On a recent episode of the Direct Private Investments Show, we dove into a discussion with industry experts, Bruce Smith and Josh Greene, examining some of the risks associated with private placements. From investment-related risks to industry risks, management...
The Direct Private Investments Show Timestamps: 0:00:26 – 1:47 Defining venture and private equity 00:01:48 – 2:14 The framework for evaluating venture deals: 9 Leaps of Faith 00:02:16 – 4:12 Importance of management, experience, and perseverance...
The Direct Private Investments Show Timestamps: 0:00 – 01:17: Bruce Roberts and Carofin Introduction 01:19 – 02:24: What are “Issuers” and “Securities?” 02:24 – 04:43 Creating an issuer evaluation process: the customer’s “why 04:43 – 05:56 The Lane:...
The Direct Private Investments Show Timestamps: [00:00:23 01:42] Context for the video [00:01:44 – 4:07] The right investor — Suitability and accreditation [00:04:15 – 04:57] The right amount per transaction: risk tolerance and liquidity...
