Modern Investing with Sidepocket: Patrick McCarthy, Angel Investor Insights from backing 200+ Startups
10/03/23 • 17 min
In this engaging podcast interview, Patrick McCarthy, a fractional CFO and angel investor, shares his journey from a stock trading game in middle school to becoming a value-focused investor in both public and private markets, emphasizing the importance of long-term thinking, diversified portfolios, and the potential of platforms like Sidepocket.
A key quote that captures the essence of the interview is Patrick's insight: "I think you guys are bringing access to something your everyday investor can't get today, and I think that's critical to change how wealth works in this country." This interview is a must-listen for anyone interested in investing and financial strategies.
About Patrick McCarthy
Patrick McCarthy is a Fractional CFO and startup investor with a track record of helping startups scale, secure funding, and achieve significant revenue growth, including his role as VP of Finance at SpokenLayer, where he oversaw financial operations, fundraising, and cap table management, while providing guidance to over 50 startups, all part of his ambitious goal to support 1,000 startups in the next decade, currently at 215 and counting.
Sidepocket created a cutting-edge platform-as-a-service (PaaS) designed exclusively for Certified Financial Planners (CFPs) and Financial Educators. CFP or Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try the of Sidepocket BETA: Download Sidepocket for iOS
About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.
To learn more, visit www.sidepocket.com
In this engaging podcast interview, Patrick McCarthy, a fractional CFO and angel investor, shares his journey from a stock trading game in middle school to becoming a value-focused investor in both public and private markets, emphasizing the importance of long-term thinking, diversified portfolios, and the potential of platforms like Sidepocket.
A key quote that captures the essence of the interview is Patrick's insight: "I think you guys are bringing access to something your everyday investor can't get today, and I think that's critical to change how wealth works in this country." This interview is a must-listen for anyone interested in investing and financial strategies.
About Patrick McCarthy
Patrick McCarthy is a Fractional CFO and startup investor with a track record of helping startups scale, secure funding, and achieve significant revenue growth, including his role as VP of Finance at SpokenLayer, where he oversaw financial operations, fundraising, and cap table management, while providing guidance to over 50 startups, all part of his ambitious goal to support 1,000 startups in the next decade, currently at 215 and counting.
Sidepocket created a cutting-edge platform-as-a-service (PaaS) designed exclusively for Certified Financial Planners (CFPs) and Financial Educators. CFP or Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try the of Sidepocket BETA: Download Sidepocket for iOS
About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.
To learn more, visit www.sidepocket.com
Previous Episode
Modern Investing with Sidepocket: Jeremy Newsome, Day Trader and Educator shares Keys to Success in the Stock Market
In this podcast interview with Jeremy Newsome, the essence of the conversation revolves around his journey from a humble background to becoming a successful stock trader and educator. A key quote from Jeremy highlights the importance of investing in education, knowledge, networks, and experiences as more valuable assets than money itself. He shares his early fascination with investing, his experiences in trading, and the lessons he learned from both successes and failures. Jeremy emphasizes the significance of mentorship and learning from mistakes. While the interview covers various aspects of his trading career and strategies, it ultimately encourages listeners to consider the value of financial education and the potential opportunities in the stock market. To learn more about Jeremy's insights and experiences, the full podcast is recommended.
About Jeremy Newsome
Jeremy Newsome is a recognized luminary in the field of finance and stock trading, boasting a career spanning more than two decades. His journey into the world of finance began at a young age, leading to a lifelong passion for trading and investing. With a commitment to mastering the markets, Jeremy has become a self-taught trader and investor, continually refining his skills and knowledge. His unique blend of real-world insights, practical strategies, and an acute understanding of market psychology has made him a sought-after educator and mentor. As the founder of Real Life Trading, Jeremy's mission is to empower individuals worldwide with the tools and expertise needed to thrive in the stock market, cementing his authority and credibility in the industry.
Sidepocket created a cutting-edge platform-as-a-service (PaaS) designed exclusively for Certified Financial Planners (CFPs) and Financial Educators. CFP or Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try the of Sidepocket BETA: Download Sidepocket for iOS
About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.
To learn more, visit www.sidepocket.com
Next Episode
Modern Investing with Sidepocket: Cara Macksoud, CEO of MoneyHabitudes on Optimizing Your Relationship with Money for Wealth
As a result of the disconnect between her modest lifestyle growing up in Brooklyn and the flashy, indulgent Wall Street lifestyle, Cara had to come to terms with very different attitudes related to money. She began running Relationship with Money workshops to help participants gain a deeper understanding of their own financial behaviors related to risk. It laid the foundation for Cara’s future career becoming more focused on the psychology of money to help people take control of their financial health.
Cara Macksoud, FBS® is the CEO of Money Habitudes. Prior to joining Money Habitudes, Cara was the CFO/COO for The Animation Project, an incentivized workforce development program for at-risk youth. Before her time in the nonprofit sector, Cara was an ETF trader for 12 years and, at the time, the youngest female to earn a trading seat on the floor of the NYSE. She completed the Financial Therapy Graduate Certificate at Kansas State University and holds a BS in Finance from NYU Stern School of Business. She is a Certified Financial Behavior Specialist® and a member of the Financial Therapy Association where she serves on their business development committee. She is also a member of the Association of Financial Counseling and Planning Education (AFCPE) and is an AFC candidate.
Cara resides in Florida with her husband and their five children enjoying the hot weather and hunting for shark teeth.
Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS
About Sidepocket:
If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.
Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.
That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.
To learn more, visit www.sidepocket.com
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