Accredited Investor Markets Radio

Is Angel investing more like buying a lottery ticket or adopting a puppy? Learn this answer as well as other interesting facts about Angel investing in Episode 67 of Accredited Investor Markets Radio. In this episode, host Christopher Cahill spoke with Josh Maher, a Seattle-based Angel investor, investor educator, and author of Startup Wealth: How the Best Angel Investors Make Money in Startups, which features interviews with 23 exemplary early stage investors. Josh has also helped found Seattle Angel, Seattle Angel Conference, and the Seattle Angel Fund, each with distinct roles in fostering able early investing. Some other topics covered are: What due diligence issues are most important for Angels?; and how are diverse Angel investment methods and styles related to the personality of the investor?   You can find out more about Josh Maher and Startup Wealth here and here.   Or you can find him here: Twitter: @JoshMaher LinkedIn     About Josh Maher   Josh Maher is the author of Startup Wealth: How the Best A

Edward Lehman is founder and Managing Director of Lehman, Lee & Xu in Beijing and Shanghai and other locations in China as well as founder of Lehman, Lee & Xu Mongolia, in Ulaanbaatar. Our Chris Cahill and Mr. Lehman discussed important changes in Chinese legal and business practices over Lehman's 28 years there. They also discussed President Xi Jinping's anti-corruption program, the use (and non-use) of the recently-enacted bankruptcy law, protection of intellectual property in China, and likely targets of Chinese investment in the West as currency controls are liberalized.     You can learn more about Edward Lehman here.   Or you can find him here: LinkedIn Facebook Twitter: @LehmanLawMongol     About Ed Lehman   Manager, Foreign Legal Counselor, LEHMAN, LEE & XU China Lawyers.Corporate Commercial Counsel 28+ consecutive years "on the ground" legal professional dealing with China and Mongolian legal, tax, foreign direct investment, corporate commercial, intellectual property, franchise, direct s

In Episode 65 of Accredited Investor Markets Radio, we learned from Christopher Orr how self-directed IRAs open the way for individuals to hold alternative assets, including interests in private equity funds. Orr points out that the time horizon of private equity investments can match up quite well with the time horizon of retirement funds, and are used increasingly to diversify retirement portfolios and enhance returns. Orr is Director of Institutional Products with PENSCO Trust Company.   You can find out more about Christopher Orr and PENSCO here.   Or you can find them here: Twitter:  @PENSCOTrust LinkedIn: Christopher Orr; PENSCO Google+     About Christopher Orr   Christopher Orr is a Director, Institutional Products, at PENSCO, where he has spent the past five years helping clients meet their retirement savings goals by using self-directed IRAs. Christopher started his career as a financial advisor, working with clients who invested primarily in exchange-traded products like stocks, bonds and mutual fu

Join Accredited Investor Markets Radio for a great discussion about gold (and silver, platinum, and palladium) with Drew Mason, of Dillon Gage Metals in Episode 64. What reasons support a 10% portfolio allocation in gold, even though gold prices have decreased in recent years?  How does the answer to that question involve macro trends like the Fed's asset purchases and low interest rates?  Drew Mason explains these and other questions.   Find out more about Drew Mason and Dillon Gage Metals here.   Or you can find them here: Twitter: @DillonGage Facebook LinkedIn     About Drew Mason   Drew Mason is the Director of Asset Management at Dillon Gage Metals. Mason worked on Wall Street for fifteen years after completing his studies at Wharton. He has written about and conducted interviews on the precious metals via numerous media channels such as Forbes and Business Insider.   Mason is a founding member of Palos Harbor Fund – a physical gold income fund.   Mason is also the author of Victory from Defeat: Learn Ho

In Episode 63, Accredited Investor Markets Radio host Chris Cahill has a great discussion with veteran financial and legal journalist David M. Freedman regarding his new book, Equity Crowdfunding for Investors, which reflects upon the JOBS Act generally and Title III equity crowdfunding in particular. They also speak of surprises experienced and discoveries made over his 38-year career.   You can learn more about David Freedman here.   Or you can find him here: Twitter: @FreedmanChicago LinkedIn     About David M. Freedman   David M. Freedman has worked as a financial and legal journalist since 1978. He has served on the editorial staffs of business, trade, and professional journals, most recently as senior editor of The Value Examiner (National Association of Certified Valuators and Analysts). He coauthored (with Matthew Nutting of Fresno, CA) the book Equity Crowdfunding for Investors, published by Wiley & Sons (June 2015). In addition to finance and law, Dave has written extensively about real estate,

