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Investing

“Free From” Foods: Invest in the Revolution

Growing up in the ‘70s and ‘80s was very different from today. My favorite sandwich was the classic PB&J. Today, I would be out of luck — most schools in the U.S. don’t allow peanut butter due to the prevalence of life-threatening peanut allergies. I don’t remember any kids with a food allergy while growing up, let alone a life-threatening one. Fast forward to today, and of course we all know food allergies pervade in our schools and society.


EBITDA and Other Scary Words

Scary Word(s) No. 11 – Debt, Collateral, Covenants, Guarantees and More

If you ever read (and I mean read, not just signed) a bank loan or revolving credit agreement, then you know the document can be a little overwhelming.


Evaluate Sponors of a Real Estate Investment

Trust me! How to Evaluate Sponsors of Real Estate Investments

The smart real estate investor’s checklist for Deal Sponsor diligence. When considering investing in a passive real estate deal, the qualities of the sponsor are arguably more important than the underlying real estate:


Rethinking Hedge Fund Performance and Fees

Editor’s note: The hedge fund industry faces tough times. In September, Financial Poise reported that an increasing number of America’s biggest pension funds and endowments complained about fees and underperformance. Bloomberg weighed in on the same issue last week. Below, Caroline Rasmussen of the alternative investment platform iCapital Network explains why she believes investors still need […]


Financial Poise Radio

Episode 90 – Jeff Kelley & John Drachman – Equity Institutional / Alpha Segment

In this show, Jeff Kelley of Equity Institutional (an asset custodian) and John Drachman of Alpha Segment (a Series 7 Registered Representative) offer their perspectives on the “fiduciary rule.”


Understanding WeChat, the App That’s Taken China by Storm

WeChat is a jack-of-all-trades app that can send messages, let you play games, pay your utility bills and schedule doctor’s appointments. But it can also flood your phones with updates that will leave you feeling overwhelmed.


Hollywood Produces an Early Equity Crowdfunding Hit

Thanks to Title III of the JOBS Act, for the first time in history, creators can let fans in and literally own a piece of the successful projects. True equity crowdfunding for all investors, regardless of income or net worth, was authorized by Title III of the Jumpstart Our Business Startups (JOBS) Act of 2012.


Private Equity What is a Sponsor, GP and LP

90-Second Lesson: What Is a Sponsor, GP and LP in Private Equity?

Private equity funds have several moving parts. This quick guide will help you learn ‘who’ does ‘what’ – including the fund sponsor, general partner (GP) and limited partner (LP).


More Venting About the ‘Democratizing’ of Investing

I believe, in fact, that someone heavily invested in the public equity markets (whether directly through stocks or through stock mutual funds) and other widely traded or held asset classes may be irresponsible for not investing in startups. This is because the concept of diversification is commonly misunderstood to mean that as long as you invest in a broad array of stocks you will be well diversified.


Growth Potential

Foundations and Endowments are Concerned with Hedge Fund Fees and Performance

A recent Q2 NEPC Foundation and Endowment Poll reported that some foundations and endowments are re-evaluating or reducing their allocations to hedge funds.


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