Podcasts about accredited investors

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Play Episode Listen Later Jun 2, 2025 33:15

S4:E173 First, the weekly update in venture and then a special interview with Ammon Simon the Chief Counsel to the Senate Committee on Banking, Housing, and Urban Affairs chaired by Sen. Tim Scott of SC which has purview over the FTC and associated investing regulation. He'll be talking about reforming the Accredited Investor definition and how that might affect GenZ and Millennial investors. I'll then follow that with a brief explanation of a new type of fund structure gaining traction with Startup Investors, Evergreen Funds, also known as perpetual or open-ended funds. They offer an indefinite lifespan, unlike traditional closed-end funds which have a fixed termination date, allowing continuous investment and reinvestment of gains while allowing Periodic Redemptions. While private market investments are generally illiquid, Evergreen Funds offer investors scheduled redemption opportunities, usually on a quarterly or annual basis, providing a level of liquidity not typically seen in traditional private funds, though redemptions are usually capped to manage fund liquidity (e.g., 5% per quarter). They also allow lower Investment Minimums, enable Immediate investment Deployment and have no Capital Calls. (interview recorded 5.19.25)Reach out to Chief Counsel Ammon Simon at ammon@banking.senate.gov to advocate for change in the Accredited Investor Definition.Follow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

May 30th, 2025 | Homebuyers at Record Low, Bitcoin in 401k, Inflation Eases, Accredited Investor Explained, Regeneron Pharmaceuticals (REGN), Intuit (INTU), Target Corp (TGT) & Toll Brothers,(TOL)

Smartinvesting2000

Play Episode Listen Later May 31, 2025 55:45

First Time Homebuyers Hit a Record Low With the high cost of housing and higher interest rates, people trying to get their first home dropped to a record low around 23% in 2024. The average age of the first-time homebuyer has increased 10 years over the historical average to 38 years old. The median income is now $97,000 and the first-time home buyers are coming up with an average down payment of 9% of the value of the home. Many of these young buyers are using FHA loans, which require a very small down payment and according to research roughly 30% of all FHA mortgages have a debt service ratio of over 50%. This means more than half of these buyers' incomes is going toward servicing debt. This could be a hard pill to swallow for young buyers with not much money left over for luxuries like vacations and new cars. However, if when they buy the home, they understand that if they really tighten their belts for the next three to four years, they will probably be fine. New home builders are doing what they can to try and get rid of the largest inventory of unsold homes on their lots since 2009. The median price of a new home is currently less than one percent higher than the median price of existing properties, which historically has seen a 17% premium. The home builders are using profits from their homes to buy down mortgages. Even though the 30-year mortgage was recently around 6.8%, home builders can buy these mortgages down which led buyers of new homes to a rate around 5%. Buying down these rates has cost home builders about 8% of the purchase price of the home. This reduces their profits but better than the alternative of sitting on unsold homes with a carrying cost for the builder. I don't see this situation getting better anytime soon because I'm not looking for a large decrease in mortgage rates and incomes over the next year will probably increase somewhere around 3 to 4%. We continue to believe the rapid increase in the price of homes over the last few years will not last and it will now take some time to get back to normal market. Maybe we will see a better real estate market in 2027 or 2028. Is Bitcoin coming to your 401k? I have been concerned with bitcoin and crypto as a whole for several years for many reasons including fraud, illicit activity, and the fact that there is really no way to derive an intrinsic value for it since there is no earnings, cash flow, or anything really backing the asset class. I was disappointed to see the current Labor Department removed language that cautioned employers to exercise “extreme care” before making crypto and related investments available to their workers. They cited “serious concerns” about the prudence of exposing investors' retirement savings to crypto given “significant risks of fraud, theft, and loss.” While this isn't necessarily a full-on endorsement for placing crypto in 401k plans, it definitely seems like the administration is continuing on its path to try and normalize crypto as an established asset class. Even with this change in language I would be surprised to see a huge surge in cryptocurrencies within 401k plans. Ultimately, ERISA bestows a fiduciary duty on employers and company officials overseeing 401k investments and that means legally employers must put the best interests of 401(k) investors first and act prudently when choosing which investments to offer (or not offer). Given the extreme volatility within crypto I believe it would be a huge risk for these companies to offer it as it could open them up to lawsuits if there are major declines. We'll have to see what other changes are made as time progresses, but I don't believe crypto has any place within a 401k plan at this time. Inflation report shows continued progress The personal consumption expenditures price index, which is also known as PCE and is the Federal Reserve's key inflation measure, showed an annual increase of just 2.1%. Core PCE, which excludes food and energy, showed a gain of 2.5%. Both results were 0.1% below their respective estimates. Overall, inflation has continued to cool and is now quite close to the Fed's 2% target. The question that remains is how will tariffs ultimately impact inflation? An economist from Pantheon Macroeconomics said that he believed core PCE would peak later this year between 3.0% and 3.5%, if the current mix of tariffs remained in place. I would say it is difficult to forecast the tariff impact since we don't know what will ultimately be passed on to the end consumer. It will definitely be interesting to see what numbers look like in the coming months, but ultimately, I believe most of the concerns around inflation are overblown and even if the rate for PCE is around 3%, I don't see that as being problematic for the economy. Financial Planning: What it Means to be an Accredited Investor An accredited investor is someone who meets specific income or net worth thresholds—such as earning over $200,000 annually ($300,000 with a spouse) or having over $1 million in net worth excluding their home—and is allowed to invest in private securities offerings not registered with the SEC. These investments, which include private REITS, private equity, hedge funds, and startups, often promise high returns but carry significant risks such as illiquidity, limited transparency, and the potential for total loss. While many of these offerings are only available through fiduciary advisors—who are legally obligated to act in their clients' best interest—investors must still exercise caution. Fiduciary duty applies only in certain contexts (such as investment advice) and may not extend to related areas like insurance or commission-based products. Additionally, what qualifies as “acting in your best interest” is often subjective and open to interpretation. Working with a fiduciary does not guarantee protection, and investors should remain vigilant, ask questions, and independently evaluate any recommendation. Also, private investments aren't necessary better than public investments, so just because you qualify as an accredited investor doesn't mean you should be investing in private securities. Companies Discussed: Regeneron Pharmaceuticals, Inc. (REGN), Intuit Inc. (INTU), Target Corporation (TGT) & Toll Brothers, Inc. (TOL)

The Real Estate Investing Club

Play Episode Listen Later May 13, 2025 46:57 Transcription Available

Want to learn more about investing in real estate? Visit https://www.therealestateinvestingclub.comInterested in investing in my projects? Visit https://www.kaizenpropertiesusa.com0:00 - Introduction to Lane Kawaoka from The Wealth Elevator2:24 - Lane's journey from Seattle engineer to buying 11 rental properties5:43 - The billion-dollar operator club: How Lane reached massive-scale real estate9:32 - Why Lane believes real estate's golden age of free money is over12:58 - The accredited investor secret trifecta: Real estate, taxes, and infinite banking16:38 - Why being sued is inevitable in real estate business (and how to handle it)20:51 - Diversification strategies: Moving from real estate into private equity26:51 - The four floors of The Wealth Elevator explained35:14 - How commercial real estate crashed 20-30% and what Lane learned40:45 - Lane's predictions for the next market cycle across asset classesTHE WEALTH ELEVATOR FRAMEWORK

