Ep. 51: The Five T’s of Treasury Management, with Ryan Parson

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Lance is the Founder and Managing Partner of Verivest, an end-to-end real estate investment platform designed to bring transparency and trust to middle-market investing, and a Principal in Fairway America, a real estate private equity firm in Portland, Oregon.

Ryan Parson of Heritage Capital and the Mile Marker Club joins Lance once again to nerd out on the 30,000 foot view of the alternative investment landscape. With new classes of opportunities emerging even in the past year, it’s vital to know your wealth and know what you want your ‘best life’ to look like. Ryan and Lance dig into Ryan’s five T’s of Treasury Management: Turbulence, Taxes, Timing of Cash Flow, Targets in your Portfolio, and Type of Deals. Buckle up and get ready to learn!

This Week’s Guest

Founder and Chief Investment Officer of the Mile Marker Club, Ryan Parson is also the Founder and CEO of Heritage Capital USA, the parent company he started to focus on the needs of accredited investors. An MBA, CFP®, and ChFC, Ryan has more than 25 years of experience in financial services, insurance and real estate. His unique expertise comes from an in-depth knowledge of both the traditional financial services market and alternative investments, as well as his rich history of activity in various sectors. Ryan is also a nationally-recognized speaker and educator on topics related to alternative investing and portfolio management.

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Episode 51