Financial Poise


Episode 26 with Andrew Stephenson

Learn about how to find great (and safe) investment opportunities this week in Episode 26 of Accredited Investor Markets Radio. Andrew Stephenson of CrowdCheck and Alicia Purdy, Managing Editor of Accredited Investor Markets, examine together different methods for deal sourcing, including bulletin board listings, general ads, and using broker-dealers. They discuss what to look for before you invest, including assessing the credibility of deals and dealers and avoiding fraud.

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Episode 25 with Larry Swedroe

What are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it’s best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.

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Accredited Investors Angel Investing Investing JOBS Act Hedge Funds

Episode 24 with Brendan Ross

In Episode 24 of Accredited Investor Markets Radio, Brendan Ross of Direct Lending Investments and host Chris Cahill discuss how Direct Lending Investments’ fund pools high-yielding, 6-18 month business notes and what approaches may help diversify and mitigate risks in the pool. Mr. Ross also comments on peer-to-peer lending in general, including how, and why, the investment method attracts borrowers once served by community banks. Additionally, the discussion touches on what the consequences may be for P2P in a new period of severe financial distress.

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Episode 23 with Jeffrey Lampe

In Episode 23 of Accredited Investor Markets Radio, host Chris Cahill is joined by Jeffrey Lampe, Principal at Hopewell Ventures, for an in-depth discussion of early stage investing and venture capital rounds. Join them to learn about what backing a VC venture entails, what ‘items’ might be on a venture capitalist’s wish list (e.g., guaranteed Board seats), what to watch out for, when it may be a better investment strategy for a VC to borrow and what risks may still be present after the VC rounds have been completed.

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Episode 22 with Ilya Zlobin

Collecting rare coins, the once-named “hobby of kings” has grown to become the “king of hobbies”, with people from all walks of life getting into the game. In Episode 22, investors will learn the basics of numismatic investing with rare coins dealer and coin expert Ilya Zlobin of Trusted Coins. Accredited Investor Markets Radio host Chris Cahill has an in-depth discussion with Zlobin about ancient coin quality and factors that affect value as well as what the coolest coins are on the market right now.

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Small Business Entrepreneurship Start-Ups & Entrepreneurship

Episode 21 with John Lee Dumas

In Episode 21 of Accredited Investor Markets Radio, host Christopher Cahill chats with John Lee Dumas, host of the Entrepreneur on Fire podcast, about his extensive experience with entrepreneurs. Mr. Dumas ‘ignites’ the AIMkts listeners with great insight and perspective on investing in start-ups, drawing from his wealth of personal knowledge and stories of entrepreneurs’ experiences (both successes and failures) and all the wisdom that comes with hindsight.

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Episode 20 with Ron Miller

Join us for Episode 20 of Accredited Investor Markets Radio, a discussion with Ron Miller of StartEngine. Host and Managing Editor of, Alicia Purdy, chats with Ron about why unaccredited investors could be a boon, rather than a threat, to crowdfunding. Ron also weighs in on the effects unaccredited investors can have in the startup space, how an accredited investor can best navigate this new territory and what StartEngine has been working on, including growing an equity crowdfunding platform.

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Small Business Start-Ups & Entrepreneurship

Episode 19 with Diana Kander

Investing in startups is different than other types of alternative investing, with unique challenges and opportunities. In Episode 19 of Accredited Investor Markets Radio, entrepreneurial ‘it’ girl, Diana Kander, discusses what to look for on both the investment and entrepreneurial side of a start-up. Her discussion with Managing Editor, Alicia Purdy, covers how an angel investor can help or hurt a start-up, how to avoid executing a flawed plan, how to learn and move on from a failure and how identify a perfect match between investor and entrepreneur.

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Episode 18 with David Drake

In Episode 18 of Accredited Investor Markets Radio, David Drake of The Soho Loft and LDJ Capital, discusses real estate investing and crowdfunding in a comparative perspective with host, Chris Cahill. The conversation moves from the development of accredited investment platforms in real estate debt and equity in the United States to crowdfunding in the U.K., Italy, and elsewhere. For Mr. Drake, when it comes to investment safe havens, be it ever so humble, there’s no place like Manhattan real estate.

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Accredited Investors Investing Private Equity

Episode 17 with Sam Houghton

How might private equity and venture capital firms, and other similar capital raisers, change their behavior now that the ban on general solicitation has been lifted? In Episode 17 of Accredited Investor Markets Radio, host and Managing Editor of Alicia Purdy, and Sam Houghton of HoughtonPA, speculate on the changes we may be seeing for accredited investors, for platforms, availability of private offerings and even for the job market.

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