Podcasts about earlyshares

This is a special bonus episode recorded live at the Best Ever Real Estate Investing Conference in Keystone Colorado in February 2020. AdaPia was there to present a session on a holistic approach to passive investing. She sits down with president & principal of Mosaic RE Ventures, Heather Schwarz to discuss the due diligence investment process through the lens of the subtle and non-obvious; what considerations and things you should be checking before making an investment or working with a partner.   Key Insights:   How a GP (general partner) and an LP (limited partner) are defined in commercial real estate.  The Four Ps of  ‘obvious’ due-diligence: People, Property, Process, and Performance. The four non-obvious steps in due diligence:  Number 1: The Gut Check. Both Heather and AdaPia share personal stories about their intuitive warnings regarding potential investment partners and deals that seem “too good to be true”. Number 2: Sharing of Information. Get as much information as possible from a Sponsor; if it is limited or vague consider that a red flag. Source information externally and speak to a sponsor’s contacts and references. Number 3: Site Visits. If you are investing directly with a sponsor, it’s not unusual to request to do a site visit, especially if the investment amount is substantial.  Number 4: Walk Away Factor. There are a variety of factors for walking away depending on your risk tolerance, experience, knowledge, and preferences. It is ok to say no and to walk away. There will always be more deals; don’t get caught up in FOMO.   Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing’s community of professionals, advisors, investors, and members:   Apple — Spotify — Google — TuneIn — Stitcher Guest Bio   Heather Schwarz, CFP®, is the President and Principal of Mosaic RE Ventures, a commercial real estate development company. Through either Joint Venture partnerships or direct development projects, Mosaic focuses on mixed-use, retail, senior living, and hospitality assets.   She has spent the past two decades working alongside companies and individuals in capital fundraising, investments, strategy/idea generation, technology, and corporate restructuring. She is often referred to for her remarkable accomplishments and key role in the transformation of the private finance industry. She was the Co-Founder and CSO of EarlyShares.com, a real estate crowdfunding platform. Heather continues to travel around the country speaking about private investing and other advancements in financial investment technology and is active in managing U.S. commercial real estate investment strategies for investors in Brazil and Latin America.   Previously, Heather served as Sr. Vice President and Sr. Private Banker at Wells Fargo—The Private Bank, where she managed more than $500 million in assets. She has served as a member of Commercial Real Estate Women (CREW), International Council of Shopping Centers (ICSC), Young Entrepreneurs Council (YEC), Crowdfund Intermediary Regulatory Advocates (CIFRA), and Crowdfunding Professional Association (CfPA). She is also a Certified Financial Planner™.   Resources:   Real Wealth Real Health Alpha Investing podcast@alphai.com Mosaicreventures.com Heather on LinkedIn Bec20.com

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 entrepreneurship.     As Co-Founder and CSO of EarlyShares, a leading equity crowdfunding platform, Heather enables individuals and companies to leverage new regulations to capitalize on new investing and capital raising opportunities. Prior to founding EarlyShares, Heather served as Sr. Vice President and Sr. Private banker at Wells Fargo-The Private Bank. She collaborated with a six-person team to manage more than $500M in assets.

In this episode we hear from Heather Schwartz Lopes a co-founder of EarlyShares.com They provide accredited investors with a direct connection to well vetted direct investment opportunities. Heather's background is in big financial institutions and she brings the discipline and structure from that world into this exciting new venture. Based in Miami, Early Shares is off to a great start in their first year of operation. 

May 14, 2014 - Read the Forbes article and watch the interview here: http://onforb.es/1jETx8D. Subscribe to this podcast on iTunes by clicking here: http://bit.ly/ymotwitunes or on Stitcher by clicking here: http://bit.ly/ymotwstitcher. While tech entrepreneurship continues to be dominated by men (see Cheryl Snapp Conner’s piece), women appear to be playing a larger role in the crowdfunding ecosystem. Note that Sally Outlaw, included in this article, is one of my clients. There is a growing list of influential women leading the crowdfunding industry. Sara Hanks, CEO of CrowdCheck, Jilliene Helman, CEO of Realty Mogul, Jenny Kassan, CEO of Cutting Edge Capital, Lesley Mansford, CEO of Razoo, Sally Outlaw, CEO of Peerbackers, Danae Ringelmann, Co-founder of Indiegogo, Joy Schoffler, CEO of Leverage PR, and Joanna Schwartz, CEO of EarlyShares will all join me for a live discussion about the crowdfunding industry.

Heather Schwarz-Lopes and EarlyShares.com are doing some great things to support startups and help grow our economy. If you’re looking for funding or if you want to invest in startups, go check out their website and see if it’ll work for you. I really enjoyed getting to know Heather in this interview. She’s a very […]

Lee Schneider, founder of Digital Fundraising School, interviews Heather Schwarz Lopes, co-founder and CTO of EarlyShares, an equity crowdfunding platform.

November 27, 2013 EarlyShares Heather Schwarz Lopes & SB Techie Ramon Ray