This week Accredited Investor Markets Radio would like to share our most popular episode from 2015, Episode 25 with Larry Swedroe. If you haven't had a chance to check it out, this episode is guaranteed to be worth a listen! Be sure to listen to our second session with Larry Swedroe in Episode 33. You can find that at www.aimkts.com   Episode 25: 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. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here:Twitter: @larryswedroeLinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59   About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy edu

In Episode 62 of Accredited Investor Markets Radio, host Chris Cahill chats with Philippe de Lapérouse, Managing Director of HighQuest Partners, who advises major strategic and financial investors operating and investing globally across the food, biotech and bioenergy value chains.  Among other things, they discuss agriculture-related investment in Russia, Brazil, and Argentina; supply chains in emerging markets (a key factor); and why agtech should be its own asset class. You can find out more about Philippe de Lapérouse and HighQuest Partners here. Or you can find them here: LinkedIn: Philippe de Lapérouse; HighQuest PartnersTwitter: @HighQuestLLC  About Philippe de Lapérouse Philippe de Lapérouse has more than 30 years of senior level experience working with leading global companies in the agro-industrial and value-added food chain, including Ralston Purina and Bunge, as well as working as an investment banker at the beginning of his career. As Managing Director of HighQuest Partners, he has led over 50 en

This week Chris Cahill speaks with Neha Manaktala, the founder and CEO of DealIndex, Inc., whose Dashboard feature provides real-time standardized metrics on private company deals across the globe.  We discussed how current and comparable information, filtered by sector, location, deal size, and other factors fosters world-wide transactional activity, including by accredited investors and the crowd. Join this informative conversation in Episode 61 of Accredited Investor Markets Radio.   You can find out more about Neha Manaktala and DealIndex here.   Or you can find them here: Twitter: @NehaManaktala; @DealIndex LinkedIn: Neha Manaktala; DealIndex Facebook     About Neha Manaktala   Neha is an entrepreneur and finance professional with diverse experience, from investment banking, private equity and start-ups. She has a unique combination of fundraising experience from top tier financial institutions and has experience in co-founding, leading and running a previous start-up. She has global experience from Lond

Learn about exponential tech in Episode 60 of Accredited Investor Markets Radio with host Chris Cahill and David S. Rose of Gust, an online platform used by more than a half million entrepreneurs in 190 countries to connect and collaborate with over 75,000 accredited investors. They speak about the dramatic changes occurring in the global marketplace for capital in resulting scalable enterprises.   You can find out more about David Rose and Gust here.   Or you can find them here: Twitter: @davidsrose; @gustly LinkedIn Facebook   About David Rose   David S. Rose is a serial entrepreneur who crossed the aisle to become one of the country's leading angel investors... and then crossed back to found Gust, filling a major need in the rapidly growing world of early stage investing. As an entrepreneur, David has founded half a dozen companies since his first one at the age of ten, and has personally raised tens of millions of dollars of venture, strategic and institutional capital. He was named to the Inc 500 list as

In Episode 59, Accredited Investor Markets Radio speaks with Tom Corley, author of Rich Habits -- The Daily Success Habits of Wealthy Individuals, a best-seller based upon Corley's 5-year research project where he separates fact from myth as to the habits of the wealthy and non-wealthy people. Corley and host Christopher Cahill bring Thorstein Veblen, Adam Smith, Aristotle, Benjamin Franklin, and George Washington into the fray.   You can learn more about Tom Corley and his books here.   Or you can find him here:   Twitter: @RICHHABITS Facebook LinkedIn     About Tom Corley   Tom Corley understands the difference between being rich and poor: at age nine, his family went from being multi-millionaires to broke in just one night.   For five years, Tom observed and documented the daily activities of 233 wealthy people and 128 people living in poverty. He discovered there is an immense difference between the habits of the wealthy and the poor. During his research he identified over 200 daily activities that separa

