Accredited Investor Markets Radio

This week Accredited Investor Markets talks with Jilliene Helman, CEO of RealtyMogul in Episode 48. She discusses different kinds of collective investment opportunities for accredited investors and institutional investors including real estate equity and real estate debt, as well as how such investments might bear upon an investment portfolio. The larger story is the opening of real estate investment--in many of its various modes--to more investors.   You can learn more about Jilliene Helman and Realty Mogul here.   You can also find them here: Twitter: @Realty_Mogul; @JillieneHelman LinkedIn  Facebook Google+ YouTube    About Jilliene Helman Jilliene is the CEO and Founder of Realty Mogul. She is responsible for strategic direction, operations and sits on Realty Mogul’s Board of Directors and Investment Committee. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Cer

In Episode 47 of Accredited Investor Markets Radio Michael Terrien, founder and Managing Member of West Loop Financial LLC, speaks to host Chris Cahill about investor options for getting financial advice, the significance of a fiduciary orientation on the part of advisors, and what might go into a comprehensive advisory approach that Terrien calls "holistic."   You can learn more about Michael Terrien and West Loop Financial here.   Or you can find them here: Twitter: @wstlpfinancial Facebook LinkedIn      About Michael Terrien     After a 22 year legal career, Michael founded West Loop Financial with the goal of bringing responsive, transparent, independent, and individually tailored investment advice and financial planning services to successful legal professionals and others seeking guidance to assist them in making financial decisions and achieving their financial objectives through the application of a disciplined, academically validated, and risk conscious approach to accumulating, preserving, and trans

In Episode 46 of Accredited Investor Markets Radio host Chris Cahill talks with Roy Friedman, Executive Vice President of Dillon Gage, about how to invest in physical quantities of precious metals including gold, silver, platinum, and palladium. They discuss how such investments fit into a portfolio, and the relationships among precious metals prices, the price of oil, and the strength of the U.S. dollar.   Learn more about Roy Friedman and Dillon Gage Metals here.   Or you can find them here: Twitter: @DillonGage Facebook LinkedIn YouTube     About Roy Friedman     (Editor's Note: At the time of this recording, Roy Friedman was Executive Vice President of Dillon Gage. He has since resigned this position and is now Executive Vice President of Manfra, Tordella & Brookes)   Roy Friedman is a well-respected trader and commentator in the field of precious metals and global financial markets. He is Executive Vice President of Business Development for Dillon Gage Metals, one of the largest precious metals deale

In Episode 45 of Accredited Investor Markets Radio Ted Neild, President and Chief Investment Officer of Gresham Partners, LLC joins us for the second of two related interviews. Host Christopher Cahill speaks to him about how seminal academic studies of efficient markets are over-extrapolated to discourage active management of investments in less efficient markets. They also review the necessary attributes of good investment managers.   Learn more about Ted Neild and Gresham Partners, LLC here and here.     About Ted Neild   Ted serves as the firm’s President and Chief Investment Officer. In his role as CIO, Ted is responsible for leading Gresham’s Investment Team as it establishes investment themes, identifies opportunities that fit within the firm’s Risk Conscious® investment approach, and sources select investment managers located globally, many of whom are difficult for new investors to access. Ted also shapes the firm’s views on the limitations of commonly accepted investment practices, particularly those

Host Christopher Cahill talks with Jeff Ball, founder and CEO of Visio Financial Services, Inc. and Econohomes in Episode 44 of Accredited Investor Markets Radio.  These enterprises are devoted to providing purchasing opportunities and limited-duration loans to local persons buying low-cost homes in distressed areas, who usually have the intent to fix them up either to flip them at a profit, or to compile a rental portfolio. The model is to bring capital and financially underserved persons together to yield opportunity in their communities, with profit all around.   You can find out more about Jeff Ball and Visio Lending here.   Or you can find them here: Twitter: @visiofinancial LinkedIn Facebook     About Jeff Ball   Jeff Ball is President and CEO of Visio Financial Services. He is responsible for setting overall strategy and direction. Prior to forming Econohomes and Visio Financial Services, Jeff was the Global Head of Semiconductor Investment Banking at JPMorgan. At JPMorgan, Jeff's clients included some

