Marcia talks Portfolio Construction

This week Marcia Dawood flies solo and tells us all about portfolio construction for investing. Marcia goes over the different types of business industries, stages of a company, and how that affects “de-risking” a company. She also shares a few personal stories about the different companies she has invested in over the years and the lessons that were learned along the way.

Marcia will also go over the 3 things she tells every board member:

1. Talk about an exit at every board meeting

2. Make sure you have the right management team in place

3. Don't ever let the company run out of money

Some of the great companies talked about in this episode that are making a big impact in today’s world are Cognition Therapeutics and their work on treating central nervous system disorders, The Rising Tide Network made up of 99 women investors, funds such as Portfolia and Next Wave Impact Fund, PittMoss a revolutionary substitute for peat-moss, PickUp Now a group of ‘Good Guys’ making a breakthrough in the auto tech industry, Markid a platform for buying and selling consignment items for children, as well as Misfits Bakehouse a gluten-free, grain-free, Paleo and Keto friendly bakery. These businesses are all proof that industry does not always matter when it comes to investing as much as impact and change does.

Tune in to hear the full episode and what Marcia learned from investing in these companies!