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GIG Presentation for KAAG

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GIG Presentation for KAAG

  1. 1. Investment Groups: Using the Power of Cooperative Economics to Generate Wealth Developed by: Kendrick Advisory & Advocacy Group, LLC (KAAG) Presented by: Ms.Dar’shun Kendrick, J.D./M.B.A./R.I.A., Owner of KAAG KAAG * www.KAAG.co * (404) 919-0660 * This presentation is not an offer to sell or purchase securities and neither does it create an attorney-client relationship.
  2. 2. About KAAG and Dar’shun • KAAG was founded in 2017 (previously Kendrick Law Practice started in 2010) • KAAG began a registered investment advisory firm in GA in January of 2020 with the goal of “providing everyone access to capital markets”. • Dar’shun has 2 B.A.s from Oglethorpe University (2004), a law degree from the University of GA (2007) and a Master in Business Administration from Kennesaw State (2011). Additionally she is a series 65 license holder as an investment adviser representative (2019). • Dar’shun has over a decade of experience as a private securities attorney. She is a certified FINRA non-public arbitrator. KAAG * www.KAAG.co * (404) 919-0660 * This presentation is not an offer to sell or purchase securities and neither does it create an attorney-client relationship.
  3. 3. Our Why? #CloseTheGap KAAG * www.KAAG.co * (404) 919-0660 * This presentation is not an offer to sell or purchase securities and neither does it create an attorney- client relationship.
  4. 4. Test Case: GMIC (Georgia Minority Investment Collaborative), Inc. • Pictured: GMIC 2nd Tier “Meet and Greet” for membership • How It Started • Where It is Now? • Testimony at 19:40 • Similar format for GMIC KAAG * www.KAAG.co * (404) 919-0660 * This presentation is not an offer to sell or purchase securities and neither does it create an attorney- client relationship.
  5. 5. How GIG work? What are GIGs? GIGs (General Investment Groups) are investment groups started with founders that may or may not know each other that then solicit others to join their group that may or may not know each other. Vs. IGs- These are generally started with indivduals who know or are acquainted with each other. Types of GIGs Disclaimer: Not investment firms or funds 1. Passive vs. Active 2. Open vs. Closed 3. Familiar vs. Unfamiliar 3 KAAG curated GIGs 1) Technology 2) Black Founders 3) Real Estate KAAG * www.KAAG.co * (404) 919-0660 * This presentation is not an offer to sell or purchase securities and neither does it create an attorney-client relationship.
  6. 6. So how does this work? Let me explain… 1. Interested individuals can go to www.kaag.co/investor- relations to learn more and pay the $500 to be added to the investment group of your choice 2. You will receive an electronic MOU asking for contact information and terms of investment group (Form) 3. Your funds will be placed in a KAAG trust account (i.e. refundable) until there are five (5) paid members of the GIG group. At that time, funds are transferred to KAAG operating account as earned. 4. Dar’shun meets with Founders to decide parameters of the GIG (size, narrowed sub-topic, meet and greets, calls, promotion rules, etc.) (See 1 pager for full list) 5. Campaign ensues to obtain subscribed members but at the very least $10,000 to complete documents and services of set up *Pure math KAAG * www.KAAG.co * (404) 919-0660 * This presentation is not an offer to sell or purchase securities and neither does it create an attorney-client relationship.
  7. 7. Why sign up NOW as a Founder vs. later when GIG formed? KAAG * www.KAAG.co * (404) 919-0660 * This presentation is not an offer to sell or purchase securities and neither does it create an attorney-client relationship. Entry fee will more than likely be higher Much harder to change group “parameters” Acceptance guaranteed
  8. 8. NEXT STEPS….. Sign Up or Book a Time to ask questions KAAG * www.KAAG.co * (404) 919-0660 * This presentation is not an offer to sell or purchase securities and neither does it create an attorney-client relationship. .

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