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#8 - The ABCs of Accredited Investing
Manage episode 382056104 series 3511422
Το περιεχόμενο παρέχεται από το Steven Arita. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Steven Arita ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Ever wondered if you might be an accredited investor without even realizing it? Let’s dive deeper into this topic in today’s episode. We're breaking down the world of accredited investing, demystifying the jargon, the legalities, and everything in between. From the surprising anecdotes - like the Brazilian Jiu-Jitsu classmate unaware of his accredited investor status - to the $200,000 single, $300,000 couple or $1 million net worth criteria, we're making sense of it all. Let’s jump right in!
Links mentioned in the episode:
https://www.sec.gov/about
https://www.ecfr.gov/current/title-17/chapter-II/part-230/subject-group-ECFR6e651a4c86c0174
https://www.sec.gov/news/speech/peirce-how-we-howey-050919
https://www.investopedia.com/terms/s/security.asp
Show notes:
[3:32] Investing origin story
[5:10] What accredited investors are
[9:37] Sophisticated investor
[11:14] Levels of certification
[11:43] The SEC
[13:44] Definition of security
[14:34] The Howey test
[15:45] Private and public security offerings
[18:31] 506b and 506c
[25:52] What does this mean for you as an investor?
[33:05] Outro
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For more resources and guides, check these out:
- Investor 101 https://www.aritacapital.com/investor-101-resource/#
- Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/
If you want to learn more, reach out at:
Email: steven@aritacapital.com
LinkedIn: https://www.linkedin.com/in/aritasteven/
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