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What's In Your Merger Agreement? with Trevor Marshall + Funders x Founders with Ajay Kamat & Ethan Agarwal
Feb 21, 2024
Topics include Capital One's acquisition of Discover Financial, discussions on Crypto and AI winners/losers. Later, founders of The Coterie and Pear VC share insights on entrepreneurship, Silicon Valley Bank impact, and macroeconomic environment.
01:05:34
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Quick takeaways
- Traditional financial institutions overlook income from investments, prompting the need for personalized wealth management services like The Coterie.
- The Coterie aims to bridge the gap by offering tailored and flexible financial solutions for clients with diverse investment interests.
Deep dives
The Problem of Salary-based Assessments in Financial Services
The founder, Ethan Agarwal, had a frustrating experience when applying for a mortgage and realized that traditional financial institutions don't consider the income generated from assets beyond salary. This sparked the idea for a better way to serve individuals who make a significant portion of their income through investments and alternative sources.
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