Wealth Management

Voted #6 on Top 100 Family Business influencer on Wealth, Legacy, Finance and Investments: Jacoline Loewen My Amazon Authors' page Twitter:@ jacolineloewen Linkedin: Jacoline Loewen Profile

June 9, 2009

Break through the bear market line


The USA's Standard & Poor 500 broke through the 200 day moving average (blue line). Where the chart would normally indicate a break through of the bear market, after this last year we know not to expect anything.
As Niall Ferguson, author of Ascent of Money, latest article comments: expect the unexpected.

June 6, 2009

Advice for women entrepreneurs on ins and outs of financing

Financing entrepreneurial ventures is always a tough sell, but in today’s bleak economy the task is even more difficult.
However, understanding of the ins and outs of financing goes a long way in increasing the chances of success.
At an upcoming Ivey Women Entrepreneurs Connect event, experienced entrepreneurs and finance specialists will share their expertise and concerns related to business financing.
The event takes place Wednesday, June 10 starting at 6 p.m. at Verity Club in Toronto.
Organized by the Richard Ivey School of Business and KPMG Enterprise, the session will open with a presentation by Jacoline Loewen, Partner with Loewen & Partners Inc. and a best-selling author, on venture financing and what options and strategies to consider to find the best financing fit. A private equity expert, Loewen has raised more than $100 million for companies and shares her insights in her latest book Money Magnet: How to Attract Investors to Your Business.
A panel session will follow with Sarah (Whatmough) Thomson, Founder and President of Women’s Post; Colleen Falls, Senior Vice President of KPMG Corporate Finance and Jen Kluger, Co-Founder of Foxy Originals, a Toronto-based jewelry design company. Beth Wilson, Canadian Managing Partner with KPMG Enterprise, will moderate the panel.
“Economic conditions may have changed the investment environment, yet history has shown that many successful businesses are born in recessionary times so it’s well worth pursuing an entrepreneurial vision,” said Stewart Thornhill, Executive Director, Pierre L. Morrissette Institute for Entrepreneurship at Ivey Business School. “The best way to manoeuvre in this challenging landscape is to broaden your knowledge and contact base.”
Event: Ivey Women Entrepreneurs Connect (including cocktail reception & networking)
Date: Wednesday, June 10
Time: 6-9 p.m.
Location: Verity Club, 111-D Queen Street East, Toronto, Ontario
To purchase tickets, please contact Ellen Brown at 519-661-4236, mailto:embrown@ivey.uwo.caor click here: Purchase tickets
Media interested in attending, please contact Dawn Milne, 519-850-2536, dmilne@ivey.ca About the Richard Ivey School of Business, The University of Western Ontario The Richard Ivey School of Business at The University of Western Ontario (http://www.ivey.ca/default.htm) offers undergraduate (HBA) and graduate (MBA, Executive MBA and PhD) degree programs in addition to non-degree Executive Development programs. Ivey has campuses in London

June 2, 2009

An Entrepreneur who made it to the other side

It is inspiring to listen to entrepreneurs who have succeeded in taking their idea from start up, over the chasm and managed to get to the other side. Their stories can teach other early stage entrepreneurs a great deal but also inspire them to take the risks to get to the other side.
Ron Close is such an entrepreneur. He sold his company to AT&T and is now sharing his lessons with Ivey MBA students and MaRS entrepreneurs.
When you hear Ron's comments on how he lead his company through the ups and downs, it becomes clear that he was always someone who cared very strongly about the people. I particularly liked his comment that he knew his staff were smart and would act if given the information. It is tough being a boss but believing your staff might be able to surprise you means that they will - and often.
It is great to see nice guys finish first. Thanks, Ron.
To Listen to Entrepreneurship, Ron Close, MaRS, Ivey: Financial Post Executive.







Do check out the MaRS blog and Twitter.







What Private Equity Does For Your Business

For those of you who missed our recent CEO Roundtable, you can listen to the podcasts with the main speakers. Loewen & Partners and the Richard Ivey School of Business recorded interviews exclusively for the Financial Post Executive by BusinessCast (http://www.businesscast.ca/).
First up is McKinsey chatting about how they see private equity working for business owners and why this leap frogs bank money:
The Financial Post Executive: What Private Equity Does for Your Business - Sacha Ghai, McKinsey & Company
Then we have an entrepreneur who made his fortune and is now entrepreneur-in-residence with MaRS which incubates about 400 companies.
The Financial Post Executive: How Entrepreneurs Can Make the Leap - Ron Close, MaRS

June 1, 2009