• Alternative Investment: Vetting Investment Ideas For William Blair Macro Allocation Fund Video

    http://www.williamblairfunds.com/alternatives We distribute our analyses without conclusions to each member of the team. Each member then independently develops his or her own conclusions. When we meet we're not looking for middle of the road conclusions—we want individuals with conflicting views to challenge one another. We believe the discussion produces a superior decision. This brief video is one in a series of straightforward answers to alternative investing questions. The speaker is Brian Singer, head of William Blair's Dynamic Allocation Strategies team. Brian is a board member and former chair of the CFA Institute Board of Governors and is also a former member of the Research Foundation of CFA Institute Board of Trustees. In 1991, Brian co-wrote a landmark update to one of the p...

    published: 04 Mar 2014
  • CFA Exam Level I Free Lesson: Assessing Credit Risk & Screening For Potential Equity Investments

    Sign up for a free 24-hour trial of Wiley's CFA Review Course at www.efficientlearning.com/cfa. In this in-depth lecture on key elements from Reading #34 of the CFA Institute's CFA curriculum, Wiley's CFA® Exam Review's Peter Olinto walks us through how to: 1) Performing credit analysis of a company based its character, capacity, collateral and capacity and using financial statements in the calculations. 2) Considerations and calculations to employ when vetting a company and the potential for an equity investment. Throughout this 15-minute lecture, Peter offers some great tips for carrying out these calculations and avoiding mistakes on the CFA exam.

    published: 15 Mar 2016
  • Vetting Contractors

    Art Dusenbury shares his process for vetting contractors Redevelop University does not render legal, tax, economic or investment advice. Persons should consult with their own professional advisors as to risks and legal, tax, economic or investment implications in matters concerning real estate and other investments. Members/Guests must do their own due diligence and take personal responsibility for their choices. Redevelop University does not investigate its members, nor vouch for, nor make representation as to the honesty, integrity, reliability, motives or resources of its members, guests, officers, directors, employees, speakers, agents or vendors. A person, in consideration for his/her acceptance as a member/guest of Redevelop University, hereby releases, discharges and agrees to i...

    published: 08 Dec 2016
  • Vetting Cash Buyers - Sales Training for Real Estate Investing

    https://itunes.apple.com/us/podcast/the-no-flipping-excuses-show/id1282055871?mt=2 Every successful Real Estate Investor knows that to make your business run smoothly you need to have a solid buyers list. This means you have to have buyers that you can count on to purchase your inventory. If you don't vet out your cash buyers, you can find yourself in the very precarious position of having a property that you can't sell. Having been in this position, Jason will walk you through what happened to him and how you can avoid the costly mistake of not properly vetting them out. Like our Facebook Page: https://www.facebook.com/noflippingexcuses/ Check out our site: www.noflippingexcusesacademy.com Follow us on Instagram: www.instagram.com/jasonlucchesipage https://itunes.apple.com/us/pod...

    published: 04 Oct 2017
  • Marc Chaikin’s Checklist: Improve Your Trading and Investing with Fundamentals and Technicals

    In this live presentation, Marc Chaikin will introduce Mauldin Economics readers to Chaikin Analytics and his powerful, highly predictive stock vetting software. This system has changed the way Ed D’Agostino, publisher of Mauldin Economics, and his team of analysts evaluate investment opportunities. They’ve put this system to the test and are so impressed, they’ve integrated Chaikin Analytics into their routine due diligence process when vetting and evaluating potential investments. This simple strategy allows you to quickly evaluate stocks and options, better time entry and exit points and understand the market forces moving your portfolio. ---------------------------------------------------------------------------------------------------------------- Subscribe to our YouTube channel...

    published: 10 Aug 2016
  • How do You Fund Your Business Before Investment

    Wil Schroter (http://www.bizplan.com/), CEO & Founder of Virtucon Ventures, explains the many ways to get your business going before actually seeking outside investment. In this video, Wil discusses a variety of funding options before investment. FOR MORE EXPERT CONTENT VISIT: http://www.docstoc.com/resources/videos Docstoc is the largest online collection of business and legal documents to help you grow and manage your small business and professional life. http://www.docstoc.com/docs/83711668/How-Do-You-Fund-Your-Business-Before-Investment

    published: 01 Jul 2011
  • Alternative Investment: Game Theory, Macro Investing, And William Blair Macro Allocation Fund Video

    http://www.williamblairfunds.com/alternatives We use fundamental analysis to identify potential opportunities. But geopolitics can significantly impact market prices, and game theory is a tool we use to help navigate these macro risks. This brief video is one in a series of straightforward answers to alternative investing questions. The speaker is Brian Singer, head of William Blair's Dynamic Allocation Strategies team. Brian is a board member and former chair of the CFA Institute Board of Governors and is also a former member of the Research Foundation of CFA Institute Board of Trustees. In 1991, Brian co-wrote a landmark update to one of the pioneering studies on asset allocation, "Determinants of Portfolio Performance II: An Update," with Gary Brinson and Gilbert Beebower. In 2009, B...

    published: 04 Mar 2014
  • How can I invest in startups?

    There are several avenues to building an early stage portfolio. One is to invest with a fund manager, who will select the investments for you. These managers provide the service of selecting and vetting the companies in your portfolio, and in exchange they typically take a 2% annual management fee, as well as 20% of any gains realized on your portfolio. Another alternative is to invest yourself through a community of vetted investors such as 1000 Angels where you get access to direct investments. 1000 Angels investors are able to choose their own investments, curated from a selection of high-growth, high-return-potential startups. Members are able to invest in the companies directly, so they do not pay any management fees or carried interest on the investments. Members also have the freedo...

    published: 15 Apr 2016
  • What are the Pros and Cons of Crowdfunded Real Estate? - REIClub.com

    http://www.REIClub.com Should You Be Crowd Funding Real Estate? Here Are Some Pros and Cons To Crowd Funded Real Estate... Hi, this is Frank Chen with REIClub.com, your link to creative real estate. Today I’ve got a quick video covering the Pros and Cons of Crowdfunding Real Estate. Crowdfunding, generally speaking, is a way of spreading the risk – and the rewards – of an investment over a larger pool of people. Pros: 1. if you're limited on time, it is a good alternative to real estate investing 2. Crowdfunding real estate offers most all of the same benefits 3. Broaden your investment options - 100K vs 4x25K 4. Accessibility to accredited investors nationwide 5. Able to browse pre-vetted real estate investments 6. Easy online tracking of your investments 7. No toilets, tenants, and tr...

    published: 18 Sep 2015
  • Malta Citizenship by Investment- Overview 6

    The Malta IIP is aimed at ultra-high net worth individuals and families worldwide. It offers citizenship in a EU Member State that is stable, neutral and highly respected, an efficient application process, and the world’s strictest due diligence standards and vetting of applicants, thus ensuring only highly respectable clients will be admitted.

