The Alternative Investment Podcast

The End Of Alts? | CAIA's Aaron Filbeck

Wed, 24 Jan 2024 15:45:00 -0000

The world's most sophisticated investors are moving beyond the concept of "alternative investments," to focus instead on the risk/return profile of each investment's underlying asset class. Aaron Filbeck, managing director and head of UniFi at CAIA, joins Andy Hagans to discuss why investors need to move beyond the superficial label of "alternative investment," plus how CAIA is helping to address the industry's education gap. Show notes & transcript: https://wealthchannel.com/2024/01/aaron-filbeck-174/

A Liquid Market For Illiquid Alternatives, With Brian King

Thu, 28 Dec 2023 12:00:00 -0000

As the alternative investment market has grown, structural changes have gradually improved the "user experience" for LPs and advisors. Brian King, founder and CEO at LODAS Markets, joins Andy Hagans to discuss how his firm is providing liquidity in a traditionally illiquid space, creating value for both investors and sponsors.

Inside Circuit City's Private Equity-Backed Relaunch, With Ronny Shmoel

Thu, 07 Dec 2023 12:00:00 -0000

Circuit City was a storied electronics retail brand, that peaked, struggled, and eventually declared bankruptcy in the 2000s. Now, under the leadership of an innovative private equity team, the brand has relaunched and is gaining ground in the consumer electronics market. Ronny Shmoel, CEO at Circuit City, joins Andy Hagans to discuss how his team is able to compete with Amazon -- and win.

Family Office Investment Strategies For 2024 & Beyond

Thu, 30 Nov 2023 12:00:00 -0000

Kunal Merchant, Dany Roizman, and Kirk Walton join Andy Hagans to discuss family office investment strategies heading into 2024.

Tax Efficient Investing Strategies, An Alts Expo Panel

Wed, 22 Nov 2023 12:00:00 -0000

Michael Johnston, Sarah Sullivan, and Ashley Tison join WealthChannel's Andy Hagans to discuss tax advantaged investment strategies.

Investments In Litigation Finance, With Eva Shang

Thu, 16 Nov 2023 12:00:00 -0000

Litigation finance is a sector can fulfill one of the most important promises of alternative assets: non-correlation to the broader financial markets.

Eva Shang, CEO at Legalist, joins Andy Hagans to discuss the unique benefits of investing in litigation finance, and how her firm has found success in this niche.

The Future Of Alternative Investments, With iCapital's Steve Houston

Tue, 31 Oct 2023 17:20:11 -0000

New research from iCapital shows increased adoption of alternatives among financial advisors, but plenty of growth still lies ahead. Steve Houston, managing director & head of enterprise solutions and investment solutions at iCapital, joins WealthChannel's Andy Hagans to discuss where the alts industry is in 2023, and where it can go in the future.

Innovations In Diamond Commodity Investing, With Cormac Kinney

Tue, 31 Oct 2023 17:13:57 -0000

The diamond commodity is a $1.2 trillion dollar asset class, but to date, very few investors have allocated any capital to it whatsoever. Cormac Kinney, founder and CEO at Diamond Standard, joins Andy Hagans to discuss the company's innovations in the diamond investment market.

Alternative Property Sectors Of The Future, With Keith Lampi

Thu, 26 Oct 2023 11:00:00 -0000

Investment real estate is a world that continues to evolve, driven by changes in technology, society, and demographics. Keith Lampi, president and CEO of Inland Private Capital Corporation, joins WealthChannel's Andy Hagans to discuss how niche property sectors will be a growing slice of future alts allocations.

Entrepreneurship Through Acquisition (ETA), With Jason Ehrlich

Thu, 19 Oct 2023 11:00:00 -0000

As the private equity industry expands and evolves, new strategies have emerged to cover businesses of all types and sizes. Jason Ehrlich, principal at Fruition Capital, joins Andy Hagans to discuss the Entrepreneurship Through Acquisition (ETA) space, and his firm's unique private equity strategy.

Tax Advantages Of Farmland Investing, With Josh Guggenheim

Thu, 12 Oct 2023 11:00:00 -0000

Farmland can be an attractive asset class for investors seeking capital preservation and income, but it can provide significant tax advantages, too. Josh Guggenheim, VP of acquisitions at Gold Leaf Farming, joins Andy Hagans to discuss the powerful tax advantages that farmland investments can provide to High Net Worth individuals.

Short Duration Private Credit, With Jillian Murrish

Thu, 05 Oct 2023 11:00:00 -0000

As the macroeconomic environment shifts to a period of interest rate volatility for the first time in over a decade, shorter duration debt with less sensitivity to interest rate hikes is showing some momentum. Jillian Murrish, CEO at Pier Asset Management, joins guest host Jimmy Atkinson to discuss the bull case for short duration private credit.

Investing In Car Washes, With Whitney Elkins-Hutten

Thu, 28 Sep 2023 11:00:00 -0000

Car washes are a lesser-known commercial real estate investment sector, but they have the potential for both cash flow and significant price appreciation for investors. Whitney Elkins-Hutten, director of investor education at PassiveInvesting.com, joins Andy Hagans to discuss the appeal of this niche asset class.

Resilience In A Challenging CRE Market, With Grant Humphreys

Thu, 21 Sep 2023 11:00:00 -0000

Bull markets come and go, but the best asset managers have learned how to survive and even thrive in any market environment. Grant Humphreys, president of Humphreys Capital, joins the show to discuss why his firm’s balanced approach resonates with so many High Net Worth investors.

