In Episode 73 of Accredited Investor Markets Radio, Sara Hanks, co-founder and CEO of CrowdCheck, reflects on?vetting?early-stage private companies seeking?online capital formation in the New World?created by?the JOBS Act.?Ms. Hanks’ perspective is also informed by her past as an SEC attorney, and her present as co-chair of the SEC Advisory Committee on Small and Emerging […]
Hedge Fund methods with Mutual Fund daily liquidity? In Episode 72, we spoke of Liquid Alternatives with Pete Hecht, Managing Director of Evanston Capital Management. Mr. Hecht urged investors to reject hype and to measure performance net of fees that can be attributed to such strategies.
A long-term investment strategy that keeps wealth in and taxes away. Our Chris Cahill spoke with Tracy Treger, Senior Director of Corporate Strategy at Syndicated Equities about the mechanics of 1031 like-kind exchanges with respect to real estate investment, both for individuals and participants in investment syndicates.
Three college friends have started a social media business and ask you to invest $20,000. Is this more likely Facebook or Farcebook? We asked Peter Feinberg, a veteran attorney with Hoge-Fenton of Silicon Valley for the more specific questions an early stage investor should ask. We discuss the Underpants Gnomes’ Step 2 and loosely paraphrase Jean-Paul Sartre in considering whether “Hell is other investors.” Join us for this discussion in Episode 70 of Accredited Investor Markets Radio.
In Episode 69, Accredited Investor Markets Radio host, Chris Cahill, again has the pleasure of speaking with Nick Veronis & Kunal Shah of iCaptial Network. This time, they discuss the mechanics of PE funds and of investing in them, including the compensation structures for fund managers as they relate to gains for investors. In addition, our guests discuss what qualities investors should seek in a fund manager.
In Episode 68, Accredited Investor Markets Radio speaks with Nick Veronis & Kunal Shah of iCapital Network about the landscape of private equity within the sphere of private investments, including net performance of PE- generally the better returns gained by the top quartile of fund managers.
Is Angel investing more like buying a lottery ticket or adopting a puppy? Learn the answer and more interesting facts about Angel investing in Episode 67 of Accredited Investor Markets Radio. In this episode, host Christopher Cahill spoke with Josh Maher, a Seattle-based Angel investor, investor educator, and author of Startup Wealth: How the Best Angel Investors Make Money in Startups
Edward Lehman is founder and Managing Director of Lehman, Lee & Xu in Beijing and Shanghai and other locations in China as well as founder of Lehman, Lee & Xu Mongolia, in Ulaanbaatar. Our Chris Cahill and Mr. Lehman discussed important changes in Chinese legal and business practices over Lehman’s 28 years there. They also discussed President Xi Jinping’s anti-corruption program, the use (and non-use) of the recently-enacted bankruptcy law, protection of intellectual property in China, and likely targets of Chinese investment in the West as currency controls are liberalized. You can learn more about Edward Lehman here.
In Episode 65 of Accredited Investor Markets Radio, we learned from Christopher Orr how self-directed IRAs open the way for individuals to hold alternative assets, including interests in private equity funds. Orr points out that the time horizon of private equity investments can match up quite well with the time horizon of retirement funds, and are used increasingly to diversify retirement portfolios and enhance returns. Orr is Director of Institutional Products with PENSCO Trust Company.
Drew Mason, of Dillon Gage Metals in Episode 64. What reasons support a 10% portfolio allocation in gold, even though gold prices have decreased in recent years? How does the answer to that question involve macro trends like the Fed’s asset purchases and low interest rates? Drew Mason explains these and other questions.