LOYAL3 CEO Barry Schneider: We Get To Invent Every Single Day
How do you democratize the stock market? Chairman and CEO Barry Schneider shares LOYAL3′s vision and driving principles for the five-year old startup. LOYAL3 allows companies going public to sell IPO stock to individual investors at the same price as Wall Street. Schneider explains why his company is taking risks and going beyond the status quo to disrupt the capital markets: “There has been precisely 3 IPOs that have ever been crowdsourced. We’ve done them all.” They helped AMC Theatres and Santander Consumer USA go public.Schneider also shares three important values that make up his company’s culture: integrity, innovation, and interdependence. Schneider guest lectured in JD Schramm’s Strategic Communication course on Monday May 19, 2014 where this talk was originally delivered.
The Importance of Picking the Right Investor with Carl Showalter
A relatively recent phenomenon has complicated the investment landscape confronting the founder of the early stage company looking for funding. There used to be a time not too long ago when a founder had only two investor categories to choose from: angels or institutional VCs. Today, it is not that simple. The ecosystem of investors in the Bay Area includes angels, super angels, incubators and accelerators, corporate VCs, the institutional VC community (which itself has fragmented into side funds and specialties), crowdfunding, “demo” days, and the like. Even private equity firms and investment banking firms are coming “down market” to invest in startups, presenting the founder with a bewildering array of choices.
Our speaker, Carl Showalter, a partner at Opus Capital and an experienced investor with a long history in Silicon Valley, offers insights and wisdom on how a founder should think about the fundraising process. When is the right time to raise funding? How much money should the founder raise? What part of the investor ecosystem should a founder go to first? Is crowdfunding as good as it looks? What business models still require bootstrapping as a first step? When is the right time to bring in an institutional VC?
What is insider trading?
Insider trading is when a person makes a stock trade after learning material, non-public information about the company.
Bob Browne: A Lesson in Tax-Deferred Investing from Warren Buffett
As investors look to build wealth, they can learn both tax strategy and investment strategy lessons from Warren Buffett’s recent sale of Graham Holdings Company.
Wayne Bowers: Is the UK a bubble and Europe toil and trouble? April 7, 2014
Is strong growth in the UK too good to be true? Is fiscal easing on its way for Europe? Wayne Bowers shares where policy makers might take us.
1Q 2014 Investment Manager Survey – April 2014
Northern Trust’s first quarter investment manager survey finds that managers are optimistic but wary of geopolitical risks and emerging market economic growth.
Jim McDonald: Geopolitics: More Bark Than Bite
As tensions rise between the West and Russia, how should investors analyze geopolitical risks?
Marc Andreessen on Big Breakthrough Ideas and Courageous Entrerpreneurs
Marc Andreessen, Co-Founder & Partner at Andreessen Horowitz, discusses his philosophy on investing in technical founders and the role of technology in today’s startups. Andreessen also addresses the kind of entrepreneurs and ideas his venture capital firm look for: “Big breakthrough ideas often seem nuts the first time you see them.”
IMF Chief Christine Lagarde at Stanford’s Freeman Spogli Institute for International Studies
Christine Lagarde, head of the IMF, expresses optimism about the global economy during a talk at Stanford on Feb. 25, 2014. Credit: Roger Winkelman