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Northstar (Bermuda) Securities Law Attorney

Published on: February 15, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Northstar (Bermuda) Investors To Receive Update On Liquidation, Distribution Payments. Shepherd Smith Edwards and Kantas Northstar Securities Law Attorney Team Is Continuing To Investigate Losses

If suffered serious losses in Northstar Financial Services (Bermuda), please contact Shepherd Smith Edwards and Kantas (investorlawyers.com). We are representing many investors in pursuing damages against the broker-dealers that unsuitably marketed and sold them annuities from this offshore company that went bankrupt in 2020.

Following a hearing on January 19, 2024, the Joint Provisional Liquidators (JPLs) for Northstar (Bermuda) received procedural directions instructing them to give creditors and policyholders details regarding proposed next steps in the liquidation proceedings, payments of certain distributions, and the valuation of claims. This information is supposed to be provided by February 15, 2024, at the latest.

Margin Abuse Attorneys

Published on: January 15, 2024 | by Shepherd Smith Edwards & Kantas, LLP

Shepherd Smith Edwards and Kantas Continue to Investigate Oppenheimer PEP Losses. Contact Our Savvy Margin Abuse Attorneys To Request Your Free Case Consultation

If you are someone whose Oppenheimer financial advisor marketed and recommended the brokerage firm’s Portfolio Enhancement Program (PEP), and you have since suffered related investment losses, Shepherd Smith Edwards and Kantas (investorlawyers.com) would like to talk to you. Unfortunately, it seems that a significant number of wealthy investors may not have been fully apprised of the risks involved in this proprietary program.

Oppenheimer PEP is now closed but not before investors reportedly suffered serious losses. Marketed as a hedged investment that provided a chance for participants to supposedly make an additional 5% if they borrowed money on margin, the minimum investment allowed was $1.25M. Many who got involved thought they were giving themselves a chance to generate a passive stream of income.

Mutual Fund Attorneys

Published on: September 28, 2023 | by Shepherd Smith Edwards & Kantas, LLP

ACAP Fund Losses

If you are an investor who suffered losses due to your financial advisor recommending you invest in the ACAP Strategic Fund, you may have a case against your advisor to recover some of those losses. Shepherd Smith Edwards and Kantas (investorlawyers.com) can help you explore your legal options for ACAP Strategic Fund losses.

What is the ACAP Fund?

Stock Broker Fraud Lawyer

Published on: September 28, 2023 | by Shepherd Smith Edwards & Kantas, LLP

I’m An Experienced, Wealthy Investor Who Suffered Serious Portfolio Losses. Can I Sue My Broker?

Our Trusted Stock Broker Fraud Lawyer Team Represented Sophisticated Investors, Accredited Investors, High-Net-Worth Investors, and Ultra High-Net-Worth Investors

Shepherd Smith Edwards and Kantas (investorlawyers.com) Stock Broker Fraud Lawyer team represents wealthy and experienced investors in pursuing damages caused by broker negligence or fraud. If you are a sophisticated investor, your broker-dealer may try to argue that you fully understood the type of investment opportunity you were getting involved in and the risks you were taking. They may even argue that you welcomed the high risks that could also render great financial rewards while knowing full well that serious losses could result. Based on this argument they may try to escape blame and liability.

Private Placement Lawyers

Published on: September 28, 2023 | by Shepherd Smith Edwards & Kantas, LLP

I’m An Older Investor. How Can I Recover My GWG L Bonds Losses?

Our Seasoned Private Placement Lawyers Can Help You Determine Whether You Have Grounds for Financial Recovery

More than a year after GWG Holdings defaulted on $2B in debt and filed for bankruptcy protection, it has become increasingly clear that much more could have been done to notify investors that the company was in financial trouble. Instead, thousands have been left with what could end up collectively being up to $1.3B in losses in a purported mass Ponzi scam.