The Private Credit Moment, With Nelson Chu

Thu, 14 Sep 2023 11:00:00 -0000

Private credit is having a "moment," with increasing numbers of High Net Worth investors and family offices making allocations to this asset class.

Nelson Chu, founder and CEO at Percent, joins Andy Hagans to discuss the "new golden age" of the private credit asset class.

Vanguard Charitable & The Growth Of Donor-Advised Funds, With Jodi Rosen

Thu, 07 Sep 2023 11:00:00 -0000

Donor-advised funds are an incredibly efficient vehicle available to individual investors and family offices who desire to make a long term philanthropic impact.

Jodi Rosen, chief development officer at Vanguard Charitable, joins WealthChannel's Andy Hagans to discuss the amazing growth of donor-advised funds, and Vanguard Charitable's first 25 years.

IP Capital Investment Strategies, With Robert Cote

Thu, 31 Aug 2023 11:00:00 -0000

Venture capital is one of the most well-known sectors within the alternative investment landscape, but it's not the only way to invest in innovation.

Robert Cote, CEO at Cote Capital, joins Andy Hagans to discuss his company's unique IP capital investment strategy.

Low-Debt Industrial Real Estate Investing, With Joel Friedland

Thu, 24 Aug 2023 18:53:03 -0000

Industrial real estate can generate consistent cash flow for investors, and can also be a significant driver of long term wealth generation. Joel Friedland, principal at Brit Properties, joins Andy Hagans to discuss why this asset class has such enduring appeal for a certain type of investor.

Recession-Resistant Asset Classes, With Mark Khuri

Thu, 17 Aug 2023 11:00:00 -0000

The core appeal of an alternative investment rests in its correlation (or lack thereof) to traditional investments, especially during periods of market turmoil.

Mark Khuri, co-founder at SMK Capital Management, joins Andy Hagans to discuss why recession-resistant asset classes should be included in every High Net Worth investor's portfolio.

Cash Flow With Class B Multifamily, With James Hance

Thu, 10 Aug 2023 11:00:00 -0000

Multifamily is an incredibly popular real estate sector not only because of its potential for long term capital appreciation, but also because many multifamily assets generate ongoing income, month after month.

James Hance, principal at Green Bison Capital, joins WealthChannel's Andy Hagans to discuss income investing with Class B multifamily.

The Bull Case For LA Real Estate, With Larry Taylor

Thu, 03 Aug 2023 11:00:00 -0000

Los Angeles is one of the most valuable and highest-performing real estate markets in the world, but finding value in such markets isn't easy.

Larry Taylor, founder and chairman at Christina, joins Andy Hagans to discuss why he is bullish on premium LA real estate, and how to find investment value in high end markets.

How To Invest In Micro Private Equity, With Mike Vranjkovic

Thu, 27 Jul 2023 11:00:00 -0000

Many investors might be surprised to learn that the world of micro private equity even exists, but a few managers are quietly building "micro empires" that may promise outsized returns for bold investors.

Mike Vranjkovic, managing partner at WebStreet, joins Andy Hagans to discuss the quiet revolution occurring inside the world of micro-PE.

How To Invest In Farmland, With David Chan

Thu, 20 Jul 2023 11:00:00 -0000

Farmland has historically been an asset class with strong returns and low volatility, but it's not the easiest asset class to access.

David Chan, chief client officer at FarmTogether, joins Andy Hagans to discuss how High Net Worth investors can access the farmland asset class, and enjoy its unique benefits to investors.

The Incredible Growth Of Fundrise, With Saira Rahman

Thu, 13 Jul 2023 11:00:00 -0000

Many companies are helping to democratize access to alternatives, but Fundrise may be unique in its traction as a true consumer brand.

Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel's Andy Hagans to discuss the Fundrise growth story, and how its platform has evolved over time.

Fundraising From Private Wealth, With Shifra Ansonoff (Episode 150)

Thu, 06 Jul 2023 11:00:00 -0000

The future of alternatives looks strong, with untapped private capital ready to participate in the alts market.

Shifra Ansonoff, Global Head of Customer Experience at Preqin, joins WealthChannel's Andy Hagans to discuss the opportunities and challenges for GPs who are raising capital from private wealth.

Show notes: https://wealthchannel.com/2023/07/shifra-ansonoff-150/

The Bull Case For RV Park Investments, With Paul Moore (Episode 149)

Thu, 29 Jun 2023 13:00:00 -0000

RV parks represent a growing and profitable segment of the CRE universe, but it's hard to find and information on investment opportunities.

Paul Moore, founder of Wellings Capital, joins Andy Hagans to discuss why RV parks are "a little bit undiscovered."

Show notes: https://wealthchannel.com/2023/06/paul-moore-149/

Investing With Passion, With Shana Sissel (Episode 148)

Thu, 22 Jun 2023 13:00:00 -0000

Investing is highly personal, especially when it comes to one's own money. And within the world of alternative investments, an investor's personal passions and experiences will often attract them to a specific asset class.

Shana Sissel, founder and CEO at Banríon Capital Management, joins WealthChannel's Andy Hagans to discuss how investors can align their allocation to alternative investments with their personal passions.

Show notes: https://wealthchannel.com/2023/06/shana-sissel-148/

David vs. Goliath: A New ETF Challenges The Private REIT Behemoths, With David Auerbach (Episode 147)

Fri, 16 Jun 2023 13:00:00 -0000

Private REITs have amassed huge assets in the past several years, but recent events have put their lack of liquidity in the limelight.

David Auerbach, managing director at Armada ETF Advisors, joins Andy Hagans to discuss a brand new ETF that goes head-to-head with BREIT & the largest private REITs.

