Financial Poise

Investors

Subscribing to the adage, “give a man a fish and he will eat for a day, teach a man how to fish and he will eat for a lifetime,” Financial Poise offers its audience objective and plain English education about investing. If you are looking for recommendations on particular stocks or looking to make a quick buck trading, you came to the wrong place. Financial Poise teaches investors about the fundamentals of investing for the long term.

A Few Minutes With…Tracy Treger

Soon Tracy Treger will begin covering commercial real estate in a regular column for Financial Poise. Here we chat with Treger about her background, which provides her with unique insights on the topic.

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A Few Minutes With…Adam Hirsch

Soon, Hirsch will share his thoughts on current events and legal issues in the world of commercial fraud in a new column called “(Alleged) Frauds, Fakes and Ponzis.” In this interview, Hirsch discusses his background, and why commercial fraud is a subject not easily generalized.

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A Few Minutes With … Bruce Walker

Bruce Walker joined Stack’s Bowers Galleries, a firm engaged in the sale and auction of rare coins and currency, in early 2015 as a World Numismatist and Cataloger. He has collected world gold coins by Friedberg catalog number since his mid-20s.

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A Few Minutes With…Sharestates’ CEO Allen Shayanfekr

Allen Shayanfekr is the CEO and Founder of online real estate investment platform Sharestates. In a little more than a year, Sharestates announced this month, the company has crossed the $100 million mark in loans originated.

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A Few Minutes With…Michelle Gershfeld

Michelle Gershfeld has spent nearly 30 years as a lawyer, specializing in bankruptcy law. She began her career in 1989 at Milbank, Tweed, Hadley and McCloy, LLP, and later joined David Kittay’s law firm, first in Manhattan and then in Westchester County, and found her niche specializing in bankruptcy law.

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A Few Minutes With…Josh Maher, Investor and Author of Startup Wealth 

Josh Maher is the president of Seattle Angel, a not-for-profit organization focused on strengthening the startup capital market in the Pacific Northwest. Maher is a Seattle-based investor and consultant with nearly 20 years of experience building and investing in new-technology businesses. He is the author of the bestselling book “STARTUP WEALTH: How the Best Angel Investors Make Money in Startups,

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Crowdfunding Company Offers Variable Returns Topping at 10%

In Episode 62 of Accredited Investor Markets Radio, host Chris Cahill chats with Philippe de Lapérouse, Managing Director of HighQuest Partners, who advises major strategic and financial investors operating and investing globally across the food, biotech and bioenergy value chains.

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Investing in Water: A Review of Outstanding Books

While global water supply has remained constant over millions of years, the demand has increased six-fold just in the last century. The rate of demand is increasing roughly double the rate of population growth due to irrigation, mining, manufacturing, and other industrial uses as well as household and commercial consumption. Today 40 percent of the people on earth live in water-scarce conditions—that will grow to 60 percent by 2025.

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iDisclose Generates 80%-Final-Draft PPM for Under $5,000

iDisclose is a new web-based, do-it-yourself, automated PPM generator that is much more than a mere template. iDisclose operates much as TurboTax does: The way you answer one question opens up a customized set of drill-down follow-up questions, so the entire document is granularly customized for each issuer. It works for a range of securities, including preferred and common stock as well as convertible debt.

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A Few Minutes With…Neha Manaktala, CEO and Co-founder, DealIndex

Neha Manaktala is co-founder & CEO of DealIndex, a young alternative finance aggregator. Founded in 2014, DealIndex is part of The Grow VC Group. Manaktala has a background as an entrepreneur and finance professional with experience in investment banking, private equity and startups.

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