Roger Wadsworth is the National Director of The National Due Diligence Alliance (TNDDA). TNDDA, founded in 2003, is a trade association of Independent FINRA Broker/Dealers, Advisors & Family Offices whose mission it is to facilitate the due diligence process for the benefit of the investing public.

In this interview, Roger talks about the National Due Diligence Alliance (TNDDA). He speaks about Alternative Investments. He talks about the TNDDA conference and how sponsors can benefit from it. He talks about the various sectors and industries in the alternative investment space. He speaks about how Covid-19 has affected the ways companies are raising capital and doing business. He explains the difference between a broker-dealer and an advisor, and much more. This is a very informative interview you don’t want to miss!

What you’ll learn from this episode:

The Types of Investments that TNDDA focuses on

How has Covid-19 Affected the Capital Markets

How Sponsors can benefit from a TNDDA Conference

How to Evaluate a Deal Sponsor

What are the Main Sectors in Alternative Investments?

What is the Purpose of a Managing Broker Dealer?

DIfference between an Advisor and a Broker Dealer

What is AI Insight?

Roger’s Deal Breakers

And much more!

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Youtube

David Panton is Managing Partner of Navigation Capital Partners and SPAC Opportunity Partners LP. In 1998, he co-founded and became managing partner of the Caribbean Investment Fund, a $50 million private equity firm in Kingston, Jamaica. He was named by Buyouts Magazine as “One of Eight Buyout Pros Under 40 to Watch” and by the Atlanta Business Chronicle as one of the “40 Under 40″ Rising Stars. In 2007, he co-founded and was a partner of Navigation Capital Partners, a $350 million private equity firm in Atlanta, where he remains a shareholder.

In this interview, David takes a deep dive into a very hot subject … the Special Purpose Acquisition Company, or SPAC. He explains in great detail exactly what a SPAC is. He gives several reasons why SPACS are so hot right now. He does a walkthrough of a SPAC from start to finish. He tells the story of how he was able to secure a $500 million investment from Goldman Sachs. He talks about some household names that were once SPACS, and much more. If you have an interest in learning more about SPACS this is a must-see interview!

What you’ll learn from this episode:

What exactly is a SPAC?

Why are SPACS so hot right now?

The average size of a SPAC

Can a sponsor do more than one SPAC at once?

Household names that were once SPACS

What type of industries does David invest in?

How David secured $500 million from Goldman Sachs

And Much More!

Connect with David:

LinkedIn

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Youtube

David Weild IV is the Founder, Chairman & CEO of Weild & Co., Inc. He is often referred to as the “Father of the Jobs Act.” He was Vice-Chairman of Nasdaq for 3 years. His company provides a full spectrum of corporate finance and advisory services to public and private companies including Private Placements, Fund Raises, IPOs, PIPEs, and more. They also have a Mergers & Acquisition Advisory.

In this interview, David shares knowledge from many years of being a super achiever in the capital markets. He explains why he is motivated by more than just making money. He gives his take on SPACS. He talks about why he is called the “Father Of The Jobs Act.” He explains how he does due diligence on deals. He talks about the effects of Covid-19 on the workplace, the real estate market, and the economy. He explains what is causing the overvaluation of companies. He talks about how we can turbocharge the economy and more. This is a great interview by a long time capital markets professional and a must watch!

What you’ll learn from this episode:

Why David is known as the “Father of the Jobs Act”

The great myth of the Capital Markets

David’s opinion on SPAC’s

How David does due diligence on deals

The effects of COVID-19 on the economy

And much more!

Connect with David:

LinkedIn

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Youtube

Michael Roman is Managing Director of WealthForge, a financial technology company that helps automate investments into alternative securities. He has 20 years of experience in the financial services industry, specializing in the alternative investment sector, and holds FINRA Series 7 and Series 63 licenses. He is in charge of driving sales of WealthForge’s managing broker-dealer business, as well as expanding sponsor engagement on Altigo, WealthForge’s straight-through processing platform. Altigo has processed over $100 million in transactions in the last 12 months.

In this interview, Michael shares knowledge from over 20 years in the alternative investment sector. He explains how his company has streamlined the alternative investment process. He talks about the effects of Covid-19 on the capital markets. He tells how he keeps his deal pipeline full. He explains what makes a good deal sponsor. He talks about what investors are looking for in the current environment. He explains his process for evaluating a deal, and much more.

What you’ll learn from this episode:

How to streamline the alternative investment process

How Michael fills his pipeline with deals

How Covid-19 has affected the Capital Markets

How Michael prepares for doing deals

What makes a good deal sponsor

And much more!

Connect with Michael:

LinkedIn

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Youtube

Rod Turner is CEO of Manhattan Street Capital, a world-class Reg A+ and Reg D fundraising platform. He has years of experience in the tech world and played a key role in building Ashton Tate (dBASE), Symantec Norton, and more. Rod is an experienced M&A expert and led the successful acquisition of PCAnywhere by Symantec. At Manhattan Street Capital he helps investors of any wealth level anywhere in the world to invest in private companies, through Regulation A+.

In this interview, Rod shares great information on Regulation A+, the Jobs act, and other topics. He explains how 2019 was a banner year for REG A+ and how it's only going to get bigger. He talks about what kind of companies are NOT Good for Reg A+. He speaks about how Reg A+ is being accepted in the Broker-Dealer Community. He talks about how offering decent dividends can increase interest in an offering. This is a great, albeit short, interview that you won’t want to miss!

What you’ll learn from this episode:

The early history of the Jobs Act and Regulation A+

What kind of companies are NOT GOOD for Reg A+

How REG A+ is being accepted in the broker-dealer world

The best time to approach broker-dealers about your Reg A+ Offering

What you can do to increase interest in a Reg A+ offering

And much more!

