Financial Poise

Articles tagged: Investing

Episode 35 with Sang Lee

In Episode 35 of Accredited Investor Markets host Chris Cahill will speaks with Sang Lee, founder and CEO of DarcMatter, about how his company’s online platform enables accredited investors to invest in hedge funds and private equity groups notwithstanding investment minimums such entities require.

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Episode 33 with Larry Swedroe

What are the odds? This week in Episode 33 of Accredited Investor Markets Radio host Chris Cahill continues his conversation with Larry Swedroe about whether it’s best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.

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A Few Minutes With… Sam Hodges, Co-Founder and U.S. Managing Director of Funding Circle

Funding Circle is the leading global marketplace for small business loans. We connect creditworthy small businesses who want to borrow with accredited investors and institutions who want to lend. Using technology to cut out the middleman, we can connect supply directly with demand for a fraction of the cost, creating a transparent marketplace that gives small businesses access to fast and affordable financing and investors the opportunity to invest in a new fixed income product. Since launching in 2010, Funding Circle has helped 35,000 investors lend almost $1 billion to 8,000 small businesses globally.

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Episode 28 with Swati Chaturvedi

In episode 28 of Accredited Investor Markets Radio, Chris Cahill interviews Swati Chaturvedi, Co-Founder and CEO of PropelX, an online investment platform that brings investors to deep technology early-stage companies. “Deep technology” includes, for example, the next generations of genomic sequencing, smart prosthetics, robotic surgery, ultra-capacitor technologies, and cancer therapy. The principal goal of her platform, says Chaturvedi, is to enable diligence in companies that have applications of deep technologies.

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Episode 26 with Andrew Stephenson

Learn about how to find great (and safe) investment opportunities this week in Episode 26 of Accredited Investor Markets Radio. Andrew Stephenson of CrowdCheck and Alicia Purdy, Managing Editor of Accredited Investor Markets, examine together different methods for deal sourcing, including bulletin board listings, general ads, and using broker-dealers. They discuss what to look for before you invest, including assessing the credibility of deals and dealers and avoiding fraud.

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Investing

Episode 25 with Larry Swedroe

What are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it’s best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.

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Accredited Investors Angel Investing Investing JOBS Act Hedge Funds

Episode 24 with Brendan Ross

In Episode 24 of Accredited Investor Markets Radio, Brendan Ross of Direct Lending Investments and host Chris Cahill discuss how Direct Lending Investments’ fund pools high-yielding, 6-18 month business notes and what approaches may help diversify and mitigate risks in the pool. Mr. Ross also comments on peer-to-peer lending in general, including how, and why, the investment method attracts borrowers once served by community banks. Additionally, the discussion touches on what the consequences may be for P2P in a new period of severe financial distress.

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Episode 23 with Jeffrey Lampe

In Episode 23 of Accredited Investor Markets Radio, host Chris Cahill is joined by Jeffrey Lampe, Principal at Hopewell Ventures, for an in-depth discussion of early stage investing and venture capital rounds. Join them to learn about what backing a VC venture entails, what ‘items’ might be on a venture capitalist’s wish list (e.g., guaranteed Board seats), what to watch out for, when it may be a better investment strategy for a VC to borrow and what risks may still be present after the VC rounds have been completed.

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Episode 22 with Ilya Zlobin

Collecting rare coins, the once-named “hobby of kings” has grown to become the “king of hobbies”, with people from all walks of life getting into the game. In Episode 22, investors will learn the basics of numismatic investing with rare coins dealer and coin expert Ilya Zlobin of Trusted Coins. Accredited Investor Markets Radio host Chris Cahill has an in-depth discussion with Zlobin about ancient coin quality and factors that affect value as well as what the coolest coins are on the market right now.

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Episode 20 with Ron Miller

Join us for Episode 20 of Accredited Investor Markets Radio, a discussion with Ron Miller of StartEngine. Host and Managing Editor of AccreditedInvestorMarkets.com, Alicia Purdy, chats with Ron about why unaccredited investors could be a boon, rather than a threat, to crowdfunding. Ron also weighs in on the effects unaccredited investors can have in the startup space, how an accredited investor can best navigate this new territory and what StartEngine has been working on, including growing an equity crowdfunding platform.

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