Building Brands That Sell: Kevin Harrington Shares His Business Wisdom

Accredited Investor Podcast

Play Episode Listen Later May 13, 2025 26:10 Transcription Available

Kevin Harrington takes us on a thrilling journey from his early days as the pioneer of the infomercial industry to becoming a powerhouse investor and Shark Tank celebrity. With remarkable candor, he reveals how acquiring unused cable television time in the 1980s launched his career and led to building multiple public companies and completing over 1,000 business transactions.The true magic of Harrington's success lies in his ability to adapt to changing market conditions. When he noticed television viewership declining as younger generations flocked to TikTok and Instagram, he pivoted away from his As Seen On TV empire toward digital marketing strategies. This foresight led to one of his most spectacular investments—Celsius energy drink—which he joined as a board member when shares were just $0.10, helping build it into a $20 billion company without spending a single dollar on television advertising.Make sure to download as we bring the best centimillionaires and billionaires interviews on the Accredited Investor Podcast. To learn more about Jonathan's recession resilient mobile home park real estate Fund & Flex Space Development investments for Accredited Investors: https://www.midwestparkcapital.com/To learn more about Jonathan's business growth consulting and fractional CMO services, and digital marketing for small businesses:https://www.revenueascend.com/consulting/The Family Office Club was founded in 2007 and has now become the world's largest association in the industry with over 7,500 registered ultra-wealthy investors-Richard C. Wilson is the partner of the Accredited Investor Podcast: https://familyoffices.com/To get your very own podcast guesting tour of 20, 40 or 60 episodes as a guest and become the celebrity thought leader in your industry: https://getpodcastbookings.com/Sign up to get on the list for the World's Most Exclusive Social Networking App: https://www.prestigesocialapp.com/To those looking to potential exit or sell their business or talk about potential business roll up partnerships:https://www.businesscashout.com/Join one of the fastest growing real estate groups on Facebook, which is our 27,400 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414To learn more about mobile home investing, acquiring your first mobile home park: https://www.mobilehomewealthacademy.com https://linktr.ee/jonathantuttle

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E170 The Weekly Update and a Discussion on Startup Investing for GenZ and Millennials

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Play Episode Listen Later May 12, 2025 35:36

S4:E170 The Weekly Update and a discussion with co-host Paul Clark and guest co-host Josh Miller about startup investing for GenZ and Millennials. We're talking about small investments in Startup Funds that offer diligence, deal flow and diversification at a low cost provided that Congress successfully changes the definition of an Accredited Investor. We'll be talking more about a rule change for Accredited investors over the next month with Chief Counsel of the Senate Banking Committee which has purview over such a rule change. Next week we will be getting pitches from 3 of my favorite startups from the Spring ATDC Showcase. These companies are candidates for our ATDC Fund and for VentureSouth. (interview recorded 4.24.25)Follow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

How to Grow Wealth: Smart Investments for Accredited Investors

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Play Episode Listen Later May 10, 2025 4:15

What's the real return you're taking home after taxes? In this eye-opening episode of The Investor Impact: Power Talks, Vinney Chopra unpacks the difference between headline returns and true net income—and shows accredited investors how to structure deals that deliver 10%–12% after tax benefits, not before. Vinney also shares his personal approach to “velocity of money”—a disciplined strategy for keeping your capital in motion through multiple income-producing streams. From specialty finance to precious metals to the safe power of leverage in real estate, you'll learn how elite investors are protecting and compounding wealth—even in uncertain times.

From Bedside to Buildings: How Dallon Schultz Became the Capitalist Pro | Jake & Gino Poadcast

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later May 5, 2025 48:25

What do a broken leg, a fourplex, and a podcast binge have in common? For Dallon Schultz, they were the catalysts that launched him from the high-stress world of emergency nursing into the multifamily investment scene. In this episode, Jake and Gino sit down with Dallon, co-founder of Capitalist Pro, to unpack how he transitioned from patient care to capital raising — now supporting deals totaling over $150 million.Dallon shares how a false sense of job security inspired his entrepreneurial pivot, the realities of raising capital without a track record, and how his tech-forward CRM system helps syndicators stay top-of-mind with investors. He also dives into syndication red flags, vetting GPs, avoiding capital call disasters, and building long-term relationships through automation without sacrificing trust.Whether you're an operator, aspiring investor, or raising your first dollar, this episode offers tactical gold on playing to your strengths, automating investor communications, and building real estate wealth through authentic connections.Don't forget to like, subscribe, and hit the bell for more deep dives into multifamily investing and raising capital.Guest Contact Info:Email: Dallon@capitallystpro.comPhone: 623-624-9909Linked In: https://www.linkedin.com/in/dallon-schultz/Website: www.capitallystpro.ioChapters:00:00 - Introduction 00:57 - Dallon's Pre-Real Estate Life as a Registered Nurse 04:31 - The Podcast That Flipped His Mindset 08:38 - What Deals Excite Dallon in Today's Market 14:10 - Target Markets: Why Dallon Focuses on Texas 18:42 - Raising Capital Without Experience: Mistakes and Strategies 21:58 - How Dallon Got His First Investors Without Syndicating 29:55 - The Investor “First Date”: Discovery Over Deal Pitch 32:32 - Automating Touchpoints but Keeping Relationships 38:09 - Webinar Tips: Focus on Structure Over Sexy Returns 39:48 - Email Cadence & Investor Engagement Scores 44:48 - Why Dallon Chose Capital Raising Over Operations 46:29 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

E169 The Weekly Update and an Interview with Tim Skapek, CTO at Protect3D

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Play Episode Listen Later May 5, 2025 38:27

S4:E169 The Weekly Update and an Interview with Tim Skapek, CTO of Protect3D, a provider of custom-fabricated orthopedic devices with 3D technology. They have grown over 100% YoY and count over 60 collegiate and professional sports teams as customers. Their next market move is expansion to serve the general population. Next week Paul and I will be talking about the Southern Startup Investment Thesis with guest co-host Josh Miller. Josh is CEO of Gradient Health, a Millennial and an Angel Investor. He's going to provide his perspective on Angel investing in the South as a Millennial and how a change in the ‘Accredited Investor' definition could impact GenZ and Millennials. Then in a followup episode, we'll be profiling some of the most interesting companies from the ATDC Spring Showcase that are candidates for the RollingSouth ATDC Fund. (interview recorded 4.24.25)Follow David and Paul: https://x.com/DGRollingSouth https://x.com/PalmettoAngel Connect On LinkedIn: https://www.linkedin.com/in/davidgrisell/ https://www.linkedin.com/in/paulclarkprivateequity/ We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

