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Inside Track with Broc: Lawrence Heim on How 1st Batch of Form SDs Look (7/9/14)

 

Lawrence Heim

Lawrence Heim is a Director of The Elm Consulting Group International

In this podcast, Lawrence describes how the first batch of Form SDs look and explains how he uses a set of 20 criteria to assess them, including:

  • How many Form SDs have you reviewed so far?
  • What type of analysis do you conduct when you review them?
  • What have you found during your review?
  • Any surprising trends?

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The views set forth in the podcast are the speaker's personal views and do not necessarily reflect those of the firm with which he is associated.