Core Viewpoint - LIV Portfolio Management is enhancing its commitment to philanthropy through various initiatives aimed at making a significant impact in communities, focusing on education, sustainability, and support for those in need [1][2]. Group 1: Philanthropic Initiatives - The company is partnering with local charities to provide financial support and employee time for causes like education and healthcare in underserved communities [5]. - An Employee Volunteer Program is being launched, allowing employees to donate paid hours to community projects and participate in organized volunteer days [5]. - A matching donations program will be introduced, where LIVPM will match donations made by employees and clients to selected causes, effectively doubling the impact [5]. Group 2: Environmental and Educational Focus - LIVPM is actively supporting environmental sustainability through habitat restoration, biodiversity improvement, and clean energy investments, aiming to reduce carbon footprints and promote sustainable practices [5]. - The company is establishing a scholarship fund for low-income students pursuing higher education, particularly in fields like environmental science, finance, and business, to foster the next generation of leaders [5]. Group 3: Company Philosophy - LIV Portfolio Management emphasizes that true wealth encompasses enriching the lives of others, not just financial security, and aims to create a lasting positive impact through its philanthropic efforts [4][6].

Group 1 - Collateralized loan obligation (CLO) assets are gaining popularity among both institutional and retail investors, particularly after the SEC relaxed regulations on actively managed funds [1] - The interest in CLOs among retail investors has increased significantly following regulatory changes, indicating a shift in investment strategies [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 the institutionalization of the REIT framework in Latvia, aimed at enhancing liquidity in pan-Baltic capital markets [1] - His policy-level work includes 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, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock has been a focus [1] - Roberts is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at 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 highlights the importance of access to regular current income streams for financial independence planning [1] - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - The article mentions Berzins' involvement in developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, indicating a strong background in investment and sustainability [1] - He has participated in "thought-leadership" activities aimed at supporting the development of pan-Baltic capital markets [1]

Group 1 - The article highlights the financial expertise of Roberts Berzins, who has over a decade of experience in financial management, particularly in shaping financial strategies for top-tier corporates [1] - Berzins has contributed to the institutionalization of the REIT framework in Latvia, aiming to enhance the liquidity of pan-Baltic capital markets [1] - His work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 2 - Berzins holds a CFA Charter and an ESG investing certificate, indicating a strong foundation in investment principles and sustainable investing [1] - He has experience with the Chicago Board of Trade, which adds to his credibility in financial markets despite being based in Latvia [1] - Berzins is actively involved in thought-leadership activities to support the development of capital markets in the Baltic region [1]

Group 1 - One of the key challenges in retirement-focused strategies is achieving the necessary income or portfolio value goal in a timely manner, such as building a $5,000 monthly income producing portfolio [1] - Roberts Berzins has over a decade of experience in financial management, helping top-tier corporates shape their financial strategies and execute large-scale financings [1] - Berzins has made significant efforts to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - Berzins has contributed to the development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing stock [1] - He is a CFA Charterholder and holds an ESG investing certificate, with experience from an internship at the Chicago Board of Trade [1] - Berzins is actively involved in "thought-leadership" activities to support the development of pan-Baltic capital markets [1]

Group 1 - The article highlights the importance of financial management expertise in shaping corporate financial strategies and executing large-scale financings [1] - It discusses the efforts made to institutionalize the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - The development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing is also emphasized [1] Group 2 - The analyst has over a decade of experience in financial management, indicating a strong background in the industry [1] - The analyst holds a CFA Charter and an ESG investing certificate, showcasing a commitment to professional development and sustainable investing [1] - Active involvement in thought-leadership activities to support the development of pan-Baltic capital markets is noted, reflecting a proactive approach to industry advancement [1]

Group 1 - The immediate reaction to price drops is often skepticism, leading to hesitation in buying on the dip [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and 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 work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]

Group 1 - The article highlights the experience of Roberts Berzins in financial management, particularly in shaping financial strategies for top-tier corporates and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia, aiming to enhance the liquidity of pan-Baltic capital markets [1] - His policy-level work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] Group 2 - Berzins holds a CFA Charter and an ESG investing certificate, indicating a strong background in finance and sustainable investing [1] - He has experience with the Chicago Board of Trade, showcasing his international exposure despite residing in Latvia [1] - Berzins is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [1]

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]