    published: 22 Apr 2015
  • Vetting Clients for Vaynermedia

    -- Gary Vaynerchuk is a New York Times and Wall Street Journal Best-Selling author, self-taught wine expert, and innovative entrepreneur. Find more at http://garyvaynerchuk.com Jab, Jab, Jab, Right Hook is now available on Amazon! http://bit.ly/jjjrhamazon

    published: 15 Apr 2015
  • Cyprus Citizenship by Investment (Immigrant Investor Program) - Episode 10

    There have been several updates to the existing Cyprus Citizenship-by-Investment. The Council of Ministers revised the existing program on March 19th, 2014, enabling foreign nationals to gain citizenship if they meet certain criteria set out by the Ministry of Interior. When you acquire citizenship under the Cyprus citizenship program, you and your family enjoy full citizenship for life, which can be passed on to future generations by descent. The Citizenship-by-Investment Program requires a person to make a significant economic contribution to the country. In exchange, and subject to a stringent vetting and diligence process, including thorough background checks, the applicants and their families are granted citizenship. To qualify for citizenship, the primary applicant must be over 18 ...

    published: 29 Apr 2015
  • FAQ #3 What Should I Look For When Vetting Crowdfunded Real Estate Deals?

    Greg Hebner, Founder and CIO of Community Rebuild Partners shares tips on the ways to vett a real estate deal. For more information visit: http://investors2.wayfounder.com/inv-7 DISCLAIMER: The information on this video is provided solely for informational purposes and does not constitute an offer or solicitation of investment in WayFounder or any related companies. WayFounder makes no representation or warranty, express or implied, with respect to the data provided to you regarding any information provided by the companies or platforms on its web site and will not be liable in any way to you or to any other person for any inaccuracy, error or omission of any platform or company data.

    published: 08 May 2016
  • #AskGaryVee Episode 47: How I Screwed Up My Uber Investment

    #QOTD: What weaknesses of yours are you giving thanks for? And be honest. This will help you. #TIMESTAMPS 01:27 - Should I wait until my website is 100% built before putting out content or put out content while I’m still building it? 03:08 - How would you recommend looking for a co-founder 05:04 - I have my own blog, but I don’t do podcast or videos because I have a Russian accent, and I worry about my trustworthiness is this something I should worry about? 08:16 - In the past what was your equivalent of that #OneAlmond moment from episode 46? What did you potentially miss out on? 10:59 - What’s behind the recent big surge in wine time for you? Missing it? Big opportunity in app? #LINKS One Almond Story and Shirt - https://www.garyvaynerchuk.com/youre-just-one-almond-away-fro-8435944...

    published: 26 Nov 2014
  • Alternative Investment: William Blair Macro Allocation Fund Video

    The William Blair Macro Allocation Fund is a "highly granular" fund that invests opportunistically with a focused risk management style. This brief video is one in a series of straightforward answers to alternative investing questions. The speaker is Brian Singer, head of William Blair's Dynamic Allocation Strategies team. Brian is a board member and former chair of the CFA Institute Board of Governors and is also a former member of the Research Foundation of CFA Institute Board of Trustees. In 1991, Brian co-wrote a landmark update to one of the pioneering studies on asset allocation, "Determinants of Portfolio Performance II: An Update," with Gary Brinson and Gilbert Beebower. In 2009, Brian was the lead author of "Investment Leadership and Portfolio Management," Wiley Publishing. S...

    published: 04 Feb 2014
  • CYBERVET Positive Vetting

    An exercise in creating an advert in a two hour filming session.

    published: 11 Jan 2014
  • News: Inspector general of police vetting

    Watch KTN Streaming LIVE from Kenya 24/7 on http://www.ktnkenya.tv The national police service commission today rolled out interviews for candidates seeking the top police job in the country. Three applicants interviewed today included commandant of the kenya airport police unit grace Kaindi, former Nairobi area provincial CID boss Swaleh Slim and former rift valley provincial commissioner Hassan Noor Hassan. Both Kaindi and Noor defended themselves against accusations of failing to prevent security agencies from using excessive force to quell the post election violence

    published: 09 Nov 2012
  • Investor Attraction to Emerging Fund Managers

    According to recent Context Summits surveys, the majority of allocators say they prefer new managers and emerging funds. What’s the attraction to these funds? Is there a downside? Victor Tsao, Chairman of the single family office, Miven, explains this trend and what to look out for when vetting new managers.

    published: 19 Sep 2017
  • Vetting (PODCAST)

    The article that accompanies this video can be found at: https://www.sharpetrade.com/vetting-scam-artists-stock-traders-questions-to-ask/ Visit us at: https://www.sharpetrade.com/ The Sharpe Report: https://www.sharpetrade.com/sharpereport/ Facebook Page: https://www.facebook.com/pages/Sharpe-Trade/1550802308469378 Twitter Page: https://twitter.com/SharpeTrade Google+ Page: https://plus.google.com/u/0/+SharpeTrade/about Podcast Stream: http://sharpetrade.podbean.com/ And we can be found on itunes! itunes.apple.com/us/podcast/sharpe-trades-investing-trading/id949202293 Contact Us At: info@sharpetrade.com Music: RetroFutureNasty by Kevin MacLeod / Creative Commons "Attribution 3.0" * * * Note: Sharpe Trade does not grant this work for wide distribution beyond any single ...

    published: 06 Mar 2016
  • Tips for Vetting Your Idea

    Ari Mir, CEO of Lunch Money (‪http://www.lunchmoney.com/‬) shares some helpful tips for vetting your next business idea. An original idea is usually the genisus for any great business but it first takes discipline in developing what that idea encompasses. FOR MORE EXPERT CONTENT VISIT: http://www.docstoc.com/resources/videos Docstoc is the largest online collection of business and legal documents to help you grow and manage your small business and professional life. http://www.docstoc.com/video/85210065/4-ways-to-vet-your-idea

    published: 15 Jul 2011
  • Brookside Equity's Ray Weldon on Identifying Unique Investment Opportunities: GLG Leading Learners

