How Do You Know?
My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.
I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge.
Thank you for listening. I hope it helps!
Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
How Do You Know?
HDYK what to look out for in the legal docs | DD Curriculum
How Do You Know what to look out for in the legal documents? 🖊️
Listen to my interview with Robert Cherry to find out! Robert Cherry is a business and IP attorney, handling founder issues, mergers, federal and state securities law matters, capital raising, copyright, and outside general counsel services 📖
We uncover:
💼What a PPM and Operating Agreement are
💼Understanding the risks and red flags
💼Investor Rights, Voting and Manager removal
💼Fees and waterfall structures
💼Fund expenses and Legal Liability
💼Legal troubles for Fund Managers and Syndicators
💼Importance of reading the PPM
💼Building Trust and Transparency
💼Demystifying Different Legal Structures
💼The Sponsor’s obligation