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…Scott Picken of Wealth Migrate

Scott Picken is the author of “Property Going Global” and the founder and CEO of Wealth Migrate, an online global real estate investment marketplace. An expert in the intersection of technology and global real estate markets, Picken combined his lifelong passion for IT with 17 years of real estate investment experience to actualize the dream of Wealth Migrate as a crowdfunding platform.

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A Few Minutes With…Marshall Saunders, Managing Partner, SaundersDailey

Marshall Saunders is a real estate veteran with two decades of experience and the co-founder and managing partner of SaundersDailey, an online investment marketplace connecting investors to exclusive real estate opportunities, with low minimum investments, in select markets throughout the Midwest.

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A Few Minutes With…Sandy Chaikin, Co-Founder of Chaikin Analytics

Sandy Chaikin is Co-Founder of Chaikin Analytics, a ground-breaking desktop and mobile stock research and analysis platform. With no prior experience, Sandy started investing in 2012 with Chaikin Analytics and built a portfolio that has consistently outperformed the S&P 500 and most money managers. She spotted the two best-performing stocks of 2014 and bought at the right time – both stocks rose over 125% during that year. Sandy is living proof that you don’t have to be a financial expert to pick winning stocks.

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A Few Minutes With…West Loop Financial’s Michael Terrien

Family businesses often carry a lot of behind-the-scenes baggage that can weigh on efforts to develop a smooth succession plan, but there are routes to success. Finding that path is vital if a family-owned enterprise is going to thrive into the next generation. Four out of five U.S. family business owners are not succession-ready, according to the latest research by Baker Tilly International, a global network of independent accounting and business advisory firms.

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A Few Minutes With…Dillon Gage Metals’ Roy Friedman

Roy Friedman is executive vice-president of Dillon Gage Metals, one of the world’s largest precious metals wholesale trading firms. The company is an authorized purchaser for all major world mints and maintains inventory in over 20 countries around the world.

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A Few Minutes With…Alexey Sokolin, COO of Vanare

Alexey Sokolin is the 30-year-old partner and Chief Operating Officer of Vanare, the first platform to combine a Robo-Advisor with Traditional Wealth Management Services. Sokolin was previously Founder and Chief Executive Officer of NestEgg Wealth, a next-generation technology company and RIA that pioneered online wealth management in partnership with financial advisors, reaching new customers by automating financial advice online.

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Equity Crowdfunding Performance Review: Billions for Startups, But What about Returns for Investors?

There is no lack of statistics about how much capital has been raised, and how those dollar amounts have increased year over year, in the new asset class called securities crowdfunding. The statistics about investor returns have been much less forthcoming, partly because securities crowdfunding is only a few years old, but also because investor returns are not as “transparent” as offerings and sales on funding platforms.

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A Few Minutes With…Holland & Knight Partner Robert Labate

The AIMkts editors recently caught up with Holland & Knight partner Robert Labate, co-chair of Holland & Knight’s Sports and Entertainment practice. Robert represents entertainment, media and advertising clients across the country that produce, license, acquire, use and invest in film, television, theater, music and digital content for worldwide distribution. Holland & Knight has a global presence – with 21 offices across the U.S. as well as Bogotá and Mexico City – and provides legal services in almost every aspect of intellectual property, business, real estate, governmental law and litigation.

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A Few Minutes with Marty Coyne, Chief Technology Officer of Connected Investors

Marty Coyne is CTO of Connected Investors, the real estate investor’s marketplace + Community. They have over 250,000 members and a unique Marketplace where investors can buy pieces of deals (crowdfunding) single deals (Typical commercial & residential investment properties) and packages of deals (Bulk property / note purchases).

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A Few Minutes With…Kate Westfall, Senior Director of Content, Global AgInvesting & Event Director, GAI AgTech Week

Shortly after the financial crisis in 2009, investors were beginning to turn to real assets for portfolio stability. HighQuest Partners, a strategy consulting firm in the global food, agribusiness and biofuels sectors, began receiving many requests from institutional investors for help to understand the agricultural asset class. This influx of interest encouraged the firm to produce the first-ever Global AgInvesting conference in New York, which attracted about 150 people in its first year.

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