MidOcean Partners的动态

Score reports are essential to Montana’s MAST program—a through-year assessment system developed by New Meridian and the Montana Office of Public Instruction to provide fast, actionable data that supports instructional planning. In this post, the Center for Assessment shares findings from interviews with educators and school leaders to understand how they interpret and use MAST score reports. The insights offer a glimpse into how these reports empower Montana’s teachers to meet students’ needs more effectively throughout the school year. #Education #ThroughYearAssessment #NewMeridian #DataDrivenInstruction #StudentLearning

Roth IRA Signing Day always marks concluding ceremonies for the Fairhaven Summer Internship Program. A special bonus goes to each intern so they can put learning into action by funding their very own Roth IRA. Their summer schedule is chock full. We always start slow by learning to rise from our seats to greet someone with a firm handshake (no joke, that lesson is required on Day One every single summer...stand...make eye contact...and smile, for crying out loud!) From there we progress to learn about small caps, rebalancing, REITs, covered calls, tax-efficiency, high yield bonds, podcasting, mortgages, the 415 limit, etc. They also spend time outside the office on professional Field Trips to visit some of the extended members of the Fairhaven circle; CPA firms, institutional bond shops, ETF powerhouses and the office of the Mayor of the City of Wheaton. We even expose them to attorneys (How many lawyer jokes are there? Actually only three. The rest are all true.) Thank you very much to our enthusiastic partners (and please forgive me if I missed someone)! John Schmidt David Sherlock, CIMA? Daniel Gasper Bret Solnoki, CIMA Jonathan Root Jeff Fox Mike Graveline Greg Lutzen Michael Lewis, CFP? Matthew Bernardi Thomas Bernardi, CFA, CIPM Peter Drebos David Gonzalez Gus Holland Helen Demsher, CPA Austin Kight Vickie Austin Ron Austin, CPA Phil Suess John Radzinski, CFA, CAIA Meg Goodman Mark Long Mike Flaherty Robert Merrell 1) Silk-screeened IRA and Roth IRA baseball hats: $5.75 2) Jimmy John's office lunch: $187.45 3) Teaching young people the power of financial planning, the importance of taking action and having some fun: PRICELESS #bestinternshipever #themoreyouknow #rothira #thankuslater

#StarMountainCapital is proud to be the founding corporate partner of the Investment Club at University of South Florida. Star Mountain is committed to lifelong learning and recognizes the importance of undergraduate studies coupled with relevant internship experience to shape young professionals’ careers as they enter the financial services industry. #SMC runs a year-round paid undergraduate internship program, including in its Tampa office, and is pleased to provide this support to the Investment Club at USF encouraging students to reach farther and higher in their education and career development. Read more here: https://bit.ly/SMC-USF Star Mountain’s ~$4 billion AUM (committed capital including debt facilities as of 1/31/24) is from a network of investors including U.S. and international institutional investors and qualified high net worth investors seeking defensive, less volatile, higher alpha and less correlated returns. With team members in 20+ U.S. cities, Star Mountain is a specialized #AssetManagement firm focused on North American small and medium-sized businesses investing #Debt and #Equity directly into established operating companies as well as purchasing secondary fund and direct positions to provide early liquidity to investors. Star Mountain is a value-added lender with a team that has strong private equity and operating backgrounds to potentially help its portfolio companies grow in value. Learn more about Star Mountain here: https://lnkd.in/deG5DXS. #LMM #FundManagers #WealthManagers #InvestmentManagement #Secondaries #PrivateDebt

This summer, I had the opportunity to intern with Nader Yassa, owner of Complete Financial Wellness and Four Y Ranch, LLC. This experience allowed me to develop valuable skills and gain hands-on experience identifying issues and opportunities, recognizing critical paths, documenting executable project plans, and delivering the desired results. At Complete Financial Wellness: Personal Finance Education: Attended courses to deepen my understanding of personal finance management. Project Management: Enhanced my knowledge of project management methodology and strategic planning. Website Development: Created a project plan to develop the Complete Financial Wellness website. At Four Y Ranch: Grant Research: Conducted detailed research on grants available for small ranches and farms in Texas. Regulatory Insight: Gained knowledge of the government regulations required for operating a farm store in Texas. Permitting Process: Produced a detailed guide outlining the necessary licenses and permits for establishing a farm store. I appreciated the opportunity to develop my skills in these dynamic settings. I’m eager to apply my knowledge to future projects and challenges!

Meet Steven, who joined us recently as part of Woodbridge’s Summer Internship Program (SIP). We can't show you his face because he's camera shy. ? Woodbridge Capital's SIP offers a dynamic and immersive experience, providing aspiring professionals with valuable insights into the intricacies of finance, strategic investments, and business operations. ? We believe that supporting the youth of today ensures a brighter tomorrow, fostering their potential, empowering them with essential skills, and cultivating a foundation for future leaders and change-makers. ? ?? not all loans are the same ?? not all private credit funds are the same ?? not all investment managers are the same ? woodbridge // think different #woodbridgecapital #woodbridge #thinkdifferent #privatecredit #transparencymatters #esgmatters

Helpful insights for building communication skills.

Here is a thought..... find one or more local high school student, seed their success with meaningful mentorship and internship opportunities through college. Imagine the outcome and what those students will likely do when they are capable professionals? #Step&Repeat

The kids are alright....but we need to support them! For the past three summers I've had the pleasure of discussing financial literacy and financial futures with Greenwood Project interns. The thoughts of this summer's interns, Anthony Armstead, Arelys Estrada, Adin Farmer, Imani Noel, Kai Washington, and Manny Wiley are insightful and important for all of us to consider. #InvestingInvolvesRisk

On #UGAFinancialPlanning | I just received a message from a dear friend about a fantastic experience he is having with a UGA student who is interning with their firm. Where are our other #UGAFinancialPlanning students interning this summer? Please feel free to leave a comment below. Cheers! #WeAreFacs

Colin has already made a big contribution in working to redesign the webpage! Also, if you want to learn more about The Six Types of Working Genius by Patrick Lencioni, and how it can improve productivity and reduce burnout, let me know. I'd be happy to work with individuals or teams. #workinggenius