Show notes: https://wealthchannel.com/2023/06/prvt-etf-147/

Generational Investment Opportunities In NYC CRE, With Chris Okada (Episode 146)

Thu, 15 Jun 2023 13:00:00 -0000

New York City commercial real estate is among the most prestigious of in the CRE universe. That said, certain sectors in New York City’s CRE market are experiencing a decline in prices, reaching levels last observed in the Great Financial Crisis.

Chris Okada, CEO at Okada & Company, joins Andy Hagans to discuss what may be a generational opportunity for investors in the NYC real estate market.

Show notes: https://wealthchannel.com/2023/06/chris-okada-146/

The Bull Case For Gold & Platinum, With Will Rhind Of GraniteShares (Episode 145)

Thu, 08 Jun 2023 13:00:00 -0000

As the inflation rate went sky-high in 2022, gold and precious metals came back into the financial limelight. But did they perform as expected?

Will Rhind, founder and CEO at GraniteShares, joins Andy Hagans to discuss why High Net Worth investors are giving gold and precious metals renewed attention in their portfolio allocations.

Show notes: https://wealthchannel.com/2023/06/will-rhind-145/

How To Invest Like A Billionaire, With Ben Fraser (Episode 144)

Thu, 01 Jun 2023 13:00:00 -0000

Family offices have historically used alternative investments to protect and grow their wealth, but alts are now going "mainstream" with many more self-directed High Net Worth investors.

Ben Fraser, managing director at Aspen Funds, joins Andy Hagans to discuss how everyday accredited investors can invest like a billionaire.

Show notes: https://wealthchannel.com/2023/06/ben-fraser-144/

Lucrative Life Insurance Strategies (And 10 Years In The NFL), With Jeff Faine (Episode 143)

Thu, 25 May 2023 13:00:00 -0000

There may be no tougher job in the NFL than playing center on the offensive line of the Cleveland Browns.

Jeff Faine, founder of Enhanced Funding Solutions, joins Andy Hagans to discuss how his approach to playing football has informed his passion for helping investors and others.

Show notes: https://wealthchannel.com/2023/05/jeff-faine-143/

Family Office Investments In Private Credit & More, With Brad Conger (Episode 142)

Thu, 18 May 2023 13:00:00 -0000

As disruption continues in the fixed income market, many family offices are maintaining and even increasing their allocation to private credit.

Brad Conger, deputy CIO at Hirtle Callaghan, joins Andy Hagans to discuss why private credit and other select asset classes are so appealing to family offices right now.

Show notes: https://wealthchannel.com/2023/05/brad-conger-142/

The Marketing Revolution In Private Equity, With Angela Hwang (Episode 141)

Tue, 16 May 2023 18:00:00 -0000

Twenty years ago, many executives in finance and asset management firms scoffed at the idea of marketing’s importance. But the world has moved on, and many leading firms have now placed marketing at the forefront of their growth strategy. Why? Because great marketing is all about data, and execs are learning that great marketing can complement great operations to create a revenue-generating growth machine.

Angela S. Hwang, Chief Marketing Officer at First National Realty Partners, joins Andy Hagans to discuss the marketing revolution that’s occurring in the world of private equity.

Show notes: https://wealthchannel.com/2023/05/angela-hwang-141/

Big Ideas And Big Profits, With Rachel Vass & Kelly Winget (Episode 140)

Thu, 11 May 2023 13:00:00 -0000

The world of private equity can be slow to change, but sometimes a big idea can create transformation faster than anyone might predict.

Rachel Vass and Kelly Winget, co-founders of the EPIC family of funds, join Andy Hagans to discuss the unique vision they're creating (in an unlikely partnership).

Show notes: https://wealthchannel.com/2023/05/vass-winget-140/

Income Investing Strategies For High Net Worth Investors (Episode 139)

Wed, 10 May 2023 13:00:00 -0000

Shana Sissel, Kelly Winget, and Nelson Chu join moderator Andy Hagans for a panel at Alts Expo discussing the myriad of income investing strategies available to HNW investors in the current environment.

Show notes: https://wealthchannel.com/2023/05/income-investing/

Capital Preservation Strategies For Uncertain Times (Episode 138)

Mon, 08 May 2023 13:00:00 -0000

Josh Cantwell, Dany Roizman, and DJ Van Keuren joined moderator Andy Hagans at Alts Expo in May 2023 for a discussion about capital preservation strategies in the current environment.

Show notes: https://wealthchannel.com/2023/05/capital-preservation/

The Power Of Story In Asset Management, With Chris Sullivan (Episode 137)

Tue, 02 May 2023 13:00:00 -0000

As asset managers raise increasing amounts of capital in the direct channel, the huge value of branding and communications can no longer by ignored.

Chris Sullivan, president at Craft & Capital, joins Andy Hagans to discuss the incredible power of storytelling, and how asset managers can stand out in a crowded marketplace.

Show notes: https://wealthchannel.com/2023/05/chris-sullivan-137/

Impact Investments In Affordable Housing, With Sam Sells (Episode 136)

Mon, 01 May 2023 13:00:00 -0000

There is an extreme shortage of safe, quality and affordable housing in the United States. According to Sam Sells, CEO at Wild Mountain Capital, the key to the solution is creating good incentives.

Sam joins WealthChannel's Andy Hagans to discuss how his company is working to address the affordable housing shortage in a way that benefits communities and investors alike.

Show notes: https://wealthchannel.com/2023/05/sam-sells-136/

Debt-Free Real Estate Investing, With Chay Lapin (Episode 135)

Tue, 25 Apr 2023 13:00:00 -0000

Real estate investors are conditioned to the use of leverage in their investments, but a debt-free strategy can open up surprising opportunities for CRE investors.