Accredited Investor FAQ with Whitney Elkins-Hutten

Passive Investing Made Simple

Play Episode Listen Later May 5, 2025 21:56

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Regulation D Syndications for Accredited Investors with Tilden Moschetti - CRE PN #501

Commercial Real Estate Pro Network

Play Episode Listen Later May 1, 2025 44:07

Tilden Moschetti, an investment fund and syndication attorney, discussed Regulation D (Reg D) exemptions for raising capital. Reg D allows unlimited funds from accredited investors without advertising, with 98% of deals using it. Rule 506(b) allows non-accredited investors, while Rule 506(c) requires accredited investor verification. Accredited investors must earn $200K annually or have $1 million in net worth. Moschetti emphasized the importance of communication to mitigate risks and maintain investor trust. He noted that only 1-2% of cases lead to legal action if proper documentation is in place. His firm's turnaround time for Reg D filings is two weeks. https://www.moschettilaw.com/

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Episode #455: The End of IPOs and the Rise of Tokenized Everything

Crazy Wisdom

Play Episode Listen Later Apr 25, 2025 50:15

In this episode of the Crazy Wisdom Podcast, I, Stewart Alsop III, speak with David Packham, CEO and co-founder of Chintai, about the real-world implications of tokenizing assets—from real estate and startup equity to institutional finance and beyond. David shares insights from his time inside Goldman Sachs during the 2008 crash, his journey into blockchain starting in 2016, and how Chintai is now helping reshape the financial system through compliant, blockchain-based infrastructure. We talk about the collapse of institutional trust, the weirdness of meme coins, the possible obsolescence of IPOs, and the deeper societal shifts underway. For more on David and Chintai, check out chintai.io and chintainexus.com.Check out this GPT we trained on the conversation!Timestamps00:00 – David Packham introduces Chintai and explains the vision of tokenizing real world assets, highlighting the failure of early promises and the need for real transformation in finance. 05:00 – The conversation turns to accredited investors, regulatory controls, and how Chintai ensures compliance while preserving self-custody and smart contract-level restrictions. 10:00 – Discussion of innovative asset models like yield-bearing tokens tied to Manhattan real estate and tokenized private funds, showing how commercial use cases are overtaking DeFi gimmicks. 15:00 – Packham unpacks how liquidity is reshaping startup equity, potentially making IPOs obsolete by offering secondary markets and early investor exits through tokenization. 20:00 – The focus shifts to global crypto hubs. Singapore's limitations, US entrepreneurial resurgence, and Hong Kong's return to crypto leadership come up. 25:00 – Stewart and David discuss the broader decentralization of institutions, including government finance on blockchain, and the surprising effect of CBDCs in China. 30:00 – They explore the cultural dimensions of decentralization, including the network state, societal decline, and the importance of shared values for cohesion. 35:00 – Wrapping up, they touch on the philosophy of investment vs. speculation, the corruption of fiat systems, and the potential for real-world assets to stabilize crypto portfolios.Key InsightsTokenization is transforming access to financial markets: David Packham explains how tokenizing real-world assets—like real estate, private debt, and startup equity—can unlock previously illiquid sectors. Through blockchain, assets become tradable, accessible, and transparent, with innovations like fractional ownership and yield-bearing tokens making markets more efficient. Chintai, his company, enables this transformation by providing compliant infrastructure for institutions and investors to engage with these assets securely.The era of IPOs may be nearing its end: Packham suggests that traditional IPOs, with their delayed liquidity and gatekeeping, are becoming obsolete. With blockchain, companies can now tokenize equity and provide liquidity earlier in their lifecycle. This changes the game for startups and investors alike, enabling ongoing access to investment opportunities and exits without needing to go public in the conventional sense.The crypto industry is maturing beyond speculation: Reflecting on the shift from the ideologically driven early days of crypto to the speculative fervor of ICOs, NFTs, and meme coins, Packham calls for a return to fundamentals. He envisions a future where crypto supports real economic activity, especially through projects that build infrastructure for compliant, meaningful use cases. Degenerate gambling, he argues, may coexist with more serious ventures, but the latter will shape the future.Decentralization is challenging traditional power structures: The conversation touches on how blockchain can reduce favoritism and control in financial systems. Packham highlights how tools like permissioned ledgers and smart contracts can enforce fairness, resist corruption, and enhance access. He contrasts this with legacy systems, which often protect elite interests, drawing on his own experience at Goldman Sachs during the 2008 crisis.Global leadership in crypto is shifting: While Singapore positioned itself as a key crypto hub, Packham notes its lack of entrepreneurial culture compared to the U.S. and China. He observes that regulatory openness is important, but business culture and capital depth are decisive. The U.S. has reemerged as a key player, showing renewed interest and drive, while Hong Kong and China continue to move boldly in this space.The societal impact of financial technology is profound: The episode explores how blockchain might influence governance and societal organization. From the potential tokenization of government operations to more transparent fiscal policies, Packham sees emerging possibilities for better systems—though he warns against naive techno-utopianism. He reflects on the dual-edged nature of technologies like CBDCs, which can enhance transparency but also increase state control.Cultural values matter in shaping the future: The conversation ends on a philosophical note, examining the tension between decentralization, cultural identity, and immigration. Packham emphasizes that shared values and cultural cohesion are crucial for societal stability. He challenges idealistic notions like the “network state” by pointing out that human nature and cultural alignment still play a major role in the success or failure of social systems.

Turning Customers into Investors and Transforming Start-up Financing

Quick Financial Tips from your Rich Uncle

Play Episode Listen Later Apr 17, 2025 32:30

How does crowdfunding fit into a startup's fundraising strategy? In this intriguing episode of The Angel Next Door Podcast, host Marcia Dawood converses with guest Woodie Neiss about how crowdfunding has emerged as a transformative option for entrepreneurs seeking capital. The conversation unveils the ways securities-based crowdfunding is reshaping how new ventures are funded, making investments more accessible to various investors.Woodie Neiss, an experienced entrepreneur and a key advocate for crowdfunding legislation, shares his journey from Wall Street to becoming a pivotal figure in changing securities laws. His efforts have helped launch a thriving crowdfunding industry that offers over $2.8 billion in raised capital to more than 8,000 startups. He is also one of the founders of Crowdfund Capital Advisors (CCA), a crowdfunding advisory, implementation, and education firm.This episode is a must-listen for anyone involved in entrepreneurship, providing insights into significant crowdfunding developments and statistics. Woodie discusses how the industry has evolved, highlighting trends in sectors like healthcare and technology, and explaining how crowdfunding complements traditional fundraising strategies. Whether you're an investor, entrepreneur, or policymaker, this episode offers valuable perspectives on the current and future state of investment crowdfunding. To get the latest from Woodie Neiss, you can follow him below!https://www.linkedin.com/in/sherwoodneiss/https://crowdfundcapitaladvisors.com/https://a.co/d/f9987We - Investomers: How Customers-Turned-Investors are Shaping the Future of Early-Stage Finance Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

