Miterko & Associates’ clients rely on our having a finger on the pulse of the Alternative Investments sector. They know we’re looking around corners for their benefit and succinctly delivering timely observations. For example, Texakoma Resources just wisely captured in a less than 2-minute video – educating us without uttering a word how Fossil Fuels are Essential to Modern […]
Most in our industry are familiar with Regulation Best Interest (Reg-BI), which became effective on June 30, 2020. This rule was two decades in the making and designed to address concerns around transparency, product suitability and ensure investment opportunities proposed to clients have their best interests at heart. Reports are surfacing the SEC is finding
Esteemed auditing firm Ernst & Young is a household name. DI Wire recently shared details about the SEC having levied the largest fine in history against the audit firm after members were caught cheating on ethics exams, then misleading the investigation. SEC Fines Ernst & Young $100 Million After Auditors Cheat on Ethics Exams, Mislead Investigation
Do Audited Financials Always Offer Enough Protection?
The US, and other countries around the world, are accelerating transitions to Electronic Vehicles (“EV”) to address oil dependence and climate change. This provides investors with multiple potential investment opportunities, as well as presents some challenges. Baseline current EV facts Less than 1% of the country’s 250M vehicles today are EV. The US is aiming
Investors Guide to Electric Vehicle Future: Part 1
Cryptocurrencies This war is being digitally documented in a way we have not seen before. And it is not just Twitter and images and posts on the internet. There is constant concern about electronic information interference from all sides, from fake news to information censorship, to actual destruction of communication infrastructure. For the first time
The Expansive Role of Cryptocurrency in the Ukrainian War
We continue to watch the news about the war in Ukraine and the dramatic human suffering. This war will have large direct and indirect impacts that will be felt globally, particularly in financial markets and international trade. This is the second in a series on this war, and its short and longer term potential impacts on
Ukraine: Potential Trade and Trade-Partner Impacts
We are all watching the news and concerned about the war in Ukraine and the dramatic human suffering. This war will have large direct and indirect impacts that will be felt globally, particularly in financial markets and international trade. This is the first in a series on this war, and its short and longer term
Financial Markets Reaction to Ukrainian War
Alternative investments (“AI”) can provide private investors a way to participate in investment vehicles and with management teams they otherwise would not have access to. They diversify portfolios in ways that often have a lower correlation to stock markets and can offer higher returns than a straight stock and bond portfolio. AI investments include private
The Rise of Alternative Assets
There were more than 800 unicorn startups globally, those with a valuation above $1B. Some of these have become household names, like SpaceX and Instacart. 35 of these are Decacorns, which are unicorns with valuations over $10B. Many of the most valuable startups are already giants in their fields. For example, social media company Bytedance
World’s Biggest 2021 Startups: Top Unicorns and Decacorns
“Policies & Procedures” We see this term regularly in our sector but if we’re being honest, many just gloss over it thinking (1) this doesn’t apply to my role, or (2) it’s “someone else’s job” to be mindful of Policies & Procedures. For the day to day functions of your role, do you really know