Nearly 30 Years In And There is No Stopping Brian Bonar

It is hard to believe that Brian Bonar, the chairman and CEO of Dalrada Financial Corporation, has been working in management positions in the financial sector for almost thirty years. That is almost three decades of work. However, one thing that is a surprise to no one is the fact that he won the Cambridge Who’s Who® Executive of the Year in Finance.

Anyone that has even spent a minute with Brian knows what kind of CEO he is, how hard he works, and how much time he puts into the job. That has not changed, nearly three decades later. If anything, he still wants to prove himself.

When someone is given a job like this, it means that the company trusts the person and they count on them to get the job done right. They would not hand this job out to just anyone as there is a lot of responsibility that comes with it and it takes a certain mental toughness to succeed in this field.

Not everyone is cut out for it, and that is OK. If anyone could do it, it would not be special. Brian Bonar can do it and that is why he was one of four people to receive this award. They give it out to two men and two women each year.

They look at three things: leadership, professional accomplishments, and academic achievements. In regards to leadership, Brian has that down to a science. When someone has been a leader that long, they know what they are doing.

If they did not know what they were doing, they would have been long gone by now and someone would have said something. He has been the leader at Dalrada Financial Corporation for a decade. Everyone knows he is in charge and they respect him but they also enjoy his company.

Brian has the perfect balance of knowing how to get the job done while having some fun at the same time. Yes, it is a job, but that does mean some fun and some laughs are not allowed every once in a while.

As far as professional accomplishments, the company has grown with him at the helm. In life, someone is either moving forward, standing still, or going backwards. He is always moving forward and looking for ways to make the company the best it can be and the most successful.

Lastly, as far as education, he took that incredibly seriously, as he owns a Ph.D. That is not something that can happen overnight. That means someone has hit the books and took their schooling seriously and stayed up to get their homework done and study. According to Bloomberg, on all levels, Brian Bonar has it down.

Bruce Levenson Sues

Bruce Levenson is one of the most popular figures in sports today. When he was younger, he took the Hawks to a new level. There are a lot of people who look up to the work he was able to do with the team. Bruce Levenson recently was in the news again for suing an insurance company. Over the long term, he has been a great person to the city of Atlanta. His story has a lot of trials, but he has been able to overcome them for the good of his team.

Atlanta Hawks

Bruce Levenson is most known for buying the Atlanta Hawks. At the time, a lot of people thought he was crazy. The team had little talent at the time, and the fans did not enjoy going to the games. This is why the team was losing so much money on a regular basis. Over the long term, he invested in better players and a better fan experience. These investments paid off quickly, and now the Atlanta Hawks are competitive again. The work of Bruce Levenson is something to marvel at.


According to, one of the most important parts of running a pro sports team is the finances. A lot of teams do not make as much money as they should, and this limits the amount of money they are able to invest back in the team. Bruce Levenson knew that when he took over the Atlanta Hawks he would have to get better players. Anyone who has ever tried to turn around a team knows how difficult it can be.

The Midas Legacy Wants To Help You Smile

Being successful and achieving life goals is important to everyone. Success is something we all desire, but not easily obtained for everyone. From our very first fast food job, to our first day in our dream position, we work hard to establish ourselves and earn a decent living. Often times we become discouraged when we fell we have fallen short of our own expectations. Success is a part of what makes us happy, it is part of what improves our self confidence and encourages our self esteem. Life is not always fair, and the path to success is not always as clear as we would hope fr it to be. This is why The Midas Legacy was founded. Understanding the desire for success, and the difficulties of obtaining it, The Midas Legacy team set out on a journey to help improve the quality of life of others by helping them achieve their goals.

Members receive assistance in finance management, entrepreneurship, and personal advice and assistance. Using these key factors, The Midas Legacy aims to lead all members to a happy and successful life. Program members also have the luxury of unlimited resources geared to assist them reach their financial, entrepreneurship or personal goals. The team of professional experts are experienced and ready to assist in any way they can. Through dedication, compassion and teamwork, they deliver innovative solutions to each member. The Midas Legacy works tirelessly to promote a happier, healthier life for all clients, members and even employees.

Saving for your future is extremely important. Let’s face it, no one wants to work for their entire life. Retirement is something we all look forward to. No matter how young or old, there is never a bad time to start saving and preparing for a rewarding future. The Midas Legacy aso offers members assistance with retirement planning and calculations. For those who want to fast track the path to retirement, The Midas Legacy is prepared to help you get a head start on your savings. There is no job too big or small for the compassionate team behind the Legacy. Happiness is having the ability to help others smile, and using it. The Midas Legacy is a perfect example of what true happiness and giving back is all about.

Equities First Holdings CEO Al Christy Describes the Differences Between Stock-Based and Margin Loans

Al Christy Jr., founder and CEO of Equities First Holdings. announced in a Marketwire press release on July 12th, 2016 an increase in stock-based loans, an alternative financing solution. Stock-based loans are offered to net-worth individuals, public international companies and businesses with a fixed interest rate. Borrowers prefer these type of loans because there are no restrictions on how the capital may be used. Equities First Holdings, LLC is an international securities lending services provider of stock-based loans and margin loans. Over the past three years the firm has seen an upward trend of borrowers obtaining both types of loans using stock as collateral.