The Wealth Elevator Audiobook - Accredited Investor Banking

Play Episode Listen Later Apr 15, 2025 23:08

You make a good salary, and you're putting away savings that barely keeps up with the cost of living. You need a professional, trustworthy team to build your passive income cash flow.In The Wealth Elevator: Real estate syndications, accredited investor banking, and tax strategies for first-gen millionaires, real estate investor and fund manager Lane Kawaoka shows you how to ascend the investment floors to financial freedom.Discover how to:● Take the elevator from rentals to syndications to private funds and more● Generate cashflow of $0 to $25,000 to $100,000 per month● Harness legal tax strategies to protect your wealth● Own your money with Accredited Investor Banking● Make the ideal connections for your Family Office● Build your legacy, as you reach net assets of $10 million and beyondUsing this proven system, investors typically reach financial freedom in four to seven years. The author Kawaoka, a multi-billionaire, gives you the elevator. It's so easy, it's almost boring.Everything I know is laid out in my book and this 12-module Masterclass, available for you to watch on-demand. To get free access go to thewealthelevator.com/master Hosted on Acast. See acast.com/privacy for more information.

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Alternative Investments Explained by RIA Andres Sandate

Passive Cash Flow Podcast

Play Episode Listen Later Apr 14, 2025 37:18

Registered Investment Advisor Andres Sandate with GP Wealth Advisors explains why many savvy investors are diversifying more and more capital into alternative investments and moving away from the volatility of the stock market. Everyone from accredited investors, family offices and institutional investors are seeking under the radar alternative investment opportunities from experienced sponsors. Andres also explains how operators can team up with RIA's, wholesalers and Broker Dealers to raise more capital and gain exposure to more investors. Andres Sandate joined Gramercy Park Wealth Advisors in 2022. In addition to being a financial advisor, he is responsible for alternative investments at the firm. Prior to joining Gramercy Park Wealth Advisors, Andres spent 15 years working in alternative investments across numerous asset classes including private credit, real estate, hedge funds, and other areas of the private markets.Andres is the founder of Endurance Strategies, LLC, which provides consulting, due diligence, and implementation services to independent RIAs, HNW individuals, and family offices seeking to implement alternative investments in their practices and portfolios. Andres is the host and creator of two successful podcasts focused in non-traditional asset class investing including ATLalts and Asset Backed. Andres brings nearly 20 years of experience to Gramercy Park Wealth Advisors across investing, capital markets, investment banking, asset management, and fintech startups. Andres is the current President and a Board Member of the Southeastern Alternative Funds Association (SEAFA). Andres earned his BS and MBA from The University of Kansas and holds Series 7, 66, and 79 securities licenses through GPWA, LLC, Member FINRA/SIPC. ━━━━━━━ 00:00 Intro01:35 Alternative Investments Explained by RIA Andres Sandate05:18 Understanding Different Capital Sources12:29 Infrastructure and the Costs of Professional Due Diligence16:26 Understanding the Role and Value of Wholesalers20:56 Navigating Regulatory Considerations 24:51 Presenting Your Platform Effectively to RIAs29:30 The Power of Deals and Scarcity in Fundraising34:11 Connecting with Andres and Final Thoughts━━━━━━━ Enhance your real estate investing knowledge !Learn more at https://www.peoplescapitalgroup.com/-━━━━━━━ Website - https://www.peoplescapitalgroup.com/Facebook- https://www.facebook.com/profile.php?id=100093318587146Instagram - https://www.instagram.com/real_estate_investments_nj/?hl=enTwitter- https://twitter.com/PCGrealestateLinkedin- https://www.linkedin.com/company/peoples-capital-groupYoutube - https://www.youtube.com/channel/UCCeJh5UgrdBDOabr2YLbAHg------------This is not a solicitation for funds, tax advice, or legal advice. This is not intended to be, and must not be construed to be in any form or manner a solicitation of investment funds or a securities offering. Peoples Capital Group LLC is NOT a United States Securities Dealer or Broker nor U. S. Investment Adviser is a Consultant/service provider and makes no warranties or representations as to the listener or viewer. All due diligence is the responsibility of the investor.Support the show

Building a $7B Media Empire: Billionaire Larry Namer, Co-Founder of E! Entertainment Television

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Apr 1, 2025 19:49 Transcription Available

Send us a textIn this engaging fireside chat, Larry Namer, the co-founder of E! Entertainment Television, sits down with Richard C. Wilson, founder of the Family Office Club, to discuss his extraordinary journey from starting as a cable splicer in New York to building a multi-billion-dollar media empire. With over 50 years of experience in the entertainment industry, Larry reflects on his entrepreneurial path, groundbreaking innovations, and scaling strategies. He also delves into his new book Offscript: Never Follow the Crowd, sharing lessons learned throughout his career, including the value of bold decision-making, simplifying complex ideas, and navigating the entertainment industry.Larry's journey spans from his early days in the cable business to his pioneering work in Russia and China, offering valuable insights into passion, failure, and business resilience. This conversation highlights the mindset and strategies that allowed Larry to successfully build E! Entertainment and revolutionize media.Key takeaways from this fireside chat include:- Bold decision-making and negotiation strategies that propelled E!'s success.- The importance of finding a sustainable path in business rather than just following passion.- Insights on overcoming complex industry challenges with simplicity and perseverance.- Larry's reflections on how to innovate and scale in the ever-evolving media landscape.This conversation with Richard C. Wilson, founder of the Family Office Club, offers an invaluable look into the mindset of an entrepreneur who has built something from the ground up and navigated the media world's biggest challenges.---------------------------------I hope you are enjoying the Family Office Podcast produced by our investor club, the Family Office Club.We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://familyoffices.com/book/https://CapitalRaising.comTo date, our podcast and YouTube content has been downloaded over 5 million times.

