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… Ryan Caldbeck, CEO, CircleUp

CircleUp is an equity crowdfunding platform, presently open only to accredited investors, which primarily features existing U.S. consumer products companies. Ryan Caldbeck, CircleUp’s CEO spoke with AIMkts about raising capital, their focus retail and consumer goods and CircleUp’s presence as an investment platform.

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Investing in Farmland

Investing in Farmland

U.S. farm real estate retained its value over the decade 2000 to 2010, despite the housing market’s tumble [see charts below]. In fact, the average value of land and buildings on farms has steadily increased since the late 1980s, with the sole exception of 2009.

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private equity

The Five Stages of a Private Company

In his book Private Capital Markets (Wiley, 2011), Rob Slee recognizes five stages of company growth, from an investment perspective: (1) seed, (2) startup, (3) early, (4) expansion, and (5) later or mature. This is not the only way to define the stages of a private company, but it’s the most useful for our purposes at AIMkts. The following table shows how we loosely define them, along with the investors who align with each stage. Below the table are further explanations.

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‘Risk-adjusted Return’ in a Nutshell

Calculating Risk Adjusted Return is not simple. It involves making assumptions about a risk-free rate of return, selecting portfolio and market benchmarks, figuring the standard deviation of return, and/or using “beta” (a separately calculated figure that describes the tendency of an investment to respond to marketplace swings). Unless you’re a financial analyst, you might think that’s more than you need to know. But for those who are still curious, I’ll provide an simplified explanation, and then give you some resources for studying RAR further.

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Accredited Investor Definition

According to U.S. securities law, only accredited investors may invest in private equity, venture capital, hedge funds, and private placements. Regulation D, Rule 501 of the Securities Act of 1933 states the accredited investor definition as: (a) an individual (or married couple) whose (joint) net worth exceeds $1 million, excluding the value of the primary residence; or

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private equity

Structure of a Private Equity Investment

Steven M. Davidoff identified the four main kinds of private equity deal structures being used by private equity funds in the wake of the 2008-09 financial crisis. Writing for the New York Times’ DealBook blog in June 2010, Davidoff described these four structures…

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