Exempt Market Investing Explained, with Stephen Goodfellow
Stephen Goodfellow of Waverley breaks down exempt market investing, an alternative strategy outside public markets that can offer strong returns and portfolio diversification. He covers the Ontario Securities Commission's regulatory framework, offering memorandums, due diligence, investment risk levels, real estate development opportunities, and how investors can qualify to participate.
Key Takeaways
- Exempt market investing is an alternative strategy that can offer double-digit returns and portfolio diversification.
- The Ontario Securities Commission requires offering memorandums and due diligence to protect investors.
- Investment risk levels vary across exempt market offerings and should be understood before investing.
- Real estate development projects are one category of exempt market offering.
- Registered funds carry their own tax considerations within exempt market investing.
Guest
Waverley
Stephen Goodfellow is an exempt market investing expert with Waverley, specializing in alternative investment strategies, regulatory due diligence, and real estate development offerings.
In This Episode
- 0:00Introduction to exempt market investing
- 2:37Stephen's background and Waverley
- 4:15Ontario Securities Commission and investor protection
- 6:47Offering memorandums and due diligence
- 10:32Understanding investment risk levels
- 15:04Real estate development projects and potential returns
- 18:45Registered funds and tax considerations
- 23:58How to contact Stephen Goodfellow
