advisors

AI Capital Advisors Rebrands to Fidelman & Co., Expanding Operations

Press Release – updated: Jan 16, 2020 06:00 EST

NEW YORK, January 16, 2020 (Newswire.com) – Fidelman & Co., a management consulting firm specializing in business advisory and management & financial consulting, announced today that it is rebranding from AI Capital Advisors and expanding its services, opening two new offices and growing its team to more than 20 consultants. Additionally, it has expanded to include its own in-house design specialists and research analysts to support its services internally. Founded in 2014, Fidelman & Co. has helped more than 100 early- and mid-stage companies identify key problems and gaps, better organizational effectiveness, provide recommendations, and implement solutions. Through its efforts, Fidelman & Co. has helped their clients secure over $1 billion in financing.
Fidelman & Co. is a vertically integrated consulting firm that works with companies seeking further growth and development. Familizaring itself with all facets of the business, Fidelman & Co. creates and implements a more efficient operating plan to enable scalability and success. Experts in presentation advisory and financial modeling, Fidelman & Co. provides custom developed materials that help refine and communicate the client’s narrative and projections.
“We often work with Seed and Series A-stage companies to institutionalize and systematize their operations to create a foundation for the next 5-10 years,” explains Jeffrey Fidelman, Founder and Managing Partner. “We work with companies that are on the brink of expansion – companies that are contemplating either additional funding or are ready to take the next step of business development.”
With its re-branding, Fidelman & Co. has also expanded its services to include in-house research & analysis and design. By providing these services in-house, Fidelman and Co. is able to better support its team and provide a more efficient and cost-effective product.
Fidelman and Co.’s growing success is clear through its many satisfied clients.
“Working with Jeffrey provided the best ROI I Could have ever asked for,” explains Doug MacKay, Founder and CEO of Sidekick. “His guidance helped us raise funds we needed, and now I’ve got six VCs to contact once my MVP is ready.”
Sidekick, a cloud-based marketplace, engaged Fidelman & Co. to provide presentation support and a scalable pricing model in preparation for an equity fundraising effort. With Fidelman and Co.’s help, Sidekick successfully surpassed their $775K goal, raising $1 million in equity. Furthermore, the financial projections provided by Fidelman & Co. in 2017 were exactly in line with its actual performance in 2019.
Fidelman and & Co. continues to serve entrepreneurs, investors, and family offices to help grow their businesses and provide unique capital structuring, financial modeling, and investment solutions. Learn more at www.fidelmanco.com.
CONTACT:
Candace Sjogren
Head of Media Relations
859.803.9499
candace@cxo.solutions
Source: Fidelman & Co.

Black Swan Advisors announces results of Updated Gold Resource Estimate for Radcliffe Mine, Inyo County, Ca., effective date October 2019

Ristorcelli stated “This resource estimate is based on data from 174 drill holes and samples..located within a 65-acre portion of the property mostly on the 137.5 acre fee land. The resource est.. has 171,000 ounces of gold of Indicated classification and 46,000 ounces of gold of Inferred resources

