Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.

Options for the Accredited Investor


You can view the accompanying slides for free by clicking the “On Demand” button below.

Hedge funds, private equity funds, private placements, and venture capital funds:  these are examples of “alternative assets,” which can only be invested in by “accredited investors.”  You are probably an accredited investor if you earn more than $200,000 ($300,000 if you are married and file a joint tax return) or if you are worth at least $1 million (not including the equity of your primary residence).  If you are an accredited investor should you invest in alternative assets?  If you decide you should, how do you go about it? This webinar helps to answer these questions. 

Principal Audience: Investors

Partner: Financial Poise, ChamberWise, West LegalEdcenter

Meet the Panel:

Curtis Anderson

Curtis is a Managing Director at Alpha Fiduciary. Curt brings a distinctive ...

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James A. Jones

James A. Jones is the CEO and Founder of the ...

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Jonathan Friedland

Jonathan Friedland, a senior partner with Sugar Felsenthal Grais & ...

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Tom Devaney

Mr. Thomas Devaney is a partner in the Corporate Practice ...

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