In episode 58, Accredited Investor Markets Radio chats with David Hicks of HomeVestors of America, a.k.a."We Buy Ugly Houses," to discuss how company franchisees find the dormant capital (the "ugly houses") and bring it to market, and how the company finds and trains the franchisees to perform these feats.   You can find out more about David Hicks and HomeVestors here.   Or you can find them here: Twitter: @HomeVestorsNews Facebook LinkedIn: David Hicks; HomeVestors     About David Hicks   David Hicks is co-president of Dallas-based HomeVestors of America, Inc., the largest professional house buying franchise in the U.S. with over 60,000 houses bought since 1996. HomeVestors recruits, trains and supports its independently owned and operated franchisees that specialize in building businesses based on buying, rehabbing, selling and holding residential properties. Most commonly known as the “We Buy Ugly Houses®” company, HomeVestors has over 600 franchises in 49 states and over 120 markets across the US. In 2015

What is a sideways market and are we in one? Accredited Investor Markets Radio speaks with Vitaliy Katsenelson, CFA and host of Contrarian Edge podcast, about a different take on market trends. He explains what a sideways market is, what causes them, and what the fundamental differences are between bullish, bearish and sideways markets. He also gives us some of his insights on the market's future and some advice on how to discern these trends.   You can find out more about Vitaliy Katsenelson and his podcast here.   Or you can find him here: Twitter: @vitaliyk LinkedIn     About Vitaliy Katsenelson   Vitaliy Katsenelson was born and raised in Murmansk, Russia (the home for Russia’s northern navy fleet, think Tom Clancy’s Red October). He immigrated to the US from Russia in 1991 with all his family. Vitaliy is Chief Investment Officer with IMA. Mr. Katsenelson received both his bachelor of science and master of science degrees in finance from the University of Colorado at Denver.   He is the author of two book

In Episode 56, Marshall Saunders speaks with Accredited Investor Markets Radio about SaundersDailey, a hyper-local real estate investment platform in Minneapolis-St. Paul, Minnesota. "Hyper-local" in that the deals arise only in the immediate locality known well by SaundersDailey, the platform also enables collective real estate investing and thus an individual accredited investor's access to bigger deals. Find out more about Marshall Saunders and Saunders Dailey here. Or you can find them here:Twitter: @SaundersDaileyFacebookLinkedIn: Marshall Saunders; SaundersDailey   About Marshall Saunders Marshall Saunders is co-founder and managing partner of SaundersDailey, an online investment marketplace connecting investors to exclusive real estate opportunities, with low minimum investments, in select markets throughout the Midwest. Heralded as a “Real Estate Tech Titan” by RIS Media, Marshall harnesses his two decades of traditional real estate experience and passion for technology to enable more people to partic

There's money in them comic books!  Especially if they spawn a movie franchise. In Episode 55, Accredited Investor Markets Radio's Christopher Cahill interviews Vincent Zurzolo of Metropolis Collectibles to answer the following questions: Why and how are comic books valued?  How well do they retain value? How much fun does Vincent Zurzolo have at his job?   Learn more about Vincent Zurzolo and Metropolis Comics here and here.   Or you can find them here: Twitter: @VincentZurzolo & @metropolis_c Facebook LinkedIn     About Vincent Zurzolo   Vincent Zurzolo is one of the nation's leading comic book aficionados. Vincent and Stephen merged companies in 1999 and continued under the Metropolis banner. Known throughout the collectibles market as a fair deal maker, Vincent has garnered an impeccable reputation and the trust of collectors around the world. He has appeared on dozens of news programs promoting multi-million dollar comic sales. He loves comics, the art form and buying and selling. - See more here.

In Episode 54, Accredited Investor Markets Radio's Christopher Cahill spoke with Sandy Chaikin, Co-Founder and head of marketing and communications for Chaikin Analytics, a ground-breaking mobile stock research and analysis platform.  Ms. Chaikin, with no background in finance, has found success with Chaikin Analytics, and is also keen to encourage women to take command of their investment decisions.  To find out more, give a listen.    You can learn more about Sandy Chaikin and Chaikin Analytics here.   Or you can find her here: Twitter: @SandyChaikin Facebook LinkedIn     About Sandy Chaikin   Sandy Chaikin is Co-Founder and head of marketing and communications for Chaikin Analytics, a ground-breaking mobile stock research and analysis platform. With no prior experience, Sandy started investing in 2012 with Chaikin Analytics and built a killer portfolio that continues to outperform the S&P 500 and most money managers. She spotted the two best-performing stocks of 2014 and bought at the right time – both

