#12 Mastering Market Cycles w/ Chad Smith, Managing Partner, Reveille Wealth Management
Description
Download “The 10 Best Things To Know About Venture Debt” from https://7in7show.com/
Chad Smith (www.reveillewealth.com) is one of the founders and managing partners of Reveille Wealth Management, based in Atlanta, GA. His background as an investment analyst and consultant spans over 25 years, serving institutional, corporate, and individual investors. He serves on Reveille’s Investment Committee and is one of the Portfolio Management Directors.
In this episode, Zack and Chad discuss:
1. Capital Market Agility: Riding Highs, Avoiding Lows
2. Simplicity Always Works
3. Innovation Fuels Value Creation
4. Venture Debt in Rising Interest Rates
LinkedIn: https://www.linkedin.com/in/chadsmithrwm/
Company: https://www.reveillewealth.com/
Website: https://www.reveillewealth.com/
LinkedIn: https://www.linkedin.com/in/reveillewealth
Facebook: https://www.facebook.com/reveillewealth
Instagram: https://www.instagram/reveillewealth
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LinkedIn: https://www.linkedin.com/in/zackellison/
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Chad Smith
Financial Advisor, RJFS
Reveille Wealth Management
525 Westpark Drive, Ste 100 // Peachtree City, GA 30269
O 678.489.7314 // TF 866.980.3230 // www.reveillewealth.com
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Reveille Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Any opinions are those of Chad Smith and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification.
Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors. These risks include, but are not limited to: limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. Investors should only invest in alternative investments if they do not require a liquid investment and can bear the risk of substantial losses.
Raymond James is not affiliated with and does not endorse the opinions or services of Zack Ellison.
Welcome to another insightful episode of The 7 in 7 Show with Zack Ellison, where we explore the cutting edge of venture capital and innovation with the world’s leading investors.
Episodes #14A of Season 2 feature Ken Hall, a Partner at Orlando-based DeepWork Capital, where he supports the firm...
Published 09/10/24
Welcome to another insightful episode of The 7 in 7 Show with Zack Ellison, where we explore the cutting edge of venture capital and innovation with the world’s leading investors.
Episodes #14A of Season 2 feature Ken Hall, a Partner at Orlando-based DeepWork Capital, where he supports the firm...
Published 09/03/24