Connect with Rod:

LinkedIn

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Youtube

Bill Corbett is Chief Executive Officer at Innovative Payment Solutions, Inc. (IPSI) He cut his teeth at Bear Stearns, where he learned from the legendary Ace Greenberg. Early on Bill got involved in private investment in public equity, often called PIPE deals. He Co-founded PIPE pioneer and San Francisco boutique investment bank, The Shemano Group. He has raised over $2 billion in his career. At IPSI, Bill is focused on building a digital payment technology service business using self-service kiosks.

In this interview, Bill digs deep into Private Investment in Public Equity, also known as “Pipe Deals”. He explains what he looks for when evaluating deals. He talks a little about reverse mergers. He speaks about the effects of Covid-19 on the business environment. He talks about what he looks for when building a support team. He explains why “knowing your customer” is so important when raising capital. He talks about how Reg A is similar to a Pipe Deal. He goes into detail on his newest project, digital payment kiosks. This is a very interesting interview that you won’t want to miss!

What you’ll learn from this episode:

Private investment in public equity (PIPE Deals)

Why you should return all phone calls

Bill’s new project: Digital Payment Kiosks

How to build a support team

Do’s and Dont's of Capital Raising

How Bill evaluates deals

And much more!

Connect with Bill:

LinkedIn

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Youtube

Jay Soave is a Managing Principal at Cadence Capital Partners, LLC. He is responsible for raising debt and equity for real estate projects nationally. He is well versed in all asset classes, including those in opportunity zones. Jay has structured, negotiated, and closed sophisticated transactions for 16 years, representing over $15 billion in gross value. He specializes in JV structuring, Opportunity Zones, and REIT taxation.

In this interview, Jay goes deep into many aspects of the real estate market. He talks about the tax benefits of investing in real estate. He shares his due diligence process when looking at multi-family properties. He talks about opportunity zones. He discusses how he deals with failures and setbacks. He talks about Covid-19 and it’s effects on the Real Estate market. He shares his secret sauce for building a database of high net worth investors. If you have an interest in Real Estate this interview is a must see!

What you’ll learn from this episode:

The Tax Advantages of Real Estate

The Future of Opportunity Zones

Building a Database of High Net Worth Investors

How Covid -19 has affected Real Estate

Multi-Family Real Estate Metrics and Due Diligence

and much more

Connect with Jay:

LinkedIn

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Youtube

Brock Felt is Co-founder and Partner of Salt City Partners, a growth firm specializing in e-commerce enterprises. Collectively, he has built companies that have exited or sold for over $1.5 billion and has raised over $300 million for multiple start-ups. He is a sought after speaker, educator, and keynote. He has launched businesses in multiple verticals including health, software, consulting services, e-commerce, lead generation, product development, real estate, and online acquisition.

In this interview, Brock shares a plethora of information he has gleaned from years of building companies and doing multi million dollar deals. He talks about how he uses social media to source deals. He explains his due diligence process. He talks about how a Facebook friend he had never met funded an $80 Million Deal. He tells how he made a fortune selling stuff he got for free. He explains how the pandemic has affected his business, and much much more.

What you’ll learn from this episode:

How a Facebook friend funded an $80 million deal

How a sports background is helpful in business

How he made a fortune selling items from the trash

How he fills his deal pipeline using social media

How Covid-19 has actually HELPED his business

and much more

Connect with Brock:

LinkedIn

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Youtube

Brian J.  Esposito is Founder & President of Esposito Intellectual Enterprises LLC., a 20-year-old holding company with operations in media, liquor, music, apparel, sea exploration, aviation, space, cryptocurrency, hemp, oil & gas, mining, tv & film, and technology. Brian is a branding expert, investor, and serial entrepreneur. He believes that “Time Is Our Most Precious Commodity” and has certainly lived up to that mantra over the years with a host of accomplishments before age 40.

In this interview, Brian shares a wealth of information that he has learned over many years of putting together deals. He talks about one of the biggest mistakes he made early on and why he still regrets it to this day. He explains how companies can grow without giving up equity. He talks about his #1 deal breaker. He talks about unrealistic company valuations and the proper way to value a company. He talks about how he deals with setbacks .. and much more.

What you’ll learn from this episode:

Brian’s biggest business mistake and why he still regrets it.

How to grow a company without giving up equity 

The proper way to value a company

Brian’s deal breakers

How to build your business network properly

and much more

Connect with Brian:

LinkedIn

Watch the video:

Youtube

Peter Blaney is CEO of Induran Ventures, a Venture Philanthropy General Partnership. He has been an entrepreneur and venture investor across the spectrum of biotechnology for over 30 years. He was involved in the launch of BIOX, a $125M build of the world’s first continuous processing biodiesel refinery. He focuses on direct investments in projects aimed at specific human problems.

In this interview Peter shares nuggets from his 30 years of experience in doing multi-million dollar biotech deals. He talks about the 3 aspects he considers when looking at a deal. He explains why sometimes getting a good deal is better than getting a great deal. He talks about the qualities he looks for in the principals of a company. He explains how he keeps his pipeline full of quality deals. He talks about how he deals with failure and adversity. He explains why deals should be more than just about the money.

What you’ll learn from this episode:

How Peter Keeps His Deal Pipeline Full

3 Important Aspects of Every Deal

Peter’s Unique Way of Dealing with Business Stress

What Determines a Good Market

Effects of Covid-19 on the Biotech Market

and much more

Connect with Peter:

LinkedIn

Watch the video:

Youtube