Alternative Investments Chat
"Alternative Investments Chat" offers an exclusive look into the strategies and technologies defining the alternative investment landscape. Hosted by Erica Lanier and Erin Akers of M2i, this podcast delivers valuable education and insights for investors, advisors, and sponsors eager to gain unique perspectives on alternative investments. This podcast and M2i do not serve as a financial advisor. Any insights provided by M2i are for educational purposes only and are not intended as investment advice.
- Update frequency
- every 6 days
- Average duration
- 20 minutes
- Episodes
- 51
- Years Active
- 2024 - 2025
How Regulation CF and Regulation A Empower Small Businesses
Have you ever wondered how crowdfunding works? Follow along as Erin and Erica break down Regulation CF and Regulation A, the SEC rules that have revolutionized the way small businesses and startups r…
Capital Planning: It’s Critical Function in Your Business
In this episode, Erin and Erica explore capital planning, a vital process that involves budgeting a company's financial resources for long-term goals and growth. Forecasting market trends, infrastruc…
Understanding Regulation D: Private Investment Exemptions and Capital Raising
This episode is a guide to Regulation D. Erin and Erica explain the SEC rules that are designed to simplify the capital-raising process for private companies. They explain the criteria for each rule …
Accredited vs. Non-Accredited: What it Means to Investors
This episode covers the origins of investor accreditation, what it means today, and the evolving opportunities for both accredited and non-accredited investors. Learn the criteria for accredited stat…
Debt Offerings: Raising Capital Without Giving Up Ownership
In this episode, we explore the world of debt offerings—a way for companies to raise capital without sacrificing ownership or control. Learn how businesses can borrow money from investors with a prom…
Equity Investments 101: One Way to Raise Capital for Your Business
In this episode, we dive into the world of equity investments, breaking down how businesses can raise capital by offering a stake in their company. Using “Shark Tank” as a real-world example, we expl…
The Critical Role of Due Diligence for Non-Accredited Investors
Understanding how to navigate alternative investments as a non-accredited investor starts with due diligence. In this episode, we break down what due diligence really means, how to research investmen…
Exploring Alternative Investment Options for Non-Accredited Investors
Non-accredited investors may feel limited when it comes to alternative investments, but there several growth opportunities available. This discussion covers the challenges faced by non-accredited inv…
Breaking Down the Tech and Rules Behind Managing Alternative Investments
Managing alternative investments can overwhelm advisors with manual processes, data overload, and strict regulatory requirements. In this episode, we explore the key operational and compliance challe…
Navigating the Complexities of Alternative Investments for Advisors
In this episode, we tackle the unique challenges Advisors face when educating and guiding clients through the complex world of Alternative Investments. Learn how to simplify explanations, address com…
Demystifying Alternative Investments: The Basics You Need to Know
Struggling to diversify your portfolio or feeling stuck in traditional investments? In our very first episode of Alternative Investments Chat, we break down the basics of Alternative Investments and …