In Episode 53, Accredited Investor Markets Radio's Christopher Cahill and Wealth Migrate's Scott Picken discussed the latter's recent plunge into real estate equity crowdfunding in China -- that is, with respect to Chinese investors purchasing interests in real estate in other countries via online means. When Chinese currency restrictions ease, the impact will be immense.   You can learn more about Scott Picken and Wealth Migrate here and here.   Or you can find him here: Twitter:  @Scott_Picken LinkedIn YouTube Facebook     About Scott Picken   Scott Picken is the author of Property Going Global and the founder and CEO of Wealth Migrate, the premier online global real estate investment marketplace. He is an expert in global real estate markets with more than 16 years of experience. Wealth Migrate offers investors access to below-market real estate in first world markets through crowdfunding technology with a low investment minimum of just $10,000 USD. Originally from South Africa, he founded his first real e

How do I do money? This week Accredited Investor Markets Radio interviews Jim Chilton, founder of SOFA USA, in Episode 52. His discussion with host Chris Cahill focuses on the many generations of financial illiteracy perpetuated by the lack of financial curriculum in public schools.  They cover many aspects of the problem from state funded debt to addressing the needs of the youth to student loan choices, home buying and the economy of the university. Jim also talks about where to find good financial advice and education and the role SOFA USA plays in meeting those needs.   You can find out more about Jim Chilton and SOFA here.   Or you can find them here:  Twitter: @sofausa Facebook LinkedIn     About Jim Chilton   Jim Chilton is a San Diego California native, SDSU college athlete alumni. Jim began his early years as a full time teacher/coach at the high school level. With a natural ability for public speaking and interpersonal communication skills, Jim joined the financial services industry in the early 198

This week in Episode 51, Accredited Investor Markets Radio speaks with Alexey Sokolin, COO of Vanare about drawing together robo-advising and traditional investment advising to help advisors give good advice at lower cost to more people. Such a combination may match well with the onset of generations who are both comfortable and nimble with automated systems, and may also pose scalable opportunities to investment advisory businesses.   You can learn more about Alexey Sokolin and Vanare here. Or you can find them here: Twitter: @LexSokolin & @vanareplatform LinkedIn Facebook     About Alexey Sokolin   Alexey Sokolin (Lex) is a Partner and Chief Operating Officer of Vanare. He oversees product innovation and design, and manages the company’s ongoing business development. Mr. Sokolin was previously Founder and Chief Executive Officer of NestEgg Wealth, a next-generation technology company and RIA that pioneered online wealth management in partnership with financial advisors, reaching new customers in a scal

In Episode 50, Accredited Investor Markets Radio speaks with Jeff Kelley of Equity Institutional and John Drachman of Alpha Segment, about alternative investment custodial services, i.e., how interests in alternative assets are held and transferred. This is where the rubber (if that's your commodity) meets the road, the gold bars meet the vault, and where documentation of securities is meticulously completed and monitored. From that perspective, the growth of alternative investing, now and in the future, is very evident.    You can learn more about Equity Institutional and Alpha Segment here and here.     About Jeff Kelley   Jeff Kelley has over 20 years of experience in financial services operations management, and was named Chief Operating Officer of Sterling Trust in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group. Prior to joining Sterling Trust, Jeff was employed by Academy Capital Management as a Registered Investment Adv

This week Allen Kors, CEO of AchieveLending.com, talks about student loans and lenders with Accredited Investor Markets Radio in Episode 49. His company is the first on-line student loan comparison platform and is really a kind of matchmaker. The company would have a traditional or non-traditional student turn to it to "make me a match, find me a find" among a wide variety of student loans from lenders large and small, including among them, disruptive fintech upstarts.  AchieveLending.com also strives to clarify what had been a murky market.   Find out more about Allen Kors and AchieveLending here.   Or you can find them here: Twitter: @AchieveLending LinkedIn: AchieveLending; Allen Kors Facebook Google+     About Allen Kors   Allen Kors is Founder and CEO of AchieveLending.com, the first ever student loan comparison tool. At just 27 years old he left his job in banking to form his own financial technology company which offers users a free online portal to search, find, and compare student loans. Designed to