Episode 6 with Jesse Clem

In Episode 6 of Accredited Investor Markets Radio, host Chris Cahill and Jesse Clem, the co-founder and CEO of Loquidity, talk about investing in real estate. Their discussion includes changes in how real estate investment opportunity and accredited investors find one another, changes in state law that abet the JOBS Act in encouraging general solicitation of accredited investors, and potential advantages for investors presented by a regionally-focused real estate investment platform.


You can learn more about investing in real estate by visiting www.accreditedinvestormarkets.com


You can learn more about Jesse Clem and Loquidity by visiting www.loquidity.com


You can also find them on Twitter at:




Jesse Clem is the co­founder and CEO of Loquidity, bringing more than 15 years of experience as a senior leader at Fortune 500 corporations within the IT industry to bear in developing a seamless user experience for Loquidity’s community of investors. Aspiring to disrupt the traditionally opaque real estate investment process, he helped found the company to bring high­ quality opportunities to a wide range of investors, catering to those interested in revitalizing their local communities. He is also a seasoned investor with more than seven years’ experience investing in multifamily and commercial real estate.


Jesse has a unique ability to blend business, real estate and technology into his ventures, having launched and sold numerous successful enterprises. In addition to his extensive personal real estate portfolio, he also created a hard money lending capital company to provide debt financing for numerous projects in the West Michigan area. He received his Bachelors of Science in Computer Science from Taylor University and also holds an MBA from the Ross School of Business at the University of Michigan.

Check out this episode!

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Don’t Try to Hide From Stock Market Declines in Just Any Alternative

The trading day in the U.S. ended on October 15th with stocks suffering their biggest losses in years, wiping out the year’s gains in many U.S. and European indexes. While diversity into alternatives may help hedge against some loss, not all behave in the same manner. AIMkts Managing Editor Alicia Purdy looks at stock market correlation and alternatives amid this week’s market bust.

Read more here.


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Financial Poise Radio Productions, LLC is Pleased to Announce the Debut of Accredited Investor Markets Radio

Co-hosts Chris Cahill and Alicia Purdy are joined each week by a guest to discuss the basics of angel investing, crowdfunding, private equity, venture capital, hedge funds, and other investment vehicles beyond publicly traded securities. The program, which premiered on September 25th, is available through iTunes; Stitcher, or on Libsyn.

Past and confirmed guests include investment advisors, attorneys, fund managers, and founders of such companies as Ace Portal; Early Shares; Fund Wisdom; InvestedIn; Loquidity; Realty Mogul; OfferBoard; The Soho Loft; and Sprott Global.

AIMkts Radio is the audio sister to AccreditedInvestorMarkets.com, the Internet’s most comprehensive and unbiased educational resource about crowdfunding, angel investing, venture capital, private equity, private shares, and other investment classes beyond publicly traded stocks and bonds. Unbiased and beholden to no one, AIMkts Radio does not accept advertising from financial advisors, brokers, or issuers.

About Financial Poise Radio Productions: Financial Poise Radio Productions is a wholly owned subsidiary of DailyDAC, LLC. DailyDAC, LLC owns and operates a growing suite of web-based properties devoted to providing education and news to investors, private business owners, C-level executives, and their respective trusted advisors

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Looking For a Financial Advisor? Here’s what not to do

Finding the right financial advisor can make a significant impact on your investment dollars. Are you approaching the financial advisor hunt in the wrong way? AIMkts has advice for how to begin your search.

Read the entire article here.



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DACyak Weekly Digest

Here’s the latest news and events from DailyDAC, LLC. Don’t forget to check out the newest listings on the Opportunistic Deal Database and the Mature Deal Database!

Click here to read the full newsletter.

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Finance and Accounting for 2014 Webinar Series

Financial Poise, The ChamberWise Education Consortium, and West LegalEdcenter are pleased to announce a brand new webinar series for 2014, Finance and Accounting. The first webinar, “The Income Statement” premieres on October 29, 2014 at 10am CT.

Webinars in the series include:

Speakers include:

  • Richard Claywell, Biz Valuations
  • Gary Frantzen, Alvarez & Marsal
  • Garth Tebay, Tebay & Associates, LLC
  • Todd Zoha, Stage Capital LLC

There is a saying: “If you don’t know your numbers, you don’t know your business.”  This webinar was created to teach the small business owner enough about finance and accounting so he can have an intelligent conversation with his controller or CFO.  As with all Financial Poise webinars, each episode in the series is designed to be viewed independently of the other episodes:  think sitcom rather than soap opera.Produced in conjunction with West LegalEdcenter. 1.0 CLE credit available.

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RADIO SHACK BANKRUPTCY WATCH: Shareholders Refinance the Company (or Else Bankruptcy!) – A Mere Delay in the Inevitable?

In “RADIO SHACK BANKRUPTCY WATCH: Shareholders Refinance the Company (or Else Bankruptcy!) – A Mere Delay in the Inevitable?”, the Editorial Staff of Commercial Bankruptcy Investor  discusses why large shareholders of Radio Shack doubled down on their investments by taking the lead in refinancing the troubled company.

Read the full article here or visit www.commercialbankruptcyinvestor.com for more information.

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Episode 5, Brian Thopsey

In Episode 5 of Accredited Investor Markets Radio our host, Chris Cahill, has an in-depth discussion about investing in start-ups with guest, Brian Thopsey. Brian is the founder of FundWisdom, whose purpose is to provide companies with financial wisdom and help them select the best crowdfunding platform to meet their needs.

In this interview they discuss., among other things, differences between equity and debt investing platforms for Accredited Investors, and the roles angel investor play in start-ups.


You can find out more about investing in startups by visiting our site, www.acccreditedinvestormarkets.com


You can learn more about Brian Thopsey and Fund Wisdom by visiting www.fundwisdom.com


 Brian Thopsey, founder of FundWisdom, is passionate about technology, the startup community, and financial valuation. He holds a Bachelor of Science in Computer Science and a Master of Science in Finance. He has extensive knowledge and years of experience building new technologies, valuation techniques, financial engineering, and business intelligence.



Check out this episode!

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IP Issues in Setting Up a Website Webinar Now On Demand!

Intellectual Property law is all around us and any business that chooses to ignore the area does so at its own peril.  This webinar series is designed to teach corporate attorneys who are not IP specialists enough about IP law so that they can spot issues and know when to bring in the IP specialist.  As with all Financial Poise webinars, each episode in the series is designed to be viewed independently of the other episodes:  think sitcom rather than soap opera.

Negotiating with a web designer; selecting a domain name; and how that meshes with trademark law; understanding fair use:  these are just some of the concepts explored in this webinar.

Click here to register.

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What to Consider When Investing in Raw Land

If you’re in the market for a solid, long-term investment, raw land may be worth a look. Although purchasing property in its natural state does come with potential risks and drawbacks, the benefits can be substantial—if the right choices are made at the right time.

Accredited Investor Markets writer Melissa Rudy takes a look at, “What to Consider When Investing in Raw Land,” – read the entire article here.


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