• Banking Survival Guide: A Hitchhiker’s Guide To Thriving Despite Bank Failures

    42. Is that the number of banking relationships you need to maintain to weather this financial turmoil? Not exactly. Recent bank failures can be anxiety-inducing as people try to understand how to insulate themselves against the devastating consequences of bank failures. The numbers paint a sobering picture: since 2000, there have been a staggering 565…

  • Bank Failures: What This Means for Startups

    If you thought that the present wave of bank failures — headlined by the collapse of Silicon Valley Bank and Credit Suisse — means nothing to you and your startup, you are wrong. In fact, you just may be in the category that is most impacted, even if you weren’t an SVB customer or had…

  • Inflation Creates Secret Opportunities In Fintech

    Inflation. CPI index. Core inflation. Inflation is a market reality, no matter which term you use. And that reality will impact any fintech startup’s growth trajectory. As an investor, inflation is just one of many considerations in constructing an investment thesis, fundraising for a new fund or creating value in an existing fund. I do…

  • Financier Offers Support to Entrepreneurial Start-ups

    Michael Davis, an Iranian immigrant and founding partner of Olive Tree Ridge (OTR), a multi-strategy asset management firm and investment bank dedicated to bridging the gender and immigrant wealth gap in overcoming barriers when it comes to accessing the capital they need to scale their businesses. He states that OTR’s mission is to bridge this…

  • Michael Davis with Olive Tree Ridge

    Michael Davis, Founding Partner of Olive Tree Ridge, is a successful technology serial entrepreneur turned investor & special situations banker. Passionate about education, financial well-being, and bridging the gender- and immigrant-wealth gaps. Connect with Michael on LinkedIn and Twitter.     Article source

  • Invest Like Maslow’s Needs: Housing, Food, Energy

    Inflation remains stubbornly high, says Mike Davis. He discusses the impact of higher inflation on investing strategies. He talks about how some say that the Fed will go as high as 6% and investment grade spreads remain tight. As for investing opportunities, Mike says to follow Maslow’s Pyramid of needs and to invest in housing,…

  • US Corporate Bankruptcies Are Rising: S&P Global Data

    U.S. corporate bankruptcy filings rose in August, according to new data from S&P Global Market Intelligence. The S&P Bankruptcy Tracker found that there were 38 filings last month, up from 31 in July. The industrials sector has been hit the hardest in 2022, with 41 filings year to date, followed by the consumer discretionary sector, which has submitted…

  • Mike Davis – Olive Tree Ridge – Bridging the Gender and Immigrant Wealth Gap

    “The greatest lesson I learned is there is a cost to doing nothing.” Mike Davis Mike Davis is the founding partner of Olive Tree Ridge, a multi-strategy asset management firm and investment bank on a mission to bridge the gender and immigrant wealth gap. Mike began his career in consulting before becoming a serial entrepreneur, starting…

  • Inflation, Recession Fears Weighing on US Business Activity

    Inflation and the risk of a recession are the top concerns for U.S. companies in multiple sectors. These worries are beginning to weigh on overall operations, resulting in a slowdown in business activity and declining sentiment, according to numerous indices. The National Federation of Independent Business (NFIB) Optimism Index highlighted in July that 37 percent of small-business…

  • Emerging Markets As A Safe Haven From U.S. Bear Market

    “Emerging markets like Brazil, Mexico, and Chile can be seen as inflationary and rising interest rates precedents to the U.S. Commodity prices pulling back is reassuring. What is the residual effect of the Covid stimulus? Investors can look to emerging markets as an escape from the U.S. bear market,” says Mike Davis. He also discusses…

  • Breaking Boundaries: The Exit Journey for Female Entrepreneurs

    When Linda Etter and her husband, Tracy, decided they wanted to scale back from the long hours they were logging at their company, e&e IT Consulting Services, Inc., in 2014, they sold a majority stake in the staffing company, based in Mechanicsburg, Pa., to private equity firm IMB Partners, based in Bethesda, Md. At the time, e&e…

  • ‘Plan for the Worst’: CEO Confidence Wanes as Corporate America Prepares for Recession

    CEO confidence in the U.S. economy is waning as survey results and comments from top executives suggest a dim outlook. The Conference Board’s second-quarter measurement of CEO sentiment revealed that 57 percent anticipate the economy to go through a “very short, mild recession.” This represented the fourth consecutive quarter of declining expectations. According to the business research…

  • Mike Davis of Olive Tree Ridge: 5 Things I Need To See Before Making A VC Investment

    At the portfolio level, we provide coaching to women and immigrant founders. In doing so, they are able to present a compelling opportunity for investment to our co-investors and traditional venture capital firms. This way, when they receive investment, the narrative is one of a high-quality company with a high-caliber management team receiving venture capital…

  • Weighing Bonds Vs Equities In Your Portfolio

    The major U.S. stock indices are facing new 52-week lows and rising interest rates on top of elevated inflation are weighing on consumers. Mike Davis discusses how investors can protect themselves during turbulent market times by balancing bonds versus equities in a portfolio. Davis delivers a comprehensive guide to the three components of a multi-prong…

  • Public Benefit Corporation vs. B Corp: What’s the Difference?

    The third quarter was a busy one for the public benefit corporation, or PBC, Vital Farms Inc. (ticker: VITL). A producer of pasture-raised eggs and butter, the company increased its network of family farms to more than 250 and expanded retail distribution to more than 18,000 stores. It reported record net revenue and raised its full-year…