Chay Lapin, co-founder of Cove Capital Investments, joins Andy Hagans to discuss the unique advantages of debt-free real estate investing.

Show notes: https://wealthchannel.com/2023/04/chay-lapin-135/

The Booming Private Credit Market, With Jamie Shulman (Episode 134)

Mon, 24 Apr 2023 13:00:00 -0000

As the private credit market continues to grow, emerging managers are finding success in unique niches across the credit landscape.

Jamie Shulman, founder and fund manager at Meriwether Group Capital, joins the show to discuss where the best value can be found in 2023's private credit market.

Show notes: https://wealthchannel.com/2023/04/jamie-shulman-134/

How To Sell A Business With An Investment Bank, With Matt Tortora (Episode 133)

Fri, 21 Apr 2023 13:00:00 -0000

Selling a business can be a life-changing event for many entrepreneurs, but the process is also very stressful, with many potential pitfalls along the way.

Matt Tortora, managing director at BMI Mergers, joins Andy Hagans to discuss the different options available to entrepreneurs who are interested in exiting their business.

Show notes: https://wealthchannel.com/2023/04/matt-tortora-133/

Neil Patel's Journey To Legacy Wealth (Episode 132)

Wed, 19 Apr 2023 13:00:00 -0000

As an entrepreneur, Neil Patel has created and scaled a group of businesses that generate massive monthly cash flow. Along the way, he re-invested much of this income into alternative investments to grow generational wealth, and create a legacy for his family (all before the age of 35).

On this episode, Neil Patel joins WealthChannel's Andy Hagans to discuss the keys to his unconventional investment style, plus his advice to entrepreneurs who want to build their own legacy wealth.

Show notes: https://wealthchannel.com/2023/04/neil-patel-132/

Higher Yield Investing In Emerging Markets, With Jim Chu (Episode 131)

Tue, 18 Apr 2023 13:00:00 -0000

Africa is not only the fastest-growing continent in the world, it's also an economic growth story featuring millions of enterprising and resourceful entrepreneurs. But how can entrepreneurs in Africa and other emerging markets access the capital they need, given current structural challenges?

Jim Chu, CEO at Untapped Global, joins WealthChannel's Andy Hagans to discuss how individual HNWIs can enjoy high yields with CapEx investments in Africa and emerging markets.

Show notes: https://wealthchannel.com/2023/04/jim-chu-131/

Lessons From Institutional Investors, With Melanie Pickett (Episode 130)

Mon, 17 Apr 2023 13:00:00 -0000

Institutional investors have helped lead the way in the alternative investment space for decades now. Along the way, they have learned the best practices for success when it comes to illiquid and private investments.

Melanie Pickett, executive vice president at Northern Trust, joins Andy Hagans to discuss lessons that individual investors can learn from the largest institutional investors.

Show notes: https://wealthchannel.com/2023/04/melanie-pickett-130/

The Late Stage Market Cycle, With Anastasia Amoroso (Episode 129)

Thu, 13 Apr 2023 13:00:00 -0000

Many investors and family offices have been frustrated by the 2023 market. As interest rates rise and inflation begins to abate, certain asset classes are nevertheless slow to reprice.

Anastasia Amoroso, managing director and chief investment strategist at iCapital, joins WealthChannel's Andy Hagans to discuss how investors can succeed in a late stage market cycle.

Show notes: https://wealthchannel.com/2023/04/anastasia-amoroso-129/

Can The Financial Industry Be A True Profession? With Bill Kelly Of CAIA (Episode 128)

Wed, 12 Apr 2023 13:00:00 -0000

Wealth management has historically been a highly fragmented industry, where the best interests of the client were not always the top priority.

Bill Kelly, president and CEO at CAIA, joins Andy Hagans to discuss whether the financial industry can arrive at a place where it consistently serves the best interests of the end clients (investors).

Show notes: https://wealthchannel.com/2023/04/caia-128/

The Keys To Repeatable Alpha, With Chris Carsley (Episode 127)

Tue, 11 Apr 2023 13:00:00 -0000

Generating alpha requires an "edge," based on inefficiency in the market. But the most valuable type of alpha is that which is repeatable, and consistent.

Chris Carsley, CIO and managing partner at Kirkland Capital Group, joins WealthChannel's Andy Hagans to discuss how to generate alpha in a consistent manner.

Show notes: https://wealthchannel.com/2023/04/chris-carsley-127/

Q1 2023 REIT Performance & Sector Update, With David Auerbach (Episode 126)

Mon, 10 Apr 2023 14:00:00 -0000

Dislocations in the commercial real estate market have continued in 2023, with some sectors performing well, and others trailing by a wide margin.

David Auerbach, managing director at Armada ETF Advisors, joins WealthChannel's Andy Hagans to discuss Q1 2023 sector performance in the REIT universe, plus where investors might see value right now.

Show notes: https://wealthchannel.com/2023/04/david-auerbach-126/

Publicly-Traded REITs vs. Private Real Estate, With David Auerbach (Episode 125)

Fri, 07 Apr 2023 14:00:00 -0000

A rising tide lifts all boats, and real estate asset managers performed well nearly across the board up in the years leading up 2022. The headwinds of the past 12 months however have created clear winners and losers, for investors and asset managers alike.

David Auerbach, managing director at Armada ETF Advisors, joins WealthChannel's Andy Hagans to discuss the divergence in publicly-traded REITs vs. private real estate, and what factors value-oriented investors should be considering right now.