INYO COUNTY, Calif. (PRWEB) January 16, 2020
Charles McLaughlin of BSA /BMC (owner of Radcliffe Mine complex) has announced the completion of the Radcliffe Mine Updated Gold resource estimate and Technical Report (as governed by Canadian Securities regulations NI 43-101, Companion Policy 43-101CP, and Form 43-101F1) prepared by Steve Ristorcelli, Principal Geologist, of MDA/RESPEC. This estimate is for a 65-acre portion of the 1,700+ acre Radcliffe Mine project located in Inyo County Cal. close to the Nevada border.
Ristorcelli stated, “This resource estimate is based on data from 174 drill holes and 259 underground channel samples completed during the years 1989 to 2003. These drill holes are located within a 65-acre portion of the property and mostly on the 137.5-acre patented fee land. The MDA resource estimate tabulated at a cutoff of 0.01 oz Au/t has 171,000 ounces of gold with the Indicated classification and 46,000 ounces of Inferred resources”.
BSA/BMC observed, “Ristorcelli and the MDA/RESPEC team did a great job with the 25-year-old drilling data and assay results; they were able to model the resource and other factors to assist us in our planning for Radcliffe”.
As part of the regular 43 101 process MDA/RESPEC also evaluated Radcliffe metallurgical conditions, as presented by QP for metallurgy Mark Jorgensen. There are multiple historical tests of project metallurgy, although the 2019 test results from ALS Kamloops and Jorgensen are from more current samples (2019), and from recently mined (2012 to 2018) ore which is part of the 65-acre area covered by the historic drilling. A prior owner had developed 2 new drifts from 2012 thru 2018, which provided stacked ore on which metallurgical testing has been completed. From those tests Jorgensen concluded that the grades in the samples was in the range of 16.5 g/t, and recovery rates could be as high as 97.5% (Table 13.5) with the use of cyanide processing. See Table 13.1 (List of Metallurgical Test Samples), Table 13.2 (Gravity Gold Recovery Test Work Results), Table 13.3 (Flotation Test Work Results), Table 13.4 (Rougher and Cleaner Concentrate Assays), and Table 13.5 (Whole-Ore Leach Test Results) in the 43 101.
BSA/BMC is also evaluating alternate mine development options. They have retained a mine engineer (Mark Odell at Practical Mining, Elko Nevada), a metallurgist (Mark Jorgensen), and an exploration geologist (Greg Mosher) to consider all available options. Those alternative plans and expected results will be presented soon.
BSA/BMC took title to the Radcliffe Mine complex in September 2018. During the holding period BSA/BMC has been able to accomplish the following improvements to the Radcliffe Mine and associated permits;
1) The status of the 2008 Conditional Use Permits (CUP) on the 137-acre fee property has been confirmed with Inyo County. All conditions of approval have been satisfied. That CUP provides for the following:A) 6 New portal locationsB) An onsite processing area in the Clair Camp section of the fee land where prior processing was accomplished.C) The 2 BLM issued Rights of Way across BLM property have been verified and extended for 30 years.D) An on-site waste area has been confirmed with Inyo CountyE) All project zoning regulations have been reviewed for applicability to mining operations.F) The Negative Declaration for environmental matters issued in 2008 is current with no changes reported.2) Stockpile ore from the 65-acre fee land has been shipped to toll milling operations in 2017 and late 2018; both sets of ore (500 tons and 315 tons) were successfully processed to yield .31 and .45 OPT with recovery rates in the 95% + range. This ore is believed to come from a section of the 65 acres which is part of the MDA resource estimate, adding further confirmation to results identified by MDA in the 43 101.3) Additional metallurgical testing (as outlined in the 43 101) has been completed.4) All 84 BLM unpatented lode claims have been verified as to their legal description and plotted by the project civil engineer.5) All annual fee payments to BLM for the 84 unpatented claims have been verified as timely made.6) A new regional water study has been completed to verify the status of water condition in the immediate area.7) BSA/BMC has spent considerable time and resources evaluating additional resources within the owned claims areas. The entire Radcliffe complex contains approximately 1,725 acres, of which 137 acres are fee property and the balance BLM Unpatented lode claims. That leaves approximately 1,600 acres available for further exploration.
Early indications are that the resources inside the 65-acre site will run into the adjacent claims owned by BSA/BMC. A prioritized exploration plan has been put in place, to be enacted when mining starts on the next portal, Portal 4. Samples in these areas have already been taken providing further evidence of an expanded resource area.
BSA/BMC has also been furthering the mining permits for its other mine, Keystone, located 15 miles south of Radcliffe. In November 2018 BLM issued an approved Plan of Operations Permit Modification (for surface drilling on the previously disturbed areas in and around the Keystone Mine operations area) and related approved Environmental Assessment (EA). This Surface Drilling Permit also had clearance for the related EA with the issuance of a ROD for said EA.
BSA/BMC retained several geologists to evaluate the resource potential at Keystone as no historical drilling was ever completed. Based on underground samples from prior mining operations and traditional surface reconnaissance BSA/BMC believes that Keystone has resources of approximately 225,000 ounces of gold, .45 OPT grade. The Keystone mine appears to be in the same mineral zone as Radcliffe based on the assay results taken since 2015.
Copies of the Updated Resource Estimate for Radcliffe Mine can be obtained via email to Charles McLaughlin, cjm@blackswanadvisors.net, 949 351 3943. Black Swan Advisors (BSA) is the authorized agent for BMC the owner of both mine projects.