    Brookside Equity's Ray Weldon sits down with GLG (Gerson Lehrman Group) to discuss identifying investment opportunities, gathering knowledge, and more. As Managing Director & Co-Founder of middle-market private equity firm Brookside Equity, Ray talks about how GLG transforms the way that Brookside gathers knowledge, curates data, and helps with vetting potential middle-market investments. Learn more about GLG's Leading Learners: http://glg.it#leading-learners Connect with GLG (Gerson Lehrman Group) Online: Visit GLG's Website: http://glg.it Follow GLG on Twitter: http://twitter.com/glg Find GLG on LinkedIn: http://linkedin.com/company/glg Find GLG on Facebook: http://facebook.com/glg

    published: 04 May 2016
  • How to Recognize a Free Lunch Seminar Investment Scam

    Watch more Client Videos videos: http://www.howcast.com/videos/416781-How-to-Recognize-a-Free-Lunch-Seminar-Investment-Scam Step 1: Educate them Explain that many free-lunch seminar presenters claim that "nothing will be sold" at the actual presentation. But odds are anyone who goes will get a sales pitch at a later date -- sometimes using high-pressure tactics. Tip Download "How to Spot a Free Lunch Scam," which lists the 5 most common persuasion tactics, at "createthegood.org":http://createthegood.org/. Step 2: Ask the right questions If the presenter tries to sell anything, tell your friend to ask these 3 questions: Are you licensed to sell this product? Who are you registered with? And, is this investment registered with the U.S. Securities and Exchange Commission? Tip Most inv...

    published: 22 Sep 2010
  • The 3 Keys to Vetting Your Retirement Plan Adviser - Right on the Money - Part 2 of 5

    Sub Headline: Investors are Best Served by Advisers who Value Client Suitability Synopsis: The abundance of information targeting retirees is as often as much a source of confusion as it is a solution. Retirees can cut through the clutter by choosing to work with an accredited adviser in an increasingly do-it-yourself world. Watch the interview with investment adviser representative Rodger Sprouse. Content: Just as diamond buyers value cut, color and clarity, investors can focus on three C’s – Comprehensiveness, Compatibility and Consistency – when seeking a trusted retirement plan adviser. Investors might ask themselves these questions in the review process: 1. Is the adviser comprehensive in the services he offers? Observers suggest that up to 70% of Baby Boomers are without a re...

    published: 18 Aug 2016
  • Catalyst Investors' Mia Hegazy on Investing in Tech-Enabled Biz & New Sectors: GLG Leading Learners

    Catalyst Investors' Mia Hegazy sits down with GLG (Gerson Lehrman Group) to discuss investing in tech-enabled businesses and new sectors. An associate at Catalyst Investors, Mia discusses how thought leadership from GLG helps link her team with experts in new sectors prior to investment and how this helps Catalyst grow and evolve, white appropriately vetting all tech investments. Learn more about GLG's Leading Learners: http://glg.it#leading-learners Connect with GLG (Gerson Lehrman Group) Online: Visit GLG's Website: http://glg.it Follow GLG on Twitter: http://twitter.com/glg Find GLG on LinkedIn: http://linkedin.com/company/glg Find GLG on Facebook: http://facebook.com/glg

    published: 04 May 2016
developed with YouTube
Alternative Investment: Vetting Investment Ideas For William Blair Macro Allocation Fund Video

Alternative Investment: Vetting Investment Ideas For William Blair Macro Allocation Fund Video

  • Order:
  • Duration: 2:53
  • Updated: 04 Mar 2014
  • views: 169
videos
http://www.williamblairfunds.com/alternatives We distribute our analyses without conclusions to each member of the team. Each member then independently develops his or her own conclusions. When we meet we're not looking for middle of the road conclusions—we want individuals with conflicting views to challenge one another. We believe the discussion produces a superior decision. This brief video is one in a series of straightforward answers to alternative investing questions. The speaker is Brian Singer, head of William Blair's Dynamic Allocation Strategies team. Brian is a board member and former chair of the CFA Institute Board of Governors and is also a former member of the Research Foundation of CFA Institute Board of Trustees. In 1991, Brian co-wrote a landmark update to one of the pioneering studies on asset allocation, "Determinants of Portfolio Performance II: An Update," with Gary Brinson and Gilbert Beebower. In 2009, Brian was the lead author of "Investment Leadership and Portfolio Management," Wiley Publishing. Subscribe to the series. DISCLOSURE The Fund involves a high level of risk and may not be appropriate for everyone. You could lose money by investing in the Fund. There can be no assurance that the Fund's investment objective will be achieved. The Fund is not a complete investment program and you should only consider the Fund for the alternative portion of your portfolio. Separate accounts managed by the Advisor may invest in the Fund and, therefore, the Advisor at times may have discretionary authority over a significant portion of the assets invested in the Fund. In such instances, the Advisor's decision to make changes to or rebalance its clients' allocations in the separate accounts may substantially impact the Fund's performance. The Fund is designed for long-term investors. The Fund may use investment techniques and financial instruments that may be considered aggressive—including but not limited to the use of futures contracts, options on futures contracts, securities and indices, forward contracts, swap agreements and similar instruments. Such techniques may also include short sales or other techniques that are intended to provide inverse exposure to a particular market or other asset class, as well as leverage. These techniques may expose the Fund to potentially dramatic changes (losses) in the value of certain of its portfolio holdings. Investments are subject to a number of other different types of risk, including market risk, asset allocation risk credit risk, commodity risk, counterparty and contractual default risk, currency risk, and derivatives risk. For a more detailed explanation and discussion of these risks, please read the Fund's Prospectus. PLEASE CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVE, RISKS, CHARGES, AND EXPENSES BEFORE INVESTING. THIS AND OTHER INFORMATION IS OBTAINED IN THE FUND'S PROSPECTUS, WHICH YOU MAY OBTAIN BY CALLING +1 800 742 7272. READ IT CAREFULLY BEFORE YOU INVEST OR SEND MONEY. © William Blair & Company, L.L.C., distributor.
https://wn.com/Alternative_Investment_Vetting_Investment_Ideas_For_William_Blair_Macro_Allocation_Fund_Video
CFA Exam Level I Free Lesson: Assessing Credit Risk & Screening For Potential Equity Investments

CFA Exam Level I Free Lesson: Assessing Credit Risk & Screening For Potential Equity Investments

  • Order:
  • Duration: 23:58
  • Updated: 15 Mar 2016
  • views: 1729
videos
Sign up for a free 24-hour trial of Wiley's CFA Review Course at www.efficientlearning.com/cfa. In this in-depth lecture on key elements from Reading #34 of the CFA Institute's CFA curriculum, Wiley's CFA® Exam Review's Peter Olinto walks us through how to: 1) Performing credit analysis of a company based its character, capacity, collateral and capacity and using financial statements in the calculations. 2) Considerations and calculations to employ when vetting a company and the potential for an equity investment. Throughout this 15-minute lecture, Peter offers some great tips for carrying out these calculations and avoiding mistakes on the CFA exam.
https://wn.com/Cfa_Exam_Level_I_Free_Lesson_Assessing_Credit_Risk_Screening_For_Potential_Equity_Investments
Vetting Contractors

