How Do You Know?
My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.
I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge.
Thank you for listening. I hope it helps!
Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
How Do You Know?
HDYK your money is safe? | DD Curriculum
Matt Weigand discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments:
- Role of Fund Administration
- The challenges and benefits of outsourcing fund admin
- ENsuring Data security
- Impact of AI
- Regulatory landscape
- https://www.linkedin.com/in/weigandmatthew/