Non-Traded REIT Fraud Attorneys

Published on: September 28, 2023 | by Shepherd Smith Edwards & Kantas, LLP

I’m A Retiree Who Lost Money After My Broker Placed My Savings In Non-Traded REITs. What Should I Do?

Our Non-Traded Real Estate Investment Trust Attorneys Represent Retail Investors, Including Seniors and Retirees

Shepherd Smith Edwards and Kantas represent investors from all walks of life who sustained significant portfolio losses due to the bad advice or misconduct of their financial advisors. Over the years, we have helped thousands of clients, including retirees and senior investors, to collectively recover many millions of dollars from their broker-dealers and investment advisers in arbitration, mediation, or litigation.

Broker-dealer Misconduct Lawyers

Published on: September 28, 2023 | by Shepherd Smith Edwards & Kantas, LLP

Did You Suffer Portfolio Losses While Working With Ex-Morgan Stanley Broker Ron Filoramo?

Shepherd Smith Edwards and Kantas Can Help You Determine Whether You Have Grounds For Pursuing Damages

If you are an investor who lost money while working with former Morgan Stanley financial advisor Ron Ernest Filoramo, please contact our trusted broker-dealer misconduct lawyers today. Since earlier this year, we have been investigating claims of portfolio losses involving those who worked with this ex-Fort Lauderdale broker. Filoramo, who was let go by the brokerage firm earlier this year, is involved in at least four investment loss recovery lawsuits.

Investor Fraud Loss Law Firm

Published on: September 25, 2023 | by Shepherd Smith Edwards & Kantas, LLP

How Can I Sue My US-Based Broker Over My Beechwood Bermuda Losses?

Our Investor Fraud Loss Law Firm Represent Foreign Nationals In Suing Their Broker-Dealers

If you are an investor who suffered losses in Beechwood Bermuda (formerly PB Life and Old Mutual (Bermuda) and now Beechwood (Omnia)), Shepherd Smith Edwards and Kantas (investorlawyers.com) can help you explore your legal options. To date, our broker fraud law firm has filed over 100 broker misconduct lawsuits against the many US-based brokerage firms that allegedly unsuitably marketed and sold annuities in Northstar Financial Services (Bermuda), PB Investment Holdings, PB Life and Annuity, Colorado Bankers Life Insurance, and the other insurers owned by beleaguered billionaire Greg Lindberg to customers. Beechwood Bermuda is a Northstar (Bermuda) division.

Non-traded REIT Attorneys

Published on: September 25, 2023 | by Shepherd Smith Edwards & Kantas, LLP

Did Your Broker Fail To Fully Apprise You of the Risks Involving American Healthcare REIT?

Our Non-traded REIT Attorneys Are Looking Into Investor Losses

If your broker-dealer marketed and sold you American Healthcare REIT (previously known as Griffin-American Healthcare REIT IV), please contact Shepherd Smith Edwards and Kantas (investorlawyers.com) today. The non-traded real estate investment trust (Non-traded REIT) recently came under scrutiny in the wake of an unsolicited tender offer from CMG Partners and its affiliates to buy 250,000 Class T and Class I common stock shares for $8.50/share. That’s equal to $2.13/share before the company’s one-for-four reverse stock split in 2022 and 73% of their current estimated net asset value (NAV).

Elderly Annuity Investor Attorney

Published on: September 25, 2023 | by Shepherd Smith Edwards & Kantas, LLP

Are You An Elderly Investor Who Suffered Losses in Colorado Bankers Life Insurance?

Our Annuity Investment Loss Attorneys Can Help You Explore Your Legal Options

Shepherd Smith Edwards and Kantas (investorlawyers.com) are continuing to investigate investor claims of losses involving Colorado Bankers Life Insurance and Bankers Life Insurance, which are two of the insurers owned by billionaire Greg Lindberg. On September 4, The North Carolina Commissioner of Insurance and the now defunct insurers filed a brief with the state’s appeals court claiming that Lindberg was purposely engaging in tactics to prevent billions of dollars in payouts to annuity holders.