Accredited Investor Markets Radio

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.   You can learn more about Swati and Propel (X) here.   Or you can find her here:  @candiedpecans LinkedIn     About Swati Chaturvedi   Prior to starting Propel(x), Swati worked in management consulting and investing. Most recently, Swati worked at Exigen Capital on IT, Telecom, Travel, and BPO deals. Before this, she sourced and evaluated deals in the Industrial Automation sector with Siemens Venture Capital. Swati is also the co-founder and coordinator of the MIT Alumni Angel Investors group

Angels 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 upon his extensive experience in both.   Learn more about David Drake, The Soho Loft and LDJ Capital by visiting www.ldjcaptial.com and thesoholoft.com   You can also find him here:   Twitter: @TheSohoLoft LinkedIn   About David Drake   David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the

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.    You can learn more about Andrew Stephenson and CrowdCheck here.   Or you can find them here: LinkedIn: https://www.linkedin.com/pub/andrew-stephenson/5/a7/7a3 Facebook: https://www.facebook.com/crowdcheck Twitter: @CrowdCheck @A_D_Stephenson     About Andrew Stephenson   Andrew D. Stephenson, Director of Research Operations and Client Services for CrowdCheck, has a wealth of experience assisting broker-dealers and online funding platforms with objective due diligence on listed and promoted companies offering securities. Since joining

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: @larryswedroe LinkedIn: 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 educating investors on the benefits of evidence-based investing with enthusiasm few can match.   Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t

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.     You can learn more about Brendan Ross and Direct Lending Investments here.   Or you can find him here: Twitter: @brendan_ross LinkedIn Facebook YouTube     About Brendan Ross   Brendan Ross is the President of Direct Lending Investments LLC, the general partner of the oldest and largest short-term, high-yield, small business loans fund. An expert in alternative assets, Brendan has directed the purchase of more P2P-originated U.S. small business loans than a

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.   You can find out more about Hopewell Ventures and Jeffrey Lampe here.   Or you can find him here: LinkedIn   About Jeffrey Lampe     Mr. Jeffrey J. Lampe, CFA is currently a Principal with Hopewell Ventures, a $110 million Chicago based venture capital and growth equity fund.  He previously served as a Senior Associate with Hopewell. He was a Key Team Member involved with the initial formation of Gazelle TechVentures in 1999, providing research and analytical support. He went on to become a Co-F

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.   You can find out more about Ilya Zlobin and ancient numismatic coins here and here.   Or he can be found here: Twitter: @trustedcoins LinkedIn Facebook Pinterest   About Ilya Zlobin   Ilya Zlobin is an expert, author, enthusiast and dealer in ancient coins. He has authored the book: Guide to Collecting and Investing in Numismatic Ancient Greek and Roman Coins. Ilya is world-renowned for his knowledge in this field having worked with over 46,000 ancient coins and having over 10 years experience in this field s

 In 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 John Lee Dumas and his podcast, Entrepreneur on Fire, here.   Or you can find him here: Twitter: @johnleedumas LinkedIn   About John Lee Dumas   John Lee Dumas is the Founder and Host of EntrepreneurOnFire, awarded 'Best of iTunes 2013'. John interviews today's most inspiring and successful Entrepreneurs 7-days a week and has been featured in Forbes, Fast Company, Success, INC, & TIME Magazine. John has turned EntrepreneurOnFire into a business that generates over $250,000 a month & shares all the details via his mon

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.   You can find out more about crowdfunding and equity crowdfunding by visiting www.aimkts.com   You can learn more about Ron Miller and StartEngine here.   He can also be found here: Ron Miller Twitter: @ronstartengine StartEngine Twitter: @StartEngineLA Ron Miller: LinkedIn StartEngine : LinkedIn   About Ron Miller: Ronald D. Miller is an entrepreneur’s entrepreneur having visualized, founded built and sold five companies through management buyouts, private equity firms, private investors a

Investing 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 move on from a failure and how identify a perfect match between investor and entrepreneur.   Learn more about Diana Kander here.   Or you can find her here: Twitter: @dianakander LinkedIn Facebook   About Diana Kander   As refugees of the Soviet Union, Diana Kander's family escaped to the US when she was 8-years-old. By the time she was an American citizen, she had perfected her skills as a capitalist – selling flea market goods to grade school classmates at a markup.   Today, Diana is a successful entrepreneur, having fo