Alternative Investments for Accredited Investors with Matt Spagnolo - CRE PN #492

Commercial Real Estate Pro Network

Play Episode Listen Later Feb 27, 2025 43:07

Today, my guest is Matt Spagnolo. Matt is a former residential and commercial agent turned capital raiser now in capital markets with Colony Hills Capital as fund co manager, and in just a minute, we're going to speak with Matt Spanolo about capital markets and alternative investments. https://www.colonyhillscapital.com/ https://www.linkedin.com/in/matt-spagnolo/

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How to get 20 accredited investor meetings every month with Dave Dubeau - #229

Real Estate Reserve Podcast

Play Episode Listen Later Feb 26, 2025 28:47

How to get 20 accredited investor meetings every month with Dave Dubeau- #229 If you enjoyed this podcast we would appreciate a positive review... https://podcasts.apple.com/us/podcast/real-estate-reserve-podcast/id1507982777

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How Marcia Dawood Empowers Women in Venture Capital

Female VC Lab

Play Episode Listen Later Feb 14, 2025 10:06

Empowering Women in Venture Capital: The Journey of Marcia Dawood Marcia Dawood is not just a name in the venture capital world; she is a beacon of hope and empowerment for women entrepreneurs across the globe. As a venture partner at Mindshift Capital, Marcia's mission revolves around elevating women-led innovation in sectors that matter, such as health tech, fintech, edtech, and food tech. This blog post delves into her journey, her investment thesis, and the essential changes needed in the venture capital landscape to foster diversity and inclusion. From Angel Investing to Venture Capital Marcia's venture into the investment world began about twelve years ago when she attended an angel investing meeting. Initially unaware of what angel investing entailed, she quickly grasped the innovative potential around her. However, she was struck by a sobering realization: the lack of funding for women entrepreneurs. This pivotal moment inspired her to join various funds, contributing as an investor and member of investment committees. Marcia's passion for supporting women-led businesses led her to co-found Mindshift Capital with her colleague Heather Henyan. Their goal? To invest in women-led companies globally, creating a ripple effect of change and innovation. The Investment Thesis at Mindshift Capital Marcia's investment thesis is rooted in the belief that women-led companies can drive significant change in the world. Mindshift Capital focuses on four key areas: health tech, fintech, edtech, and food tech. These sectors are not just trends; they represent the future of innovation and societal improvement. Global Trends in Investment Marcia highlights a fascinating trend: many entrepreneurs seeking funding often look to the U.S. to commercialize their innovations. This phenomenon is colloquially referred to as "all roads lead to Delaware." U.S. investors can sometimes be hesitant to invest in foreign companies due to unfamiliar tax implications. However, Marcia and her team have successfully navigated these complexities, allowing them to invest in promising companies at lower valuations while providing valuable support for their growth. Understanding Money: A Personal Journey Marcia is currently fascinated by the mindset surrounding money and how it affects people's willingness to invest. She believes that if more individuals understood the potential for positive change through investment, the landscape of entrepreneurship would look vastly different. Many people still perceive investing as an exclusive domain for the wealthy and well-connected. To address this gap in understanding, Marcia launched her podcast, The Angel Next Door, aimed at demystifying angel investing and making it accessible to everyone. She also authored the book Do Good While Doing Well, which discusses how individuals can invest in impactful companies while also achieving financial returns. The Educational Gap in Investing Marcia observes that women often donate money, while men are more inclined to invest. This discrepancy highlights a significant educational gap. Many women are willing to invest but may lack the confidence or knowledge to do so. Conversations about investing need to be normalized and encouraged, ensuring that women feel invited into the investment room. The Future of Venture Capital When envisioning the future of venture capital, Marcia sees a movement toward democratizing private investing. The SEC's 2016 rule change allowed for equity crowdfunding, enabling more people to invest with smaller amounts, starting from as little as $50. This shift has the potential to create a more inclusive investment landscape. Marcia believes that just as public markets have evolved to become more accessible, private investing can follow suit. The rise of platforms like Robinhood has already changed how people engage with the stock market, and similar changes can be expected in venture capital. Expanding Definitions of Accredited Investors Another critical aspect of the future of venture capital involves redefining what it means to be an accredited investor. Marcia sits on an advisory committee to the SEC, where discussions surrounding the definition of accredited investors are ongoing. She argues that expanding this definition and providing more education will allow a broader range of individuals to participate in venture capital, ultimately leading to systemic change. Resources for Aspiring Investors Marcia's website, marciadawood.com, is a treasure trove of resources for aspiring investors. Visitors can access free materials, including the first chapter of her book and worksheets designed to guide new investors. Her podcast episodes cover various topics related to equity crowdfunding and fundraising, making them valuable for both entrepreneurs and potential investors. Frequently Asked Questions What inspired Marcia to focus on women-led companies? Marcia's journey began when she realized the significant underfunding of female entrepreneurs despite their innovative potential. This motivated her to create opportunities for women-led businesses through her work at Mindshift Capital. How can someone become an angel investor? Anyone interested in becoming an angel investor can start by educating themselves through resources like Marcia's podcast, The Angel Next Door, and her book, Do Good While Doing Well. Additionally, joining local angel groups or crowdfunding platforms can provide valuable insights and networking opportunities. What are the key sectors Mindshift Capital focuses on? Mindshift Capital primarily invests in health tech, fintech, edtech, and food tech, aiming to support companies that are making a meaningful difference in the world. How does Marcia see the future of venture capital evolving? Marcia envisions a more democratized venture capital landscape, where private investing becomes accessible to a broader audience. She believes that changes in regulations and educational initiatives will facilitate this shift. Conclusion Marcia Dawood's journey from angel investing to becoming a venture partner at Mindshift Capital is a testament to her commitment to empowering women-led businesses. Her work not only fosters innovation but also encourages a more inclusive investment landscape. By breaking down barriers and providing resources, Marcia is paving the way for the next generation of investors and entrepreneurs. For more insights and resources, be sure to check out her website and tune into her podcast!

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The Future of Accredited Investors: Will the Qualifications Change?

Real Estate News: Real Estate Investing Podcast

Play Episode Listen Later Feb 11, 2025 6:18

A major shake-up could be coming to the SEC's accredited investor definition, potentially allowing more investors access to l real estate syndication deals and other private investment opportunities. With Trump's pick, Paul Atkins, expected to take the lead at the SEC, could financial literacy and experience replace income thresholds? Join Kathy Fettke as she dives into what this means for passive investors, real estate syndicators, and capital markets. (00:00) Accredited Investor Changes (00:32) SEC Definitions (01:10) Accredited Investor Definition (01:44) Non-Accredited Investors (02:05) Limitations (03:33) Atkin's and Regulatory Reform (04:27) New Standards? LINKS JOIN RealWealth® FOR FREE https://realty.realwealth.com/join-now/ SYNDICATIONS: Wild Pine San Antoniohttps://realwealth.com/wildpine FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://tinyurl.com/RWSsubscribe Real Estate News: Real Estate Investing Podcast: https://tinyurl.com/RENsubscribe Source: https://udirectira.com/the-proposed-future-of-accredited-investor-status/

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The Wealth Elevator Audiobook - Accredited Investor Banking

Quick Financial Tips from your Rich Uncle

Play Episode Listen Later Feb 8, 2025 23:08

You make a good salary, and you're putting away savings that barely keeps up with the cost of living. You need a professional, trustworthy team to build your passive income cash flow.In The Wealth Elevator: Real estate syndications, accredited investor banking, and tax strategies for first-gen millionaires, real estate investor and fund manager Lane Kawaoka shows you how to ascend the investment floors to financial freedom.Discover how to:● Take the elevator from rentals to syndications to private funds and more● Generate cashflow of $0 to $25,000 to $100,000 per month● Harness legal tax strategies to protect your wealth● Own your money with Accredited Investor Banking● Make the ideal connections for your Family Office● Build your legacy, as you reach net assets of $10 million and beyondUsing this proven system, investors typically reach financial freedom in four to seven years. The author Kawaoka, a multi-billionaire, gives you the elevator. It's so easy, it's almost boring. Hosted on Acast. See acast.com/privacy for more information.

