Tag Archives: David Drake


A Complete Guide to Premium Financing

by David Drake Life insurance is undoubtedly one of the most important policies for individuals and businesses. However, when it comes to the financing of the insurance, many people have doubts whether to use their current cash flow or existing assets as a refinancing strategy. A good example is when you have the cash, but you would rather spend it […]

Will a Pre-funded Deals Strategy Cause a Shift in Real Estate Crowdfunding?

  By David Drake Real estate crowdfunding platforms are increasingly shifting towards pre-funded deals to increase their market share and deal flow. Pre-funded deals occur when a crowdfunding platform gives a real estate developer who needs capital right way a loan guarantee without having to first take the risk of raising the entire loan amount from online investors. Crowdfunding platforms […]

New Mexico PERA Adopts New Investment Model boosting Real Asset Allocations

  By David Drake New Mexico’s Public Employees Retirement Association (NMPERA) is set to increase its real assets allocation to 20 percent from 13.3 percent. As of April 2016, the fund does not have core real estate exposure in its real estate portfolio that currently has about $581.36 million.   According to the officials of New Mexico’s PERA, their main […]

Why Graphite is the Next “Diamond” of Alternative Energy

By David Drake     Experts forecast that the consumption of graphite in all its forms will double by 2020. There will be a continued shift in world graphite markets away from amorphous natural graphite towards flake and synthetic graphite as emerging applications typically require large flakes and very high-purity. This increase will be pronounced as graphite has been recently […]

Global Trends in Family Offices #4: China’s Billionaires Looking for Family Offices

  By David Drake The demand for family offices is gradually increasing in China, and this has made Chinese billionaires with over  US$1 billion  in properties to seek family offices from renowned firms across the world. HMC Family Office (HMCFO) is one of the largest firms which offers all-inclusive family office products and services. The firm was founded in 2011 […]

Family Offices and Investor Groups Join Forces to Create Smarter Financial Opportunities

Family offices work with varied investors to achieve the best financial gains There are two types of family offices:  the Single family office that manages personal affairs as well as finances of one wealthy family; and the multi family office which helps investment firms engage in deeper and more lasting relationships. These two work side by side with several investor […]

Inside Scoop to Brugo’s Proposed Plan for the 520 Biscayne Property in Miami

  The Pi Art Tech and Trade Center,  led by Jorge Brugo, is a Florida based corporation which submitted bid to develop  a prime property of the Miami Dade College (MDC)  on 520 Biscayne Boulevard.  He is also the president and founder of Axis Realty Trust, Spainvestment and co-founder of the LuxurInvest LLC. Brugo is a low profile developer catalyzing […]

3 Major Digital Disruptions by Fintech Innovations

In December 2015, a collaboration between KPMG and H2 ventures, Fintech Innovators published a list of 100 top fintech innovators. The unveiling of the leading innovators in the financial sector came at a time of digital disruption caused by innovations such as peer-to -peer lending and crowdfunding. Those featured on the top 100 list are the ones that are taking advantage […]

Global Trends in Family Offices #3: Investing in the Diversity of Asia

By David Drake (Note: This article is the third  in a series on Global Trends in Family Offices Investments.) Asia has shown more robust economic growth than anywhere else in the world. According to IMF WEO Data, GDP grew to 6.3% in 2013 and is expected to grow to 6.5% in 2014, compared to 2.7% and 3.1% for Latin America/Caribbean, 1.6% […]

Nano tech CVMR Tennessee cuts Gold & Silver Mexico acquisition deal

  By David Drake My board adviser at LDJ Capital family office Kamran Khozan of CVMR® (USA) Inc. and Auxico Resources Canada Inc.  announced today that they have entered into a strategic alliance according to which CVMR® will manage and refine Zamora Silver and Gold assets in Mexico.  Zamora properties contain 16 historical mines including a vast area of untapped […]