Financial Poise
Investing Basics - Options for the Accredited Investor

Options for the Accredited Investor

Famed law firm founder Joseph Flom would say, “You can’t go broke buying options.” Why should that not be true for Accredited Investors investing in private securities? Well, the genius of the crowds of traders and analysts do make price discovery more reliable in public securities markets, and that dynamic is mainly absent among private securities. And on what platforms might such options be traded? How would this work?


Webinar Faculty

Moderator:

Christopher Cahill
Christopher Cahill

Mr. Cahill is Head of the Bankruptcy and Restructuring Practice Group at Lowis & Gellen LLP, in Chicago, Illinois.  He guides secured lenders, creditors, debtors, creditors’ committees, potential purchasers and others… Read More

Panelists:

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Arthur T. Doglione

Arthur is an industry veteran with more than 20 years’ experience working with high-net-worth clients. He has an extensive background in wealth management with particular expertise in portfolio management. Before… Read More

Jonathan Friedland
Jonathan Friedland

Jonathan Friedland, a senior partner with Sugar Felsenthal Grais & Helsinger, LLP, views his job simply: to make money for clients whenever possible and to protect their interests at every… Read More

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Yuen Yung

As CEO of Casoro Capital, Yuen Yung is responsible for the overall leadership of operations including business development and investor relations. Yuen specializes in structuring investments that are suitable, attractive,… Read More

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