Join Daniel Nickles and Chris Thompson with their guest Ted Greene, the Investor Relations Manager of Spartan Investment Group. In this episode, Ted shares his expertise in investments and finance and the lessons that we can learn from the past’s most significant economic hurdles. On investment portfolios, Ted states that while concentrated positions build wealth, diversified positions protect it. He has come to know that investors wake up and see the world differently every day in his experience. There will be a lot to learn as Ted goes in-depth in this episode, so make sure to tune in.
In this episode you will learn:
- What is a good way to approach your process of due diligence?
- The importance of position sizing.
- Public companies and the 506(b) and 506(c) exemptions.
- How to sense a deal that’s going off track and the things to consider.
- On how current events affect investment behavior.
About Ted Greene:
Ted Greene is a third-generation Seattleite who married his high school sweetheart. Ted and Melissa have two children attending the same High School, where they first met.
After graduating from Seattle Pacific University with a BA in Finance, Ted spent 24 years in the financial services industry as an investment advisor and Fiduciary.
Connect with Ted Greene on:
Website: https://spartan-investors.com
Linkedin: https://www.linkedin.com/in/spartan-investment-group-inc-a6062212a/
Facebook: https://www.facebook.com/spartaninvestmentgroup
YouTube: https://www.youtube.com/c/Spartanhomebuyers
Connect with Two Smart Assets on:
Website: https://twosmartassets.com/
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
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https://twosmartassets.com/sample-deal-form
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https://twosmartassets.com/investing-guide-form