Gaining Investor Trust With Chris Parrinello

April 19 2023

32 minutes

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Gaining Investor Trust With Chris Parrinello

About this podcast

It’s easy to get caught up in a new deal or be sold the promise of massive returns – but what are the most important conversations investors need to have with their investment strategists to ensure that a deal doesn’t go sideways?

Chris Parrinello is the Director of Investor Relations with Viking Capital and he is in candid conversation with Ravi Gupta about the red flags that we need to look out for and the tough questions we need to ask before putting pen to paper on a new investment deal.

Understanding the risk upfront, ascertaining your salesperson’s honesty and transparency, and asking to be walked through the underwriting of your potential deal are just some of the hot tips you need to take into account when building a trusting relationship with your investment strategist.

Doing your own research is another piece of good advice. That starts here. Please join us.

Connect with Chris Parrinello:

Connect with Ravi Gupta:

“At the end of the day the thing that nobody really talks about when they’re an investment salesperson is risk. And I’ve learned that it’s the most important thing you should talk about.” ~ Chris Parrinello

Key takeaways

  • Addressing risk upfront as an investment salesperson.
  • How do you gain investor trust?
  • Dealing with bad actors in the industry who aren’t transparent.
  • Ensuring the investment salesperson actually understands the deal.
  • Being a steward to create wealth for your client.
  • How honesty and transparency go a long way in relationship building.
  • What questions should an investor ask of an investment salesperson?
  • The value of doing your own research as an investor.
  • The danger of being negatively leveraged on a 2% spread.
  • Asking your investment salesperson about their track record.
  • Why everything is not going to go according to plan when you prognosticate for the next five years?
  • Making yourself available as an investment salesperson.
  • What is the key to forming lasting relations with investors?
  • What is the investment salesperson process when looking for a new deal?
  • And more!