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Accredited Investors

Financial Poise Radio

Episode 76 with Jonathan Friedland

Financial Poise Radio host Chris Cahill interviews Financial Poise founder Jonathan Friedland. They discuss the roots of Financial Poise in educating investors about alternative assets, providing distressed deal data and marketing modes, presenting carefully selected and edited writings, and producing webinars on a strict NON pay-to-play basis.


Crowdfunding Platform Profile: 99Funding

In this article I profile a pioneer in the securities crowdfunding world: 99Funding, a broker-dealer-affiliated funding platform that currently features Regulation D offerings (for accredited investors only) and plans to introduce Title III offerings this month.


A Few Minutes With … Bruce Walker

Bruce Walker joined Stack’s Bowers Galleries, a firm engaged in the sale and auction of rare coins and currency, in early 2015 as a World Numismatist and Cataloger. He has collected world gold coins by Friedberg catalog number since his mid-20s.


Financial Poise Radio

Episode 75 with Philippe de Lapérouse – Managing Director of HighQuest Partners

Philippe de Lapérouse of High Quest Partners discusses how agricultural commodity prices vary from other (recently plunging) commodity prices for oil and steel, and the attention being paid to water resources by policy-makers, producers, and investors.


Equity Crowdfunding

The aspect of the JOBS Act that has the potential to touch the largest number of Americans is Title III (“the crowdfunding exemption”).
Do you need to know about equity crowdfunding? If you are a typical reader of The Corporate Counselor, the answer is yes, but only in connection with the potential future acquisition of, or investment in, a company that raised money by equity crowdfunding.


Distinguishing Crowdfunding Portals and Broker-Dealer Platforms Under Title III

There are important distinctions between funding portals and broker-dealer platforms. Funding portals are a new type of intermediary created by Title III of the JOBS Act, while broker-dealers have been established market makers for many decades. A broker-dealer can be an individual or a company.


Equity Crowdfinancing Risks & Returns

The potential rewards of angel investing are not just financial, though. There are also strategic benefits, which may include:


What is Equity Crowdfinancing?

Crowdfunding, or crowdfinancing, is a method of collecting many small contributions, by means of an online funding platform, to finance or capitalize a popular enterprise. As crowdfunding is so new, there is much confusion in the marketplace about it—for example, many people still think of Kickstarter as the epitome of crowdfunding.


Financial Poise Radio

Episode 74 with David S Abraham – Author, Entrepreneur & Advisor

In Episode 74 of Accredited Investor Markets Radio, Chris Cahill discusses “The Elements of Power” — the first major book (and a very fine one) on the rare earth metals trade — with its author, David S Abraham. Niobium in steel, much of the Periodic Table in each smartphone, and in smart weaponry: what are the geopolitical risks and supply chain vagaries associated with market dominance by a few nations and players? What should investors know about time frames, extraction risks, pricing volatility risks, and the Molycorp bankruptcy? Note: approximately 4 seconds of the broadcast was conducted in the Lithuanian language.


Growth Potential

A History of Crowd Financing

This brief history includes rewards, donation, debt, and equity crowdfunding platforms in the USA, going all the way back to 2003.
Crowdfunding is a method of collecting many small contributions, by means of an online funding platform, to finance or capitalize a popular enterprise. Crowdfunding gained traction in the United States when Brian Camelio, a Boston musician and computer programmer, launched ArtistShare in 2003.


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