Invest:Insights by Capital Analytics

The rollout of the Paycheck Protection Program (PPP) was a case of building the plane while flying it for banks nationwide. The PPP experience was one of the biggest experiments the banking industry has seen as banks galvanized to move fast, adapt in the face of change, and leverage the use of new technologies, Fulton Bank Senior Vice President and Regional Commercial Executive Louis Lombardi told Invest:Insights. Personal touch and close communication with clients coupled with ongoing technology investments will be key for the success of banks in a post-COVID world, he said.

For more information about our interviewee, visit: https://www.fultonbank.com/

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A keen focus on equitable growth, ensuring upward mobility, and implementing the 2040 plan is baked into Charlotte’s economic development strategies. The Queen City has claimed monumental economic development wins in the face of the pandemic, while still ensuring that all Charlotteans benefit from the business expansion and corporate relocations happening in the region. In an interview with Invest:Insights, Charlotte Assistant City Manager and Economic Development Director Tracy Dodson spoke about the growth of the City of Charlotte and efforts to help both businesses and residents navigate through the COVID-led challenges

For more information about our interviewee, visit: https://charlottenc.gov/Pages/Home.aspx

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Rowan College of South Jersey, a regional institution serving Gloucester and Cumberland counties, is looking to become a key player in the local healthcare and wind industry workforce development puzzle. In an interview with Invest:Insights, President Dr. Frederick Keating, discusses the growth of these key programs, the essence of the challenges ahead and the need for a restructuring of South Jersey’s higher education system.

For more information about our interviewee, visit: https://www.rcsj.edu/

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The pandemic allowed people to revisit and restructure estate planning strategies. With time on their hands, people reconsidered where they want to live, retirement goals, business plans, among many other factors all in the midst of a changing tax landscape, Day Pitney Partner Tasha Dickinson told Invest:Insights. The only constant in tax and estate planning is change, she said. As such, people should make decisions based on their own circumstances rather than following trends and news.

For more information about our interviewee, visit: https://www.daypitney.com/

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Hamptons Group is an alternative investment and advisory firm headquartered in Miami with offices in New York. In an interview with Invest:Insights, Hamptons Group chairman and managing director Jeff Bartel discussed the current state of commercial real estate lending and investment and how the firm successfully managed the COVID pandemic. Bartel also talked about the impact of federal, state, and local public policy and the variables facing some segments of the real estate market.

For more information about our interviewee, visit: Register to read all Capital Analytics reports for free: https://www.capitalanalyticsassociate...

Leslie Packer, managing partner at Ellis & Winters, does not see the legal profession going back to what it was before COVID. In an interview with Invest:Insights, Packer said she thinks that remote work has increased efficiency in many areas of practicing law except for training new lawyers, an area where there is no replacement for being in a traditional office setting. There are systemic structures that need to be broken to fully address the gap in corporate women leadership everywhere, specifically in the legal profession. As such, law firms need to be flexible, offer paternity leave, and realize that women can lead just as effectively as their male counterparts, Packer said.

For more information about our interviewee, visit: https://www.elliswinters.com/

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Business advisory has been as dynamic as ever as companies continue to navigate through the ongoing pandemic-led disruption. The labor shortage is a nationwide challenge impacting businesses of all sizes across different sectors, Transworld Business Advisors President and Owner Scott Hislop told Invest:Insights. Despite the disruption, there are opportunities to acquire or sell a business. As such, having an experienced broker is essential in ensuring the success of these kinds of transactions. There remains some uncertainty as it relates to capital gains tax which both sellers and buyers are keeping a close eye on, Hislop said.

For more information about our interviewee, visit: https://www.tworld.com/

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Supply chain disruptions are not new. However, border closures and COVID-led disruptions have added a layer of ongoing uncertainty to supply chain strategies, South Jersey Port Corporation CEO Andrew Saporito said in an interview with Invest:Insights. The South Jersey Port is in the midst of planning its 2030 Port Vision that details its decade-long strategic plan. The burgeoning wind industry poses great opportunities for the port and the local South Jersey region, Saporito said.

For more information about our interviewee, visit: https://www.southjerseyport.com/

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The Consulate of Mexico in St. Paul provides a range of services for individuals and businesses. In an interview with Invest:Insights, Former Consul Gerardo Guerrero discussed the burgeoning economic relationship between Minnesota and Mexico, the new USMCA agreement and more.

For more information about our interviewee, visit: https://consulmex.sre.gob.mx/saintpaul/

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While the lasting effects of the pandemic continue to be felt, Georgia’s tourism sector is on its way toward a rebound. Safety measures will still be a key component in the recovery process, Explore Georgia Deputy Commissioner Mark Jaronski told Invest:Insights. Continued marketing efforts and support from state leadership are helping push improvement for the sector and there is cautious optimism that Georgia’s tourism market will continue to return as the landscape improves.

For more information about our interviewee, visit: https://www.exploregeorgia.org/

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