Are You About to Become “Accredited?”
On August 26, 2020, the SEC adopted amendment to the “Accredited Investor” definition, which determines who can participate in most offerings in the private capital markets. While the definition historically limited access to individual investors who met a specific...
Diversity can boost profits. But we’re still failing.
By Chris Wedding In his latest article, Dr. Wedding, one of Carofin’s investment bankers, speaks to a principle that I have espoused throughout my career. Diversity in the workplace (and our country) is not only the right thing to do… it’s the most...
A Time for “Meaningful Investments”
The COVID years are proving to be a time for reflection – a relatively chaotic period that’s forcing us, both personally and professionally, to reconsider how and why we conduct our lives the way we do. Your investments are, obviously, an important reflection of your...
