Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/

In this episode, Zack and Art discuss:

1. Avoiding Down Rounds

2. Venture Debt Explained

3. Tech Opportunities

LinkedIn: https://www.linkedin.com/in/arthogan/

Website: https://brileywealth.com/

Twitter: https://twitter.com/arthurhoganiii

The views expressed are those of the presenters and do not necessarily reflect the views of B. Riley Wealth or its affiliates. B. Riley Wealth, nor its affiliates, makes no representation concerning and does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion or view presented.

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/ Stefan Whitwell (https://whitwelladvisors.com/), founder and Chief Investment Officer of Whitwell & Co. enjoys helping business owners prepare for the sale of their businesses and be more strategic in how they fund their business in its early growth stages. Stefan shares his extensive experience in finance and discusses the intersection of AI, automation, and the investment industry. 

In this episode, Zack and Stefan discuss:

1. The Wisdom of Following Market Trends

2. The Dangers of Stagnant Portfolio Strategies

3. Is AI Going to Hurt White Collar Workers the Most?

LinkedIn: https://www.linkedin.com/in/whitwell

Twitter: https://www.twitter.com/Whitwell247

Instagram: https://www.instagram.com/stefanwhitwell

Facebook: https://www.facebook.com/ActionDaddy

Youtube: https://www.youtube.com/@tax-planning-team

Podcast: https://celebratelikeaceo.podbean.com

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Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/

In this episode, Zack and Chad discuss:

1. Capital Market Agility: Riding Highs, Avoiding Lows

2. Simplicity Always Works

3. Innovation Fuels Value Creation

4. Venture Debt in Rising Interest Rates

LinkedIn: https://www.linkedin.com/in/chadsmithrwm/

Company: https://www.reveillewealth.com/

Website:  https://www.reveillewealth.com/

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Chad Smith

Financial Advisor, RJFS

Reveille Wealth Management

525 Westpark Drive, Ste 100 // Peachtree City, GA 30269

O 678.489.7314 // TF 866.980.3230 // www.reveillewealth.com

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Reveille Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

Any opinions are those of Chad Smith and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification.

Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. These risks include, but are not limited to: limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in alternative investments if they do not require a liquid investment and can bear the risk of substantial losses.

Raymond James is not affiliated with and does not endorse the opinions or services of Zack Ellison.

Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/

In this episode, Zack and Jane discuss:

1. Passive vs. Active Investing: A Tale of Bull And Bear Markets

2. Maximizing Returns With Cutting-Edge Technology

3. Venture Debt is The Hot Topic Among Investors

4. Know Your Investments

Linkedin: https://www.linkedin.com/in/jane-leung-4733505/

Website: https://www.hivewealth.com/

Twitter: https://twitter.com/janeleung

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William (Bill) J. Kelly is the President & CEO of the CAIA Association. He was previously the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management.

In this episode, Zack and William discuss:

1. Are You Truly Diversified? The 60-40 Portfolio Misconception

2. Choosing the Right Venture Debt Manager

3. Why Baby Boomers Should Embrace Innovation in Investments

4. Ideal Principles For Investing

LinkedIn: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/

Twitter: https://twitter.com/CAIA_BillKelly

Website: https://caia.org/

Article: https://www.hbscny.org/events/register-caia-ceo-bill-kelly-on-the-portfolio-of-the-future-allocation-democratization-and-education-virtual/

Blog: https://caia.org/blog/2022/12/14/educational-alpha-what-baffles-me

To see short videos of all our best investing tips check out our:

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Aoifinn Devitt takes us on her journey from corporate lawyer to accomplished CIO, sharing her insights on ESG investing, portfolio management, and driving economic efficiency.

In this episode, Zack Ellison and Aoifinn Devitt discuss:

1. Differentiating ESG Investments

2. Balancing Risk and Resilience

3. Democratization of Alternatives

4. The Appeal of Venture Debt

LinkedIn: https://www.linkedin.com/in/aoifinndevitt/

Website: https://monetagroup.com/

Twitter: https://twitter.com/AoifinnDevitt

To see short videos of all our best investing tips, check out our:

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Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/.

Michael Furla is the Managing Director at The Mather Group, LLC. He assists the firm’s Wealth Advisors in identifying clients’ investment goals and retirement needs. 

In this episode, Zack and Michael discuss:

1. Diversifying Your Portfolio During Elevated Inflation
2. Timing the Market vs. Time In the Market
3. Venture Debt: Is it Really as Risky as it Sounds?
4. The Hidden Risks of "Risk-Free" Assets
5. Capital Structure: Making a Good Company, a Great Deal

LinkedIn: https://www.linkedin.com/in/michael-furla-cfa-cfp%C2%AE-b6267a32/

Website: https://www.themathergroup.com/

Website: https://www.themathergroup.com/company#michael-furla

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Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/

Mike Ryan (https://www.bulletpoint.network/), CEO of Bullet Point Network, shares his wealth of experience in finance and reveals key investment strategies for the current market environment. Dive into trends, risk management, and timeless investment principles that can make a difference in your portfolio.

In this episode Zack Ellison and Mike Ryan discuss:

1. Balancing Growth and Profitability in Business

2. The Importance of Financial Knowledge for Founders

3. The Importance of People in Investment Decisions

4. Navigating Market Shocks and Volatility

LinkedIn: https://www.linkedin.com/in/mike-ryan-9415598/

Website: https://www.bulletpoint.network/

Twitter: https://twitter.com/mikeryanbpn

To see short videos of all our best investing tips check out our:

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DISCLAIMER: https://7in7show.com/disclaimer/

Michael Nicks is the Deputy Chief Investment Officer at Pepperdine University and a member of the Investment Steering Committee for the Alternative Investment Management Association.

In this episode, Zack and Michael discuss:

1. The Failure of Self-Regulation in Digital Asset Markets

2. You Don't Have to Do It All

3. How to Build a Resilient Investment Plan

4. Why Results Matter More Than Public Opinion in Investing

LinkedIn: https://www.linkedin.com/in/michael-nicks-aa037493/

Website: https://www.pepperdine.edu/

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Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/

1. The Domino Effect of Lease Defaults on Banks

2. The Global Impact of China and Taiwan's Conflict

3. Reducing Exposure in a Downward Market Trend

4. How Market Cycles Influence Earnings and Growth

LinkedIn: https://www.linkedin.com/in/paul-dietrich-25a5a716/

Website: https://brileyfin.com/

To see short videos of all our best investing tips check out our: 

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