The U.S. mortgage crisis that started the end of 2007 resulted in banks and lending institutions implementing stricter qualification guidelines, making it difficult for some borrowers. To date, Equities First Holdings has closed an estimated 700 transactions comprising of stock-based and margin loans. Even though both loan types require securities as collateral, there are major differentiations between the two. Stock-based loans are offered at fixed rates, whereas margin loans use variable rates, meaning rates will vary. According to Al Christy, the stock-based loans have a higher loan-to-value ratio and lower investment risk compared to margin loans.



Equities First Holdings was founded in 2002 by Al Christy offering margin and stock-based financing solutions to investors, corporations, businesses and wealthy individuals. The firm is headquartered in Indianapolis, Indiana and has offices in London, Hong Kong, Sydney, Bangkok, Singapore, and Bangkok. Since 2013 the firm has received continuous growth, exceeding more than 30 percent. The firm’s growth is attributed to an increase in closed loan transactions and acquisitions, including Meridian Equity Partners Limited in the United Kingdom. Equities First Holdings, LLC is now serving hundreds of stock-based loan and margin loan borrowers in the U.S., Europe, and Australia, and Asia.

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New Zealand Shielded Against False Allegations by Geoffrey Cone

Tax havens exist all over the world. Countries that are considered tax havens are usually placed on the OECD list. It seems that these countries care more about the privacy of rich people who are attempting to evade taxes than about the well-being of the governments of the world. It’s not a good thing to be added to this particular list. New Zealand has never been on this list, yet they were recently accused of being a tax haven. This is something that Geoffrey Cone took offense to, and he decided to speak on behalf of his country.

Geoffrey Cone is known in New Zealand and around the world as the foremost tax law expert for domestic and international tax law. His expertise has been fueled by his experience and his formal education. Cone graduated from New Zealand’s coveted University of Otago where he graduated with honors. He received his diploma in tax law and trust law. Cone has exceeded in both fields. Cone now runs his own firm and is one of the most sought after tax law experts in New Zealand, which makes his opinion on this matter quite valuable.

To put it plainly, Cone believes that these allegations are baseless and somewhat silly. Of course, the first thing that he pointed out was that New Zealand has not and is not on the OECD list, but he went on to explain other aspects of New Zealand’s laws that disqualify it as being a tax haven. He pointed out that New Zealand has over 20 different agreements with countries around the world that make it easy to exchange information regarding finances should the need ever arise. These agreements facilitate financial information exchange as opposed to other countries where it might take months upon months to have this type of information released.

New Zealand has also made headway with what is called double tax agreements. The country has not imposed 39 of these agreements. The agreements provide a reduced tax impediment to both cross-border trade and to those who are attempting to invest in another country. The agreement also includes several clauses that help prevent tax avoidance or evasion. They are some of the most effective agreements against tax evasion, which definitely does not sound like a tax haven. It is great to see a proud New Zealand citizen stand up for his country.

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Clearing the air on the Tax Transparency debate

The legal community and the media seem to have a difference of opinion with regards to New Zealand being a safe tax haven. The recent media report of the country being an oasis for foreign trusts has invited sharp criticism from Geoffrey Cone, a prominent lawyer based in Auckland.

The answer to the question of tax transparency in New Zealand isn’t that hard to interpret. The OECD (Organization for Economic Co-operation and Development) has a transparent list of tax havens around the world and New Zealand does not feature on that list. One of the key features of being a safe tax haven includes the imposition of nominal taxes which is very less or isn’t charged at all. There is a divide on sharing information; the laws in place at such tax sanctuaries inhibit any such exchanges with other governments. New Zealand for one has always been transparent with its laws and does not permit such infringements of the common law.

The OECD had come up with a model agreement in 2002 on the exchange of information on tax matters and New Zealand was one of the very first countries to accept the verdict and featuring on the OECD’s accord to implement it in its own country.

The country on various occasions has maintained its stance and displayed superiority when it comes to the handling of foreign trusts. Strict laws are in place which is to be respected and adhered to by all individuals and private institutions. The government itself on more than one occasion has assisted other governments on providing relevant information pertaining to its tax transparency accord.

The year 2006 also saw new rules being introduced and implanted with regards to tax transparency. Under the new law, any New Zealand Trustee of a foreign trust is liable to compulsorily fill and submit a Foreign Trust Disclosure Form and keep financial records for any tax purposes, if they arise. This includes information like the trust deed, the settlement details, the assets and liabilities held by the trust etc and failure to act upon these rules attract heavy penalties. The law was further amended in the year 2011 after the World Standard Money Laundering Legislation came into effect.

About Cone Marshall

Geoffrey Cone is a partner at Cone Marshall and one of its founding members. The law firm was established in 1999. Karen Marshall is also a partner at the firm. Her role extends to acting a director of a trust company in the role of a trustee. Cone Marshall specializes in International Trust and Tax Planning and providing trustee and trust management services through its affiliates.

Cone Marshall has been providing its services for more than a decade to private banks, trustees and organizations based out of New Zealand. The firm also provides trust, tax and administrative services.