Financial Poise Weekly Rundown Podcast
89 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 2 ratingsBringing you expert insights on everything from financial planning to entrepreneurship, investment strategy, economic analysis, and career development.
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Episodes
Episode 39 with Sam Hodges
June 13, 2015 19:30 - 30 minutes - 41.6 MBJoin Accredited Investor Markets Radio's Christopher Cahill and Funding Circle's Sam Hodges in Episode 39. They discuss how peer-to-peer lending companies have addressed a gap in credit availability to small businesses, while presenting accredited and institutional investors with opportunities to select risk levels as well as types of portfolio diversification in taking slices of loans to small businesses. The irony is that -- in light of P2P's growth -- banks are proposing to partner with ...
Episode 38 with Jim Dowd
June 05, 2015 19:30 - 29 minutes - 40.5 MBAccredited Investor Market Radio's Christopher Cahill interviews Jim Dowd, Founder and Managing Director of the North Capital companies in Episode 38. They discuss private placement investment platforms, including the vetting of deals to be included on a platform and the effect of private placement platforms on overall investment in private offerings. Cahill and Dowd also discuss present and future prospects for participation of non-accredited investors in private placements, and how that ...
Episode 37 with Carl Richards
May 29, 2015 19:30 - 35 minutes - 48.7 MBIn Episode 37 of Accredited Investor Markets Radio Carl Richards, the New York Times' "Sketch Guy", and Christopher Cahill discuss Carl's new book, 'The One-Page Financial Plan: A Simple Way to be Smart About Money'. Principal questions: Why are even financially sophisticated persons afraid of dealing with their own financial plans? How should our financial plans relate to our fundamental values? What questions should we ask any professional advisor? Where did those great sketches of Carl's...
Episode 36 with Ted Neild
May 15, 2015 19:30 - 35 minutes - 36.6 MBIn Episode 36 of Accredited Investor Markets Radio host Christopher Cahill and Ted Neild, President and Chief Investment Officer of Gresham Partners, LLC discuss the logic of portfolio diversification, the proper understanding of risk, and the role of active management in an appropriate market. Learn more about Ted Neild and Gresham Partners, LLC here and here. About Ted Neild Ted serves as the firm’s President and Chief Investment Officer. In his role as CIO, Ted is responsib...
Episode 35 with Sang Lee
May 08, 2015 19:30 - 30 minutes - 30.9 MBIn Episode 35 of Accredited Investor Markets Radio host Chris Cahill 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 as such entities require. Learn more about Sang Lee and DarcMatter here and here. Or you can find them here: Twitter: @SangIsHere and @DarcMatterHQ LinkedIn Google+ About Sang H. Lee Sang H. Lee...
Episode 34 with Scott Picken
May 01, 2015 19:30 - 42 minutes - 42.2 MBJoin Accredited Investor Markets Radio this week for Episode 34 as host Christopher Cahill speaks with Scott Picken, founder and CEO of Wealth Migrate, the premier global real estate investment marketplace (with crowdfunding technology). Their discussion covers investing in real estate outside of US borders, i.e., how to make it less opaque but also how to assess risk. Mr. Picken, originally from South Africa, cut his teeth on London real estate and has vast experience in US and Australian ...
Episode 33 with Larry Swedroe
April 24, 2015 19:30 - 46 minutes - 48.5 MBWhat 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. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe...
Episode 32 with Kai Trepte
April 17, 2015 19:30 - 43 minutes - 45.1 MBIn Episode 32 of Accredited Investor Markets Radio Kai Trepte, Senior Software Engineer at Harvard University (and co-founder of John Galt Solutions), speaks with host Christopher Cahill about logistics, supply chains, and investment. Their discussion covers how buyer and supplier relationships drive supply chain innovation and how investors may factor supply chain qualities into investment decisions. You can find Kai Trepte here: LinkedIn Twitter About Kai Trepte Mr. Kai...
Episode 31 with Joseph Lake
April 10, 2015 19:30 - 34 minutes - 35.7 MBIn Episode 31 of Accredited Investor Markets Radio Christopher Cahill interviews Joseph Lake, Global Economist with The Economist Intelligence Unit. Mr. Lake provides context for investment decisions regarding the highly varied economies of the region, identifying areas of likely growth, as well as pertinent risk factors. You can learn more about Joseph Lake and The Economist Intelligence Unit here. Or you can find them here: Twitter Facebook LinkedIn About Joseph Lake ...
