Speakers: Jake Hoffberg
Duration: 30 minutes
Summary: What’s the #1 thing professional investors have that amateurs don’t?
A written down policy that guides their investment decisions. Why? Because professionals want to see as many investment opportunities as possible. But in order to separate the “good” from the “not good,” they need to define what makes the cut (and what doesn’t.
This document is called the “Investment Policy Statement.” To create your own, all you need to do is follow along with the workbook, answer a few questions, and check a few boxes.
In this session, you’ll get a complete overview of how the Crowdfunding Capital Markets work, and go over the key terms, concepts, and ideas you’ll see inside this program.