20th Anniversary Financial Advisor Seminar

by | Apr 14, 2023 | Speaking Engagement

Sharing an event hosted by the Community Foundation of Louisville and Community Foundation of Southern Indiana where I will be teaching a session on the fundamentals of impact investing and providing deal examples after fellow speaker Ronald Brown’s presentation...

RRR–Rules of Investing

by | Apr 13, 2023 | Newsletter

Investors and entrepreneurs must understand the balance between deal selectivity and funnel aperture. Venture funds like to show their deal funnel to limited partners, but interpreting it without the right context can be misleading. Entrepreneurs can benefit from...