Laidlaw Wealth Management Acquires Naples Wealth Planning

Laidlaw Wealth Management is pleased to announce its acquisition and partnership with Naples Wealth Planning a well-recognized and respected RIA based in Naples, Florida. The agreement will add four new offices in Naples, Tampa, Stuart, and Miami to Laidlaw’s existing Florida location in Boca Raton. In addition, this launches a new platform at Laidlaw to service and expand the 1099 model for advisors. This is an area Richard Calhoun, CEO of Laidlaw Wealth Management, knows well as he was instrumental in the growth of the Wells Fargo Advisors Financial Network from 245 offices to 642 offices, as Managing Director of Growth and Innovation…

Laidlaw Venture Partners Continues Strategic Growth with Addition of Mr. Anthony Zook to its Investment and Operations Committee

Laidlaw Venture Partners (“LVP”), the venture capital arm of Laidlaw & Company (UK) Ltd., today announced the addition of Mr. Anthony (‘Tony’) Zook to its newly formed Investment and Operations Committee. As a global industry leader, Zook brings years of strategic experience to Laidlaw Venture Partners and is expected to be instrumental in the further development and evolution of the LVP portfolio of companies.

Laidlaw Venture Partners Adds Industry Leading CEOs Jeffrey O’Donnell and Dr. Ann Marie Sastry to its Board of Advisors

Laidlaw Venture Partners, the venture capital arm of Laidlaw & Company (UK) Ltd., today announced the addition of Jeffrey O’Donnell and Dr. Ann Marie Sastry to its Board of Advisors. With more than 50 years of combined experience in leading companies across medical devices and artificial intelligence (AI) technology, O’Donnell and Sastry will help guide Laidlaw Venture Partners in building and expanding its already diverse portfolio of innovative companies.

Current Thoughts On The Market with S&P500 Down -16% Versus Wed 2/19 High

Apart from the fact that 26mm Americans are filing for unemployment benefits, things are not that bad from a market perspective. Thanks to the massive and relatively rapid monetary and fiscal policy response, COVID has not taken the S&P 500 down as much as the 2008 Financial Crisis did. At this point in the 2008 experience (start the sequence with 9/29/08, the first -5% move for the S&P), the index was down -17.6%. Now, (start with 3/9/20, the first -5% “crash” day), the S&P 500 is actually up +3.3%. So, based on the valuation for U.S. large cap stocks, this indicates a market view that the worst outcomes are off the table.

David Garrity: New ’Stay-At-Home’ Paradigm Favors Big Tech

In the spirit of the Chinese curse, “may you live in interesting times,” we are certainly in the thick of it at the moment as efforts to contain the COVID-19 coronavirus to China have failed. There are now 140 countries that have reported infections and the weekend has seen the announcement of radical steps such as major U.S. cities (e.g. Chicago, IL; Los Angeles, CA; New York, NY) taking steps to sharply curtail public activities as the U.S. Centers for Disease Control & Prevention (CDC) has issued guidance that events involving 50 people or more not be held for the next two months…

David Garrity: Laidlaw in the News – Tech Sector 4Q19 Results

Tech – Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors: One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until after the close Mon 10/28, the indications from AMZN (AWS 3Q19 revenues $9bn, +34.7% year/year vs. +37% y/y in 2Q19) and MSFT (Commercial Cloud 3Q19 revenues $11.6bn, +36% y/y) indicate that while cloud adoption growth is decelerating from earlier levels, it still remains quite solid. With major growth areas such as cloud computing remaining robust, the near-term prospects for the tech sector remain positive…

The “Laidlaw Five” 2020 Forecasts

Tech – Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors: One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until after the close Mon 10/28, the indications from AMZN (AWS 3Q19 revenues $9bn, +34.7% year/year vs. +37% y/y in 2Q19) and MSFT (Commercial Cloud 3Q19 revenues $11.6bn, +36% y/y) indicate that while cloud adoption growth is decelerating from earlier levels, it still remains quite solid. With major growth areas such as cloud computing remaining robust, the near-term prospects for the tech sector remain positive…

Richard Calhoun

Laidlaw’s ‘Brighter Future’ Comes Into Focus; Richard Calhoun, Former Wells Senior Executive, Brought on as CEO of Laidlaw Wealth Management

Laidlaw Holdings LTD, the holding company for Laidlaw Wealth Management, Laidlaw Capital Markets and Laidlaw Private Equity, today announced that Richard J. Calhoun, Jr., the former Head of Innovation and Growth for Wells Fargo Advisors Financial Network (FiNet), has joined as the Chief Executive Officer of Laidlaw Wealth Management and the sixth member of the firm’s Board of Directors.

David Garrity discusses cloud computing…

Tech – Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors: One of the major shifts of interest to investors has been that of enterprise computing to “cloud” platforms. In this regard, there have been three major competitors – AMZN, GOOGL & MSFT. While GOOGL results won’t be out until after the close Mon 10/28, the indications from AMZN (AWS 3Q19 revenues $9bn, +34.7% year/year vs. +37% y/y in 2Q19) and MSFT (Commercial Cloud 3Q19 revenues $11.6bn, +36% y/y) indicate that while cloud adoption growth is decelerating from earlier levels, it still remains quite solid. With major growth areas such as cloud computing remaining robust, the near-term prospects for the tech sector remain positive…

Seven Questions with Tony Sirianni

AdvisorHub’s CEO Tony Sirianni sits with established leaders of the largest firms, as well as up and coming disruptors. Here is his interview Ken Mathieson, Founding Partner of Laidlaw Wealth Management…

David Garrity Discusses the Impact of the Trade War with China

David Garrity Discusses the Impact of the Trade War with China Follow the links and read more below: 1) Bloomberg: https://www.bloomberg.com/news/audio/2019-05-28/we-are-in-a-technology-cold-war-laidlaw-s-garrity-radio 2) LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6539488934144073729/ 3) Twitter: https://twitter.com/GVAResearch/status/1133724593385029632 1)

Big Tech Regulation Risk & Implications

David Garrity on Big Tech Regulation Risk & Implications Follow the links and read more below: 1) Bloomberg: https://www.bloomberg.com/news/audio/2019-05-28/we-are-in-a-technology-cold-war-laidlaw-s-garrity-radio 2) LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6539488934144073729/ 3) Twitter: https://twitter.com/GVAResearch/status/1133724593385029632 1) Tech – “Big