Show notes: https://wealthchannel.com/2023/04/david-auerbach-125/

A 70-Year Family Office Approach To Real Estate Investing, With Daniel Farber (Episode 124)

Wed, 05 Apr 2023 14:15:00 -0000

It's been often said that "you can make money in any market." So where's the opportunity in 2023 commercial real estate, given the current economic headwinds?

Daniel Farber, CEO of HLC Equity, joins Andy Hagans to discuss how his firm's longevity helps to inform their unique real estate investment strategy.

Show notes: https://wealthchannel.com/2023/04/daniel-farber-124/

How To Start Your Own ETF, With Springer Harris (Episode 123)

Tue, 04 Apr 2023 14:09:00 -0000

The ETF universe has exploded in popularity in the past decade, and increasing numbers of independent ETF issuers are joining the fray with unique new products.

Springer Harris, head of ETF solutions at Teucrium, joins WealthChannel's Andy Hagans to discuss how independent managers can launch their own ETF.

Show notes: https://wealthchannel.com/2023/04/springer-harris-123/

Creating Wealth With Franchising, With Kim Daly (Episode 122)

Fri, 31 Mar 2023 14:15:00 -0000

Franchising is a strategy that can be utilized by business owners and High Net Worth investors to create and grow wealth. But is franchising a good investment during an uncertain economy?

Kim Daly, a top franchise consultant, joins the show to discuss what franchising is, how to get started, and why some High Net Worth investors choose franchising to help grow their wealth.

Show notes: https://wealthchannel.com/2023/03/kim-daly-122/

Alternatives In Washington, D.C. (IPASummit 2023), With Anya Coverman & Doyle Bartlett (Episode 121)

Thu, 30 Mar 2023 14:15:00 -0000

Alternatives have already been in the limelight several times in the Biden Administration, but the current market and regulatory landscape may represent the "calm before the storm."

Anya Coverman and Doyle Bartlett joins WealthChannel's Andy Hagans to discuss the upcoming IPASummit 2023, and the most pressing issues in the alternatives industry right now.

Show notes: https://wealthchannel.com/2023/03/ipasummit-2023-121/

Why Capital Preservation Maximizes Returns, With Darren Schuringa (Episode 120)

Wed, 29 Mar 2023 14:15:44 -0000

Alternative strategies have grown increasingly popular with High Net Worth investors, and especially strategies that limit drawdowns during periods of market volatility.

Darren Schuringa, CEO at ASYMmetric ETFs, joins WealthChannel's Andy Hagans to discuss his firm's unique ETF offerings, and how they provide access to a unique capital preservation strategy that can help maximize long term returns.

Show notes: https://wealthchannel.com/2023/03/darren-schuringa-120/

Inside A Global Family Office, With Dany Roizman (Episode 119)

Tue, 28 Mar 2023 14:15:00 -0000

Many family offices are focused on one objective above all: capital preservation.

Dany Roizman, founding partner at Brainvest Wealth Management, joins WealthChannel's Andy Hagans to discuss the unique investment philosophy at his firm that has won over so many Ultra High Net Worth families.

Show notes: https://wealthchannel.com/2023/03/dany-roizman-119/

Building Generational Wealth With Alts - Keynote By Andy Hagans (Episode 118)

Fri, 24 Mar 2023 14:15:00 -0000

WealthChannel co-founder Andy Hagans was the featured keynote speaker at OZ Pitch Day Spring 2023, hosted by Jimmy Atkinson.

In this "fireside chat" keynote interview, Jimmy and Andy discuss how family offices and High Net Worth investors are building generational wealth using alternative investments.

Show notes: https://wealthchannel.com/2023/03/andy-hagans-118/

The Case For Closed-End Funds, With John Cole Scott (Episode 117)

Wed, 22 Mar 2023 14:15:00 -0000

Closed-end funds and similar products offer a compelling opportunity for High Net Worth investors, but many investors do not understand these products, or how they can fit into an overall portfolio strategy.

John Cole Scott, president at Closed-End Fund Advisors, joins Andy Hagans to discuss how he helps clients generate alpha with closed-end funds, BDCs, and interval funds.

Show notes: https://wealthchannel.com/2023/03/john-cole-scott-117/

Generating Alpha With A Rising Rates Strategy, With George Lucaci (Episode 116)

Tue, 21 Mar 2023 14:15:00 -0000

Many investors have large allocations to fixed income, and their portfolios have therefore suffered considerably in the current higher-inflation, higher-interest rate environment.

George Lucaci, global head of distribution at FolioBeyond, joins Andy Hagans to discuss the case for rising rate strategies and his firm's ETF, RISR.

Show notes: https://wealthchannel.com/2023/03/george-lucaci-116/

The Queen Of Alternatives (And Alts For All), With Shana Sissel (Episode 115)

Mon, 20 Mar 2023 14:15:00 -0000

Independent RIAs are in many ways the "nexus" of the alternative investment industry. But advisors have many demands on their time, and face significant challenges in navigating the world of alternative investments.

Shana Sissel, founder and CEO at Banrion Capital Management, joins WealthChannel's Andy Hagans to discuss how advisors can make alts accessible for all investors.

Show notes: https://wealthchannel.com/2023/03/shana-sissel-115/

Webinar Audio Replay: Generating Greater Income With Less Risk (Episode 114)

Fri, 17 Mar 2023 14:43:09 -0000

On March 15, WealthChannel co-founder Jimmy Atkinson hosted Darren Schuringa, founder and CEO at ASYMmetric ETFs, on a live one-hour webinar for financial advisors. The webinar explored investing to generate greater income with less risk, even in a challenging macroeconomic landscape.

