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Accredited Investors

Leonardo DiCaprio Investments

Leonardo DiCaprio Investments Stay Afloat in Spite of Choppy Waters

Success Doesn’t Mean Smooth Sailing Besides finally picking up an Oscar for his performance in “The Revenant”and being an avid environmental philanthropist, Leonardo DiCaprio’s investments, as well as his acting, have made some waves in the world of investing. While he arguably doesn’t need the extra income, DiCaprio is active in the tech investment world, […]


gold investments

Gold Investments Remain a Stable Choice Despite Economic Uncertainty

The Gold Standard Skittish Baby Boomers and their financial advisors seeking retirement investments that might act as a shock absorber to their portfolios during volatile times are increasingly turning to the age-old fallback plan: Gold investments. This enduring asset class once again appears to be a standby option for those made nervous because of heightened […]


conservative value investors and venture capital

Laws of Attraction: Can Conservative Value Investors Love Venture Capital too?

Conservative Value Investor Takes a Risk A few years ago, my Harvard Business School classmate, Len Batterson, reached out to me to pitch his venture capital firm. I’d never before thought about investing in venture capital. But the background material he shared was intriguing. The funds he has led have had a great track record, […]


invest in startups

Equity Crowdfunding: New Options for Angel Investors (Part 2)

Thanks to equity crowdfunding, all Americans, not just the wealthy few, can invest in startups and small businesses via the internet.


invest in startups

Equity Crowdfunding: New Options for Angel Investors

The JOBS Act of 2012 opened the door for crowdfunding, which allows companies to collect small contributions to finance or capitalize a popular enterprise.


Financial Poise Radio

Episode 85 with Todd Ryden

We speak with Todd Ryden, CEO of FNEX, a growing online alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds.


Financial Poise Radio

Episode 84 with Jason Stevens – Investment Executive for Sprott Global

Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality “Real Asset” agricultural, mining, or energy companies with host, Chris Cahill. That’s right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies.


Financial Poise Radio

Episode 83 with David Drake – Founder of LDJ Capital and The Soho Loft

David Drake takes a break from a world tour on behalf of Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016, to the extent that some platforms will switch from equity offerings to debt offerings.


Private Equity, Venture Capital and Angel Investing – How Are They Different?

Welcome to the first installment of this column. My guiding principle will be to write about things I want my children and my parents to understand about the world of business, investing, finance and law.
For this first installment, I explain the difference between “VC” and “PE.”
There is no universally accepted definition of “venture capital” but the U.S. Small Business Administration’s definition works well:


Survey: Only One-Third of Registered Investment Advisers Offer Private Equity Opportunities to Investors

Just one-third of registered investment advisers (RIAs) have offered private equity (PE) investments to their clients over the past five years, according to a recent survey by iCapital Network. The survey of approximately 450 RIA firms also found that nearly 70 percent of RIAs who don’t offer PE investment opportunities confirm interest from their clients in that area.


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