November 2, 2017

Fintech Platforms Naturally Expand Into a Fund Model

Crowdfunder did it last year with the launch of their crowdfunding/startup “index” fund. Now Circleup is jumping into the startup fund party with the launch of a $125M […]
October 23, 2017

Private Equity and Hedge Fund Two and Twenty Deal Structure is Dying

I was recently reading one of Warren Buffett’s annual shareholder letters, which are always insightful as well as entertaining. In it, he describes the typical […]
September 19, 2016

How to Find Accredited Investors

Despite much of the buzz surrounding Jobs Acts 1 and 2, I’m suspicious of things actually changing much. The risk of allowing general solicitation and […]
July 25, 2016

7 Most Common Investment Objectives

Apart from measuring a standard ROI (return on investment) or avoiding investment losses, investors often have very different objectives when approaching the way they place […]
July 4, 2016

11 Most Common Investing Strategies

Investor strategies are as varied and colorful as the people who employ them. The following require little introduction, but it is sufficient to note that […]
March 27, 2016

Investing in #PrivateEquity – What You Need to Know

Take a look at the historical data associated with private equity investing and you can see why investors consider it to be a worthwhile venture. […]
March 10, 2016

2016 Expectations in Commercial Real Estate

Shortly after the housing market faltered, the commercial real estate (CRE) industry was also predicted to collapse. Despite price declines of as much as 40% […]
February 22, 2016

A Negative Interest Rate Policy (#NIRP) Is “Mind Blowing” in its Repercussions

Am I the only one whose mind is being literally blown by the wildly crazy economic experiment being played out by the ECB, Japan, Denmark, […]
February 17, 2016

How Do #Investment Bankers Make So Much Money?

The perception is that most investment bankers are just rolling in the dough. In reality, the hay-day of investment banking seems to be lagging somewhere […]
January 30, 2016

A Primer on Warrants

In many of the capital deals we facilitate, investor warrants are often included as part of the consideration for doing a deal. Some issuers have wondered […]