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内容由William Bissett, CFP, William Bissett, and CFP提供。所有播客内容(包括剧集、图形和播客描述)均由 William Bissett, CFP, William Bissett, and CFP 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Charlotte Angel Connection Episode 153: Marcia Dawood, Angel Investor

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Manage episode 375147110 series 1276063
内容由William Bissett, CFP, William Bissett, and CFP提供。所有播客内容(包括剧集、图形和播客描述)均由 William Bissett, CFP, William Bissett, and CFP 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
In this episode of the "Charlotte Angel Connection", Marcia Dawood, a seasoned angel investor, accomplished TEDX Charlotte speaker, member of the Angel Capital Association and SEC Small Business Capital Formation Committee shares her recipe of "doing good by doing well" by “helping entrepreneurs’ dreams come true’. Marcia takes us through her journey of becoming an angel investor, how ALS (Lou Gehrig’s disease) helped her see the true value of investing in start-ups to affect meaningful change, and the value that ALL angel’s bring to the table when investing. Key Highlights: Comparing the angel investment environment across the U.S. Becoming and angel by “contributing through curiosity” and embracing “story time”. The value of waiting for the right opportunity. How to start with as little as $50. How a family ALS diagnosis inspired Marsha to use angel investing to give back. The value of company contribution to changes vs. charities. Encouraging the younger generation to get involved. Learn more about Marcia Dawood and the work she’s doing to promote angel investing in the U.S. and abroad, by checking out her podcast, the Angel Next Door. We definitely recommend Marcia’s Charlotte, NC TedX talk to learn more about her as well as the launch of her upcoming book. William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
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Manage episode 375147110 series 1276063
内容由William Bissett, CFP, William Bissett, and CFP提供。所有播客内容(包括剧集、图形和播客描述)均由 William Bissett, CFP, William Bissett, and CFP 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
In this episode of the "Charlotte Angel Connection", Marcia Dawood, a seasoned angel investor, accomplished TEDX Charlotte speaker, member of the Angel Capital Association and SEC Small Business Capital Formation Committee shares her recipe of "doing good by doing well" by “helping entrepreneurs’ dreams come true’. Marcia takes us through her journey of becoming an angel investor, how ALS (Lou Gehrig’s disease) helped her see the true value of investing in start-ups to affect meaningful change, and the value that ALL angel’s bring to the table when investing. Key Highlights: Comparing the angel investment environment across the U.S. Becoming and angel by “contributing through curiosity” and embracing “story time”. The value of waiting for the right opportunity. How to start with as little as $50. How a family ALS diagnosis inspired Marsha to use angel investing to give back. The value of company contribution to changes vs. charities. Encouraging the younger generation to get involved. Learn more about Marcia Dawood and the work she’s doing to promote angel investing in the U.S. and abroad, by checking out her podcast, the Angel Next Door. We definitely recommend Marcia’s Charlotte, NC TedX talk to learn more about her as well as the launch of her upcoming book. William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener. Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.
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