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Private Investment Opportunities (PIO) post COVID 19

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This is the offiical KAAG powerpoint presentation given for our webinar held on June 10th, 2020 on private investment opportunities and outlook with Pitchbook guest.

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Private Investment Opportunities (PIO) post COVID 19

  1. 1. PRIVATE INVESTMENT OPPORTUNITIES (PIO) POST COVID -9 DAR’SHUN KENDRICK, JD/MBA/REGISTERED INVESTMENT ADVISER REP. OWNER OF KENDRICK ADVISORY & ADVOCACY GROUP, LLC KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  2. 2. WELCOME & THANK YOU FOR JOINING ME  1st things first: STAY SAFE!  About KAAG (Kendrick Advisory & Advocacy Group, LLC)  KAAG is the only capital compliance law firm and investment advisory firm (R) in Georgia dedicated to guiding minority & female owned founders through the capital raising process & providing investment strategies to individuals and organizations to achieve their financial goals.  About Me, Dar’shun Kendrick  My Why?- “Providing EVERYONE access to capital markets”  Purpose of this call: To discuss the WHY, WHERE & WHO of PIOs KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  3. 3. BEFORE WE GET STARTED, A WORD FROM OUR SPONSOR  Disclaimer: This presentation does not create an attorney-client or any other professional relationship. Any advice given is for informational purposes only and you should seek professional advice before investing in any opportunity. These are my own views and opinions.  Promote! You will be added to biweekly enewsletter but PLEASE SHARE what we discuss on social media and TAG me. I will email you a copy of this presentation (without audio) later.  www.Twitter.com/DarshunKendrick  www.Instagram.com/KendrickAdvisory  www.Facebook.com/KendrickAAG  https://www.linkedin.com/company/kendrick-advisory-&-advocacy- group-llc  Everyone is muted. Please type your questions in Q & A chat box. We will answer at the end.  We will only answer very general questions about PRIVATE (not public) opportunities. For specific investment advice, please visit www.KAAG.co to set up a 1 hour paid consultation. KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  4. 4. WHY DO I THINK THERE PIO OPPORTUNITIES? 1- THE MARKET IS GOING TO RECOVER SLOWER THAN MOST THINK- OPPORTUNITIES TO “BUY LOW AND SELL HIGH” 2- THE “SECOND WAVE”- A “2ND CHANCE” 3- THERE IS ALWAYS OPPORTUNITY IN CHAOS- AS A GENERAL RULE…. KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  5. 5. WHY ARE THE THERE OPPORTUNITIES?- SLOWER GROWTH  THE “LETTERS” OF RECOVERY: V, W, L, Z, U AND SWOOSH  (SOURCE: Brookings Article) KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  6. 6. WHY ARE THERE OPPORTUNITIES?-“THE SECOND WAVE”?  “I think a second wave would really undermine public confidence and might make for a significantly longer recovery and weaker recovery,” Jerome Powell [Chair of the Federal Reserve] said in a webcast with Alan Blinder, a Princeton University economics professor and former Fed vice chair. (Source) KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) – DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  7. 7. WHY ARE THERE OPPORTUNITIES?- THERE ALWAYS ARE. ARTICLE KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE
  8. 8. WHERE ARE THE OPPORTUNITIES? THIS IS NOT AN EXCLUSIVE LIST---JUST MY TOP 5. REMINDER: THESE ARE PRIVATE OPPORTUNITIES; NOT PUBLIC.
  9. 9. NO. 1: COMMERCIAL REAL ESTATE  Companies are starting to realize (1) employees can work from home as productivity is up/sustained and (2) there is a potential for a “second wave.”  WeWork’s pre-IPO shenanigans didn’t help.  Residential RE? Rates are still low, supply is still low and home prices are expected to continue to rise for another 8 years based on mortgage experts I have spoken with recently. KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  10. 10. NO. 2: HEALTHCARE, PARTICULARLY CANNABIS  Still trending topic politically and economically  Has medicinal purposes  Where legal, recreational use is a stress relief KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  11. 11. NO. 3: FINANCIAL SERVICES  My own experience  Americans are saving more (tech apps on saving and debt reduction) even though UE is at record levels  Consistent with public trends (Source) KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  12. 12. NO. 4 & 5: MY “PASSIONATE” CAUSES- TECHNOLOGY & B & B/FEMALE FOUNDERS Technology  Out of desperation comes innovation.  Reliance on tech during this time will be even more warranted B & B and Female Founders  We are already underfunded so there is even MORE opportunities to invest KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  13. 13. KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY. IN SUMMARY… Commercial Real Estate Healthcare, particularly cannabis Financial Services Technology B & B and Female Founders
  14. 14. WHERE CAN YOU FIND THESE OPPORTUNITIES? NOTE: THEY ARE HARDER TO FIND SINCE THEY ARE PRIVATE. KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  15. 15. I’M GLAD YOU ASKED… KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  16. 16. LET US KNOW WHAT YOU NEED WEBPAGE TO SIGN UP KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  17. 17. AND NOW A WORD FROM PITCHBOOK DATA  Tim Buckley, Business Development Manager with Pitchbook  Tim Buckley | Business Development Manager  PitchBook Data, Inc. pitchbook.com | tim.buckley@pitchbook.com  315 Park Avenue South, 14th Floor | New York, NY 10010  Cell: 919.604.0092  www.pitchbook.com KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  18. 18. UPCOMING KAAG EVENTS- FREE AND OPEN TO THE PUBLIC WEBPAGE KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.
  19. 19. WE ARE HERE TO HELP! SCHEDULE A TIME TO CHAT FURTHER AT WWW.KAAG.CO KAAG * WWWW.KAAG.CO * ALL RIGHTS RESERVED (C) - DISCLAIMER: THIS PRESENTATION DOES NOT CREATE AN ATTORNEY-CLIENT OR ANY OTHER PROFESSIONAL RELATIONSHIP. ANY ADVICE GIVEN IS FOR INFORMATIONAL PURPOSES ONLY AND YOU SHOULD SEEK PROFESSIONAL ADVICE BEFORE INVESTING IN ANY OPPORTUNITY.

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