Join Mike Cavaggioni with Cole Shephard on the 201st episode of the Average Joe Finances Podcast. Cole shares how the Legacy Group rose to $50 million of assets under management and the investment opportunity for high-net-worth investors in the private company space.
In this episode, you’ll learn:
• The promising opportunities in international impact investing, with a focus on Latin America.
• How Green Coffee Company is revolutionizing sustainable farming and creating valuable byproducts.
• Legacy Group's proven investment approach is designed to benefit accredited investors.
• The value of experience and historical cycles to make sound investment decisions.
• And much more!
Key moments:
00:00:43 - Cole's Background
00:04:40 - Green Coffee Company
00:05:40 - Coffee Production and Land Acquisition
00:11:13 - Legacy Group
00:13:35 - Creating Talent in Colombia
00:15:10 - Investment Offerings for Accredited Investors
00:19:13 - Positive Social and Environmental Impact
00:21:16 - Creating a Sustainable Ecosystem
00:24:42 - Value of Byproducts
00:26:38 - Importance of Corporate Responsibility
00:28:10 - Importance of Experience
00:29:59 - Tips for New Investors
00:32:29 - Book Recommendation
00:35:18 - Importance of Skin in the Game
About Cole Shephard:
Cole Shephard is the founding partner of the alternative investment firm, Legacy Group, and the founder and a board member at the Green Coffee Company, Colombia's largest coffee producer. As a PwC alum working in accounting, advisory, M&A, and consulting across the United States, Bermuda, Hong Kong, and Beijing.
Cole is an expert in emerging markets and understanding the capital movements of high-net-worth investors. Cole is based in Medellin, Colombia.
Find Cole on:
Website: https://legacy-group.co/
Instagram: https://www.instagram.com/legacygroupinvestments/
LinkedIn: https://www.linkedin.com/in/cole-shephard-67b1a51a/?originalSubdomain=co
Youtube: https://www.youtube.com/@legacygroup9109/videos
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