Last week, Sherwood Neiss, one of our Principals, had the opportunity to speak to the Ivy Family Office Meeting about the state of the online investment industry. Sherwood gave an overview of the different exemptions under which companies are raising money online, dug into some of the Bloomberg data coming from the online investment platforms and provided 2 case studies:

• one on debt offerings that shows attractive average yields and
• the other on the positive impact coronavirus has had on capital formation

You can watch the replay by clicking the video image below. You can download the presentation by clicking the image right below this.

For more information, please contact: sherwood@theccagroup.com