This podcast includes an audio version of the webinar, including a short introduction by Jimmy Atkinson

Show notes: https://wealthchannel.com/2023/03/darren-schuringa-114/

Adventures In Private Equity & Entrepreneurship - Andy Hagans w/ Billy Keels (Episode 113)

Thu, 16 Mar 2023 14:15:00 -0000

WealthChannel co-founder Andy Hagans recently joined the Going Long Podcast with Billy Keels, to discuss his journey from creating and selling four different startup companies, to the world private equity. The replay of their conversation is released here on The Alternative Investment Podcast.

Show notes: https://wealthchannel.com/2023/03/billy-keels-113/

Venture Capital Investments In Robotics And AI, With Lisa Chai (Episode 112)

Wed, 15 Mar 2023 13:58:44 -0000

Robotics, artificial intelligence and healthtech are sectors that have the potential to revolutionize human lifestyles (plus produce outsized returns for investors).

Lisa Chai, partner at ROBO Global, joins WealthChannel's Andy Hagans to discuss what investors should know about VC investments in disruptive technology.

Show notes: https://wealthchannel.com/2023/03/lisa-chai-112/

A New Approach To Private Equity, With Rami Cassis (Episode 111)

Tue, 14 Mar 2023 14:15:00 -0000

The world of private equity is opaque, and arguably suffers from an "image problem." But a new generation of private equity leaders are redefining the space, including how PE managers interact with their portfolio companies.

Rami Cassis, founder and CEO at Parabellum Investments, joins WealthChannel's Andy Hagans to discuss his family office's unique approach to private equity.

Show notes: https://wealthchannel.com/2023/03/rami-cassis-111/

1031 Exchanges & A 2023 CRE Market Update, With Edward Fernandez (Episode 110)

Mon, 13 Mar 2023 17:28:14 -0000

The 1031 exchange is a powerful tool that helps entrepreneurs, HNW investors, and family offices to protect and grow their wealth over the long term.

Edward Fernandez, president and CEO at 1031 Crowdfunding, joins Andy Hagans to discuss how 1031s can be used to help build legacy wealth (plus provides an update on the 2023 CRE market).

Show Notes: https://wealthchannel.com/2023/03/edward-fernandez-110/

Live From Blue Vault Bowman Alts Summit 2023, With Stacy Chitty (Episode 109)

Thu, 09 Mar 2023 17:57:00 -0000

As forward-thinking wealth advisors rethink the 60/40 portfolio and utilize alternative investments to protect and improve client portfolios, the Blue Vault Bowman Alts Summit 2023 was a "must-attend event" for advisors looking to grow their practices and improve client outcomes.

Stacy Chitty, managing partner at Blue Vault, joined WealthChannel's Jimmy Atkinson for a live interview from the floor of the event.

Show notes: https://wealthchannel.com/2023/03/stacy-chitty-109/

Roll-Up Strategies, And Learning To Fly, With Adam Carlson (Episode 108)

Wed, 08 Mar 2023 14:00:00 -0000

Roll-up strategies can have a poor reputation in the world of private equity, but when they succeed, they can generate outsized returns for investors.

Adam Carlson, business leader and serial entrepreneur, joins Andy Hagans to discuss roll-up strategies for private equity investors (plus his adventures in learning how to fly).

Show notes: https://wealthchannel.com/2023/03/adam-carlson-108/

Why We Created WealthChannel, With Jimmy Atkinson & Andy Hagans (Episode 107)

Tue, 07 Mar 2023 13:00:00 -0000

WealthChannel has grown into a large, engaged community of High Net Worth investors, but where did it all begin?

WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame).

Show notes: https://wealthchannel.com/2023/03/jimmy-atkinson-107/

Removing Barriers To VC And Angel Investing, With Gale Wilkinson (Episode 106)

Thu, 02 Mar 2023 15:15:00 -0000

Venture capital and angel investing are asset classes that can generate massive alpha, but too many potential LPs are "locked out" of this exclusive world.

Gale Wilkinson, managing partner at Vitalize Venture Capital, joins Andy Hagans to discuss how her VC fund is investing in the future of work, while also working to make VC and angel investing more accessible to all.

Show notes: https://wealthchannel.com/2023/03/gale-wilkinson-106/

How To Be A Successful Angel Investor, With David Olivencia (Episode 105)

Wed, 01 Mar 2023 15:15:00 -0000

Angel investing is the lifeblood of many startup businesses. And for High Net Worth investors, angel investing is a form of alternative investing in private equity that is more accessible than venture capital.

David Olivencia, CEO at Angeles Investors, discusses his angel investing journey, and some of the habits that have helped him acquire equity in 70+ portfolio companies.

Show notes: https://wealthchannel.com/2023/03/david-olivencia-105/

How To Build A Business To IPO, With Cole Shephard (Episode 104)

Tue, 28 Feb 2023 15:15:00 -0000

High-growth, ventured-backed (and PE-backed) companies are increasingly choosing to stay private, but there's no question that "going public" can provide certain benefits to founders and investors.

Cole Shephard, partner at Legacy Group, joins AltsDb's Andy Hagans to discuss the strategies and tactics needed to scale a company towards an IPO.

Show notes: https://wealthchannel.com/2023/02/cole-shephard-104/

A Liquidity Revolution In Venture Capital, With Dave Thornton (Episode 103)

Mon, 27 Feb 2023 15:54:00 -0000

Venture capital has historically been a major part of the alternative investment landscape, but it's an asset class that can be hard to access for individual accredited investors, and their advisors.