Episode 30 with Chad Snee
April 03, 2015 19:30 - 37 minutes - 38.8 MBIn Episode 30 of Accredited Investor Markets Radio, Chris Cahill interviews Chad Snee, Editor of Linn’s Stamp News. Their discussion centers around philately… that’s ‘stamp collecting’ to the estimated 2 million casual collectors in the U.S. Chad enlightens the AIMkts Radio audience about the classifications and qualities that may make certain stamps good investment choices, which characteristics to consider when valuing stamps, how stamp values compare to other commodities. Learn more ...
Episode 29 with Peter Renton
March 27, 2015 19:30 - 38 minutes - 35.5 MBExplore Peer-to-Peer Lending (P2P) in Episode 29 of Accredited Investor Markets Radio with Peter Renton of Lend Academy and Accredited Investor Markets Managing Editor, Alicia Purdy. Their discussion provides a broad overview of P2P lending, including how it compares to traditional lending methods, how P2P can be a win/win for everyone and what a 'win' looks like, typical investment horizons, strategies for the best returns and how P2P lending can complement an accredited investor's portfoli...
Episode 28 with Swati Chaturvedi
March 20, 2015 07:30 - 32 minutes - 30 MBIn 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 appli...
Episode 27 with David Drake
March 13, 2015 19:30 - 43 minutes - 39.9 MBAngels in America and elsewhere is the topic of discussion between David Drake, founder and chairman of LDJ Capital and The Soho Loft Media Group, and Christopher Cahill, host of Accredited Investor Markets Radio. Join them in Episode 27 as they cover angel networks here and abroad; and how angels are recruited into them or drawn in otherwise, creating important stores of early-stage capital to start-ups. Drake also compares trends in angel investor networks in the US versus Europe, based u...
Episode 26 with Andrew Stephenson
March 06, 2015 20:30 - 43 minutes - 39.9 MBLearn 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. You can le...
Episode 25 with Larry Swedroe
February 27, 2015 08:30 - 31 minutes - 28.8 MBWhat 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. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe LinkedIn: http...
Episode 24 with Brandon Ross
February 20, 2015 20:30 - 30 minutes - 28.1 MBIn 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 consequence...
Episode 23 with Jeffrey Lampe
February 13, 2015 20:30 - 32 minutes - 30 MBIn 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 ro...
Episode 22 with Ilya Zlobin
February 06, 2015 08:30 - 35 minutes - 32.5 MBCollecting 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...
Episode 21 with John Lee Dumas
January 30, 2015 08:30 - 32 minutes - 29.6 MBIn Episode 21 of Accredited Investor Markets Radio, host Christopher Cahill chats with John Lee Dumas, host of the Entrepreneur on Fire podcast, about his extensive experience with entrepreneurs. Mr. Dumas 'ignites' the AIMkts listeners with great insight and perspective on investing in start-ups, drawing from his wealth of personal knowledge and stories of entrepreneurs' experiences (both successes and failures) and all the wisdom that comes with hindsight. You can find out more about ...
Episode 20 with Ron Miller
January 23, 2015 20:30 - 37 minutes - 34.6 MBJoin 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 a...
Episode 19 with Diana Kander
January 16, 2015 20:30 - 40 minutes - 37.5 MBInvesting in startups is different than other types of alternative investing, with unique challenges and opportunities. In Episode 19 of Accredited Investor Markets Radio, entrepreneurial 'it' girl, Diana Kander, discusses what to look for on both the investment and entrepreneurial side of a start-up. Her discussion with AccreditedInvestorMarkets.com Managing Editor, Alicia Purdy, covers how an angel investor can help or hurt a start-up, how to avoid executing a flawed plan, how to learn and...
Episode 18 with David Drake
January 09, 2015 20:30 - 34 minutes - 31.6 MBIn Episode 18 of Accredited Investor Markets Radio, David Drake of The Soho Loft and LDJ Capital, discusses real estate investing and crowdfunding in a comparative perspective with host, Chris Cahill. The conversation moves from the development of accredited investment platforms in real estate debt and equity in the United States to crowdfunding in the U.K., Italy, and elsewhere. For Mr. Drake, when it comes to investment safe havens, be it ever so humble, there's no place like Manhattan rea...
