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Angel investing, SPVs, and fund investing are how wealth gets built in private markets, and most professionals have never had anyone walk them through how it actually works.Join Fictive Ventures, McGuireWoods, Divi, and Zenith Wealth Partners for an afternoon in Charlotte built for professionals, angel investors, and anyone curious about investing in startups.
Over lunch, we'll cover how private markets fit into a real portfolio, the three ways to get access (direct angel checks, SPVs, and fund investing), and what accreditation means and how to check where you stand.
After lunch, three founders pitch and we walk through diligence live: what to ask for, what the answers tell you, and what we would have asked next. Then we cover what happens after you invest, how to track a deal once it closes, and how to decide how much to put into any single company.
You'll leave knowing how to evaluate a deal, how to size a check, and what your first step is.
**Agenda**:
- 11:30 AM | Arrival + check-in
- 12:00 PM | Lunch + Investing as a Wealth Strategy (Khadijah Robinson, Fictive Ventures; Harold Hughes, Divi; Jesse Wideman, Zenith Wealth Partners)
- 1:30 PM | Founder pitches + live diligence walkthrough
- 3:15 PM | Using Divi to monitor your investments
- 3:30 PM | How to determine how much to invest
- 3:45 PM | Closing + what's next
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Event venue
McGuireWoods, 201 N Tryon St #3000, Charlotte, United States
Tickets
USD 0
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