Sara Borazan is a Managing Director and Head of Business Development at North Capital. She oversees strategic partnerships, transaction technology development, and works with existing clients to ensure compliance while promoting transaction volume at scale. She led the design and implementation of procedures and technology to support over 68,000 individual private transactions. Prior to joining North Capital, she was a marketing manager with Regus. She is an honors graduate of the University of Utah with a Bachelor of Arts in Economics. Ms. Borazan holds the Series 7, 63, and 24 registrations and is a supervisory registered principal with North Capital.
Co-Investing vs Direct Investing is possibly the hottest topic today for both Investors and General Partners to consider. The panel will discuss strategies Investors and General partners should consider while considering a Co-Investment or DIrect investment opportunity. This diverse panel of experts will provide different points of view to consider while arranging an alternative investment offering. If you are an investor being approached by an operating business to be a lead investor or you are an investor tagging along a lead investor, what issues should you consider? Points of view vary depending on the role that you are playing in either transaction. No matter if you are an operating partner or a financial sponsor, this panel will look at everything from costs, legal and business considerations that are being proposed to you. Our experts will discuss and answer Q&A, and share their expert insights into structuring, legal issues, compliance and custody rules while contemplating a Co-Investment vs. Direct Investment opportunity.
Speakers: Tom Kurinsky, Evan Wein, Sara Borazan, and Yuting Ren
North Capital is the leading provider of transaction technology for primary issuance of exempt securities, and we are driving the evolution of clearing, custody and secondary markets on the Ethereum blockchain. We create and deliver services, utilizing custom APIs, open source blockchain technology, smart contracts and securities tokens to transform access, liquidity, and transparency of exempt securities. Our Registered Investment Advisor, North Capital Inc. was founded in 2008. The firm’s founder, Jim Dowd, started the firm after spending 20+ years as an Institutional Asset Manager, with the goal of bringing institutional grade advice to retail clients. North Capital Inc is headquartered in Salt Lake City, UT, with branch offices in Benicia, CA, McAllen, TX, Sea Island, GA, and Pittsburg, PA.