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Understanding Non-Accredited Investor Funds: Reg A & Reg CF Explained

Bullish

Play Episode Listen Later Feb 6, 2025 13:25

In this episode, Bridger breaks down the complexities of raising money from non-accredited investors, exploring the differences between Reg A, Reg CF, and traditional accredited investor funds. Learn why the SEC imposes stricter regulations, the costs associated with managing these funds, and the challenges of dealing with smaller investors. Sign up to watch the free training and discover how to launch a fund. Stop leaving carry on the table doing one-off deals. Your track record deserves a fund.https://fundlaunch.click/non-accredited-investorAll Information Shared Are The Sole Thoughts and Opinions Of The Author. Do Not Take Any Information As Legal Or Financial Advice. You Should Seek A Certified Accountant And A Professional Legal Team Before Taking Any Further Action.‍*Results may vary depending on a number of factors, including but not limited to market conditions, investor demand, and investment strategy. While our courses are designed to provide you with the knowledge and tools necessary to launch a fund, we cannot guarantee any specific results or outcomes. Your success will depend on your own efforts, diligence, and ability to execute on the strategies and techniques that you decide to pursue. We make no representation or warranty that you will achieve any particular level of success or earnings, and you accept the risk that the results may differ from those described in our materials.****We are not selling or soliciting a security in any way, shape, or form. This content is for educational purposes only and is not financial or legal advice.fundlaunch.com

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In Case You Missed It - A Recap with Marcia in Less than 5 Minutes

The Real Estate Crowdfunding Show - DEAL TIME!

Play Episode Listen Later Feb 6, 2025 5:32

Have you ever considered how your financial mindset might impact your entrepreneurial journey? In this episode of the Angel Next Door Podcast, Marcia Dawood recaps insightful conversations with guests, exploring the profound connections between money, leadership, and impact investing, and how these factors influence entrepreneurship.Marcia highlights Sally Boulter's discussion on donor advised funds (DAFs) as a means for accessible impact investing. She also revisits her conversation with Wendy Ryan, who shares her Learn Lead Lift framework, promoting leadership through clarity and collaboration and advocating for investment in diverse founders. Lastly, Marcia reflects on her dialogue with Cammie and Sandi from the Money Tales podcast, who emphasize reshaping our money beliefs.In case you missed any of this great content, you can get a recap here and also go back and listen to the full episodes: https://pod.link/1586445642 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

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$11 Million of Equity Raised in Year One!

Play Episode Listen Later Feb 4, 2025 56:36

In today's show, I welcome Bobby Sharma, co-founder of Connected Capital Fund, an exclusive membership organization of capital allocators - people who pool investor capital to negotiate preferential terms with sponsors. Bobby is also the manager of Better Capital Fund, his private money lending fund. Although Connected Capital Fund is just a year old, the organization has already allocated capital to vetted sponsors across markets including Dallas, San Francisco, and Lincoln, Nebraska, raising and investing $11 million in its first year of operation. Case Study Bobby explains that the Connected Capital Fund team has reviewed fifty deals but invested in only six so far, illustrating their highly selective due diligence process, mitigating risks that individual investors might overlook while providing them with enhanced returns. As an example, Bobby shares a case study involving a deal with a self-storage operator. The sponsor initially offered investors a 70/30 split with a 6% preferred return. However, Connected Capital secured a 90/10 split and increased the preferred return to 8%. These favorable terms were then passed on to Connected Capital Fund members, who promoted them to their networks of investors. Depending on the deal, allocators may either retain the entire delta between the original and negotiated terms or share the benefits with their investors. Allocator Co-Investment Bobby also discusses the practice of backfilling deals. In this process, after a minimum investment is agreed upon with a sponsor, Bobby acts as the first investor, providing the full amount required to meet the threshold. He then raises additional capital from other investors, 'backfilling' his initial capital contribution. In 95% of cases, he leaves a portion of his own capital in the deal to maintain alignment with investors though, on rare occasions, if demand is particularly strong, he may relinquish his position entirely, leaving no co-investment in the deal. Bobby was the first fund manager client of Avestor, a platform designed for capital allocators (whose co-founder, Badri Malynur - who was the first guest in this podcast series). He is highly knowledgeable about the capital allocator industry being an allocator himself as well as leading Connected Capital Fund, an organization of allocators. Tune in to learn more about this emerging industry of capital raisers in today's episode - you'll be glad you did. ***** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry. In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space. PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio. Visit GowerCrowd.com/subscribe

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Stock Tokenization and the Fight Against Accredited Investor Rules

Long Reads Live

Play Episode Listen Later Jan 30, 2025 12:45

NLW rattles off a slate of forward-looking news that shows where Bitcoin and crypto are headed in a new regulatory context. He specifically hones in on Robinhood's push for stock tokenization as a way to democratize access to financial investment opportunities. Sponsored by: Ledn Need liquidity without selling your Bitcoin? For 6+ years, Ledn has been the trusted choice for Bitcoin-backed lending. With transparency, security, and trust at our core, we help you access your BTC's wealth while HODLing. Discover what your Bitcoin can do at ledn.io/borrowing. Ledger Upgrade your crypto experience https://www.ledger.com/ Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.com/ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownNLW

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Small Entrepreneurs Left Behind by the Accredited Investor Rule

Cato Daily Podcast

Play Episode Listen Later Jan 13, 2025 13:12

Your lack of wealth shouldn't limit your investment options, but the SEC has for decades actively prevented lower-wealth Americans from making certain investments. Nick Morgan of the Investor Choice Advocates Network and Cato's Jennifer Schulp explain. Hosted on Acast. See acast.com/privacy for more information.

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E153: All About The Angel Capital Association

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Play Episode Listen Later Jan 13, 2025 46:12

E153: David opens with the weekly update in venture and then interviews Pat Gouhin, the CEO of the Angel Capital Association. We discuss:what the ACA is and what it doeswho are the investor and founder memberswhat members get from the ACAstartup investment analytics and reports produced by the ACAthe Angel University sponsored by the ACA for introductory and advanced training on the Venture Ecosystemthe major issues facing startup founders and investorspolicy efforts by the ACA to influence change in the regulatory definition of the Accredited Investor(recorded 1.7.25)Follow David on LinkedIn or reach out to David on Twitter/X @DGRollingSouth for comments. Follow Paul on LinkedIn or reach out to Paul on Twitter/X @PalmettoAngel We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc.

Abundance Mindset [SHORTS] | Unlock Your Potential: Start a Side Business Today!

