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Angel Investor Pros Share How They Diversify Their Portfolio to Increase ROI

  • Broadcast in Finance
Karen Rands

Karen Rands

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Experienced Angels know how to mitigate their risk through diversification.  This episode of The Compassionate Capitalist Show features Karen Rands shares her experience and perspective on diversifying an angel investment portfolio to increase the odds of winning the wealth creation game.  Karen attended the Angel Investor Diversification Strategy Panel at the 2022 TiE-Con - TiE Atlanta's signature annual business conference.
Key Take Aways:
- Diversify by Industry, Stage, and Type of Investment
- Have Discipline to Allocate a Specific % of Your Investment Portfolio
- Create a Plan for Investing Regularly to Build a Portfolio of Private Deals
- Expect Some Losses, Off Set by Overall Success of a Diversified Angel Portfolio

The Panel was:
Bird Blitch - CEO / Co-founder Patientco, active angel investor after the acquisition of his comp.
JP James - Chairman of Hive Financial Assets, active investor, leader in setting up multiple angel groups and funds.
Frank Tighe - Managing Director of Silicon Road Ventures.. an early stage VC fund focused on the future of commerce.
Shankur Ram - Serial Entrepreneur, Mentor and Investor. He has started 6 companies with successful exits to UPS and E&Y. On the Board of TiE Global and SoCal
Sid Mookerji - Managing Partner and Founder of Silicon Road VC led the panel in the discussion
Retail innovation leader. Successfully built and sold a company operating in eight countries serving 350+ retailers worldwide.

Karen is the author of the best seller: Inside Secrets to Angel Investing. She advises investors on best practices for becoming a successful angel investor and assists with screening and due diligence. Learn More, visit http://kugarand.co
Get the book: http://InsideSecretstoAngelInvesting.com
Visit https://linktr.ee/compassionatecapitalist to find all the podcast player links.

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