Vetting Contractors

  • Order:
  • Duration: 12:22
  • Updated: 08 Dec 2016
  • views: 29
videos
Art Dusenbury shares his process for vetting contractors Redevelop University does not render legal, tax, economic or investment advice. Persons should consult with their own professional advisors as to risks and legal, tax, economic or investment implications in matters concerning real estate and other investments. Members/Guests must do their own due diligence and take personal responsibility for their choices. Redevelop University does not investigate its members, nor vouch for, nor make representation as to the honesty, integrity, reliability, motives or resources of its members, guests, officers, directors, employees, speakers, agents or vendors. A person, in consideration for his/her acceptance as a member/guest of Redevelop University, hereby releases, discharges and agrees to indemnify Redevelop University, its officers, directors, volunteers, members, guests, employees, agents, contractors, speakers and vendors from any liabilities now accrued, or which may hereafter accrue, from their actions, inactions or communications made by Redevelop University or its officers, directors, volunteers, members, guests, employees, contractors, agents, speakers, and vendors in or through their respective capacities with Redevelop University.Members/Guests agree to comply with the Code of Ethics and the By-Laws of Redevelop University. No implied endorsements or warranties of products, persons, literature or ideas presented at any meetings or in any email or online discussion board activity of Redevelop University by its members, guests or speakers are made by Redevelop University, its officers, directors, employees, agents or contractors. Any literature which may be distributed during meetings or any email or online discussion board activity of Redevelop University have not been reviewed or approved in advance by Redevelop University. All Redevelop University members and guests are encouraged to do their own research and due diligence regarding ideas and concepts obtained at Redevelop University meetings or through any email or online discussion board activity. Redevelop University may enforce these codes, terms, rules and regulations at its sole and absolute discretion and may terminate any membership at any time for any reason whatsoever. Consultation with appropriate professional advisors is highly recommended by Redevelop University prior to the implementation of any ideas or concepts obtained at its meetings.
https://wn.com/Vetting_Contractors
Vetting Cash Buyers - Sales Training for Real Estate Investing

Vetting Cash Buyers - Sales Training for Real Estate Investing

  • Order:
  • Duration: 50:51
  • Updated: 04 Oct 2017
  • views: 0
videos
https://itunes.apple.com/us/podcast/the-no-flipping-excuses-show/id1282055871?mt=2 Every successful Real Estate Investor knows that to make your business run smoothly you need to have a solid buyers list. This means you have to have buyers that you can count on to purchase your inventory. If you don't vet out your cash buyers, you can find yourself in the very precarious position of having a property that you can't sell. Having been in this position, Jason will walk you through what happened to him and how you can avoid the costly mistake of not properly vetting them out. Like our Facebook Page: https://www.facebook.com/noflippingexcuses/ Check out our site: www.noflippingexcusesacademy.com Follow us on Instagram: www.instagram.com/jasonlucchesipage https://itunes.apple.com/us/podcast/the-no-flipping-excuses-show/id1282055871?mt=2 Real Estate, Real Estate Investing, Cash Flow, Business, Business Strategies, Flipping Houses, Sales, Professional Sales
https://wn.com/Vetting_Cash_Buyers_Sales_Training_For_Real_Estate_Investing
Marc Chaikin’s Checklist: Improve Your Trading and Investing with Fundamentals and Technicals

Marc Chaikin’s Checklist: Improve Your Trading and Investing with Fundamentals and Technicals

  • Order:
  • Duration: 1:24:29
  • Updated: 10 Aug 2016
  • views: 1508
videos
In this live presentation, Marc Chaikin will introduce Mauldin Economics readers to Chaikin Analytics and his powerful, highly predictive stock vetting software. This system has changed the way Ed D’Agostino, publisher of Mauldin Economics, and his team of analysts evaluate investment opportunities. They’ve put this system to the test and are so impressed, they’ve integrated Chaikin Analytics into their routine due diligence process when vetting and evaluating potential investments. This simple strategy allows you to quickly evaluate stocks and options, better time entry and exit points and understand the market forces moving your portfolio. ---------------------------------------------------------------------------------------------------------------- Subscribe to our YouTube channel: http://bit.ly/22yjomJ Catch our next webinar: http://bit.ly/3UuWvzg Follow Chaikin Analytics on Twitter: http://bit.ly/2bcIuGe Become a fan of Chaikin Analytics on Facebook: http://bit.ly/5P6lnXQ Follow Chaikin Analytics on LinkedIn: http://bit.ly/9P5lvGO ----------------------------------------------------------------------------------------------------------------
https://wn.com/Marc_Chaikin’S_Checklist_Improve_Your_Trading_And_Investing_With_Fundamentals_And_Technicals
How do You Fund Your Business Before Investment

How do You Fund Your Business Before Investment

  • Order:
  • Duration: 2:07
  • Updated: 01 Jul 2011
  • views: 5065
videos
Wil Schroter (http://www.bizplan.com/), CEO & Founder of Virtucon Ventures, explains the many ways to get your business going before actually seeking outside investment. In this video, Wil discusses a variety of funding options before investment. FOR MORE EXPERT CONTENT VISIT: http://www.docstoc.com/resources/videos Docstoc is the largest online collection of business and legal documents to help you grow and manage your small business and professional life. http://www.docstoc.com/docs/83711668/How-Do-You-Fund-Your-Business-Before-Investment
https://wn.com/How_Do_You_Fund_Your_Business_Before_Investment
Alternative Investment: Game Theory, Macro Investing, And William Blair Macro Allocation Fund Video

Alternative Investment: Game Theory, Macro Investing, And William Blair Macro Allocation Fund Video

  • Order:
  • Duration: 2:49
  • Updated: 04 Mar 2014
  • views: 548
videos
http://www.williamblairfunds.com/alternatives We use fundamental analysis to identify potential opportunities. But geopolitics can significantly impact market prices, and game theory is a tool we use to help navigate these macro risks. This brief video is one in a series of straightforward answers to alternative investing questions. The speaker is Brian Singer, head of William Blair's Dynamic Allocation Strategies team. Brian is a board member and former chair of the CFA Institute Board of Governors and is also a former member of the Research Foundation of CFA Institute Board of Trustees. In 1991, Brian co-wrote a landmark update to one of the pioneering studies on asset allocation, "Determinants of Portfolio Performance II: An Update," with Gary Brinson and Gilbert Beebower. In 2009, Brian was the lead author of "Investment Leadership and Portfolio Management," Wiley Publishing. Subscribe to the series. DISCLOSURE The Fund involves a high level of risk and may not be appropriate for everyone. You could lose money by investing in the Fund. There can be no assurance that the Fund's investment objective will be achieved. The Fund is not a complete investment program and you should only consider the Fund for the alternative portion of your portfolio. Separate accounts managed by the Advisor may invest in the Fund and, therefore, the Advisor at times may have discretionary authority over a significant portion of the assets invested in the Fund. In such instances, the Advisor's decision to make changes to or rebalance its clients' allocations in the separate accounts may substantially impact the Fund's performance. The Fund is designed for long-term investors. The Fund may use investment techniques and financial instruments that may be considered aggressive—including but not limited to the use of futures contracts, options on futures contracts, securities and indices, forward contracts, swap agreements and similar instruments. Such techniques may also include short sales or other techniques that are intended to provide inverse exposure to a particular market or other asset class, as well as leverage. These techniques may expose the Fund to potentially dramatic changes (losses) in the value of certain of its portfolio holdings. Investments are subject to a number of other different types of risk, including market risk, asset allocation risk credit risk, commodity risk, counterparty and contractual default risk, currency risk, and derivatives risk. For a more detailed explanation and discussion of these risks, please read the Fund's Prospectus. PLEASE CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVE, RISKS, CHARGES, AND EXPENSES BEFORE INVESTING. THIS AND OTHER INFORMATION IS OBTAINED IN THE FUND'S PROSPECTUS, WHICH YOU MAY OBTAIN BY CALLING +1 800 742 7272. READ IT CAREFULLY BEFORE YOU INVEST OR SEND MONEY. © William Blair & Company, L.L.C., distributor.
https://wn.com/Alternative_Investment_Game_Theory,_Macro_Investing,_And_William_Blair_Macro_Allocation_Fund_Video
How can I invest in startups?

