Library
INVESTOR SUPPORT
Risk vs. Return Considerations for Alternative Investments
This information summarizes important risk-related considerations for Investors making Alternative Investments. Evaluating a potential investment is, arguably, the most important More >
What are “Alternative Investments?”
Everybody’s talking about alternative investments, but there seems to be a lot of confusion about what they are. Well, here’s More >
What would you do for 20% more?
By Henry Yoshida | CEO of Rocket Dollar The Power Of Tax Deferral In A Self-Directed Account When we’re talking More >
INDUSTRY TRENDS
What does it mean for longer-term investors?
As an investment banker for 36 years now, I’ve observed a significant number of world events during my career. I’ve More >
Angel and Venture Alert: The Case for Investing in Orphan Drugs
No, we’re not talking about developing drugs for orphans. But for 25 million Americans, according to the NIH, an “Orphan More >
Time for Private Investors to Suit-up
The U.S. Treasury, the SBA and the Federal Reserve are moving quickly - trying to shore-up our economy. Nevertheless, private More >
COMPANY ANALYSIS
Why Do Companies Use Debt Financing?
The following outlines the major reasons why businesses may choose to use debt financing over issuing equity when capital is More >
“Due Diligence” and Investments: What Do I Really Need to Know?
It’s hard enough keeping this baby in running condition. But, to get the best performance, you work with your mechanic More >
Overcome a Challenge (1st Principles of Investing)
We all have challenges to overcome. But, when it comes to private investments, understanding the challenges a business must overcome More >
SECURITIES EXPLAINED
Private Lending Term Sheet: Typical Investment Terms and Conditions
What should you look for when making a private loan to a business? It’s very important that you understand the More >
Closing Documentation for Private Placement Investment Opportunities
The following describes the Closing Documents one is likely to receive from the Issuer of a Private Placement. Closing documents More >
The Securities and Exchange Commission: What is its Role in the Private Equity and Private Finance Marketplace?
Enron. Bernie Madoff. WorldCom. Tyco International. Bre-X Minerals. Qwest Communications. Recognize these names? We’ve all heard the stories: rich schemers More >
