Evaluating Issuers

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:...

Carofin’s Investment Process

The Direct Private Investments Show Timestamps: 00:00:00 – Introduction 00:01:00 – 01:51 Types of investors with Carofin 00:01:52 – 02:42 Why Join Carofin 00:03:02 – 06:13 Suitability and Accreditation with Carofin 00:06:14 – 08:44 Diversification, Volatility,...