Alternative Investment Strategy “Lunch & Learn” – Angels Investing!
March 10 @ 11:30 am - 1:00 pm EDT
Alternative Investment Strategy – Diversifying with Angel and Venture Investing!
We have designed an exclusive informational workshop regarding angel investing – an area of growing interest among high-net-worth individuals and independent investors. The workshop is designed to help and support you to be current on this growing asset class. This will better equip Wealth Managers, Money Managers, Financial Planners, and other Financial Advisors to be well informed and educated to answer your client’s questions and curiosity.
Michigan is one of the wealthiest states in the Union and since 2008 the local economy is growing at a rapid pace. Many high-net-worth individuals are interested in taking an active role in the growing economy, yet do not know how and where to start.
Given the growing interest among younger and more aggressive investors have in diversifying their portfolio with venture investing, and our commitment to the Michigan startup ecosystem, we have designed an informational workshop to educate and inform Wealth Managers, Financial & Investment Advisors, and Bankers about the nature of the venture investment asset class (high-risk/high-return). We are confident you want to see your clients maintain and grow their personal wealth. Letting them go off on their own and make high-risk investments, with little input, only increases the risk. With the proper knowledge about this asset class, they can have the opportunity to increase their wealth that you can help them manage.
The Session Will Cover:
The Market Overview
Why consider this Asset Class?
The Golden Rules of Venture Investing
Where to start?
How to select and manage my portfolio?
What investment platform is right for me?
What resources are available and where to find them
Although Wealth Managers, Financial & Investment Advisors, and Bankers are highly regulated, we feel that being informed and educated on the nature of this Asset Class will add value to your relationship with your clients to help them navigate the journey.
Disclaimer: This is an educational and informational session only. It is not designed to sell, solicit and or promote any company, funds and or products.
The Platform @ Startup Nation
34300 Woodward Ave #200 · Birmingham, MI
How to find us