Modern Investing with Sidepocket: Patrick McCarthy, Angel Investor Insights from backing 200+ Startups
Modern Investing with Sidepocket Podcast10/03/23 • 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
10/03/23 • 17 min
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