I'm a trusted advisor, CFP, or CPA with accredited investors as clients. Should they attend?


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Question: 

I am a CFP and CPA, I have accredited investors who are always looking for good investment opportunities but are not skilled investors. Should they attend?

Answer: 

First of all, this is a great forum for the accredited investor who's new to early stage investing, but wants to learn more. Not only will they learn much about how entrepreneurs present their businesses as investment opportunities, but they'll see how experienced early stage investors react to these presentations.

In addition, the Angel Capital Summit is providing a unique "Buddy Program", where accredited investors will have the opportunity to be introduced to experienced early-stage investors with similar interests. In doing so, these experienced investors are willing to "show the ropes" to new investors, so they can improve their investment skills. The Buddy Program promises to develop new relationships for accredited investors and open doors for your clients that did not previously exist.

For more information, please see the invitation to trusted advisors.