Ready to continue learning about private equity investing?

Welcome back! 

In this episode, John and Michael Parise are joined by returning guest Christopher Graham, the founder and CEO of Crown Capital Investments. 

The last conversation covered how private equity works, what investors should look at, and how it’s structured. 

This time, Christopher continues the lesson, covering what sort of questions investors should ask fund managers, his evaluation process, and how he’s continuing to improve his fund’s processes.

Christopher discusses:

• What type of questions investors should ask fund managers and advisors about recommendations they receive in the private equity space
  
• How he evaluates companies to decide if they’re a good investment
  
• How far AI has gotten in the industry, and where it has room to improve
  
• The benefits of private credit versus private equity
  
• How much risk he would put into a private placement life insurance (PPLI) investment strategy
  
• What he’s doing to continue to improve his fund
  
• And more!
  

Resources

• Private Equity Investing 101 — Part 1 with Christopher Graham (Ep. 104)
  
• Gaw Capital
  

Connect with Christopher Graham:

• Crown Capital Investments
  
• LinkedIn: Christopher Graham
  

Connect with John and Michael Parise:

• 856-988-8300
  
• Copper Beech Financial Group
  
• LinkedIn: John Parise 
  
• LinkedIn: Michael Parise 
  
• LinkedIn: Copper Beech Financial Group, LLC
  
• Facebook: Copper Beech Financial Group, LLC
  

About Our Guest: 

Christopher Graham founded Crown Capital in 2014. He leads investment and capital-raising activities and provides strategic and operational support to management teams across the portfolio. 

Prior to Crown, he founded The Private Client Law Group, which focused on tax, business, and asset protection for ultra-high-net-worth family offices. As a Family Office Advisor, Chris advised and directed billions of dollars in the alternative investments space globally. Chris was named to the Georgia Super Lawyers Listing for over a decade and rated as a Five Star Wealth Manager. 

Chris holds a BBA in Accounting from the University of Michigan and a JD from Wake Forest University. He is a member of the American Mensa IQ Society, Beta Alpha Psi national honor accounting society, and the Georgia and North Carolina state bars.