How can I invest in startups?

  • Order:
  • Duration: 1:41
  • Updated: 15 Apr 2016
  • views: 159
videos
There are several avenues to building an early stage portfolio. One is to invest with a fund manager, who will select the investments for you. These managers provide the service of selecting and vetting the companies in your portfolio, and in exchange they typically take a 2% annual management fee, as well as 20% of any gains realized on your portfolio. Another alternative is to invest yourself through a community of vetted investors such as 1000 Angels where you get access to direct investments. 1000 Angels investors are able to choose their own investments, curated from a selection of high-growth, high-return-potential startups. Members are able to invest in the companies directly, so they do not pay any management fees or carried interest on the investments. Members also have the freedom to choose how much they would like to invest in each company and when they would like to invest. Fund investors are required to invest whenever the manager makes a decision and a capital call, providing much less freedom to adapt your investments to your current views on the market and financial situation. Learn more at http://www.1000angels.com
https://wn.com/How_Can_I_Invest_In_Startups
What are the Pros and Cons of Crowdfunded Real Estate? - REIClub.com

What are the Pros and Cons of Crowdfunded Real Estate? - REIClub.com

  • Order:
  • Duration: 7:47
  • Updated: 18 Sep 2015
  • views: 11901
videos
http://www.REIClub.com Should You Be Crowd Funding Real Estate? Here Are Some Pros and Cons To Crowd Funded Real Estate... Hi, this is Frank Chen with REIClub.com, your link to creative real estate. Today I’ve got a quick video covering the Pros and Cons of Crowdfunding Real Estate. Crowdfunding, generally speaking, is a way of spreading the risk – and the rewards – of an investment over a larger pool of people. Pros: 1. if you're limited on time, it is a good alternative to real estate investing 2. Crowdfunding real estate offers most all of the same benefits 3. Broaden your investment options - 100K vs 4x25K 4. Accessibility to accredited investors nationwide 5. Able to browse pre-vetted real estate investments 6. Easy online tracking of your investments 7. No toilets, tenants, and trash 8. Lower fees means better returns; some sites provide removal of middlemen, saving investors money 9. depending who you crowdfund with, you could potentially say goodbye to indefinite holding periods Cons: 1. Most crowdfunding require a minimum investment 2. Depending on the deal, chance you won’t get a return on your initial investment for 12 months or more 3. Not a good venture if you're a control freak 4. Lack of liquidity, as the absence of a secondary market restricts easy selling access for investors 5. risk of investment default (from real estate developers) is higher for crowdfunding compared to peer-to-peer and direct real estate investment funding 6. less experienced investors are more likely to get stuck in a crowdfunding campaign that they cannot afford 7. some companies have trouble finding funding - less business savvy owners with proper experience to manage the process efficiently, resulting in future funding troubles 8. the taxation and regulations of crowdfunding can be difficult to work with 9. If a company's due dilligence process is not extensive enough, it can cause poor vetting to future investments Crowdfunding real estate, as with any investment strategy, it is essential that investors do their homework before investing their hard earned cash. This means looking into the experience and track record of the real estate developers that are soliciting crowdfunded money. Don’t be immediately fooled by the returns, and all the shiny objects being waved in front of you. Get down to the numbers, get the details of the deal, and assess your risks. Remember, there is no such thing as a sure thing, especially when it comes to real estate. Again, this is Frank Chen with REIClub.com. Please take the time to leave your comments for this video below and please subscribe to our YouTube channel so you’ll be automatically notified when we upload more quick video tips for you. Take care and good investing. https://youtu.be/O_9vEwRqpEw REIClubRealEstateInvesting
https://wn.com/What_Are_The_Pros_And_Cons_Of_Crowdfunded_Real_Estate_Reiclub.Com
Malta Citizenship by Investment-  Overview 6

Malta Citizenship by Investment- Overview 6

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  • Duration: 3:23
  • Updated: 22 Apr 2015
  • views: 3776
videos
The Malta IIP is aimed at ultra-high net worth individuals and families worldwide. It offers citizenship in a EU Member State that is stable, neutral and highly respected, an efficient application process, and the world’s strictest due diligence standards and vetting of applicants, thus ensuring only highly respectable clients will be admitted.
https://wn.com/Malta_Citizenship_By_Investment_Overview_6
Vetting Clients for Vaynermedia

Vetting Clients for Vaynermedia

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  • Duration: 1:35
  • Updated: 15 Apr 2015
  • views: 2480
videos
-- Gary Vaynerchuk is a New York Times and Wall Street Journal Best-Selling author, self-taught wine expert, and innovative entrepreneur. Find more at http://garyvaynerchuk.com Jab, Jab, Jab, Right Hook is now available on Amazon! http://bit.ly/jjjrhamazon
https://wn.com/Vetting_Clients_For_Vaynermedia
Cyprus Citizenship by Investment (Immigrant Investor Program) - Episode 10

