Best Practices for High-Return Private Placement Investing by Marc Halpern

The performance of your private placement investment portfolio depends on the choices you make, especially how you manage risk. In this webinar, Marc Halpern describes several best practices for achieving high returns when accredited investors screen private placement investments.

In addition, Marc shows how he diversified his self-directed Roth 401(k) with 10 private placement investments in 8 sectors with 6 syndicators, fund managers and project sponsors. Carl Fischer provides real world commentary throughout the presentation.

At the end of the webinar, Marc Halpern will describe the content of a course on private placement investing that he will present at Cama Academy on September 30, 2023 for which CamaPlan clients will enjoy a special discount.

Moderated by Carl Fischer