Cynthia DiBartolo, Esq., Founder & CEO of Tigress Financial Partners, joined Keith Black, Managing Director of RIA Channel, to discuss the value of diverse investors.
Tigress Financial Partners is the nation’s only woman and disabled owned investment bank, RIA, broker-dealer, and research provider. The firm has been an underwriter or syndicate member in over 1,000 debt and equity primary and secondary offerings with an aggregate transaction value exceeding $500 billion. Tigress brings diversity to the fundraising process, which can benefit the issuer and all stakeholders.
While other firms may reserve IPO shares for their top tier clients, clients at Tigress may have access to purchase IPOs that the firm underwrites or distributes. Because these clients do not quickly flip their IPO shares, their participation as sticky investors can benefit the deal.
Tigress analysts publish unbiased research reports using an economic value methodology. DiBartolo wants investors to be educated, and to have a research-based understanding of each of their investments.
The firm has strategic relationships with RIAs throughout Latin America, including Uruguay, Panama, and Argentina, broadening distribution capabilities. The growing population of high-net-worth investors has a strong demand for US-listed equity investments.
DiBartolo explained joint ventures with Blackrock and Intercontinental Exchange (ICE). The relationship with ICE increased the liquidity of the fixed income investments held by Tigress clients. Tigress created mission-driven share classes of Blackrock funds, where a portion of fees are donated to the Thurgood Marshall Foundation to enhance educational opportunities for minority students.
Tigress adopted an Impact Pledge called ROAR and donates 10% of the firm’s net revenues to support equality of opportunities for women, people of color, and the disabled, as well as leadership and financial literacy training. DiBartolo is a member of the NYSE and the BNY Mellon Pershing Minority Business Enterprise Council.
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