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2020 is the Year SMBs Invade ERP, According to ERP Advisors Group Annual Report

ERP Advisors Group Founder Shawn Windle outlined several 2020 ERP trends that point to a takeover by small and midsize businesses.
Press Release – updated: Jan 15, 2020 10:00 EST

DENVER, January 15, 2020 (Newswire.com) – If there was a theme for 2019, it was the year cloud-based ERP finally arrived. No longer a novelty, cloud ERP is the new normal, the “big deal” — the baseline paradigm.
But if 2019 was big, 2020 will be small … and medium. For the ERP Advisors Group Annual Report on the State of ERP, Shawn Windle sat down for a video interview to reflect on ERP trends from the past year and discuss why 2020 is the year the SMBs invade ERP.
Watch the video: https://youtu.be/32caKOj6o5c
“With robotic process automation, artificial intelligence and blockchain technology, all of these factors are converging to make investing in technology make a ton of sense,” said Windle. “In 2020, you’re going to have a ton of great options for software. It’s going to be the year where, if you’ve been on the fence, waiting to see if the cloud is for real — it’s for real.”
Windle noted that advances in ERP systems are allowing vendors to be more agile with industry-specific solutions. “Large vendors that focus on bigger companies like Workday or Oracle are moving downmarket,” he said. “And the companies that have traditionally focused on smaller businesses are going upmarket. Your options for software are going to be awesome in 2020.”
“There are several organizations that build apps on top of their platform so that, almost overnight, they can come in with an industry-specific solution for a micro-vertical,” said Windle.
For the full video transcript, visit https://erpadvisorsgroup.com/post/2020-annual-report-on-erp/.
Here are the three biggest ERP trends for 2020:
1.    Companies and organizations of all kinds are investing in software. And that includes everyone from gigantic government agencies to emerging startups.
2.    Industry-specific solutions are dominating their respective fields. The deployment cost of bringing new applications to market is lower than ever, meeting the needs of the most demanding micro-verticals.
3.    ERP implementation partners are coming of age. They are meeting the challenge of understanding your business, the product, the technology, the configuration, and the customization you need.
The biggest prediction for ERP in 2020:
2020 will be the year of SMBs — the year that ERP for small and midsize businesses will finally become a cost-effective reality. For SMBs with an annual revenue between $50 million and $500 million, the number of ERP software options available in 2020 will be astounding.
ERP Advisors Group has helped over a thousand organizations become successful with their enterprise software initiatives. Because they remain technology-independent at all costs, ERP Advisors Group is becoming known as the world’s most trusted enterprise software advisory firm.
Media Contact:Shaun OrthmannPhone: 720.542.7801Email: shaun@erpadvisorsgroup.com​
Source: ERP Advisors Group

The Barnes Group Advisors Analyzes the Economic Impact of Neighborhood 91

The Additive Manufacturing production campus at Pittsburgh International Airport will drive reduced production costs, boost regional productivity and innovation, and reduce energy consumption(PRWeb January 15, 2020)Read the full story at https://www.prweb.com/releases/the_barnes_group_advisors_analyzes_the_economic_impact_of_neighborhood_91/prweb16829399.htm