Cyprus Citizenship by Investment (Immigrant Investor Program) - Episode 10

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  • Duration: 17:57
  • Updated: 29 Apr 2015
  • views: 3933
videos
There have been several updates to the existing Cyprus Citizenship-by-Investment. The Council of Ministers revised the existing program on March 19th, 2014, enabling foreign nationals to gain citizenship if they meet certain criteria set out by the Ministry of Interior. When you acquire citizenship under the Cyprus citizenship program, you and your family enjoy full citizenship for life, which can be passed on to future generations by descent. The Citizenship-by-Investment Program requires a person to make a significant economic contribution to the country. In exchange, and subject to a stringent vetting and diligence process, including thorough background checks, the applicants and their families are granted citizenship. To qualify for citizenship, the primary applicant must be over 18 years of age, meet the application requirements by investing at least €5 million under one of six options: Government Bonds, Financial Assets, Real Estate, Local Business Activities, Bank Deposits, Combination (mixed option), or Impaired Deposits. The latest additional option is for a submission of group applications under any or a combination of the first four options for €2.5 million investment by each applicant in a collective investment scheme, the total amount of which exceeds €12.5 million. Note that investment for categories 1 to 4 can be performed through different sellers or providers (a physical or legal person). In addition, every applicant must be the owner of a permanent residence in Cyprus, with a market value of at least €500,000 plus VAT. It is understood that the members of the same family, who submit different applications as investors, can buy collectively a residence/house, provided that the total amount of the residence/house covers the amount of €500,000 for each applicant.
https://wn.com/Cyprus_Citizenship_By_Investment_(Immigrant_Investor_Program)_Episode_10
FAQ #3 What Should I Look For When Vetting Crowdfunded Real Estate Deals?

FAQ #3 What Should I Look For When Vetting Crowdfunded Real Estate Deals?

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  • Duration: 3:06
  • Updated: 08 May 2016
  • views: 27
videos
Greg Hebner, Founder and CIO of Community Rebuild Partners shares tips on the ways to vett a real estate deal. For more information visit: http://investors2.wayfounder.com/inv-7 DISCLAIMER: The information on this video is provided solely for informational purposes and does not constitute an offer or solicitation of investment in WayFounder or any related companies. WayFounder makes no representation or warranty, express or implied, with respect to the data provided to you regarding any information provided by the companies or platforms on its web site and will not be liable in any way to you or to any other person for any inaccuracy, error or omission of any platform or company data.
https://wn.com/Faq_3_What_Should_I_Look_For_When_Vetting_Crowdfunded_Real_Estate_Deals
#AskGaryVee Episode 47: How I Screwed Up My Uber Investment

#AskGaryVee Episode 47: How I Screwed Up My Uber Investment

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  • Duration: 13:05
  • Updated: 26 Nov 2014
  • views: 34581
videos
#QOTD: What weaknesses of yours are you giving thanks for? And be honest. This will help you. #TIMESTAMPS 01:27 - Should I wait until my website is 100% built before putting out content or put out content while I’m still building it? 03:08 - How would you recommend looking for a co-founder 05:04 - I have my own blog, but I don’t do podcast or videos because I have a Russian accent, and I worry about my trustworthiness is this something I should worry about? 08:16 - In the past what was your equivalent of that #OneAlmond moment from episode 46? What did you potentially miss out on? 10:59 - What’s behind the recent big surge in wine time for you? Missing it? Big opportunity in app? #LINKS One Almond Story and Shirt - https://www.garyvaynerchuk.com/youre-just-one-almond-away-fro-843594459.html Baller Wine - https://winelibrary.com/wines/82308-pierre-usseglio-mon-aieul-chateauneuf-du-pape Stunwin's Awesome Story - https://winelibrary.com/stories/nyc-somm-pulls-ultimate-pro-move-sneaks-5000-bottle-on-top-of-the-eiffel-tower Someone by the name of Tommy Mottola (look him up) once told me that he wouldn't try and sell anything until the artist he was working with and the product they were creating (in this case music) were ready. And I agree with that to some extent because if you're going to sell something you need to make sure that those ready to buy it can actually do so, but it also needs to make sense for the context involved. So let me explain. If you're able to achieve and execute on business objectives by building out content and pushing your product or business without the need of a fully built website, then by all means, go for it. By creating content you're beginning the journey of how your story will unfold. The reception of this content will also allow you to test and learn and understand the best approach to creating future content once your business and website are ready for the masses. That process you simply don't want to miss out on. And so, a big issue I've been seeing is that people are too reluctant to sell against the communities and the impressions they've established on social. Too many people are caught up on only leveraging their website for banner ads but selling against social audiences is essentially the same thing. If you're creating valuable content that's living on social then you might as well take advantage of that opportunity. Don't get caught up in only monetizing on the platform that you fully own when there's a world of opportunity that exists through the channels you're deciding to put your content on. So in short - If the opportunity to create content presents itself and makes sense for the objectives of the business you're trying to build, then my suggestion is to go ALL IN and get moving. NOW. -- Gary Vaynerchuk is a New York Times and Wall Street Journal Best-Selling author, self-taught wine expert, and innovative entrepreneur. Find more at http://garyvaynerchuk.com Jab, Jab, Jab, Right Hook is now available on Amazon! http://bit.ly/jjjrhamazon
https://wn.com/Askgaryvee_Episode_47_How_I_Screwed_Up_My_Uber_Investment
Alternative Investment: William Blair Macro Allocation Fund Video

Alternative Investment: William Blair Macro Allocation Fund Video

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  • Duration: 2:12
  • Updated: 04 Feb 2014
  • views: 588
videos
The William Blair Macro Allocation Fund is a "highly granular" fund that invests opportunistically with a focused risk management style. This brief video is one in a series of straightforward answers to alternative investing questions. The speaker is Brian Singer, head of William Blair's Dynamic Allocation Strategies team. Brian is a board member and former chair of the CFA Institute Board of Governors and is also a former member of the Research Foundation of CFA Institute Board of Trustees. In 1991, Brian co-wrote a landmark update to one of the pioneering studies on asset allocation, "Determinants of Portfolio Performance II: An Update," with Gary Brinson and Gilbert Beebower. In 2009, Brian was the lead author of "Investment Leadership and Portfolio Management," Wiley Publishing. Subscribe to the series. DISCLOSURE The Fund involves a high level of risk and may not be appropriate for everyone. You could lose money by investing in the Fund. There can be no assurance that the Fund's investment objective will be achieved. The Fund is not a complete investment program and you should only consider the Fund for the alternative portion of your portfolio. Separate accounts managed by the Advisor may invest in the Fund and, therefore, the Advisor at times may have discretionary authority over a significant portion of the assets invested in the Fund. In such instances, the Advisor's decision to make changes to or rebalance its clients' allocations in the separate accounts may substantially impact the Fund's performance. The Fund is designed for long-term investors. The Fund may use investment techniques and financial instruments that may be considered aggressive—including but not limited to the use of futures contracts, options on futures contracts, securities and indices, forward contracts, swap agreements and similar instruments. Such techniques may also include short sales or other techniques that are intended to provide inverse exposure to a particular market or other asset class, as well as leverage. These techniques may expose the Fund to potentially dramatic changes (losses) in the value of certain of its portfolio holdings. Investments are subject to a number of other different types of risk, including market risk, asset allocation risk credit risk, commodity risk, counterparty and contractual default risk, currency risk, and derivatives risk. For a more detailed explanation and discussion of these risks, please read the Fund's Prospectus. PLEASE CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVE, RISKS, CHARGES, AND EXPENSES BEFORE INVESTING. THIS AND OTHER INFORMATION IS CONTAINED IN THE FUND'S PROSPECTUS, WHICH YOU MAY OBTAIN BY CALLING +1 800 742 7272. READ IT CAREFULLY BEFORE YOU INVEST OR SEND MONEY. © William Blair & Company, L.L.C., distributor
https://wn.com/Alternative_Investment_William_Blair_Macro_Allocation_Fund_Video
CYBERVET Positive Vetting

