Learn how angels and venture capital investors go about choosing investment targets and how such choices might fit into a non-professional investor’s portfolio.
CHICAGO (PRWEB) September 24, 2018
The Financial Poise INVESTING BASICS 2018 webinar series is intended for the investor who wants to reduce the “unknown unknowns” of investing.
First, a refresher on asset allocation and portfolio theory, i.e., how to array your investments to produce reliable returns over time and temper potential losses. Then two episodes on the “why?” of investing – the goals one pursues, such as financing family events, retirement, and the fate of your assets when you meet your Maker or Makers or fade to black or whatever. Tax and legal and investment professionals have their uses, but you get more from them when you know what questions to ask and what information to insist on receiving. The final two episodes turn topical, taking up special topics, including options and private securities (as well as public securities).
The third episode of the series, The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency, airs on September 25th at 2:00 PM CST (Register Here) and features Moderator Christopher Cahill of Lowis & Gellen LLP. He is joined by Arthur T. Doglione of Alpha Fiduciary, Jonathan Friedland of Sugar Felsenthal Grais & Helsinger, and Yuen Yung of Casoro Capital.
Goodness knows that we have not seen the last of genus Unicornus – those scalable startup private companies that achieve valuations of greater than $1 billion. How does one get in on this without casting one’s hard-earned or invested wealth to the four winds? This webinar looks at how angels and venture capital investors go about choosing investment targets and how such choices might fit into a non-professional investor’s portfolio.
The INVESTING BASICS 2018 webinar series is produced by Financial Poise.™ The final episode in the series is "Options for the Accredited Investor," airing on October 23rd. Each episode airs at 2:00 PM CST. All episodes premiere live through West LegalEdCenter and then are made available on-demand.
As with every Financial Poise Webinar, each episode is delivered in Plain English understandable to investors, business owners, and executives without much background in these areas, yet is also valuable to attorneys, accountants, and other seasoned professionals. And, as with every Financial Poise Webinar, each episode brings you into engaging, sometimes humorous, conversations designed to entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes, so that participants will enhance their knowledge of this area whether they attend one, some, or all episodes.
About Financial Poise™
Financial Poise™ has one mission: to provide reliable plain English business, financial and legal education to individual investors and private business owners. Financial Poise™ content is created by seasoned, respected experts who are invited to join our Faculty only after being recommended by current Faculty Members. Our editorial staff then works to make sure that all content is easily digestible. Financial Poise™ is a meritocracy; nobody can “buy” her way onto the Financial Poise Faculty.™ Start learning today at https://www.financialpoise.com/