17 episodes

Over the past decade, a progressive revolution has transformed key elements of the private equity marketplace. From the emergence of super angels and the explosion in new micro-VCs to the advent of equity crowdfunding platforms, these new players have brought about a tectonic shift within the private asset investing ecosystem. Collectively, they have disrupted the status quo and provided entrepreneurial innovators with access to a greater diversity of funding sources than at any time in history. Prior to the advent of Assure, the structuring and management of investment vehicles was a slow, onerous and expensive ordeal. By combining all of the legal, tax, accounting, banking, compliance andadministration into one product with a one-time flat fee, Assure has reinvented best practice for setting up and running a private investment entity. Assure has empowered these new power players to parlay their bias for action into affordable, consistent investments. In this podcast series, Assure co-founder and CEO Jeremy Neilson provides a detailed introduction to private equity investment entities and breaks down the entire process of establishing and managing these entities. You will learn everything you need to know about what goes into effectively managing private investment entities throughout their lifecycle, from setup to shutdown.

The Assure Podcast with Jeremy Neilso‪n‬ Assure

    • Education
    • 5.0 • 5 Ratings

Over the past decade, a progressive revolution has transformed key elements of the private equity marketplace. From the emergence of super angels and the explosion in new micro-VCs to the advent of equity crowdfunding platforms, these new players have brought about a tectonic shift within the private asset investing ecosystem. Collectively, they have disrupted the status quo and provided entrepreneurial innovators with access to a greater diversity of funding sources than at any time in history. Prior to the advent of Assure, the structuring and management of investment vehicles was a slow, onerous and expensive ordeal. By combining all of the legal, tax, accounting, banking, compliance andadministration into one product with a one-time flat fee, Assure has reinvented best practice for setting up and running a private investment entity. Assure has empowered these new power players to parlay their bias for action into affordable, consistent investments. In this podcast series, Assure co-founder and CEO Jeremy Neilson provides a detailed introduction to private equity investment entities and breaks down the entire process of establishing and managing these entities. You will learn everything you need to know about what goes into effectively managing private investment entities throughout their lifecycle, from setup to shutdown.

    NextGen Venture: Ep. 05 w/ Anchor Capital and Marshall Newhouse

    NextGen Venture: Ep. 05 w/ Anchor Capital and Marshall Newhouse

    This week in NextGen Venture, NFL player/ venture investor Marshall Newhouse and Michael Mann / Jim Okun of Anchor Capital sit down with Jeremy Neilson to discuss the RISE OF THE ATHLETE INVESTOR.

    • 42 min
    Structuring and Admin: Ep. 12 - Broker Dealers w/ Jim Dowd

    Structuring and Admin: Ep. 12 - Broker Dealers w/ Jim Dowd

    In this episode of Structuring and Admin, Jeremy talks with Jim Dowd on the role of broker dealers in the private investment space, and Jim breaks down exemptions and structuring strategies in the modern regulatory environment. - Reg D vs. Reg CF -...

    • 35 min
    Structuring and Admin: Ep. 11 - Distributions w Keith Mayer

    Structuring and Admin: Ep. 11 - Distributions w Keith Mayer

    A capital-raising SPV is organized and investors are invited to participate in the opportunity because everyone thinks a distribution of principal and profit will happen in the future. Distributions are the reason, after all, for an SPV or a fund. In...

    • 40 min
    Structuring and Admin: Ep. 10 - Why Use an SPV Instead of a Fund Structure w/ Robb Kunz

    Structuring and Admin: Ep. 10 - Why Use an SPV Instead of a Fund Structure w/ Robb Kunz

    In this episode, Jeremy Neilson talks with Robb Kunz about fund structuring, specifically the considerations in using an SPV or a VC. Robb talks about his experience as an investor, with different strategies and insights he's gleaned along the way. He...

    • 36 min
    Structuring and Admin: Ep. 09 - Taxable Events w/ Kathy Marsh

    Structuring and Admin: Ep. 09 - Taxable Events w/ Kathy Marsh

    In this episode of Structuring and Admin, Jeremy Neilson dives in to fund taxes with Kathy Marsh, VP of Taxes at Assure. What triggers the need to file taxes? How are fund entities different than operating business with respect to tax reporting? What...

    • 32 min
    Structuring and Admin: Ep. 08 - SPV Fund Docs w/ Evan Hiller

    Structuring and Admin: Ep. 08 - SPV Fund Docs w/ Evan Hiller

    The Assure Podcast with Jeremy Neilson, Episode 8 of Structuring and Admin: HOW TO SET UP AND RUN A FUND, "SPV Fund Documents" with Evan Hiller of Riggs Davie PLC.  Aren’t SPV Docs just stripped down VC Fund Docs? Jeremy Neilson and Evan discuss the...

    • 41 min

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