Group 1 - Different approaches to investing for durable and retirement income can be categorized into three main types [1] - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1] - Efforts have been made to institutionalize the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] Group 2 - Development of national SOE financing guidelines and frameworks to channel private capital into affordable housing has been a significant policy-level initiative [1] - Roberts Berzins holds a CFA Charter and an ESG investing certificate, and has experience with the Chicago Board of Trade [1] - Active involvement in thought-leadership activities supports the development of pan-Baltic capital markets [1]

Group 1 - The article discusses the feasibility and potential benefits of retiring with a highly concentrated investment portfolio consisting of only two picks [1] - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - Berzins has contributed to the institutionalization of the REIT framework in Latvia, aiming to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - Berzins has been involved in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - He holds a CFA Charter and an ESG investing certificate, and has experience from an internship at the Chicago Board of Trade [1] - Berzins is actively engaged in thought-leadership activities to support the development of pan-Baltic capital markets [1]

Group 1 - The concept of achieving financial independence or retirement often requires substantial capital accumulation over many years [1] - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1] - Berzins has contributed to the institutionalization of the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] Group 2 - His policy-level work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [1] - He is actively involved in thought-leadership activities aimed at supporting the development of pan-Baltic capital markets [1]

When transitioning into a retirement or financial independence (e.g., living expenses covered from portfolio income) period, there is usually a loss of some form of income stream such as regular salary or dividends from personal business activity. Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost ...

Group 1 - The primary objective of investing for retirement is to safely fund planned living expenses while potentially leaving capital for heirs [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]