6 Pitfalls To Avoid In Passive Alternative Investments
The Alternative Investment Podcast August 18, 2022
Investments into private business ventures are becoming increasingly accessible as an alternative to publicly-traded stock, but how do you know whether your investment expectations are legally enforceable?
Andrew Doup joined Jimmy Atkinson and Andy Hagans from
, to discuss important questions to ask when assessing an
alternative investment and reviewing offering documents. This webinar
summarized best practices for conducting due diligence to manage liability
risk, including topics such as:
- What are offering documents, and how to make sense of them;
- How to identify potential red flags;
- Key questions to ask to ensure that sponsor interests are aligned with those of the investors.
This webinar was accepted by the CFP Board for 1 hour of CE credit.