Manage episode 488150622 series 3496716
What happens when your wealth manager fires you after losing your money? For Graham Rowan, it became the catalyst for moving into private equity investing before founding The Inside Investor Club.
His club typically invests in companies valued between $20-80 million, making $500k-$2M raises accessible to its community of about 200 high net worth families.
Graham's business model represents the growing direct to investor businesses models proliferating in many different forms. In this one we see investor education merging with exclusive direct investment opportunities
FinPub Pro is produced by The Financial Marketing Summit, the #1 networking and marketing conference for financial newsletter publishers, trader educators, and digital financial media.
John Newtson, host and founder of The Financial Marketing Summit can be reached via LinkedIn at John Newtson
Chapters
1. Graham's Journey to Private Equity (00:00:00)
2. Criteria for Private Equity Investments (00:03:27)
3. The Artificial Wealth Effect (00:06:40)
4. Inside Investor Club Membership Experience (00:10:19)
5. Coming Wealth Transfer to Younger Generations (00:16:56)
6. Alternative Exits and Liquidity Options (00:21:52)
7. European Market Opportunities and Partnerships (00:27:16)
8. Events and Global Networking Possibilities (00:34:27)
17 episodes