Afleveringen
-
In this episode, Erin and Erica shine a spotlight on the remarkable women shaping the financial sector: Cathie Wood, the driving force behind ARK Invest’s focus on disruptive innovation; Abigail Johnson, the trailblazing CEO of Fidelity Investments who introduced cryptocurrency in its early days to one of the most traditional firms in the field; and Sallie Krawcheck, co-founder of Ellevest, a platform empowering women to close the gender investment gap. Join us as we discuss their groundbreaking contributions, how they’ve redefined the industry, and what their success means for the future of women in finance.
-
Join hosts Erin and Erica as they dive into the world of debt offerings, debunking five of the most common misconceptions about this form of financing. They start by clarifying that debt offerings are not exclusive to large corporations, all sizes of companies can benefit. While the process may seem complex or costly, seeking legal guidance to ensure compliance can make it manageable and advantageous. Contrary to the myth that debt overburdens companies, the hosts explain how “good debt” can strategically fuel growth when used wisely. Dispelling the notion that debt limits financial freedom, Erin and Erica highlight the flexibility of debt terms, competitive interest rates, and the ability to maintain full ownership of the company. By reframing debt as a form of leverage, they show how borrowing can alleviate cash flow strains and drive profitability. Whether you’re a small business owner, an investor, or simply curious about how companies raise capital without giving up equity, this episode offers practical insights and expert advice on leveraging debt for growth.
-
Zijn er afleveringen die ontbreken?
-
In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from institutional players to high-net-worth individuals and personal connections, and how to effectively communicate the benefits of the offering. The conversation also covers practical marketing techniques, including networking, roadshows, leveraging social media, and crafting compelling narratives to highlight your offering’s unique value. Along with discussing the role of alternative investments in diversifying portfolios, the episode stresses the importance of maintaining strong investor relations to foster trust and encourage future investments. Perfect for business owners, financial advisors, and entrepreneurs, this episode offers invaluable guidance on raising capital through debt offerings while navigating the complexities of the investment world.
-
In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from institutional players to high-net-worth individuals and personal connections, and how to effectively communicate the benefits of the offering. The conversation also covers practical marketing techniques, including networking, roadshows, leveraging social media, and crafting compelling narratives to highlight your offering’s unique value. Along with discussing the role of alternative investments in diversifying portfolios, the episode stresses the importance of maintaining strong investor relations to foster trust and encourage future investments. Perfect for business owners, financial advisors, and entrepreneurs, this episode offers invaluable guidance on raising capital through debt offerings while navigating the complexities of the investment world.
-
In this episode, hosts Erin and Erica dive into the essentials of retirement planning, sharing expert insights to help you secure your financial future. They break down everything from understanding Social Security benefits and retirement age options to creating a balanced investment portfolio that evolves with your needs. Erin and Erica explore traditional and alternative investment strategies, including 401(k)s, IRAs, real estate, and bonds, highlighting how these tools can provide stability and growth. Whether you’re just starting to save or reevaluating your strategy, this episode offers actionable advice to help you build a plan tailored to your goals. Tune in for more!
-
Dive into the world of commodities in this insightful episode! Learn what commodities are, from raw materials like metals and energy to agricultural goods like wheat and coffee. Erin and Erica break down the categories: energy, agriculture, and metals, and explore how markets like the Chicago Board of Trade and the New York Mercantile revolutionized global trading. Discover the role of futures contracts, the benefits and risks of investing in commodities, and how they can hedge against inflation and market volatility. Whether you're curious about gold, oil, or even avocado toast, this episode has something for everyone!
-
Join hosts Erin and Erica as they break down Real Estate Investment Trusts (REITs), which are companies that own or finance income-generating properties like apartments, offices, and warehouses. Modeled after mutual funds, REITs let interested parties invest in real estate and earn passive income without owning or managing properties. The legislation creating REITs was a breakthrough that allowed the average American to have the option to build wealth in ways previously only reserved for the ultra-rich. Listen to learn about different types of REITs, how they work, and why they can be a great way to diversify your portfolio!
-
Have you ever wondered how crowdfunding works? Follow along as Erin and Erica break down Regulation CF and Regulation A, the SEC rules that have revolutionized the way small businesses and startups raise capital. These alternative pathways to capital formation offer access to financing that is often difficult for small to medium businesses to acquire. Explore how these rules streamline the fundraising process, providing flexibility and market access for emerging businesses while ensuring compliance.
-
In this episode, Erin and Erica explore capital planning, a vital process that involves budgeting a company's financial resources for long-term goals and growth. Forecasting market trends, infrastructure needs, and upcoming project expenditures are all crucial pieces of the puzzle. Knowing how and where to allocate resources, allows you to maximize growth, increase shareholder value, and maintain a competitive edge. This episode unpacks the importance of capital planning in businesses today.
-
This episode is a guide to Regulation D. Erin and Erica explain the SEC rules that are designed to simplify the capital-raising process for private companies. They explain the criteria for each rule and how investors and companies benefit from these exemptions. Depending on the rule applied, Reg D opens investment opportunities to a broader range of investors, including both accredited and certain non-accredited investors.
-
This episode covers the origins of investor accreditation, what it means today, and the evolving opportunities for both accredited and non-accredited investors. Learn the criteria for accredited status and how non-accredited investors are finding new ways to invest in private investments as a group. We also provide insight into private equity, venture capital, and ICOs, and explore how the world of alternative investments is changing.
-
In this episode, we explore the world of debt offerings—a way for companies to raise capital without sacrificing ownership or control. Learn how businesses can borrow money from investors with a promise to pay it back with interest, and discover the various forms of debt securities, including bonds and promissory notes. Discover the difference between debt and equity, the benefits of keeping full ownership, and how companies like Apple use debt to fuel growth.
-
In this episode, we dive into the world of equity investments, breaking down how businesses can raise capital by offering a stake in their company. Using “Shark Tank” as a real-world example, we explore the benefits of equity financing, such as gaining strategic partners, expanding networks, and sharing risk. We also discuss the potential downsides, including the dilution of ownership and the costs involved.
-
Understanding how to navigate alternative investments as a non-accredited investor starts with due diligence. In this episode, we break down what due diligence really means, how to research investment opportunities, and why it's essential to align your financial goals with the right investments! Learn how to assess risks, explore platforms for non-accredited investors, and take the first steps toward building a smart, diversified portfolio.
-
Non-accredited investors may feel limited when it comes to alternative investments, but there several growth opportunities available. This discussion covers the challenges faced by non-accredited investors, how changing regulations and technology are creating more options, and specific platforms like crowdfunding and real estate that are now accessible. Tune in and learn how to navigate these investment avenues, assess risk, and make informed decisions to diversify your portfolio.
-
In this episode, we tackle the unique challenges Advisors face when educating and guiding clients through the complex world of Alternative Investments. Learn how to simplify explanations, address common misconceptions, and offer tailored solutions that diversify portfolios and maximize returns. Tune in to ensure you’re equipped with the knowledge and strategies to stay ahead in the investment game!
-
Struggling to diversify your portfolio or feeling stuck in traditional investments? In our very first episode of Alternative Investments Chat, we break down the basics of Alternative Investments and why they might be the key to unlocking higher returns and greater stability in your financial future. From private equity to debt offerings and REITs, learn how to navigate this often-overlooked asset class and discover opportunities you didn’t know existed. Tune in and start your journey to making informed decisions about your financial growth today!