Play Episode Listen Later Dec 31, 2024 4:00

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com FREE BOOKS HERE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423 -----

Abundance Mindset [SHORTS] | Smart Investing: Grow Your Wealth Safely Over Time

Play Episode Listen Later Dec 29, 2024 3:53

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com FREE BOOKS HERE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423 -----

Abudance Mindset [SHORTS] | Discover Pensacola: A Hidden Gem for Luxury Getaways

Play Episode Listen Later Dec 27, 2024 3:53

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com FREE BOOKS HERE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423 -----

PART 2 | Phoenix Path to Progress

AZREIA Show

Play Episode Listen Later Dec 27, 2024 52:46

In this episode of The AZREIA Show, hosts Marcus Maloney and Mike Del Prete dive into the rapid expansion of Phoenix, focusing on the 'Path of Progress' and its impact on the local real estate market. Joined by real estate developers Tommy D and Roman Rubio, they explore the booming opportunities in the West Valley, future development plans, and the importance of attending city council and ADOT meetings. This episode also covers sustainable development, the role of Opportunity Zones, and the unique challenges and opportunities presented by the evolving landscape. Whether you're a seasoned investor or new to the real estate game, this episode is packed with insights and actionable advice. Check out part 1 episode: https://directory.libsyn.com/episode/index/id/33912117 Key Takeaways: 01:33 Discussion on Path of Progress 02:17 Guest Introductions: Tommy and Roman 03:16 Understanding Opportunity Zones 04:50 Path of Progress Explained 07:15 Future Developments in Buckeye 15:04 Speculative Building and Market Trends 20:45 Impact of Legislation on Development 24:13 Impact of New Trade Rules on US-Mexico Commerce 24:31 Cattle and Agriculture: Changes and Challenges 24:59 Economic Shifts and Infrastructure Developments 26:51 Environmental Concerns and Solar Farms 31:16 Opportunities in Rural Housing and Land Development 34:19 The Future of Buckeye and the Rio Reimagined Project 38:12 Investment Strategies and Market Insights 40:27 Affordable Housing and Innovative Solutions 49:50 Accredited Investors and Opportunity Zones 51:30 Conclusion and Final Thoughts Connect with Tommy D & Roman Rubio https://www.linkedin.com/in/tommydee1863/ https://www.linkedin.com/in/roman-rubio-b93838164/ ---- The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in Real Estate. Join AZREIA here. Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at

Abundance Mindset | 7-Figure Mindset Secrets

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Play Episode Listen Later Dec 26, 2024 28:37 Transcription Available

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com FREE BOOKS HERE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423 -----

548: You Don't Need To Be An Accredited Investor To Invest In Multifamily

Street Smart Success

Play Episode Listen Later Dec 23, 2024 22:04

To invest in most multifamily projects, investors need to have accredited status. With Diversyfund, investors don't need to be accredited to invest. For as little as $500, investors can invest in Multifamily funds. Since 2016, Diversyfund has had over 30,000 investors.

How to Make Your Money Work Harder for You: Episode 770 With The Real Brad Lea (TRBL)

Dropping Bombs

Play Episode Listen Later Dec 11, 2024 58:21

What's up, Bomb Squad? Brad Lea here, back with another explosive episode of Dropping Bombs. Today, I'm sitting down with 29-year-old powerhouse Chris Salerno. This guy is making waves in the private equity space with his laser focus on car washes. That's right—car washes. Turns out, this “unsexy” business is a cash-flow machine, and Chris is turning it into a billion-dollar empire. Do you have credit card debt? It's the holiday season.. Many Americans Do! Are you trying to build your credit rate? If so, this is a great episode to check out. What You'll Learn: Listeners will learn how focusing on high-cash-flow investments like car washes, leveraging good credit, and building strong relationships can create massive wealth and long-term success in the private equity space. Highlights Building Wealth at 29 Credit Mastery The Power of Focus Investor Insights AI in Car Washes Actionable Advice Resources Mentioned: https://www.reddit.com/r/CarWashInvesting/?rdt=37708 You can follow today's guest at: https://qccapitalgroup.com/ https://www.instagram.com/chris_salerno_/?hl=en https://www.reddit.com/r/passive_investing_/ https://www.buzzsprout.com/2391243 Watch the full video episode on Brad's Rumble here: https://rumble.com/c/c-2544182 Watch the full video episode on Brad's Youtube here: https://bradlea.tv

Lane Kawaoka - LtD - Financial Freedom and Independence: Important Goals for Parents to Provide for Their Children

Learning To Dad with Tyler Ross

Play Episode Listen Later Dec 11, 2024 47:48

Lane Kawaoka shares his journey from being an engineer to becoming a successful real estate investor. He started by buying a house and renting it out, realizing the potential of rental real estate. He then expanded his portfolio by purchasing more rental properties in different locations. As his net worth grew, he transitioned into becoming an accredited investor and started investing in syndications and private placements. Lane emphasizes the importance of leveraging the expertise of professionals and outsourcing property management to scale your real estate investments. Lane Kawaoka discusses the benefits of leveraging retirement accounts to invest in real estate and the importance of understanding tax strategies for high-income earners. He emphasizes the power of combining investing in good deals with honest operators, utilizing tax benefits, and implementing infinite banking strategies. Lane also shares his experience leaving his engineering job and the role of risk in his career. He highlights the importance of financial freedom and independence for his daughter and the value of social relationships for wealthy individuals.About Guest, Lane Kawaoka:Lane Kawaoka (father of a three year old), a seasoned real estate investor with a vast portfolio and expertise in passive income strategies, is an ideal fit for exploring the intersection of entrepreneurship and parenting. His insights into wealth-building, advanced tax strategies, and balancing business ownership with family responsibilities will resonate with our audience of entrepreneurial dads, offering practical advice on managing both worlds effectively.

#589: Two Cents 12/7 - Should you Buy Bitcoin?; What is an Accredited Investor?; FinCen BOI Reporting on Hold

The Dentist Money™ Show | Financial Planning & Wealth Management

Play Episode Listen Later Dec 7, 2024 41:01

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.  On this episode, Matt and Rabih explore Bitcoin's recent surge to an all-time high and discuss what it could mean for its future. They examine Wall Street's growing role in Bitcoin trading and share their insights on the outlook of cryptocurrency as a speculative asset. They then revisit the definition of an "accredited investor" and clarify a misstatement from a previous episode of The Dentist Money Show. Finally, they react to the recent Texas court ruling that paused the FinCen BOI reporting requirement. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life. Enjoy The Dentist Money Show? Vote for us as the Dental Fan Favorite podcast as many times you want! Vote at dentwoo.com/vote/ See how easy payroll and benefits can be. As a dental practice owner, paying and taking care of your team can be tough—especially if you're not using a tool like Gusto. Gusto takes the pain out of payroll, benefits, onboarding, and HR. Even better? Our listeners get 3 months free at gusto.com/dentistadvisors.