In 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 real estate.   Learn more about David Drake, The Soho Loft and LDJ Capital by visiting www.ldjcaptial.com and thesoholoft.com  You can also find him here: Twitter: @TheSohoLoft LinkedIn: https://www.linkedin.com/in/ldjcapital David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the US JOBS Act,

How 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 about Sam Houghton and HoughtonPA here.   Or you can find him here: Twitter LinkedIn     About Sam Houghton   Sam Houghton, of HoughtonPA, is a business attorney and entrepreneurial consultant based in Lakeland, Florida.  Mr. Houghton has overseen the successful investment into, and purchase and sale of, more than 50 small market businesses.  With a background in supply-chain management consulting and financial analytics, Mr. Houghton is legal counsel and advisor to those select entrepreneurs throughout the United States who pos

Explore 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 investing process.   Find out more about Joey and GroundBreaker.co here.   Or you can find them here: LinkedIn GroundBreaker.co Joey Jelinek Twitter @JoeyJelinek @GroundBreakerCo   About Joey Jelinek   Before founding GroundBreaker, Joey spent his career fundraising for institutional real estate owners on Wall Street. Joey secured over $6 Billion in real estate financings while at CBRE, issued over $8 Billion in real estate securitizations while at Morgan Stanley and collaborated on $435 Million of mixed-use developments while a

In 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  LinkedIn     About Jilliene Helman   Jilliene is the CEO and Founder of Realty Mogul. She is responsible for strategic direction, operations and sits on Realty Mogul’s Board of Directors and Investment Committee. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7 and Series 63 licenses and has a degree in Business from Georgetown University.​

Learn 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 can find out more about EarlyShares and Heather Lopes here.   You can also find them here: Twitter (Heather Lopes): @earlysharesCSO Twitter (EarlyShares): @earlyshares LinkedIn: Heather Lopes LinkedIn: EarlyShares   Heather Schwarz-Lopes, CFP® is an experienced executive with a 16-year track record of success in the financial services industry. Heather has an established reputation as a solutions-driven leader with expertise in wealth management, business development, strategic planning, relationship management, and entrepr

Have 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, @jerrylmills Facebook LinkedIn - B2BCFO LinkedIn - Jerry Mills About Jerry Mills  Jerry L. Mills is the author of business books, public speaker, and founder of B2B CFO® the nation’s largest chief financial services and exit strategies firm.  He has more than 30 years of business experience. In 2013, Mr. Mills released a book titled “The Exit Strategy Handbook” – which is a first exit strategy book to also feature a digital dashboard component, allowing business owners to track the progress of preparing their company for sale throug

Join 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 Carl is a co-founder of ACE Portal, having joined the Company in 2012, after spending 11 years in investment banking with Citi, Bank of America and CIBC World Markets. Carl is responsible for the financial and administrative functions of the business. Carl joined the Company in 2012, after spending 11 years in -investment banking with Citi, Bank of America and CIBC World Markets. Over the course of his career in investment banking, Carl raised in excess of $50 billion in capital for diversified industrial companies. Carl has e

In 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 Drake.    Learn more about David Drake at The Soho Loft and LDJ Capital.   You can also find him here:   Twitter: @TheSohoLoft LinkedIn About David Drake: David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the US JOBS Act, for which he lobbied both Congress and the EU Commission. Becaus

In 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 investments here. Find out more about Charles and Pegasus ICS here. Or you can find him here: Twitter LinkedIn: Charles Smith LinkedIn: Pegasus Invellectual Capital Soluctions LLC Facebook                                                                       Charles Smith is the founder and Managing Partner of Pegasus Intellectual Capital Solutions, a boutique investment bank engaged in corporate finance related to mergers and acquisitions – including cross-border – exit planning, capital raising, restructuring and workout, and

Dive 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 well as how the sector performs versus traditional asset classes.   You can learn more about Attain Capital Management by visiting www.attaincapital.com   Or you can find Richard Roscelli here:  Twitter: @richardroscelli   Linkedin: www.linkedin.com/pub/richard-roscelli-mba/68/439/2b1   Richard K. Roscelli is an Investment Advisor Representative and futures broker with Attain Capital Management and an Investment Advisor with Cathay Consultants. Both are located in the Las Vegas Nevada area. His practice incorporates traditi