6 Pitfalls To Avoid In Passive Alternative Investments

The Alternative Investment Podcast

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 AltsDb, 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.