CFA Society Switzerland’s Post

Today, more investors want to get to know private companies and their management teams before they go public. Here's what they want to know: https://hubs.la/Q02vkShs0

Check out S2E33 of the FOXcast CEO Series, Accessing Top-Quality Deal Flow in the Private Investing Marketplace! FOX CEO Peter Moustakerski sat down with Lou Sokolovskiy, CEO and Founder of Opus Connect. Lou founded Opus Connect to provide a platform for PE and M&A professionals to connect, collaborate, and succeed in their work. He talks about the opportunity – or gap – he saw in the private investing marketplace and why he created this community. UHNW families and their family offices are increasingly active and sought-after participants in the private direct investing space – they are seen as patient, long-term, values-driven investors. At the same time, they often lack capabilities or create obstacles for themselves that prevent them from partaking in the most attractive deals. Lou explains why that happens and what families and family office executives can do to overcome these weaknesses and ensure they are seeing the best deals. Enjoy this informative conversation with one of the leading players and community organizers in the private investing ecosystem. https://lnkd.in/gyvPnMQ2 #directinvesting #investing #familyoffice #familyoffices #uhnw

How can we help you reach your fullest Real Estate Potential: Join Our Community for Profitable Investments and Personal Growth! Dear Newcomers, Are you ready to take your real estate investing journey to new heights? Imagine a community where you not only build a lucrative property portfolio but also grow personally, surrounded by like-minded individuals who share your passion for success. Look no further – our exclusive Real Estate Investment Community is here to make your dreams a reality! Why Join Our Community? 1. Lucrative Investment Opportunities: Gain access to a treasure trove of carefully curated real estate opportunities that helps you under investing to take you to the next level. Our team of experts scouts the market for properties with immense growth potential, ensuring that you make informed and profitable decisions. 2. Learn and Earn Simultaneously: Our community is not just about investments; it's a hub for continuous learning. Participate in workshops, webinars, and seminars conducted by industry leaders, providing you with invaluable insights to make educated choices and maximize profits. 3. Community Support and Networking: Connect with a diverse group of real estate enthusiasts, from seasoned investors to beginners like yourself. Share experiences, seek advice, and foster partnerships within our vibrant community. Together, we grow stronger! 4. Personal Growth and Motivation: We understand that success is not just financial – it's about personal growth too. Engage in mindset sessions, goal-setting workshops, and motivational talks designed to propel you forward, both in your real estate endeavors and personal life. What You Can Expect: - Weekly investment meet-ups for networking and deal-sharing. - Exclusive access to market reports and investment trends. - Mentorship programs connecting you with seasoned professionals. - Personal development workshops to enhance your skills and mindset. Join Now and Transform Your Real Estate Journey! Don't miss out on this unique opportunity to make money while learning and growing your portfolio. Our community is your gateway to a world of possibilities. Click https://lnkd.in/e-dXgmKA to join now and embark on a journey of prosperity, personal growth, and a supportive community that has your back every step of the way. Still thinking about it try our 7-Day Trial visit: https://lnkd.in/eWAxBktG To your success! Best regards, Vanessa Winnett  

6 Proven Steps to Engage Investors Effectively Dive into the investor pool with a strategy that sets you up for success. From our PEAKZONE experts, here are six steps to refine your investor approach: Research Thoroughly: Use platforms like PitchBook and AngelList to align your pitch with investor interests. Network Diligently: Make connections at industry events and through programs that can lead to warm introductions. Segment Investors: Focus your efforts by understanding the preferred sectors, stages, and investment volumes of potential VCs. Craft Personalized Emails: Reach out through LinkedIn to make that first contact count. Mention mutual connections for a better response rate. Follow Up Smartly: Be persistent but avoid busy times like holidays. Timing can be as important as the message itself. Maintain Relationships: Keep all investors in the loop, regardless of their initial decision. Continuous updates could lead to future interest. Embarking on your fundraising journey? We will host the last edition of our webinar on may 14th - feel free to register here: https://lnkd.in/ddVzgujS

Excited to share insights from the recent Family Office Club Summit! Key takeaways of day 1: Cultivating the right partnerships drives value. The structure of a deal significantly impacts investors. - Drawing from my expertise in relationship-building and advising principals, I identify trends and opportunities. #FamilyOffice #InvestmentStrategy #RelationshipsMatter

#mondaymotivation 👇🙌 👉 Let’s talk about how I can help you realize your goal to become a General Partner in the next few months 🤑🙌 Big things happening stay tuned 🧐 DM me or book a zoom call 👉 https://lnkd.in/gHFpbj6i Massive Capital

Did this exact post pop up in your feed a couple of weeks ago? That’s right—we’re bringing it back. Because we believe it’s absolutely crucial to double-highlight why Investors should attend Slush 2024. As we mentioned before, our Head of Investors crafted an impressively complex piece of content for this. If you’ve already read the article, you’re all set. If you haven’t but are short on time, here’s a brief recap: 🔹 Discover top global companies in person  🔹 Connect with world-class VCs 🔹 Build relationships directly with LPs  🔹 Join 3,299 other investors on Investor Day  🔹 Network in a curated, relaxed setting If you truly want to read it, we can link it for you here: https://lnkd.in/gpPfbJ92 And if you just want to cut to the chase, skip the article, and go straight to purchasing your tickets, we can link that one for you as well: slush.org/tickets

Today, we'll discuss the nitty-gritty of managing investors' capital in real estate syndications with Andy Crawford. Dive into this insightful guide and uncover what you should consider before accepting people's money. Learn savvy strategies for earning trust and credibility from potential investors, setting the stage for solid partnerships. 𝐓𝐡𝐢𝐧𝐠𝐬 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐟𝐫𝐨𝐦 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞: • The accountability of managing investors' funds when raising capital • Strategies to build trust and credibility with potential investors • What are the prerequisites before accepting investors' capital? • Highly recommended real estate learning resources for beginners • 2 practical tips for aspiring real estate investors Subscribe so you don't miss out on great content, and if you love the show, leave an honest rating and review! Ep106 Cultivating Trust with Medical Professionals in CRE Syndications with Andy Crawford - Part 2 #SyndicationInsights #TrustBuilding #RealEstateInvesting Link in the comments.

Meet Izabel! These are the kinds of investors you’ll meet at our INVEST Summit. Could Izabel have helped you if you were in the room? With over 18 years of experience, she’s packed with knowledge—and maybe even has a deal you can invest in! Want to meet Izabel in person? Join us at our LikeMinded Stuart Meetup every first Monday of the month. Check out the upcoming dates here:
🔗 https://lnkd.in/e_zu-wdp Don’t miss out on valuable connections! #RealEstateInvesting #INVESTSummit #LikeMindedMeetup #Networking #DealOpportunities

We can't believe it's already over! Be sure to check out the official photo album below, and we hope to see you all again next year at Wealth Management EDGE! 🎉 #WMEDGE #InsideETFs #RIAEdge #WealthStack