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1047: Chris Panagiotu - "Capitalize Your Sales"

Thrive LOUD with Lou Diamond

Play Episode Listen Later Dec 5, 2024 18:36

In this exciting and insightful episode of Thrive LouD, our host Lou Diamond reconnects with Chris Panagiotu, the mastermind behind "Capitalize Your Finances" and the newly released "Capitalize Your Sales." Chris shares invaluable insights into financial planning, the art of sincere sales, and the exciting journey of growing his business. With a unique focus on sincerity in sales, Chris opens up about the evolution of his methodologies and offers practical tips for achieving financial success. Join Lou and Chris as they discuss the importance of enjoying the creative process, overcoming business challenges, and the joys of creating content that impacts lives. Chris reveals his strategic approach to podcasting, emphasizes the value of face-to-face interactions, and highlights the power of providing quality content for free. Whether you're a budding entrepreneur, a seasoned financial professional, or anyone looking to capitalize on their passions, this episode is packed with wisdom, inspiration, and actionable advice. Key Takeaways: The evolution of Chris's business and his growth since his last appearance on the show. The importance of sincerity in sales and practical tips to implement it. Chris's approach to writing and enjoying the creative process. The power of offering valuable content for free and its long-term benefits. Insights into connecting with guests and the value of in-person interactions. Tune in to this must-listen episode as Lou Diamond and Chris Panagiotu dive deep into thriving in business, creating meaningful connections, and capitalizing on your potential.

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100th Episode Special: Empowering Women in Venture Capital with Catherine Gray

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Play Episode Listen Later Dec 5, 2024 30:54

Ever wondered what it really takes to break into the world of venture capital, especially as an underrepresented entrepreneur or an emerging fund manager? In our milestone 100th episode, host Marcia Dawood sits down with Catherine Gray, the visionary Executive Producer of the award-winning documentary *Show Her the Money,* to demystify this complex space. The film shines a light on the staggering statistics around the lack of funding for female entrepreneurs but goes beyond the numbers with powerful storytelling and remarkable profiles of women founders making a difference.Catherine Gray, the force behind the Invest in Her podcast, She Angels Investors, and She Angels Foundation, is a trailblazer in using media for social change. Her previous work, including the impactful documentary I Can't Marry You, has consistently driven cultural shifts.This episode is a must-listen for anyone interested in the potential of venture capital as a tool for societal impact. Marcia and Catherine discuss the need for greater education and awareness in this field, emphasizing the unique challenges and opportunities for women investors. They also explore the transformative impact of investing in women-founded funds and the ripple effects this can have on economic and social progress. Don't miss this insightful conversation that uncovers the power of venture capital to foster meaningful change. To get the latest from Catherine Gray, you can follow her below!LinkedIn - https://www.linkedin.com/in/catherinelgray/ https://www.sheangelinvestors.com/https://podcasts.apple.com/us/podcast/invest-in-her-with-catherine-gray/id1134670723 Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Philanthropy Meets Startup Investing: A New Approach to Funding Innovations

Big DREAM School - The Art, Science, and Soul of Rocking OUR World Doing Simple Things Each Day

Play Episode Listen Later Nov 28, 2024 22:49

Have you ever considered the possibilities that arise when philanthropic capital is directed towards funding startup companies? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Sally Boulter from Impact Assets to unravel an often overlooked but transformative investment approach—using donor-advised funds to fuel entrepreneurial ventures. If you're an angel investor or contemplating entering the startup ecosystem, this episode will give you a fresh perspective on navigating investments impactfully.Sally Boulter brings a wealth of experience to the table, having a diverse background in nonprofit fundraising and impact investing. Impact Assets, a nonprofit financial services firm, is tailored to investors who wish to make a difference while achieving returns. Sally's journey from traditional fundraising to becoming a pivotal player in impact investing highlights a unique blend of passion for societal betterment and astute financial strategies.Throughout the episode, Marcia and Sally discuss the mechanics of how donor-advised funds can be employed to support for-profit startups, offering both new and seasoned investors a blueprint for high-impact investments. They explore the simplicity and flexibility of setting up a donor-advised fund, the risks and rewards associated with impact investing, and real-life success stories like that of Seth Goldman, who amplified his philanthropic reach after his work with Honest Tea. This episode is a must-listen for anyone eager to understand how to make their investment dollars work harder, not just for financial gains but for genuine societal progress. You'll walk away with actionable insights and a newfound enthusiasm for merging philanthropy with entrepreneurship. To get the latest from Sally Boulter, you can follow her below!LinkedIn - https://www.linkedin.com/in/sallyboulter/https://impactassets.org/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

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From Punk Rock to Venture Capital: Mike Jarmuz's Journey

Play Episode Listen Later Nov 22, 2024 70:12 Transcription Available

In this episode, we dive into the world of venture capital and angel investing with Mike Jarmuz, co-founder of Lightning Ventures and CEO of Thunderfunder. Mike shares his journey from punk rock to venture capital, highlighting his passion for supporting startups, especially those in the Bitcoin space. We explore the concept of Thunderfunder, a platform designed to democratize investing in startups, allowing even non-accredited investors to participate in funding rounds.Mike explains the challenges and opportunities in the current regulatory environment, discussing the importance of accredited investor status and how Thunderfunder aims to make investing more accessible. He also shares insights into the potential of Bitcoin and open-source projects, emphasizing the need for innovation and community support.The conversation touches on the parallels between the music industry and venture capital, with Mike drawing on his experiences in both fields to illustrate the importance of nurturing talent and ideas. We also discuss the role of crowdfunding and the value-for-value model in supporting content creators and small businesses.Throughout the episode, Mike offers advice for founders and investors navigating the current economic landscape, encouraging resilience and innovation. He also shares personal anecdotes, including his efforts to introduce his mother to Bitcoin and the importance of music in his life.Join us for an engaging discussion on the future of investing, the power of community, and the potential of Bitcoin to transform industries.

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Play Episode Listen Later Nov 8, 2024 3:58

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/meLzkYe70Uw Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf —— Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREE BOOKS HERE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINARS: Benefits of Investing in Senior Living Real Estate https://www.eventbrite.com/e/benefits-of-investing-in-senior-living-real-estate-tickets-1049197727647?aff=oddtdtcreator Multifamily Wealth Masterclass with Vinney Chopra https://www.eventbrite.com/e/multifamily-wealth-masterclass-with-vinney-chopra-tickets-1067998013809 ----

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Play Episode Listen Later Nov 4, 2024 4:36

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/qTZVMjaQ2Us Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf —— Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREEBIE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINARS: Silver Tsunami Opportunities: Profits In Senior Living Homes (Rals): https://www.eventbrite.com/e/silver-tsunami-opportunities-profits-in-senior-living-homes-rals-tickets-1049197727647 ----

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Play Episode Listen Later Nov 1, 2024 5:03

Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/qTZVMjaQ2Us Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf —— Connect & Win with Vinney: https://linktr.ee/VinneySmileChopra FREEBIE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINARS: Silver Tsunami Opportunities: Profits In Senior Living Homes (Rals): https://www.eventbrite.com/e/silver-tsunami-opportunities-profits-in-senior-living-homes-rals-tickets-1049197727647 ----

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