From unicorn startups to historic buyouts, private investments show us what’s possible when you find a great opportunity. In the worlds of private equity and venture capital, you must learn how to research the right information and ask the right questions. Each has unique strategies, risks, and growth opportunities to consider when analyzing opportunities. And with an IRA, you have the chance to grow your investments tax-free.
In this replay, you will learn:
Date: June 18, 2024
Duration: 59 minutes (including 14-minute Q&A starting at 45:42)
Speakers:
- Rachel Stolrow: Business Development Manager at The Entrust Group
- Nathan Larsen: Chief Investment Officer at The Mid-Atlantic Fund
Presentation Deck: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Presentation Timestamps:
Section 1: Understanding Private Equity and Venture Capital
• Starts: 5:42
• Ends: 9:45
Section 2: Finding Private Equity and Venture Capital Investments
• Starts: 9:46
• Ends: 12:53
Section 3: Vetting Private Equity and Venture Capital Investments
• Starts: 12:55
• Ends: 25:48
Section 5: Aligning Private Equity and Venture Capital Investments with Your Goals
• Starts: 25:56
• Ends: 40:26
Section 6: How it Works in an IRA
• Starts: 40:27
• Ends: 43:35
Section 7: Q&A Time
• Starts: 45:42
• Ends: 59:31
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