family system), and how we treat these and organize them to be better and comfortable

Working Capital in Small Business Acquisitions: Insights from Industry Experts

Roman Beylin duedilio.com

M&A and

Working Capital for Deals

Examples, different cases

Solutions

“In the past, jobs were about muscles. Now they’re about brains, but in the future, they’ll be about the heart.”

Maria Flynn • Opinion | The A.I. Economy Will Make Jobs More Human - The New York Times

Reminders for myself

How I Help GPs Get in Front of the Right Family Offices—Without Wasting Time

Adam Metz metz.substack.com

ETA - Entrepreneurship through Acquisition and Financial Advisor

Getting in front of LPs - Family Offices - Podcast list and strategy to stay top of mind

Should I Convert My Convertible Term Policy?

Optifino blog.optifino.com

Portfolio Management and

Optifino - proper, optimized Life Insurance policies

Converting Term, decreasing or reducing premiums

Expanding Death Benefits

Here’s a summary of my thoughts to my friend.

1. Having a freedom number You can’t work on a big financial project like a business without having some idea of where you’re headed. Especially now that you’re starting to experience resentment. You’ve got to know what you’re aiming for. So what exactly is the number at which you’d be prepared to

ETA - Entrepreneurship through Acquisition and Writing and AI Creation