Mercer Advisors Expands Executive Ranks with RIA Industry Veteran

Martine Lellis, CPA, CFP®, joins as Chief Talent & Business Solutions Officer; Mercer Advisors continues to expand Senior Leadership Team with fifth female executive added to leadership in last two years.(PRWeb January 15, 2020)Read the full story at https://www.prweb.com/releases/mercer_advisors_expands_executive_ranks_with_ria_industry_veteran/prweb16822916.htm

Coquest Advisors Announces the Appointment of Ryan Hart as Chief Investment Officer

“Ryan has cultivated a wealth of portfolio allocation and investment management expertise while sharpening his leadership skills,” said Coquest Managing Director G. Maxwell Eagye.

CHICAGO (PRWEB) January 14, 2020
Coquest Advisors, a leader in alternative investment research and consulting, has announced that Ryan Hart, a 17-year veteran in investment research, due diligence, and portfolio management, has been promoted from Director of Research and Portfolio Manager to the role of Chief Investment Officer at Coquest Advisors effective January 1, 2020.
Mr. Hart has been with Coquest Advisors since its inception in 2015, developing the firm’s focused expertise in manager selection, portfolio construction and alternative investment research for family offices, institutions and investment advisors.
Mr. Hart will be responsible for managing the Investment Team and will lead strategy around the implementation and execution of the firm’s key alternative investments research, consulting and portfolio management processes.
“Ryan has cultivated a wealth of portfolio allocation and investment management expertise while sharpening his leadership skills,” said Coquest Managing Director G. Maxwell Eagye. “His superior track record in the delivery of research and portfolio consulting services to allocators and investors led him to be a natural choice for CIO. He’ll no doubt continue be a catalyst in our firm’s long-term growth.”
Prior to joining Coquest, Mr. Hart held investment management roles at Altegris Advisors, Wells Fargo Advisors, and Meritage Capital. He graduated Magna Cum Laude from the University of San Diego with a Bachelor’s in Business Administration and began his career as a Hedge Fund Analyst at Franklin Templeton Investments. Mr. Hart is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).
“Coquest Advisors is poised for growth across its multi-strategy global macro programs and alternative investment consulting services,” said Ryan Hart. “I look forward to leading and mentoring the Coquest Advisors Investment Team while further developing our qualitative and quantitative techniques to efficiently identify, evaluate and select managers and strategies for our clients.”
For more information on Coquest Advisors visit https://www.coquestadvisors.com/
About Coquest Inc.: Coquest Inc. was founded by John Vassallo and Dennis T. Weinmann in 1990 to leverage their energy trading and brokering expertise from working on the New York Mercantile Exchange. Today the company is a full-service brokerage and alternative investment consulting firm based in Dallas. It provides hedging and speculative services for clients in Energy and Agricultural industries. In 2015, it added Coquest Trade Services to pair up the best FCM services with clients. That same year it launched Coquest Advisors and Coquest Traders Research to aid investment advisors and family offices in vetting and designing alternative asset portfolios as well as develop and service trading advisors. Coquest Inc. is registered with the Commodity Futures Trading Commission and is a member of the National Futures Association (NFA). Mr. Vassallo served on the NFA board from 2002-2012. Coquest also is a member of the National Introducing Brokers Association. (http://www.coquest.com).
About Coquest Advisors: A division of Coquest Inc., Coquest Advisors LLC is dedicated to identifying the most talented investment managers for the firm’s clients using a rigorous due diligence and analysis process that combines quantitative and qualitative techniques. This robust process presents select manager talent to an in-house investment committee that reviews the managers and strategies to find the best in class. Unanimous approval is needed for any trading manager to join the stable of top managers, which then are used to develop customized portfolios for Coquest clients. Coquest Advisors conducts all manager evaluations for the CTA Challenge, a year-long competition for commodity trading advisors hosted by Coquest Inc.

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