In Episode 43 of Accredited Investor Markets Radio host Christopher Cahill and Marty Coyne, Chief Technology Officer of ConnectedInvestors, discuss what investors should understand about online investment platforms and about the people behind the deals being offered.  Further, Cahill and Coyne talk about deal areas into which online equity investment platforms may venture in due course.   Learn more about Marty Coyne and CollectedInvestors here.    Or you can find them here: Twitter: @cinvestors Facebook LinkedIn: ConnectedInvestors LinkedIn: Marty Coyne YouTube     About Marty Coyne   Martin Coyne is the Chief Technology Officer of Connected Investors, the world’s largest Real estate investing Community and Marketplace. Connected Investors provides lead generation for online lenders/online marketplaces.   Coyne plays a key role in shaping CI’s technology strategy as the company is delivering on its promises to simplify the exchange of real estate for investors. The transformational impact that technology can

How to monetize -- or not -- investment in specific independent film projects- In Episode 42 of Accredited Investor Markets Radio host Christopher Cahill discusses the independent film industry with Bob Labate. The odds against return are high, and Mr. LaBate -- who practices and teaches both entertainment law and financial restructuring law -- introduces us to the principal components of film production, costs, and investment modes.  But then, maybe your niece's proposed film is another "Blair Witch Project"!   Learn more about Bob and laws of the film industry here and here.   Or you can find him here: Twitter: @Holland_Knight Facebook LinkedIn     About Bob Labate   For more than two decades, Robert J. Labate has maintained an active litigation practice in corporate restructuring and transactional media and entertainment law. Mr. Labate has been an adjunct faculty member at DePaul University School of Law for many years, where he teaches two courses reflecting his practices: "Corporate Workouts and Restruc

In Episode 41 of Accredited Investor Markets Radio, our Christopher Cahill sat down with Swati Chaturvedi, Co-Founder and CEO of Propel(x), for a deep dive into deep technology due diligence.  How to evaluate deep technology start-up companies technologically, financially, commercially, and in all other relevant ways -- and thus diminish the information asymmetry facing potential investors in enterprises that just may change our lives?  This is Ms. Chaturvedi's business.  An essential topic address seriously but with a light touch.   You can learn more about Swati and Propel (X) here.   Or you can find her here:  @candiedpecans LinkedIn     About Swati Chaturvedi   Prior to starting Propel(x), Swati worked in management consulting and investing. Most recently, Swati worked at Exigen Capital on IT, Telecom, Travel, and BPO deals. Before this, she sourced and evaluated deals in the Industrial Automation sector with Siemens Venture Capital. Swati is also the co-founder and coordinator of the MIT Alumni Angel Inv

In Episode 40 of Accredited Investor Markets Radio, host Christopher Cahill and Lior Lavy, COO and co-founder of artizone,  discuss the growth of the artisanal foods industry and why it is ripe for investment.  artizone is an online marketplace offering a curated collection of the quality goods from local artisans and purveyors, meeting what Lavy describes as strong latent demand.  We've gotten hungry writing this, so we're off to the Green Grocer (an artizone partner) to satisfy said latent demand.   You can find out more about Lior Lavy and Artizone here. Website: http://www.artizone.com/dallas   Or you can find them here: Twitter: @lior_lavy LinkedIn Facebook Pinterest Instagram YouTube Yelp     About Lior Lavy   Lior Lavy is the COO and co-founder for artizone, an online marketplace offering a curated collection of the finest quality goods from local artisans and purveyors. Within artizone, he is responsible for the day-to-day operations and marketing for the company’s two current locations in Chicago and

Join Accredited Investor Markets Radio's Christopher Cahill and Funding Circle's Sam Hodges in Episode 39. They discuss how peer-to-peer lending companies have addressed a gap in credit availability to small businesses, while presenting accredited and institutional investors with opportunities to select risk levels as well as types of portfolio diversification in taking slices of loans to small businesses.  The irony is that -- in light of P2P's growth -- banks are proposing to partner with P2P lenders, thus taking tentative steps back into the very lending space they vacated.   You can find out more about Sam Hodges and Funding Circle here. Or you can find them here: Twitter: @FundingCircleUS; @HodgesSam LinkedIn: Funding Circle; Sam Hodges Facebook     About Sam Hodges   As Co-Founder and U.S. Managing Director, Sam is responsible for overseeing the overall strategic direction and day-to-day operation of Funding Circle in the U.S.  Under his leadership, the U.S. business has grown exponentially since its f

