Episode 47: Questioning Assumptions About Retirement Investing with Janelle Orsi

Episode 47: Questioning Assumptions About Retirement Investing with Janelle Orsi

Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny and Michelle talk to Janelle Orsi who discusses whether retirement accounts in the U.S. are irreparably broken and new ways to think about retirement.
Bio: Janelle Orsi is a cartoonist, lawyer, and advocate focused on cooperatives, land trusts, housing justice, community-owned energy, and democratizing finance. She is Co-Founder of the cooperatively-structured nonprofit Sustainable Economies Law Center, which facilitates the growth of more sustainable and localized economies through education, research, and advocacy. Most of her time is spent learning and creating with inspiring groups who are advancing permanent community stewardship of land (check out the Radical Real Estate Law School) and channeling investments (especially retirement savings) away from Wall Street and into our local communities (check out The Next Egg). She likes to have fun conversations and make cartoons about abolishing private property, abolishing the legal profession, and abolishing private wealth accumulation.

 

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

https://www.theselc.org/

https://www.thenextegg.org/

Janelle’s slides: https://docs.google.com/presentation/d/17IndT3uH8gwebklF-f0f-OUf6q2lrps6vaOZwc7o1T4/edit?usp=sharing

Socials:

Twitter: https://twitter.com/jennykassan

LinkedIn: https://www.linkedin.com/in/jennykassan/

Instagram: https://www.instagram.com/thekassangroup/

Additional Resource:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

Check out past episodes here!

Episode 46: The Evolution of Crowdfunding with Devin Thorpe

Episode 46: The Evolution of Crowdfunding with Devin Thorpe

Summary: In this episode, Capital Insight co-hosts and securities attorneys Jenny and Michelle talk to Devin Thorpe, who has been involved in crowdfunding since the ’90s, about what is working well and what still needs to happen for crowdfunding to reach its full potential.
Bio: Devin is a bestselling author who calls himself a champion of social good. He travels extensively as a volunteer doing service, as a new-media journalist finding heroes, and as a speaker sharing what he’s learned. As a Forbes Contributor, he covered social entrepreneurship and impact investing, reaching an audience of over 2 million people. He has produced over 1,200 episodes of his podcast featuring luminary change agents, including Bill Gates. His books—read over 1 million times—help people do more good. He has helped nonprofits raise millions of dollars via crowdfunding. He draws on his experience as an investment banker, CFO, treasurer, and U.S. Senate staffer. He earned an MBA at Cornell. Frequently finding himself on airplanes, Devin is grateful to be middle-seat-sized.

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

https://www.devinthorpe.com/

http://devinthorpe.substack.com

Go here to get 50% off on admission to SuperCrowd22: https://www.supercrowd22.com/mainstreetmainstreet

Socials:

Twitter: https://twitter.com/jennykassan

LinkedIn: https://www.linkedin.com/in/jennykassan/

Instagram: https://www.instagram.com/thekassangroup/

Twitter: http://twitter.com/devindthorpe

LinkedIn: http://linkedin.com/in/devinthorpe

thorpedevin@gmail.com

Additional Resource:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

Check out past episodes here!

Episode 45: What Happens When You Get Your First Yes From an Investor?

Episode 45: What Happens When You Get Your First Yes From an Investor?

In this episode, Jenny and Michelle discuss some of the unexpected things that can come up when you get your first yes from an investor and some tips on how to prepare.
For more on mindset challenges in fundraising check out Episode 6!

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

Socials:

Twitter: https://twitter.com/jennykassan

LinkedIn: https://www.linkedin.com/in/jennykassan/

Instagram: https://www.instagram.com/thekassangroup/

Additional Resource:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

Check out past episodes here!

Episode 44: How To Determine Your Company’s Valuation And Projected Capitalization

Episode 44: How To Determine Your Company’s Valuation And Projected Capitalization

In this episode, Jenny and Michelle use a hypothetical scenario to describe how they help entrepreneurs determine (1) their company valuation; (2) how to price stock; (3) whether to set aside stock for future early employees; (4) how to calculate percentage ownership; (5) how to create a capitalization table; and more!

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

Socials:

Twitter: https://twitter.com/jennykassan

LinkedIn: https://www.linkedin.com/in/jennykassan/

Instagram: https://www.instagram.com/thekassangroup/

Additional Resource:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

Check out past episodes here!

Episode 43: Community Economic Development and Small Business Finance with Jenny Kassan and Michelle Thimesch

Episode 43: Community Economic Development and Small Business Finance with Jenny Kassan and Michelle Thimesch

In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch discuss what community economic development is, how it can be done effectively, and the role of small business finance in a successful community economic development program.

Key Takeaways:

“The minute we put public dollars into promoting [venture capital models], that’s taking money away from the 99.9% of businesses that are not VC-backable tech startups, that really need more resources just to survive, and that give so much back to the community: they create more jobs, they are more philanthropic, and they create that unique quality of life that keeps you from being a town where the only places to go are Wendy’s or Walmart.”

“I’m seeing an uptick in interest in doing things like locally branded funding platforms.that work in the community to educate. We have to remember that for the past 80+ years, it’s been really difficult for regular retail investors to participate in the small business and startup finance ecosystem…that’s what crowdfunding does in a really beautiful way.”

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

Socials:

Twitter: https://twitter.com/jennykassan

LinkedIn: https://www.linkedin.com/in/jennykassan/

Instagram: https://www.instagram.com/thekassangroup/

Additional Resource:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

Check out past episodes here!

Episode 42: How to Create a Small Business Funding Ecosystem with Jenny Kassan and Michelle Thimesch

Episode 42: How to Create a Small Business Funding Ecosystem with Jenny Kassan and Michelle Thimesch

In this episode, Capital Insight co-hosts and securities attorneys Jenny Kassan and Michelle Thimesch sit down to have a chat about creating an ecosystem for small business by taking seriously the adage that change moves at the speed of trust.

Key Takeaways:

“Lack of sufficient capital is the number one reason for business failure. Without adequate funding – and not just any funding but funding that allows them to grow their business without too much pressure – they’re probably just not going to make it. The tools are there to raise large amounts of money for any small business . . . but after 6 years of national crowdfunding being legal . . . we’re realizing there is so much more that is needed for entrepreneurs to get the funding they need.”

“More than half of our country’s adult population consists of investors. The majority of people in our country are investors, but they don’t even think of themselves as investors. …That’s the third pillar: empowering people who have investment money to use that money in a way that is more consistent with what they want to see in the world.”

Get In Touch:

Website: https://www.jennykassan.com/

https://crowdfundmainstreet.com/

https://www.opportunitymainstreet.com/

Socials:

Twitter: https://twitter.com/jennykassan

LinkedIn: https://www.linkedin.com/in/jennykassan/

Instagram: https://www.instagram.com/thekassangroup/

Additional resources:

  • Angels of Main Street is a community of investors with no minimum wealth or income requirement to join.  If you’d like to be part of a community of diverse investors who want to make a difference with their dollars, please join us in Angels of Main Street!

Episode Credit:

Intro and outro are voiced by Marina Verlaine. She can be contacted at reel.peach.vo@gmail.com

Check out past episodes here!