Trust But Verify: A Practical Gui...
Trust But Verify: A Practical Guide to Vetting Alternative Investments

Alternative Investments Chat by Invessio's Erica Lanier and Erin Akers

Episode notes

Before you wire a single dollar, you need to know what, and who, you’re investing in. In this episode, Erica and Erin unpack one of the most critical steps in any investment process: vetting alternative investments. They walk listeners through how to evaluate sponsors, structures, assets, and numbers so you can protect your capital, avoid scams, and invest with confidence.

Perfect for beginner investors who want to understand how to approach due diligence without the resources of a big firm, this episode breaks down complex industry practices into an easy-to-follow framework anyone can use.

Listen to Learn:

  • What due diligence really means and why it matters
  • How to spot red flags, from unrealistic returns to lack of transparency
  • The key componen ... 
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Keywords
Alternative Investingfinance