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...
Introduction Private investors play a crucial role in providing capital to businesses, supporting their growth and innovation. However, choosing the right opportunity can be difficult. Before getting too deep in the weeds in your analysis, Bruce Roberts, CEO of...