Michael Roman is Managing Director of WealthForge, a financial technology company that helps automate investments into alternative securities. He has 20 years of experience in the financial services industry, specializing in the alternative investment sector, and holds FINRA Series 7 and Series 63 licenses. He is in charge of driving sales of WealthForge’s managing broker-dealer business, as well as expanding sponsor engagement on Altigo, WealthForge’s straight-through processing platform. Altigo has processed over $100 million in transactions in the last 12 months.

In this interview, Michael shares knowledge from over 20 years in the alternative investment sector. He explains how his company has streamlined the alternative investment process. He talks about the effects of Covid-19 on the capital markets. He tells how he keeps his deal pipeline full. He explains what makes a good deal sponsor. He talks about what investors are looking for in the current environment. He explains his process for evaluating a deal, and much more.

What you’ll learn from this episode:

How to streamline the alternative investment process

How Michael fills his pipeline with deals

How Covid-19 has affected the Capital Markets

How Michael prepares for doing deals

What makes a good deal sponsor

And much more!



Connect with Michael:

LinkedIn

Watch the video:

Youtube

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