Episode 17 with Sam Houghton
January 02, 2015 20:30 - 36 minutes - 33.3 MBHow might private equity and venture capital firms, and other similar capital raisers, change their behavior now that the ban on general solicitation has been lifted? In Episode 17 of Accredited Investor Markets Radio, host and Managing Editor of AccreditedInvestorMarkets.com Alicia Purdy, and Sam Houghton of HoughtonPA, speculate on the changes we may be seeing for accredited investors, for platforms, availability of private offerings and even for the job market. You can learn more abou...
Episode 16 with Joey Jelinek
December 26, 2014 20:30 - 37 minutes - 33.9 MBExplore how technology is changing real estate finance and investing in Episode 16 of Accredited Investor Markets Radio. This week host Alicia Purdy, Managing Editor of AccreditedInvestorMarkets.com, speaks with Joey Jelinek, Co-Founder and CEO of GroundBreaker.co, about the recent escalation of accessible investment opportunities, why we are only just now seeing technology becoming available to facilitate this change and how GroundBreaker.co's technology is helping to streamline the invest...
Episode 15 with Jilliene Helman
December 19, 2014 20:30 - 36 minutes - 33.6 MBIn Episode 15 of Accredited Investor Markets Radio, host Alicia Purdy, Managing Editor of AccreditedInvestorMarkets.com, chats with Jilliene Helman, CEO of Realty Mogul. Their discussion covers real estate crowdfunding; accessing equity and debt through non-traditional channels; the top three things investors should know before moving ahead with a real estate crowdfunding transaction; and what's trending right now in the market. You can find more here: Twitter: @Realty_Mogul Linked...
Episode 14 with Heather Lopes
December 12, 2014 08:30 - 31 minutes - 28.8 MBLearn to navigate online investment platforms in Episode 14 of Accredited Investor Markets Radio. This week, host Chris Cahill speaks with Heather Schwarz-Lopes, Co-Founder and CSO of EarlyShares.com, who gives us all the details about navigating online platform investments, like how accredited investors can differentiate between online platforms, how equity crowdfunding online investment platforms work, what to know and watch out for, and how a platform can help mitigate fraud risk. You...
Episode 13 with Jerry Mills
December 05, 2014 20:30 - 30 minutes - 27.6 MBHave you heard about the "Baby Boomer Tsunami"? In Episode 13 of Accredited Investor Markets Radio host Chris Cahill speaks with Jerry Mills of B2BCFO, who coined the term. Other topics include: When should you seek legal advice when investing in the purchase of businesses? What illusions might a seller business have indulged in, and how might they become an investor's problem down the road? Learn more about Jerry Mills and B2BCFO here. Or you can find them here: Twitter: @b2bcfo, @jerryl...
Episode 12 with Carl Torrillo
November 28, 2014 08:30 - 23 minutes - 21.8 MBJoin Accredited Investor Markets Radio host Chris Cahill and ACE Portal’s Carl Torrillo as they discuss democratizing access to capital for deserving companies and, in turn, democratizing access to deal flow for investors. Listeners will learn how this will help stimulate growth in the economy and the role ACE Portal is playing in the process. Learn more about Carl Torrillo and ACE Portal here. Or you ca find him here: LinkedIn: Ace Group Inc. LinkedIn: Carl Torrillo Twitter: @ACEportal...
Episode 11 with David Drake
November 21, 2014 20:30 - 40 minutes - 36.8 MBIn Episode 11 of Accredited Investor Markets Radio, host Chris Cahill talks with David Drake about trends in investing among family offices. Reflecting on his extensive family office experience in Europe and North America, Drake discusses how the number of wealthy families has grown and how advice given to them has become professionalized. The stakes for the high net worth families are very high, since by the third generation, 85% of wealthy families are no longer wealthy, according to Dra...
Episode 10 with Charles Smith
November 14, 2014 20:30 - 28 minutes - 26.1 MBIn Episode 10 of Accredited Investor Markets Radio, host Chris Cahill speaks with Charles Smith, founder and managing partner of Pegasus Intellectual Capital Solutions, a boutique investment bank, about the great growth and diversity of investment opportunities in agriculture and aquaculture. Their discussion will also include an exploration of investment opportunities driven by astounding technological advances in robotic tillage and in farming seafood. Learn more about alternative inve...
Episode 9 with Richard Roscelli
November 09, 2014 21:30 - 46 minutes - 42.5 MBDive into the fascinating world of managed futures with Accredited Investor Markets Radio. In Episode 9, AIMkts Managing Editor Alicia Purdy explores this asset class with Richard Roscelli, an investment advisor with Cathay Consultants Ltd. Richard is also licensed futures broker. In their discussion, Richard covers many aspects of managed futures including the opportunities/risks they offer when incorporated into traditional financial portfolios, how to develop an effective allocation as w...
