Salon Recap: Building a Diversified Portfolio of Private Investments
Written by Plum Alley
Published February 3, 2017

On Thursday, January 26th we hosted a virtual salon on building a diversified portfolio of private investments. As with public company investing, diversification is important when investing in private companies as well. The intention of this salon was to share insights with our members on how to build a diverse portfolio and key criteria to consider when evaluating opportunities to invest in private companies. Our featured speaker for this salon was Alicia Syrett, Founder & CEO of Pantegrion Capital LLC, active early stage investor and frequent commentator on CNBC.

As part of the salon, Alicia touched on the following:

1. What Does Industry Research Tell Us? - the best practices in building a portfolio of private companies: timeframe, returns, slice of your overall portfolio, setting expectations

2. What’s My Profile? - investor preferences and key considerations

3. Top 10 Company Diligence Topics - highlights of what to look for and red flags when considering a private company investments

Footage from the event, as well as several key takeaways from the the conversations, can be viewed below. The video replay includes commentary from Alicia and a moderated discussion answering members’ questions both in person and virtually. 

About Alicia Syrett

Recurring Panelist on CNBC's PowerPitch and MSNBC’s Your Business. Inc. Contributor. Featured in CNBC's Make Me A Millionaire Inventor, TechCrunch, Forbes, USA Today, Inc., Entrepreneur, Huffington Post, Associated Press, CNBC’s Cash Crowd, and Fox Business’s Risk & Reward. Named as one of the “25 Angel Investors in New York You Need to Know” by AlleyWatch. Instructor for Steve Blank's Lean Launchpad course at Columbia Business School. Named as one of Wharton's "40 Under 40"​ young alumni by Wharton Magazine. Named by Virgin as one of the Five Next Generation Leaders Emerging from Tech. Co-Founder of #MentHERnyc.

Key Highlights from the Salon with Alicia Syrett:

 

 

Note: Commentary in the session does not represent legal or investment advice on behalf of the speaker or Plum Alley Investments