POWC #430 – Doing Business in a Foreign Country with Adam Jason and Cole Shephard

Adam and Cole are Partners of Legacy Group, which is an alternative asset manager that targets profitable investment opportunities with high social and environmental impact in the U.S. to Latin America. Adam joined Legacy Group in 2017 after eight years practicing law in the United States. He specializes in corporate finance, corporate governance, securities regulation and international business transactions, having advised companies and investment banks on initial public offerings (IPOs) and offerings of debt and equity securities exceeding an aggregate of $10 billion. Prior to forming Legacy Group in early 2015, Cole spent the previous eight years working for a global professional services firm (PricewaterhouseCoopers) specializing in accounting, advisory and consulting solutions. During Cole’s tenure with the firm, he was stationed in the United States, Bermuda, Hong Kong SAR and Beijing, China. 3 Pillars 1. Alternative assets 2. Early-stage company investment 3. Look at sustainability You can connect with Adam and Cole on LinkedIn, [email protected], [email protected], and www.legacy-group.co Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Connect with Pillars Of Wealth Creation on Facebook: www.facebook.com/PillarsofWealthCreation/ Subscribe to our email list at www.pillarsofwealthcreation.com Subscribe to our YouTube channel: www.youtube.com/c/PillarsOfWealthCreation