Alternative Investments
How to Read a BDC's 10-Q Before You Buy: A 7-Point Checklist for Retail Investors
The dividend yield printed on a business development company's cover page is the least useful number in the filing. Before you buy a BDC for its 10%+ yield, open the actual 10-Q and check whether...
Jeff Barnes, MBA··11 min read
Regulatory & Compliance
How to Read Your Schedule K-1: A Limited Partner's Guide to Private Fund Tax Reporting
If you are a limited partner in a VC fund, PE fund, real estate syndication, or hedge fund structured as a partnership, your Schedule K-1 will almost certainly arrive after April 15, sometimes as...
Jeff Barnes, MBA··12 min read