Financial Poise



Episode 16 with Joey Jelinek

This week host Alicia Purdy, Managing Editor of, speaks with Joey Jelinek, Co-Founder and CEO of, about the recent escalation of accessible investment opportunities, why we are only just now seeing technology becoming available to facilitate this change and how’s technology is helping to streamline the investing process.

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Episode 15 with Jilliene Helman

In Episode 15 of Accredited Investor Markets Radio, host Alicia Purdy, Managing Editor of, chats with Jilliene Helman, CEO of Realty Mogul. Their discussion covers real estate crowdfunding; accessing equity and debt through non-traditional channels; the top three things investors should know before moving ahead with a real estate crowdfunding transaction; and what’s trending right now in the market.

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Episode 14 with Heather Schwarz-Lopes

Learn to navigate online investment platforms in Episode 14 of Accredited Investor Markets Radio. This week, host Chris Cahill speaks with Heather Schwarz-Lopes, Co-Founder and CSO of, who discusses all the details investors need to know about navigating online platform investments, like how accredited investors can differentiate between online platforms, how equity crowdfunding online investment platforms work, what to know and watch out for, and how a platform can help mitigate fraud risk.

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Episode 13 with Jerry Mills

Have you heard about the “Baby Boomer Tsunami”? In Episode 13 of Accredited Investor Markets Radio host Chris Cahill speaks with Jerry Mills of B2BCFO, who coined the term. Other topics include: When should you seek legal advice when investing in the purchase of businesses? What illusions might a seller business have indulged in, and how might they become an investor’s problem down the road?

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Episode 12 with Carl Torrillo

Join Accredited Investor Markets Radio host Chris Cahill and ACE Portal’s Carl Torrillo as they discuss democratizing access to capital for deserving companies and, in turn, democratizing access to deal flow for investors. Listeners will learn how this will help stimulate growth in the economy and the role ACE Portal is playing in the process.

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Episode 11 with David Drake

In Episode 11 of Accredited Investor Markets Radio, host Chris Cahill talks with David Drake about trends in investing among family offices. Reflecting on his extensive family office experience in Europe and North America, Drake discusses how the number of wealthy families has grown and how advice given to them has become professionalized. The stakes for the high net worth families are very high, since by the third generation, 85% of wealthy families are no longer wealthy, according to Drake.

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Aquaculture Agriculture

Episode 10 with Charles Smith

In Episode 10 of Accredited Investor Markets Radio, host Chris Cahill speaks with Charles Smith, founder and managing partner of Pegasus Intellectual Capital Solutions, a boutique investment bank, about the great growth and diversity of investment opportunities in agriculture and aquaculture. Their discussion will also include an exploration of investment opportunities driven by astounding technological advances in robotic tillage and in farming seafood.

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Advisors Futures

Episode 9 with Richard K. Roscelli

Dive into the fascinating world of managed futures with Accredited Investor Markets Radio. In Episode 9, AIMkts Managing Editor Alicia Purdy, explores this asset class with Richard Roscelli, an investment advisor with Cathay Consultants Ltd. Richard is also licensed futures broker. In their discussion, Richard covers many aspects of managed futures including the opportunities/risks they offer when incorporated into traditional financial portfolios, how to develop an effective allocation as well as how the sector performs versus traditional asset classes.

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Due Diligence Impact Investing

Episode 8 with Alon Goren

What is Impact Investing? In Episode 8 of Accredited Investor Markets Radio, host Alicia Purdy speaks with Alon Goren, CEO and co-founder of and INVST, and explores socially conscious investing. Their discussion covers different investment opportunities for the socially aware investor, what sort of due diligence is required for these types of investments and how impact investing could change the way aid is rendered in the future.

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Debt Investing Investing

Episode 7 with David Manshoory

In Episode 7, Accredited Investor Markets Radio host Chris Cahill talks real estate investing with David Manshoory, Founder and CEO of AssetAvenue. Their discussion includes the risks and rewards of equity and debt investing, the advantages to using a platform for investing in debt offerings, and they also share specifics on what investors should look for when selecting a platform.

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