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Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: · The Fed and what it means to move from quantitative easing and low interest rates to quantitative tightening and higher rates · Inflation running rampant and how Pallas Capital Advisors hedges this risk · Factors driving the equity markets · The impact the Russia-Ukraine war has had on global GDP, commodities, and supply chains Learn more at pallascapitaladvisors.com.

Pallas Capital Advisors CEO & Founding Partner, Richard Mullen, is joined by Chief Investment Officer, Mark Bogar, CFA, CAIA, and Senior Portfolio Manager, Stephen Kylander, to discuss: · The Fed and what it means to move from quantitative easing and low interest rates to quantitative tightening and higher rates · Inflation running rampant and how Pallas Capital Advisors hedges this risk · Factors driving the equity markets · The impact the Russia-Ukraine war has had on global GDP, commodities, and supply chains Learn more at pallascapitaladvisors.com.

At the end of last month, the Biden administration released its General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals (the 2023 Greenbook). The Greenbook includes nearly 50 proposals totaling 114 pages and represent the first comprehensive tax revenue-raising proposal from the administration since Build Back Better failed to advance in Congress late last year. In this episode of The Pallas Perspective, James Landry and Charlie Evangelakos discuss these proposals and how they could impact millions of taxpayers if enacted into law. For more information visit: https://pallascapitaladvisors.com/insights/its-greenbook-time/

Richard Mullen and Mark Bogar are joined by special guest Chris Miller, an assistant professor of international history at Tufts University and co-director of the school’s Russia and Eurasia Program. Chris, a frequent commentator on CBS, CNBC, Bloomberg, and the New York Times, provides insight into the Ukrainian invasion.

Mark Bogar sits down with Richard Mullen and Stephen Kylander to discuss the Russia-Ukraine conflict and its implications on the market.

James Landry and Charles Evangelakos discuss the topic of business owner exit planning in the first episode of this series.

Back in September, the House Ways and Means Committee proposed the Build Back Better Act that would include significant income and estate tax provisions, resulting in a "seismic shift" in the trust and estate planning landscape. While a new slimmed-down version was unveiled at the end of October, there are still parts that could significantly impact income tax, estate, and trust planning strategies. Jay Pabian, Partner at Rubin and Rudman LLP, joins James Landry and Joe Cullen to discuss estate and income tax considerations in light of the Build Back Better agenda.

Coming off of this year’s Olympic games, James Landry and Joe Cullen had the opportunity to interview Dr. Jenny Thompson, the most decorated female Olympic swimmer in history. But Jenny didn’t stop there – following her successful swimming career, she obtained her medical degree and is now an anesthesiologist. In this episode, Jenny discusses the experiences and challenges that have contributed to her success.

James Landry, Charles Evangelakos, and Mark Bogar dive deeper into concentrated stock positions and the various hedging strategies investors may use to manage the associated risk.

What are some risks and concerns of a single-security concentration? Charles Evangelakos and Mark Bogar join host James Landry for a discussion on concentrated stock positions.

Michelle Palomera led Genpact's banking and capital markets practice for digital and customer experience. She was responsible for revenue and sales go-to-market strategy. With over 30 years of experience in customer experience, technology, and consulting in the financial services industry, Michelle has helped to grow and scale two startups that resulted in acquisitions by global public companies. Michelle has also had more than her fair share of adversity. In this episode, she shares her, and her family's, experience with Alzheimer's disease.

James Landry is joined by Mark Bogar, CFA, the Chief Investment Officer of Pallas Capital Advisors, and Rich Mullen, CEO & Founding Partner of Pallas Capital, to discuss the US economy and economic distortions.

James is joined by Joe Donovan, JD LLM from NFP Insurance Services and Pallas Capital's CFO and partner Charlie Evangelakos to discuss the ways insurance can be used as part of an overall financial plan.

Chad DeBolt from Saxum Real Estate joins the team for a conversation on Qualified Opportunity Zones and Qualified Opportunity Funds, and the potential benefit to investors.

James Landry is joined by Option One Technologies CEO & Co-Founder, Steve Kiley, for a conversation on the importance of cyber security, and what you can be doing to protect yourself in the digital world.

James Landry is joined by special guest Steve Burke from McLane Middleton for a timely conversation on planning ideas in light of President-elect Biden’s tax policy proposals.

Rich Mullen and Mark Bogar, CFA, join James Landry to recap 2020 and look ahead to 2021.

James Landry is joined by: colleagues Charles C. Evangelakos and Greg Boyle; and Wheels Up Founder Kenny Dichter to discuss charitable giving strategies. Pallas Capital Advisors: https://pallascapitaladvisors.com/ Wheels Up: https://wheelsup.com/ Pallas Capital Advisors, LLC, Triad Advisors, LLC, and their representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. The information contained herein is for informational purposes only, is not personalized investment advice, and should not be construed as a recommendation to purchase or sell any particular security, sector, or strategy to any individual person or entity. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment Advice offered through Pallas Capital Advisors, LLC, a registered investment advisor. Pallas Capital Advisors, LLC is a separate entity from Triad Advisors, LLC.

Karen Regan, CPA, CVA, joins James Landry to discuss year-end tax planning in 2020.

James Landry sits down with Mark Bogar, CFA, to discuss the post-election results and offer insight into what the results may mean for you.