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The Gold Collar Investor

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TGCI 82: How to vet out sponsors?

Dec 14, 2020

In today’s show, Pancham interviews Adam Levine - managing partner and founder of Levine Capital Management, LLC.

Adam has been following in his father’s footsteps ever since. Learning from his father’s failed investments, he has built his system on how to vet out sponsors. Aside from that, he has also been preserving and growing his family’s capital by investing with the top sponsors!

In today’s episode, Adam shares how he started his career from his father’s investments, his purpose in building his model to vet out sponsors, and the power of establishing relationships!

Learn the secrets to vetting out sponsors so listen until the end of it!

 

Quote:

“The reason why I created it is because I want to help other people because there are other people like my father that they’re high income and they don’t know how to properly vet.”

Timestamped Shownotes:

  • 1:38 - Pancham welcomes Adam to the show
  • 2:33 - How his dad became his biggest influence in investing
  • 11:44 - On building his vetting system
  • 14:48 - Key things to look for when vetting out sponsors
  • 22:08 - Educating himself through building relationships
  • 25:19 - How health and fitness attributed to his success
  • 30:57 - Taking the Leap Round
  • 30:57 - His first investment outside of Wall Street 
  • 31:42 - Why he didn’t felt fears when he invested outside of Wall Street
  • 32:46 - How a handshake deal from his dad became the worst investment
  • 34:27 - Why you should make your research before investing
  • 36:50 - Adam’s contact information

3 Key Points:

  1. Importance of knowing who you’re gonna invest with
  2. Learning from other investors about things you don’t know
  3. The value of building relationships with investors

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