Accredited Investor Market Radio's Christopher Cahill interviews Jim Dowd, Founder and Managing Director of the North Capital companies in Episode 38.  They discuss private placement investment platforms, including the vetting of deals to be included on a platform and the effect of private placement platforms on overall investment in private offerings.  Cahill and Dowd also discuss present and future prospects for participation of non-accredited investors in private placements, and how that relates to North Capital's choice of 99Funding as the title of its private placement platform.   You can find out more about Jim Dowd and the North Capital Companies here and here. You can  also learn about 99Funding here.   Or you can find them here: Twitter:  @norcap & @99funding LinkedIn: Jim Dowd LinkedIn: 99Funding Facebook     About Jim Dowd   Jim Dowd has 30 years of experience in global financial markets. He is founder and managing director of the North Capital companies, which include North Capital Private Sec

In Episode 37 of Accredited Investor Markets Radio Carl Richards, the New York Times' "Sketch Guy", and Christopher Cahill discuss Carl's new book, 'The One-Page Financial Plan: A Simple Way to be Smart About Money'. Principal questions: Why are even financially sophisticated persons afraid of dealing with their own financial plans? How should our financial plans relate to our fundamental values? What questions should we ask any professional advisor?  Where did those great sketches of Carl's come from?   You can find out more about Carl Richards and his book here and here.   Or you can find him here: Twitter: @behaviorgap Facebook LinkedIn Google+ Soundcloud     About Carl Richards   Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. …our desire for validation comes with some serious blind spots. Income is relative to so many other factors that both the number of

In Episode 36 of Accredited Investor Markets Radio host Christopher Cahill and Ted Neild, President and Chief Investment Officer of Gresham Partners, LLC discuss the logic of portfolio diversification, the proper understanding of risk, and the role of active management in an appropriate market.   Learn more about Ted Neild and Gresham Partners, LLC here and here.     About Ted Neild   Ted serves as the firm’s President and Chief Investment Officer. In his role as CIO, Ted is responsible for leading Gresham’s Investment Team as it establishes investment themes, identifies opportunities that fit within the firm’s Risk Conscious® investment approach, and sources select investment managers located globally, many of whom are difficult for new investors to access. Ted also shapes the firm’s views on the limitations of commonly accepted investment practices, particularly those that have failed investors during the most difficult market environments. In his role as President, Ted is responsible for setting and leadin

In Episode 35 of Accredited Investor Markets Radio host Chris Cahill speaks with Sang Lee,  founder and CEO of DarcMatter, about how his company's online platform enables accredited investors to invest in hedge funds and private equity groups notwithstanding investment minimums as such entities require.   Learn more about Sang Lee and DarcMatter here and here.   Or you can find them here:  Twitter: @SangIsHere and @DarcMatterHQ LinkedIn Google+     About Sang H. Lee   Sang H. Lee is the CEO and founder of DarcMatter, an online investment platform providing transparent institutional-level access to alternative investment opportunities. Through its technology solution, DarcMatter enables fund managers, issuers, and investors to more efficiently raise capital and invest.   Sang is a former investment banker and has significant expertise in financial regulations and structuring. He has also been heavily involved with the passing of the JOBS Act and believes in bringing transparency into the private capital market

Join Accredited Investor Markets Radio this week for Episode 34 as host Christopher Cahill speaks with Scott Picken, founder and CEO of Wealth Migrate, the premier global real estate investment marketplace (with crowdfunding technology). Their discussion covers investing in real estate outside of US borders, i.e., how to make it less opaque but also how to assess risk.  Mr. Picken, originally from South Africa, cut his teeth on London real estate and has vast experience in US and Australian markets as well as broad experience in other markets.  He also recently published Property Going Global, a book on cross-border real estate investment.   You can learn more about Scott Picken and Wealth Migrate here and here.   Or you can find him here: Twitter:  @Scott_Picken LinkedIn YouTube Facebook     About Scott Picken   Scott Picken is the author of Property Going Global and the founder and CEO of Wealth Migrate, the premier online global real estate investment marketplace. He is an expert in global real estate mark

