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 the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...

I think that it would be fair to say that many BDC investors have been caught off guard in terms of BDC ability to withstand declining interest rates. While it was clear that the private credit loanRoberts 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 the liquidity of pan-Baltic capital markets. Other ...

Group 1 - The analyst expresses a bullish sentiment on certain Business Development Companies (BDCs) but maintains a bearish outlook on the broader sector [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on shaping financial strategies for top-tier corporates and executing large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]

My previous piece on the Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA: PFFA ) was issued right after we got hit by the tariff-shock - i.e., the "Liberation Day" tariff announcement that caused significant volatility in the markets.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 the liquidi ...

My previous piece on the Virtus InfraCap U.S. Preferred Stock ETF (NYSEARCA: PFFA ) was issued right after we got hit by the tariff-shock - i.e., the "Liberation Day" tariff announcement that caused significant volatility in the markets.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 the liquidi ...

Group 1 - Gladstone Capital (NASDAQ: GLAD) has been identified as a promising business development company (BDC) with a buy rating assigned in December 2023 [1] - The original investment thesis highlighted the company's potential in shaping financial strategies and executing large-scale financings [1] - The analyst has a beneficial long position in the shares of GAIN and GLAD, indicating confidence in the company's performance [2] Group 2 - The analyst has over a decade of experience in financial management, contributing to the development of financial strategies for top-tier corporates [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia, aimed at enhancing liquidity in pan-Baltic capital markets [1] - The analyst is involved in policy-level work, including the development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1]

Group 1 - The BDC (BIZD) segment is experiencing challenges with key variables negatively impacting player earnings and dividend coverage levels [1] - There is currently no significant headwind affecting the sector, yet dividend coverage remains extremely thin [1] Group 2 - 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 institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1]

Investment Strategy & Awareness - Till Investors 的联合创始人 Kylelane Purcell 和 Ben Vivari 揭示了日常投资组合如何在不知情的情况下资助石油、烟草和武器公司 [1] - 强调了投资组合可能与个人核心价值观相冲突的问题 [1] - 建议投资者“了解”他们的投资，并控制资金的实际流向 [1] - 讨论了公司悄悄退出 DEI (多样性、公平和包容性) 的现象 [1] - 提到了可持续投资的宗教根源 [1] Resources & Platforms - Yahoo Finance 提供免费的股票行情数据、最新新闻、投资组合管理资源、全面的市场数据和高级工具 [1] - Yahoo Finance 应用程序可在 Apple App Store 和 Google Play Store 下载 [1] - Yahoo Finance 在多个社交媒体平台上有官方账号，包括 X (Twitter), Instagram, TikTok, Facebook 和 LinkedIn [1]

Group 1 - The article discusses the Putnam BDC Income ETF (NYSEARCA: PBDC), highlighting it as one of the few business development company (BDC) focused ETFs available for investment without unrelated asset exposures [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] - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]

Core Insights - The article highlights the extensive experience of Roberts Berzins in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [1] - It emphasizes Berzins' contributions to institutionalizing the REIT framework in Latvia, aimed at enhancing the liquidity of pan-Baltic capital markets [1] - The article also notes Berzins' involvement in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 1 - Roberts Berzins has over a decade of experience in financial management [1] - He has played a significant role in institutionalizing the REIT framework in Latvia [1] - Berzins is involved in policy-level work, including national SOE financing guidelines [1] Group 2 - His efforts aim to boost the liquidity of pan-Baltic capital markets [1] - Berzins holds a CFA Charter and an ESG investing certificate [1] - He has participated in thought-leadership activities to support capital market development [1]