Dave Thornton, co-founder of Vested, joins the show to discuss how his company is helping advisors and individual accredited investors to access the VC asset class in unique and diversified way.

Show notes: https://wealthchannel.com/2023/02/dave-thornton-103/

Using Technology To Build Enterprise Value, With Brian Thibault (Episode 102)

Thu, 23 Feb 2023 15:03:00 -0000

VC-backed companies can often afford to invest heavily in technology, but how can bootstrapped or private equity-backed companies do the same, with a relative lack of capital?

Brian Thibault, co-founder at DevRefactory, joins Andy Hagans to discuss how privately-financed businesses can leverage technology to build enterprise value.

Show notes: https://wealthchannel.com/2023/02/brian-thibault-102/

How To Tell Your Story And Get Noticed, With HGTV Star Tarek El Moussa (Episode 101)

Wed, 22 Feb 2023 15:15:00 -0000

Branding used to be overlooked by many in the asset management industry, but those days are largely over. Executives at financial companies of all sizes are increasingly embracing the need to have a "brand story" to differentiate themselves in a competitive landscape.

Tarek El Moussa, star of hit TV shows "Flip or Flip" and "Flipping 101" (as well as the founder of TEM Capital), joins the show to discuss how to break through the noise with a story that resonates.

Show notes: https://wealthchannel.com/2023/02/tarek-el-moussa-101/

Are Bonds The New Stocks? With Colin McBurnette (Episode 100)

Tue, 21 Feb 2023 15:15:00 -0000

Fixed income used to be perceived by many as a "boring" asset class, but after the last twelve months, most investors realize that it is "anything but." Yields are dramatically higher, and some analysts are even putting forth the case that "40/60 is the new 60/40."

Colin McBurnette, senior portfolio manager at Angel Oak Capital Advisors, joins the show to discuss the structured credit market, and why many so High Net Worth investors are allocating increased capital to this unique asset class.

Show notes: https://wealthchannel.com/2023/02/colin-mcburnette-100/

Panel Replay: Wealth Development Strategies With Multifamily (Episode 99)

Fri, 17 Feb 2023 15:15:00 -0000

In this panel from Multifamily Investor Expo 2023, four experts discuss wealth development strategies using multifamily.

The panel was moderated by Andy Hagans of AltsDb and WealthChannel; panelists include Ashley Tison of OZ Pros, DJ Van Keuren of Evergreen Property Partners, and James Hance of Green Bison Capital.

Show notes: https://wealthchannel.com/2023/02/multifamily-099/

A Big Vision For Silicon Valley Real Estate, With Erik Hayden (Episode 98)

Thu, 16 Feb 2023 15:15:00 -0000

If you're thinking "doom and gloom" when you think of California real estate, think again: Silicon Valley appears poised to ride a wave of growth for decades to come.

Erik Hayden, founder of Urban Catalyst (plus one of Silicon Valley's 100 most powerful people) joins the show to discuss how Silicon Valley can create generational wealth for long term real estate investors.

Show notes: https://wealthchannel.com/2023/02/erik-hayden-098/

The Private Credit Revolution, With Nelson Chu (Episode 97)

Tue, 14 Feb 2023 15:15:00 -0000

As the alts industry has amassed assets at an increasing pace, private equity often gets much of the attention, but private credit is a growth story in its own right.

Nelson Chu, founder and CEO at Percent, joins AltsDb's Andy Hagans to discuss the Percent private credit platform, and how individual HNW investors and RIAs can take advantage of opportunities in private credit.

Show notes: https://wealthchannel.com/2023/02/nelson-chu-097/

Webinar Audio Replay: Income Investing Strategies For Volatile Markets (Episode 96)

Fri, 10 Feb 2023 15:15:00 -0000

On February 8, AltsDb co-founder Jimmy Atkinson hosted Jay Hatfield, founder and CEO at InfraCap, on a live one-hour webinar for financial advisors. The webinar detailed income investing strategies for today’s macroeconomic environment.

This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.

Show notes: https://wealthchannel.com/2023/02/jay-hatfield-096/

Trends In Interval Funds & Closed-End Funds, With Kim Flynn (Episode 95)

Thu, 09 Feb 2023 15:15:00 -0000

Interval funds have seen incredible growth in the past five years, along with the growth in the broader alternatives industry.

Kim Flynn, managing director at XA Investments, joins the show to discuss the interval fund "success story," plus the challenges and opportunities that sponsors are facing right now.

Show notes: https://wealthchannel.com/2023/02/kim-flynn-095/

All About CAIA Association, With Aaron Filbeck (Episode 94)

Wed, 08 Feb 2023 15:15:00 -0000

For financial advisors, alternative investments have the potential to enhance client portfolios, and to improve business outcomes. But alternatives can be a complex "beast," and the education gap remains a significant challenge in the advisor community.

Aaron Filbeck, managing director and head of UniFi at CAIA, joins the show to discuss how CAIA Association is helping to close the education gap for advisors with the mission to ultimately improve outcomes for clients and society at large.

Alts Investing In A Turbulent Economy, With Brad Updike (Episode 93)

Tue, 07 Feb 2023 15:15:00 -0000

Due diligence is a key step for financial advisors who allocate client funds to alternatives. But a fast-changing alts landscape, along with a volatile economy, has created new challenges for wealth managers in recent years.

Brad Updike, attorney at Mick Law P.C. LLO, joins the show to discuss due diligence and alts investing for advisors amidst the current turbulent economy.

Hedge Fund ETFs vs. Hedge Funds, With Bob Elliott (Episode 92)

Thu, 02 Feb 2023 15:15:00 -0000

Leading hedge funds have the capability to deliver enormous returns for investors, but their active management comes at a price.

