

SPONSORED
In this episode, attorneys Roland Wiederaenders and Sarah Florer delve into the world of private securities and their significance in the world of alternative assets. They stress the importance of defining terms to ensure a comprehensive understanding of private securities and explain that private securities are investments in alternative assets that differ from traditional publicly registered securities. They clearly contrast between private and public securities, each with its registration requirements and ongoing disclosure obligations. This comparison aims to enlighten the audience about the intricacies of this part of the financial world. They also explore the benefits of private securities, such as the potential for small businesses to raise capital and the opportunity for mission-driven investments.
Takeaways
Chapters
00:00 Introduction to Alternative Assets
05:06 The Three Main Classes of Alternative Assets
09:24 Asset Allocation and Diversification in Alternative Asset Investing
26:39 Understanding Securities and Alternative Assets
29:25 The Definition of a Security: Elements and Importance
31:51 Democratization of Capital: Investing in Alternative Assets
36:35 Aligning Values and Creating Value with Alternative Investments
39:30 Diversifying Investment Portfolios with Alternative Assets
Credits
Sponsored by
Real Advisers, Austin, Texas
Special thanks to:
Red Sun Creative, Austin, Texas
Please visit us: AltInvestingMadeEasy.com
Please contact us: info@AltIvestingMadeEasy.com
Roland Wiederanders: Roland@grablemartin.com
Sarah Florer: sflorer@grablemartin.com
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
© 2024 AltInvestingMade Easy.com LLC All rights reserved
41 episodes
In this episode, attorneys Roland Wiederaenders and Sarah Florer delve into the world of private securities and their significance in the world of alternative assets. They stress the importance of defining terms to ensure a comprehensive understanding of private securities and explain that private securities are investments in alternative assets that differ from traditional publicly registered securities. They clearly contrast between private and public securities, each with its registration requirements and ongoing disclosure obligations. This comparison aims to enlighten the audience about the intricacies of this part of the financial world. They also explore the benefits of private securities, such as the potential for small businesses to raise capital and the opportunity for mission-driven investments.
Takeaways
Chapters
00:00 Introduction to Alternative Assets
05:06 The Three Main Classes of Alternative Assets
09:24 Asset Allocation and Diversification in Alternative Asset Investing
26:39 Understanding Securities and Alternative Assets
29:25 The Definition of a Security: Elements and Importance
31:51 Democratization of Capital: Investing in Alternative Assets
36:35 Aligning Values and Creating Value with Alternative Investments
39:30 Diversifying Investment Portfolios with Alternative Assets
Credits
Sponsored by
Real Advisers, Austin, Texas
Special thanks to:
Red Sun Creative, Austin, Texas
Please visit us: AltInvestingMadeEasy.com
Please contact us: info@AltIvestingMadeEasy.com
Roland Wiederanders: Roland@grablemartin.com
Sarah Florer: sflorer@grablemartin.com
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
© 2024 AltInvestingMade Easy.com LLC All rights reserved
41 episodes
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