Summary

In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the essentials of due diligence for alternative assets. They discuss the significance of the Private Placement Memorandum (PPM), the Operating Agreement, and the Subscription Agreement, emphasizing the importance of understanding the terms and conditions of each document. The conversation also covers evaluating the track record of investment managers, assessing team dynamics, and the necessity of clear communication regarding investment strategies and risks. The hosts encourage investors to ask probing questions and to be diligent in their research to make informed investment decisions.

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC 

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com 

Sarah Florer: sflorer@grablemartin.com

Takeaways

• Due diligence is critical when investing in alternative assets.
• The Private Placement Memorandum (PPM) is a key disclosure document.
• Investors should not be intimidated by lengthy documents.
• Asking questions is essential during the due diligence process.
• The Operating Agreement outlines the economic terms of the investment.
• The Subscription Agreement serves as evidence of the investment commitment.
• Evaluating the track record of managers is crucial for trust.
• Understanding team dynamics can mitigate risks associated with key personnel.
• Investment strategies should be clearly communicated by managers.
• Risk evaluation is a fundamental part of the investment process.

Chapters

00:00 Introduction to Due Diligence in Alternative Assets

02:06 Understanding the Private Placement Memorandum (PPM)

08:33 The Importance of the Operating Agreement

11:40 Navigating the Subscription Agreement

17:14 Evaluating Track Records of Investment Managers

23:37 Assessing Team Dynamics and Management Structure

30:02 Investment Strategies and Risk Evaluation

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

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