What are the odds? This week in Episode 33 of Accredited Investor Markets Radio host Chris Cahill continues his conversation with Larry Swedroe about whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.   You can find out more about Larry Swedroe and Buckingham here.   Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59     About Larry Swedroe   Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.   Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall

In Episode 32 of Accredited Investor Markets Radio Kai Trepte, Senior Software Engineer at Harvard University (and co-founder of John Galt Solutions), speaks with host Christopher Cahill about logistics, supply chains, and investment. Their discussion covers how buyer and supplier relationships drive supply chain innovation and how investors may factor supply chain qualities into investment decisions.     You can find Kai Trepte here: LinkedIn Twitter     About Kai Trepte   Mr. Kai Trepte Founded John Galt Solutions, Inc. in 1996 and served as its Vice President of Sales and Services. Mr. Trepte is recognized as an industry thought leader in forecasting and supply chain planning. Mr. Trepte has spoken at APICS, the Institute of Business Forecasting, DC Expo, Retail Systems, Consumer Goods Technology, and Supply and Demand Chain Executive. Mr. Trepte has led hundreds of companies as they defined their forecasting, sales and operations planning, inventory management and performance management processes. These c

In Episode 31 of Accredited Investor Markets Radio Christopher Cahill interviews Joseph Lake, Global Economist with The Economist Intelligence Unit.  Mr. Lake provides context for investment decisions regarding the highly varied economies of the region, identifying areas of likely growth, as well as pertinent risk factors.   You can learn more about Joseph Lake and The Economist Intelligence Unit here.   Or you can find them here: Twitter Facebook LinkedIn     About Joseph Lake   Joseph Lake is a New York based member of the Economist Intelligence Unit’s Global Forecasting Service.   He is an influential voice on the global economy, providing insight and analysis on the political, economic and business environments. As well as advising multinational corporations, policy makers and private clients, his views are frequently quoted in the international media, including the New York Times, Reuters and Bloomberg.   His specialist subjects include monetary and fiscal policy; commodities; business environments; emer

In Episode 30 of Accredited Investor Markets Radio, Chris Cahill interviews Chad Snee, Editor of Linn’s Stamp News. Their discussion centers around philately… that’s ‘stamp collecting’ to the estimated 2 million casual collectors in the U.S. Chad enlightens the AIMkts Radio audience about the classifications and qualities that may make certain stamps good investment choices, which characteristics to consider when valuing stamps, how stamp values compare to other commodities.    Learn more about philately and Chad Snee by visiting www.linns.com  and www.amosmedia.com.   Or you can find them here: Twitter: @charlessnee and @LinnsStampNews Facebook:  Chad Snee and Linn's Stamp News Pintrest about.me Google+     About Chad Snee   Charles "Chad" Snee is the editor of Linn's Stamp News and Scott Publishing Co., both of which are owned by Amos Media Co. of Sidney, Ohio, and Chicago.  Scott produces the Scott-brand of postage stamp catalogs, which include the six-volume, worldwide Scott Standard Postage Stamp Catalog

Explore Peer-to-Peer Lending (P2P) in Episode 29 of Accredited Investor Markets Radio with Peter Renton of Lend Academy and Accredited Investor Markets Managing Editor, Alicia Purdy. Their discussion provides a broad overview of P2P lending, including how it compares to traditional lending methods, how P2P can be a win/win for everyone and what a 'win' looks like, typical investment horizons, strategies for the best returns and how P2P lending can complement an accredited investor's portfolio.   Learn more about Peter Renton and Lend Academy here.   Or you can find them here: LinkedIn Twitter: @LendAcademy     About Peter Renton   Peter Renton is the founder of Lend Academy Media, the leading educational resource for the peer-to-peer (p2p) lending industry. His blog is the most widely read website about p2p lending and through his writing and video courses he has helped tens of thousands of people understand this new asset class. He is considered the world’s leading expert on p2p lending and often consults wi