Caribbean Power Lunch

Building Generational Wealth with Kerwyn Valley

November 13, 2018

Check out our brand new podcast: Become Investible. [https://becomeinvestible.com]

In this episode, we talk to Kerwyn Valley; CEO and majority owner of KCL Capital Market Brokers Limited, and Founder and  Managing Director of Aspire Fund Management  Company  Limited. Aspire is a small-cap private equity management company focused on growth-stage private sector investments throughout the Caribbean. 

In  2004,  Kerwyn joined  AIC  Financial Group in Trinidad and Tobago to develop the Group ’s regional Trade  Finance  Division.  In  2008, Kerwyn became CEO  of AIC  Finance Limited and in  2010 he was also appointed CEO  of  AIC  Capital Market  Brokers  Limited.    In  February  2011,  he led the successful management buy-out of  AIC  Capital  Market Brokers which has been rebranded as KCL  Capital Market  Brokers  Limited.

 

Episode Flow:

  1. Moving from Employee to Owner
  2. Weighing the Risks
  3. Building Generational Wealth
  4. Creating Wealth in the Caribbean
  5. Overcoming Fear
  6. How to Identify a Good Business
  7. The Importance of Providing the Money in the Middle (Putting Professional Capital to Work)
  8. Questions From Social Media