Financial Poise


Start-Ups & Entrepreneurship

Episode 5 with Brian Thopsey

In Episode 5 of Accredited Investor Markets Radio our host, Chris Cahill, has an in-depth discussion about investing in start-ups with guest, Brian Thopsey. Brian is the founder of FundWisdom, whose purpose is to provide companies with financial wisdom and help them select the best crowdfunding platform to meet their needs.

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Accredited Investors Alternative Assets Investing

Episode 3 with Chris Tyrrell

Why aren’t Accredited Investors investing? In Episode 3 of Accredited Investor Markets Radio, AIMkts Managing Editor Alicia Purdy interviews founder and CEO of OfferBoard, Chris Tyrrell, to discuss some of the reasons alternative assets are getting passed up by Accredited Investors. Chris offers his insights into various alternative investment options and how they compare to traditional investment methods and he also offers advice on where accredited investors can start if they are interested in diversifying.

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Accredited Investors Investing Natural Resources

Episode 4 with Jason Stevens

In Episode 4 of Accredited Investor Markets Radio, host Chris Cahill, explores investing in natural resources with Jason Stevens. Jason is an Investment Executive with Sprott Global, a U.S. broker-dealer focused on natural resource sectors including precious metals, base metals, oil and gas, agriculture, water, and alternative energy.

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Accredited Investors Investing SEC

Episode 2 with Robert Rapp

There has been much discussion about the changes that may be coming in the wake of the recent SEC Investor Advisory Committee meeting, where they considered changing the definition of the term Accredited Investor. In Episode 2 of Accredited Investor Markets Radio, Alicia Purdy explores what this proposal means with guest, Robert Rapp. Robert, a partner in the Securities and Capital Markets Practice of Calfee, Halter & Griswold, LLP, weighs in on the impact of changing this definition, the thought process behind it and what to expect moving forward.

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Episode 1 with Vanessa Schoenthaler

In the debut Episode of Accredited Investor Markets Radio (Now Financial Poise Radio) our host, Chris Cahill, explores the significance of new changes in the JOBS Act with guest, Vanessa Schoenthaler. Vanessa, a New York securities attorney and founder of firm Qashu & Schoenthaler, explains what it means to be an accredited investor and the importance of lifting the ban against general solicitation.

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