CYBERVET Positive Vetting

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  • Duration: 0:42
  • Updated: 11 Jan 2014
  • views: 56
videos
An exercise in creating an advert in a two hour filming session.
https://wn.com/Cybervet_Positive_Vetting
News: Inspector general of police vetting

News: Inspector general of police vetting

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  • Duration: 4:30
  • Updated: 09 Nov 2012
  • views: 3030
videos
Watch KTN Streaming LIVE from Kenya 24/7 on http://www.ktnkenya.tv The national police service commission today rolled out interviews for candidates seeking the top police job in the country. Three applicants interviewed today included commandant of the kenya airport police unit grace Kaindi, former Nairobi area provincial CID boss Swaleh Slim and former rift valley provincial commissioner Hassan Noor Hassan. Both Kaindi and Noor defended themselves against accusations of failing to prevent security agencies from using excessive force to quell the post election violence
https://wn.com/News_Inspector_General_Of_Police_Vetting
Investor Attraction to Emerging Fund Managers

Investor Attraction to Emerging Fund Managers

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  • Duration: 8:05
  • Updated: 19 Sep 2017
  • views: 57
videos
According to recent Context Summits surveys, the majority of allocators say they prefer new managers and emerging funds. What’s the attraction to these funds? Is there a downside? Victor Tsao, Chairman of the single family office, Miven, explains this trend and what to look out for when vetting new managers.
https://wn.com/Investor_Attraction_To_Emerging_Fund_Managers
Vetting (PODCAST)

Vetting (PODCAST)

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  • Duration: 59:18
  • Updated: 06 Mar 2016
  • views: 162
videos
The article that accompanies this video can be found at: https://www.sharpetrade.com/vetting-scam-artists-stock-traders-questions-to-ask/ Visit us at: https://www.sharpetrade.com/ The Sharpe Report: https://www.sharpetrade.com/sharpereport/ Facebook Page: https://www.facebook.com/pages/Sharpe-Trade/1550802308469378 Twitter Page: https://twitter.com/SharpeTrade Google+ Page: https://plus.google.com/u/0/+SharpeTrade/about Podcast Stream: http://sharpetrade.podbean.com/ And we can be found on itunes! itunes.apple.com/us/podcast/sharpe-trades-investing-trading/id949202293 Contact Us At: info@sharpetrade.com Music: RetroFutureNasty by Kevin MacLeod / Creative Commons "Attribution 3.0" * * * Note: Sharpe Trade does not grant this work for wide distribution beyond any single individual subscriber as this publication is protected by U.S. And International Copyright laws. All rights reserved. No license is granted to the user except for the user's personal use. No part of this publication or its contents may be copied, downloaded, stored in a retrieval system, further transmitted or otherwise reproduced, stored, disseminated, transferred, or used, in any form or by any means except as permitted under the original subscription agreement or with prior written permission. The above statements should not be construed as an investment or trading recommendation. A variety of factors such as tax rates and commissions can always affect performance. Investing and Trading in the capital markets will affect an individuals tax implications and tax regulations differ from country to country. One needs to be aware of the tax implications and regulations of whatever country they reside in. The tax implications of the author of this newsletter may differ substantially from others. "Sharpe Trade" is not a registered investment advisor or advisory service. It does not tell or suggest which securities or currencies should be bought or sold. The analysts and employees or affiliates of Sharpe Trade, LLC may hold positions in the stocks, currencies or industries discussed here. There is a very high degree of risk involved in trading stocks, futures and forex. Sharpe Trade, LLC assumes no responsibility or liability for any trading or investment results. Facts, statement and charts posted to the company website may unintentionally include inaccuracies. All content posted is for educational purposes ONLY and independent advice should be sought from a professional to confirm validity and accuracy of any claim made. Such sets are not solicitations of any order to buy and sell. You should ask the firm with which you deal about the terms and conditions of the specific futures or options which you are trading and associated obligations (e.g., the circumstances under which you may become obligated to make or take delivery of the underlying interest of a futures contract and, in respect of options, expiration dates and restrictions on the time for exercise.) Under certain circumstances the specifications of outstanding contracts (including the exercise price of an option) may be modified by the exchange or clearing house to reflect changes in the underlying interest. You should always check with your licensed financial advisor and tax advisor to determine the suitability of any investment. THESE SERVICES ARE INSTRUCTIONAL ONLY AND DESIGNED TO FAMILIARIZE MEMBERS WITH HOW AND WHEN TRADES ARE TAKEN BY A PROFESSIONAL TRADER.
https://wn.com/Vetting_(Podcast)
Tips for Vetting Your Idea

Tips for Vetting Your Idea

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  • Duration: 2:57
  • Updated: 15 Jul 2011
  • views: 9429
videos
Ari Mir, CEO of Lunch Money (‪http://www.lunchmoney.com/‬) shares some helpful tips for vetting your next business idea. An original idea is usually the genisus for any great business but it first takes discipline in developing what that idea encompasses. FOR MORE EXPERT CONTENT VISIT: http://www.docstoc.com/resources/videos Docstoc is the largest online collection of business and legal documents to help you grow and manage your small business and professional life. http://www.docstoc.com/video/85210065/4-ways-to-vet-your-idea
https://wn.com/Tips_For_Vetting_Your_Idea
Brookside Equity's Ray Weldon on Identifying Unique Investment Opportunities: GLG Leading Learners

Brookside Equity's Ray Weldon on Identifying Unique Investment Opportunities: GLG Leading Learners

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  • Duration: 2:16
  • Updated: 04 May 2016
  • views: 728
videos
Brookside Equity's Ray Weldon sits down with GLG (Gerson Lehrman Group) to discuss identifying investment opportunities, gathering knowledge, and more. As Managing Director & Co-Founder of middle-market private equity firm Brookside Equity, Ray talks about how GLG transforms the way that Brookside gathers knowledge, curates data, and helps with vetting potential middle-market investments. Learn more about GLG's Leading Learners: http://glg.it#leading-learners Connect with GLG (Gerson Lehrman Group) Online: Visit GLG's Website: http://glg.it Follow GLG on Twitter: http://twitter.com/glg Find GLG on LinkedIn: http://linkedin.com/company/glg Find GLG on Facebook: http://facebook.com/glg
https://wn.com/Brookside_Equity's_Ray_Weldon_On_Identifying_Unique_Investment_Opportunities_Glg_Leading_Learners
How to Recognize a Free Lunch Seminar Investment Scam

