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68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley

68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth


68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

ratings:
Length:
42 minutes
Released:
Jan 26, 2023
Format:
Podcast episode

Description

Have you ever received the legal documents for a syndication and been unsure of what to look for? The legal documents are a foundational component of syndications, but understanding them and being able to spot red flags are critical skills. In this week’s episode, co-hosts Bob and Ben Fraser are joined by Dugan Kelley, a top SEC Attorney, who has overseen $5B worth of transactions. Watch this week’s episode to learn how to read and understand the legal docs and especially the red flags to watch out for.

Get started and download your free economic report today at https://aspenfunds.us/report
Read the full transcription https://aspenfunds.us/podcast/spotting-red-flags-in-syndication-documents-feat-dugan-kelley/

Connect with Dugan on LinkedIn - https://www.linkedin.com/in/dugan-kelley-0019b435/

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
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Released:
Jan 26, 2023
Format:
Podcast episode

Titles in the series (100)

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.