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IMPACT INVESTMENTS PODCAST
Empowering Passive Investors
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Impact Investments Podcast: Season 1, Episode 6
Circle of Wealth Fund III & Getting Started With A Self-Directed IRA. Call us for more information at 800.971.5988
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Episode One
Episode Two
Episode Three
Episode Four
Episode Five
Episode Six
YOUR HOSTS
Heather Dreves, Director of Funding
Heather Dreves is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her series 63 license. Heather has been directly involved in the sale of over 75 million dollars in Trust Deed Mortgages and raised over 10 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to Investor Relations.
Erik Bergman - Investor Relations
Erik Bergman works in an investor relations role for the firm’s private equity platform. Erik comes to us with a finance background, specifically in private wealth management, as well as alternative investments in the private equity space. He started his career at Morgan Stanley in 2002, then moved on to a boutique private wealth management firm in Newport Beach, CA where he advised high net worth clients on advanced asset management and estate planning strategies. Additionally, Erik was a licensed real estate agent and has transacted several million dollars-worth of business in the Lake Tahoe area. He now Lives in Coeur d’ Alene with his wife and daughter.
EPISODE IDEAS?
We welcome your thoughts, ideas and questions. If you have ideas for an episode, questions that you would like us to address, or simply want to reach out and say hello, feel free to use the form to your right and we will get back to you as soon as possible.
Thank you very much for your continued interest in the Impact Investments Podcast and we look forward to hearing from you soon!
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Secured Investment Corp is one of the fastest growing companies in the private money marketplace in the United States. With over 125 years of combined specialized loan expertise, we have built a comprehensive, peer-to-peer lending platform focused on non-owner occupied residential and commercial real estate.
NMLS #1760709 • Please click here for the Secured Investment Corp NMLS Consumer Access Page
By using this Site, you are subject to our Terms of Use and our Privacy Policy. Please read these carefully before proceeding.
Our Site offers qualified investors the opportunity to invest in real estate development projects. However, we do not make recommendations regarding the appropriateness of particular opportunity for any particular investor. We are not investment advisors. Investors must make their own investment decisions, either alone or with their personal advisors. Real estate can be risky and unpredictable. For example, many experienced, informed people lost money when the real estate market declined in 2007-8. History has shown that the market can go down without warning, sometimes resulting in significant losses. You should invest in real estate development in general, and in the opportunities listed at the Site in particular, only if you can afford to lose your investment and are willing to live with the ups and downs of the real estate industry.
We may provide financial projections for some of the investment opportunities listed on the Site. All such financial projections are only estimates based on current conditions and current assumptions. Because it is impossible to predict the future with certainty, and the success of a project depends on many factors outside our control, the actual result of any investment is likely to be different than the original projection, often by a large amount. Neither we nor anyone else guarantees the results reflected in financial projections you see on the Site.
Neither the Securities and Exchange Commission nor any state agency has reviewed the investment opportunities listed on the Site.
Thank you for using the Site. If you have questions, please contact us at info@securedinvestmentcorp.com
Menu
Secured Investment Corp is one of the fastest growing companies in the private money marketplace in the United States. With over 125 years of combined specialized loan expertise, we have built a comprehensive, peer-to-peer lending platform focused on non-owner occupied residential and commercial real estate.
By using this Site, you are subject to our Terms of Use and our Privacy Policy. Please read these carefully before proceeding.
Our Site offers qualified investors the opportunity to invest in real estate development projects. However, we do not make recommendations regarding the appropriateness of particular opportunity for any particular investor. We are not investment advisors. Investors must make their own investment decisions, either alone or with their personal advisors. Real estate can be risky and unpredictable. For example, many experienced, informed people lost money when the real estate market declined in 2007-8. History has shown that the market can go down without warning, sometimes resulting in significant losses. You should invest in real estate development in general, and in the opportunities listed at the Site in particular, only if you can afford to lose your investment and are willing to live with the ups and downs of the real estate industry.
We may provide financial projections for some of the investment opportunities listed on the Site. All such financial projections are only estimates based on current conditions and current assumptions. Because it is impossible to predict the future with certainty, and the success of a project depends on many factors outside our control, the actual result of any investment is likely to be different than the original projection, often by a large amount. Neither we nor anyone else guarantees the results reflected in financial projections you see on the Site.
Neither the Securities and Exchange Commission nor any state agency has reviewed the investment opportunities listed on the Site.
Thank you for using the Site. If you have questions, please contact us at info@securedinvestmentcorp.com
Menu
Secured Investment Corp is one of the fastest growing companies in the private money marketplace in the United States. With over 125 years of combined specialized loan expertise, we have built a comprehensive, peer-to-peer lending platform focused on non-owner occupied residential and commercial real estate.
By using this Site, you are subject to our Terms of Use and our Privacy Policy. Please read these carefully before proceeding.
Our Site offers qualified investors the opportunity to invest in real estate development projects. However, we do not make recommendations regarding the appropriateness of particular opportunity for any particular investor. We are not investment advisors. Investors must make their own investment decisions, either alone or with their personal advisors. Real estate can be risky and unpredictable. For example, many experienced, informed people lost money when the real estate market declined in 2007-8. History has shown that the market can go down without warning, sometimes resulting in significant losses. You should invest in real estate development in general, and in the opportunities listed at the Site in particular, only if you can afford to lose your investment and are willing to live with the ups and downs of the real estate industry.
We may provide financial projections for some of the investment opportunities listed on the Site. All such financial projections are only estimates based on current conditions and current assumptions. Because it is impossible to predict the future with certainty, and the success of a project depends on many factors outside our control, the actual result of any investment is likely to be different than the original projection, often by a large amount. Neither we nor anyone else guarantees the results reflected in financial projections you see on the Site.
Neither the Securities and Exchange Commission nor any state agency has reviewed the investment opportunities listed on the Site.
Thank you for using the Site. If you have questions, please contact us at info@securedinvestmentcorp.com