How to Recognize a Free Lunch Seminar Investment Scam

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  • Duration: 3:08
  • Updated: 22 Sep 2010
  • views: 2750
videos
Watch more Client Videos videos: http://www.howcast.com/videos/416781-How-to-Recognize-a-Free-Lunch-Seminar-Investment-Scam Step 1: Educate them Explain that many free-lunch seminar presenters claim that "nothing will be sold" at the actual presentation. But odds are anyone who goes will get a sales pitch at a later date -- sometimes using high-pressure tactics. Tip Download "How to Spot a Free Lunch Scam," which lists the 5 most common persuasion tactics, at "createthegood.org":http://createthegood.org/. Step 2: Ask the right questions If the presenter tries to sell anything, tell your friend to ask these 3 questions: Are you licensed to sell this product? Who are you registered with? And, is this investment registered with the U.S. Securities and Exchange Commission? Tip Most investments must be registered with the SEC. All investment professionals must be registered with the Financial Industry Regulatory Authority known as FINRA, the SEC, or their state securities regulator. Step 3: Check the answers Stress the importance of checking the seller's answers, and offer to help do it. Look for proof of registration of the seller and the product. "SaveAndInvest.org":http://www.saveandinvest.org/ can walk you both through the vetting process. Or call (888) 295-7422. Step 4: Report suspicious information Urge them to report any irregularities to the proper authorities -- FINRA, the SEC, or their state securities or insurance regulator. "SaveAndInvest.org":http://www.saveandinvest.org/ can help you determine where to report your suspicions. Step 5: It’s OK to walk away If the professional is not registered and the product is not registered, tell your friend to walk away. Step 6: Become a monitor Become a Free Lunch Monitor -- someone who audits free-lunch financial seminars and workshops and reports any suspicious activities. You or your friend can download the Free Lunch Monitor tool kit at "createthegood.org":http://createthegood.org/, and use the checklist found in the how-to guide to rate investment presentations and submit your ratings to AARP. Did You Know? In a national survey by FINRA, 3 times as many known victims of investment fraud went to a free investment seminar as the general population.
https://wn.com/How_To_Recognize_A_Free_Lunch_Seminar_Investment_Scam
The 3 Keys to Vetting Your Retirement Plan Adviser - Right on the Money - Part 2 of 5

The 3 Keys to Vetting Your Retirement Plan Adviser - Right on the Money - Part 2 of 5

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  • Duration: 10:28
  • Updated: 18 Aug 2016
  • views: 980
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Sub Headline: Investors are Best Served by Advisers who Value Client Suitability Synopsis: The abundance of information targeting retirees is as often as much a source of confusion as it is a solution. Retirees can cut through the clutter by choosing to work with an accredited adviser in an increasingly do-it-yourself world. Watch the interview with investment adviser representative Rodger Sprouse. Content: Just as diamond buyers value cut, color and clarity, investors can focus on three C’s – Comprehensiveness, Compatibility and Consistency – when seeking a trusted retirement plan adviser. Investors might ask themselves these questions in the review process: 1. Is the adviser comprehensive in the services he offers? Observers suggest that up to 70% of Baby Boomers are without a retirement plan. For the many who find that a scary proposition, an accredited retirement plan specialist can be an excellent solution. The specialist resolves similar situations every day and can clarify the confusion resulting from the ample information available from print, radio, TV and online sources. A retirement specialist should have full knowledge of the investment landscape and access to the resources of a stockbroker, investment adviser or insurance agent. The retirement plan specialist recognizes the benefits of working with any of the three and the biases inherent in their fee structures. 2. Can the adviser find compatibility between client spouses and suitable investments? A retirement plan specialist will seek to find compatibility between two spouses by testing them independently for their risk tolerance. Through data and conversation, he’ll discover their goals for lifestyle and longevity. He’ll also source alternatives that meet needs that will change over time. Studies indicate that women - more than men - invest more compatibly with their risk tolerances. The retirement plan specialist will work to bridge any gaps or prevent unwanted risks. 3. Is there consistency between what the adviser recommends and what the products deliver? Time is of the essence in retirement. There aren’t “do-overs” to a plan, and Baby Boomers, especially, don’t have the time to take another 2008-like hit to their nest egg. Accordingly, the specialist’s recommendations and results should deliver on objectives. If income is needed, there should be allocations that pay dividends and interest. If long lives are traditional in the family, expect to see an annuity that pays a lifetime benefit. If tax advantages are desired, there should be discussion of a Roth IRA or a defined tax management strategy. Aspiring and active retirees can shortchange themselves without proper guidance. They can benefit from a retirement plan specialist who possesses comprehensive knowledge, seeks compatibility between clients and investments, and presents opportunities consistent with their goals. Syndicated financial columnist Steve Savant interviews Investment Adviser Representative Rodger Sprouse on Retirement Expectations. Right on the Money is a weekly financial talk show for consumers, distributed as video press releases to 280 media outlets and social media networks nationwide. (www.rightonthemoneyshow.com) https://youtu.be/dA3RsFq3Lys
https://wn.com/The_3_Keys_To_Vetting_Your_Retirement_Plan_Adviser_Right_On_The_Money_Part_2_Of_5
Catalyst Investors' Mia Hegazy on Investing in Tech-Enabled Biz & New Sectors: GLG Leading Learners

Catalyst Investors' Mia Hegazy on Investing in Tech-Enabled Biz & New Sectors: GLG Leading Learners

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  • Duration: 1:51
  • Updated: 04 May 2016
  • views: 925
videos
Catalyst Investors' Mia Hegazy sits down with GLG (Gerson Lehrman Group) to discuss investing in tech-enabled businesses and new sectors. An associate at Catalyst Investors, Mia discusses how thought leadership from GLG helps link her team with experts in new sectors prior to investment and how this helps Catalyst grow and evolve, white appropriately vetting all tech investments. Learn more about GLG's Leading Learners: http://glg.it#leading-learners Connect with GLG (Gerson Lehrman Group) Online: Visit GLG's Website: http://glg.it Follow GLG on Twitter: http://twitter.com/glg Find GLG on LinkedIn: http://linkedin.com/company/glg Find GLG on Facebook: http://facebook.com/glg
https://wn.com/Catalyst_Investors'_Mia_Hegazy_On_Investing_In_Tech_Enabled_Biz_New_Sectors_Glg_Leading_Learners