Samir Shah’s Post

In my journey as a Rutgers student blending finance theory with tangible real estate investment experiences, I've honed my skills in sourcing properties for institutional investors, partnering with some of the industry's leading names. This venture into Wall Street's SFR and BTR investments is more than a career path; it's a passion project aimed at building my own fund. As I navigate this landscape, I'm leaning into my LinkedIn network for wisdom, hoping to learn from those who've built their success from the ground up. Your insights could be the beacon that guides my way. #RealEstateInvestment #Finance #Rutgers #WallStreet #SFR #BTR #InstitutionalInvestors #CareerGrowth #FutureFund #Networking #RealEstateInnovation

Before coming to Avidian, Shaheen Ladhani spent 13 years as an investment advisor at Goldman Sachs, managing portfolios for private clients, endowments, and foundations. So, what was it about Avidian’s products and services that drew him here? Hear from Jim Atkinson and Shaheen as they discuss in more detail. Find the full video linked in the comments.

The Citadel Associate Program is a master class in investing—purpose-built to develop the next generation of investment professionals. Learn more about our program: https://bit.ly/3ViFC0z

Give me 15 years and I'll give you a firm as powerful and successful as Goldman Sachs, ~ Fred Joseph , Former CEO of Drexel Burnham lambert "Drexel rose from being a Wall Street also-ran in the late 1970's to become one of the nation's most profitable investment banks in the late 1980's as a creator of the modern junk bond market. Under the guidance of Michael R. Milken, former head of its junk bond division, Drexel became a primary player in the takeover battles that swept corporate America during the 1980s . With Drexel's bonds, smaller companies that never before could have obtained financing were able to make bids for some of America's largest corporations" #US #investmentbanking #privateequity #Apolloglobal #ares

Since the situation with SVB last year, VCs, Angel groups, and Startups have been looking for a banking partner that understands our needs and how we do business. The market is big, but the void hasn't been filled. This is what I and an impressive group of other VCs discussed with James Beckwith and the rest of the leadership at Five Star Bank - California. They are taking the right approach by looking to understand the situation to build relationships to fill the void. #VC #banking #rightapproach #Howitsdone

The Pacific Northwest is a rich and important area for the Private Wealth Management community and so naturally it made sense for us to run one of Titan Investors signature active exchange meetings in the area this week. We just got back from Seattle for our FIRST Active Exchange in the region. The local PWM embraced us with open arms and came out to support us in numbers to create the exact dynamic we were seeking as organizers! Alongside macro conversations on the Global outlook for the economy, we had smaller asset class specific discussions on #PrivateCredit, #PrivateEquity, #FixedIncome, #International, #StructuredNotes, #RealEstate, #Commodities & #CryptoEquities to help diversify our agenda across multiple asset classes. The event could not be possible without our speakers Alex Peters, CFA Michelle Mathieu, CFA, CAIA Josh Hile, CFA, CPA Johan Strand, CFA A Michael Adams Erik Lehr, CFA, CAIA Adam Jordan Michael Parnell Albert Jalso, CFA, CPA Binay Chandgothia, CFA Howard Coleman Jaime Paris, CFA, CAIA John McLaughlin, CFA, CAIA and one of our own moderators…Francesca Mecca And through support of our sponsors Goldman Sachs Calamos Investments Harbor Capital Advisors, Inc. Angelo Gordon BNY Mellon Investment Management Bitwise Asset Management Prospect Capital Management MassMutual We cannot wait to make this an annual meeting and thank you to everyone who helped make this a huge success! Thomas Mallon William McArdle Nicholas Milano Crystelle Tape' Jason Peet Madelyn Oliver Trini Puente Athule Mbekeni Chanel Alvarez Daniela Guerrero, MBA Savannah Braswell Erik Reid Carlstrom Harrison Lane

My dauther has participated in a few stock market simulation activities and learned so much. It's exciting to see how Wells Fargo is creating generational change through our Junior Investment program that pairs students with mentors from 100 Black Men of America, Inc. This collaboration is part of a broader effort to equip young people with lifelong financial skills, access and economic opportunities to reduce the wealth gap. #WeAreWellsFargo http://on.wf.com/6042PCvs4

As I'm sure you know, Bonds are back! The recent boom in the market is the hot topic throughout the industry right now, and to discuss this in more depth, Titan Investment Solutions are delighted to invite you to 'Value and Opportunity across the Capital Structure'; our live webinar session hosted by our new Head of Fixed Income, Peter Doherty, at 10am on Tuesday 7th November. Making Fixed Interest Interesting! Pete's 30+ years in Fixed Income will explain why investors are beginning to bond with bonds again! He will be covering why the bond market is so attractive right now, the opportunities that he sees in the market and how you can take advantage of them. Click below to register

As many advisors are shifting to a three-dimensional portfolio across stocks, bonds, and alternatives, streamlined access to alternative investment strategies, such as hedge funds, private equity, private credit, real estate, structured products, and others, is becoming increasingly important. Rick Simonetti Founding Partner, CEO, Head of Wealth Planning, Fidelis Capital took the stage to ask his fellow panelists: Where do alternatives fit within the portfolio alongside traditional investments? How can Advisors take the first steps towards a historically difficult to access marketplace? Brian Griggs, CFA, CMT, FRM, Managing Director, Portfolio Strategy & Solutions at Nuveen, a TIAA company, Richard Jacobson, Managing Director at Golub Capital, Paula Campbell Roberts, Chief Investment Strategist - Private Wealth at KKR, Johnny Gibson, CFA, CMT, Managing Director, CIO at Haven Private Wealth and Tom Ruggie, ChFC®, CFP®, Founder & CEO at Destiny Family Office joined together to discuss the current state of alternatives, portfolio construction, asset allocation, and how Advisors can have more effective client conversations, or win new client assets, around alternative investments to deliver better results. #PortfolioSummits #PortfolioConstruction #AssetAllocation #Alternativeinvestments

As we welcome the first day of summer, it is the perfect time to reflect on new opportunities and enjoy the beautiful season ahead. At American Alternative Capital, we believe in the importance of balance – embracing the warmth and relaxation of summer while staying focused on our goals and growth. Summer brings with it a sense of renewal and energy. Whether you are planning to take some well-deserved time off or continue building your professional network, we are here to support you. Our team is dedicated to helping sponsors connect with broker-dealers and RIAs, bringing innovative investment opportunities to the forefront. Enjoy the longer days, the sunshine, and the chance to recharge. ☀️ Let us make this summer a season of growth and success together! #AmericanAlternativeCapital #ExpertiseDrivingOpportunity #Opportunity #Connection #AlternativeInvestments #Investments #RealEstate #Finances #Investment #Summer #FirstDayofSummer #Summertime #Growth #Sunshine