Preview Mode Links will not work in preview mode

Financial Poise Weekly Rundown

Note: Episodes 1-74 were produced under the name “Accredited Investor Markets Radio”. We changed the name to “Financial Poise Radio” starting with Episode 75.

Mar 25, 2016

In Episode 73 of Accredited Investor Markets Radio, Sara Hanks, co-founder and CEO of CrowdCheck, reflects on vetting early-stage private companies seeking online capital formation in the New World created by the JOBS Act. Ms. Hanks' perspective is also informed by her past as an SEC attorney, and her present as...

Mar 11, 2016

Hedge Fund methods with Mutual Fund daily liquidity?  In Episode 72, we spoke of Liquid Alternatives with Pete Hecht, Managing Director of Evanston Capital Management. Mr. Hecht urged investors to reject hype and to measure performance net of fees that can be attributed to such strategies.

You can learn more about Pete...

Mar 4, 2016

A long-term investment strategy that keeps wealth in and taxes away. Our Chris Cahill spoke with Tracy Treger, Senior Director of Corporate Strategy at Syndicated Equities about the mechanics of 1031 like-kind exchanges with respect to real estate investment, both for individuals and participants in...