Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands.

In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss about specific areas to focus, inefficiencies, repeatability, and risk management, to name a few.

Here’s what you will expect in this episode:

• Core areas of investment, operations, and investment.
• Economic due diligence and related examples.
• Common areas of focus on investment due diligence
• Inefficiencies, repeatability, and government regulation
• Important areas of operational and business due diligence.
• Be willing to walk away, ignore FOMO.
• Key items when analyzing an investment strategy.
• Portfolio risk, correlation of assets, and counterparty risk
• Investment monitoring and internal risk management
• Valuable suggestions for doing due diligence. 

About Chris Carsley:

Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects.

Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.

Chris Carsley Links:

Website: https://kirklandcapitalgroup.com/

LinkedIn: https://www.linkedin.com/in/chris-carsley-cfa-caia-965696/

Connect with Mo Bina on…

Website: https://www.high-risecapital.com/

YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

Instagram: https://www.instagram.com/highrisecapital/

Medium: https://mobina.medium.com/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

https://www.high-risecapital.com/resources-index

Most of us has a full understanding of the challenges that life is throwing at us, yet we understand so little about how our brain works in response to these challenges.

In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Deirdre Morrison in a very interesting conversation about how your brain works, and how to work your way in dealing with marginal losses. Deirdre has previously discussed about how our brain functions and how to better harness its ability. In today’s discussion, they cover the topic of how people can reduce and eliminate these marginal losses and understand how our brain is wired to deal with them.

Here’s what you will expect in this episode:

• What are marginal losses?
• Self-awareness and Self-Observation is the key
• What if we accumulate too many marginal losses?
• Not having enough self-compassion
• What we can do to reduce and eliminate accumulated losses.
• On Discipline and structure.
• Extending compassion and support
• Acknowledging that everyone has to start somewhere.
• Your brain has a core mission to keep you safe.

About Deirdre Morrison:

Deirdre Morrison graduated with a degree in Art and Design, which was a stepping stone on her lifelong journey with ideas, insight, and learning. Early career experience includes the arts sector; public relations and communications; commercial photography, and craft businesses.

Deirdre has worked extensively in helping emerging entrepreneurs and solopreneurs to develop their skills and confidence through group and individual coaching. Additional interests include the Japanese sword art of Kendo and recreational road cycling.

Building on her passion for creativity, ideas, and entrepreneurship, Deirdre works with individual clients and teams in the NeuroCreative™ Studio. She blends applied neuroscience coaching techniques and neuroeducation to help her clients achieve greater understanding of how their brains work, and what this makes possible for them.

She founded the NeuroDevelopment Institute to create greater understanding of the human brain on a global level and build bridges between various levels of interest in this sphere, including practitioners, researchers, and end users.

Deirdre Morrison Links:

LinkedIn: https://www.linkedin.com/in/deirdremorrison/

Client work: https://neurocreative.studio

Non-Profit: https://neurodevelopmentinstitute.com