Episode 8 with Alon Goren
November 04, 2014 15:57 - 46 minutes - 42.4 MBWhat is Impact Investing? In Episode 8 of Accredited Investor Markets Radio, host Alicia Purdy speaks with Alon Goren, Founder of Invested.In, to explore socially conscious investing. Their discussion will cover different investment opportunities for the socially aware investor, what sort of due diligence is required for these types of investments and how impact investing could change the way aid is rendered in the future. Learn about a variety of investment options by visiting www.aimkt...
Episode 7 with David Manshoory
October 24, 2014 19:30 - 25 minutes - 23.7 MBIn Episode 7, Accredited Investor Markets Radio host Chris Cahill talks real estate investing with David Manshoory, Founder and CEO of AssetAvenue. Their discussion includes the risks and rewards of equity and debt investing, the advantages to using a platform for investing in debt offerings, and they also share specifics on what an Accredited Investors should look for when selecting a platform. Learn more about real estate investing by visiting www.accreditedinvestormarkets.com Lea...
Episode 6 with Jesse Clem
October 17, 2014 19:30 - 26 minutes - 24.5 MBIn Episode 6 of Accredited Investor Markets Radio, host Chris Cahill and Jesse Clem, the co-founder and CEO of Loquidity, talk about investing in real estate. Their discussion includes changes in how real estate investment opportunity and accredited investors find one another, changes in state law that abet the JOBS Act in encouraging general solicitation of accredited investors, and potential advantages for investors presented by a regionally-focused real estate investment platform. You...
Episode 5, Brian Thopsey
October 10, 2014 19:30 - 23 minutes - 21.3 MBIn Episode 5 of Accredited Investor Markets Radio our host, Chris Cahill, has an in-depth discussion about investing in start-ups with guest, Brian Thopsey. Brian is the founder of FundWisdom, whose purpose is to provide companies with financial wisdom and help them select the best crowdfunding platform to meet their needs. In this interview they discuss., among other things, differences between equity and debt investing platforms for Accredited Investors, and the roles angel investor play ...
Episode 4 with Jason Stevens
October 03, 2014 19:30 - 32 minutes - 29.6 MBIn Episode 4 of Accredited Investor Markets Radio, our host, Chris Cahill, explores investing in natural resources with Jason Stevens. Jason is an Investment Executive with Sprott Global, a U.S. broker-dealer focused on natural resource sectors including precious metals, base metals, oil & gas, agriculture, water, and alternative energy. Their discussion focuses on how to evaluate investment opportunities in different types of natural resources, including uranium, and what options or risks t...
Episode 3 with Chris Tyrrell
September 26, 2014 19:30 - 30 minutes - 14.1 MBWhy aren’t accredited investors investing? In Episode 3 of Accredited Investor Markets Radio, Alicia Purdy, Managing Editor of AccreditedInvestorMarkets.com, interviews founder and CEO of OfferBoard, Chris Tyrrell, to discuss some of the reasons alternative assets are getting passed up by accredited investors. Chris offers his insights into various alternative investment options and how they compare to traditional investment methods and he also offers advice on where accredited investors can...
Episode 2 with Robert Rapp
September 23, 2014 15:48 - 42 minutes - 19.5 MBThere has been much discussion about the changes that may be coming in the wake of the recent SEC Investor Advisory Committee meeting, where they considered changing the definition of the term Accredited Investor. In Episode 2 of Accredited Investor Markets Radio, Alicia Purdy explores what this proposal means with guest, Robert Rapp. Robert, a partner in the Securities and Capital Markets Practice of Calfee, Halter & Griswold, LLP. He weighs in on the impact of changing this definition, the...
Episode 1 with Vanessa Schoenthaler
September 23, 2014 15:19 - 17 minutes - 91.8 MB application/octet-streamIn the debut Episode of Accredited Investor Markets Radio our host, Chris Cahill, explores the significance of new changes in the JOBS Act with guest, Vanessa Schoenthaler. Vanessa, a New York securities attorney and founder of firm Qashu & Schoenthaler, explains what it means to be an accredited investor and the importance of lifting the ban against general solicitation. Learn more about alternative investments and the JOBS Act by visiting our site, www.aimkts.com Learn more about V...