Bob Elliott, CEO at Unlimited, joins the show to discuss HFND's unique alternative strategy, and why he believes alternative ETFs have the potential to outperform hedge funds, net of fees.

Show notes: https://wealthchannel.com/2023/02/bob-elliott-092/

Inside The Agriculture ETF Revolution, With Sal Gilbertie (Episode 91)

Wed, 01 Feb 2023 15:15:00 -0000

Financial advisors and investors probably take most commodity ETFs for granted today, but the truth is that many of these ETFs were revolutionary when they first launched.

Sal Gilbertie, founder and CEO at Teucrium, joins the show to discuss Teucrium's origin story, plus how the company continues to be an innovator in the ETF space in the present day.

MLP ETFs & Income Strategies, With Jay Hatfield (Episode 90)

Tue, 31 Jan 2023 15:15:00 -0000

Master limited partnerships (MLPs) hold massive appeal for High Net Worth investors seeking tax-advantaged income. But it is better to invest into an individual MLP, or to seek more diversified exposure with a fund?

Jay Hatfield, founder and CEO at Infrastructure Capital Advisors (InfraCap), joins the show to discuss how ETFs offer High Net Worth investors efficient and diversified access to the MLP asset class.

Webinar Audio Replay: Generating Alpha With Managed Futures (Episode 89)

Fri, 27 Jan 2023 16:04:00 -0000

On January 26, AltsDb co-founder Jimmy Atkinson hosted Andrew Beer, co-founder at Dynamic Beta investments (DBi), on a live one-hour webinar for financial advisors. The webinar detailed how to generate alpha with managed futures.

This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.

The Blue Vault Bowman Alts Summit, With Stacy Chitty (Episode 88)

Thu, 26 Jan 2023 15:15:00 -0000

As forward-thinking wealth advisors rethink the 60/40 portfolio and utilize alternative investments to protect and improve client portfolios, the Blue Vault Bowman Alts Summit 2023 is well-timed for advisors who are looking to grow their practices and improve client outcomes.

Stacy Chitty, co-founder of Blue Vault, joins the show to discuss why this summit is a "can't miss" event for independent RIAs.

Inside REIT ETFs, With David Auerbach (Episode 87)

Wed, 25 Jan 2023 15:15:00 -0000

REITs have been incredibly popular among High Net Worth investors in the past few decades. In recent years this momentum has continued for both non-traded REITs as well as publicly-traded REITs, although the latter type have been trading at a discount lately.

David Auerbach, managing director at Armada ETF Advisors, joins the show to discuss trends in the REIT space, as well as a unique REIT ETF offering from his company.

Show notes: https://wealthchannel.com/2023/01/david-auerbach-087/

Capturing The "Night Effect" With ETFs, With Bruce Lavine (Episode 86)

Tue, 24 Jan 2023 09:15:00 -0000

What is the "Night Effect" in the markets, and how can investors take advantage of it?

Bruce Lavine, CEO at NightShares, joins the show to discuss the research behind the Night Effect, and how a new family of ETFs offers investors practical access to this unique alternative strategy.

A Managed Futures Masterclass, With Andrew Beer (Episode 85)

Thu, 19 Jan 2023 15:15:00 -0000

Managed futures may be a controversial asset class, but there's no doubting their eye-popping performance over the past twelve months.

Andrew Beer, co-founder at Dynamic Beta investments (DBi), returns to the show to discuss why managed futures deserve a place in many investor portfolios, plus the best way to implement this, in the real world.

The "Index Revolution" Comes For Hedge Funds, With Andrew Beer (Episode 84)

Wed, 18 Jan 2023 15:15:00 -0000

Hedge funds have employed a variety of strategies over the past several decades, some of which have succeeded spectacularly. But this asset class has historically had high fees, and has been inaccessible to all but the largest investors.

Andrew Beer, co-founder at Dynamic Beta investments (DBi), joins the show to discuss how the "index revolution" has finally come to the hedge fund industry, and how individual investors can participate.

Liquid Alts 101, With Daniil Shapiro (Episode 83)

Tue, 17 Jan 2023 16:00:00 -0000

With the rise of the alternatives industry and illiquid alts, liquid alts and alternative ETFs have grown apace. But which type of alternative offers better value to the investor?

Daniil Shapiro, director of product development at Cerulli Associates, returns to the show to discuss liquids alts and alternative ETFs, and how these compare to illiquid alts and intermittent liquidity products.

Show notes: https://wealthchannel.com/2023/01/daniil-shapiro-083/

Tax-Advantaged Real Estate Strategies, With Keith Lampi (Episode 82)

Thu, 12 Jan 2023 16:29:00 -0000

Tax-advantaged real estate investments are a proven way to enhance triple-net returns for family offices and VHNW/UHNW investors. But which sectors and strategies have the most momentum in the current macro environment?

Keith Lampi, president and CEO of Inland Private Capital Corporation, joins the show to discuss his firm's leadership in the tax-advantaged space, and which sectors and structures may hold the most appeal for investors right now.

Show notes: https://wealthchannel.com/2023/01/inland-082/

Opportunities In The Credit Gap, With Jamie Shulman (Episode 81)

Tue, 03 Jan 2023 22:00:00 -0000

As equity markets struggle, there's an increased interest in the private credit market. But how can individual HNW investors participate to enjoy significant income, while mitigating their risk?

Jamie Shulman, co-founder and fund manager at Meriwether Group Capital, joins the show to discuss the private credit market, and the unique niche that his firm occupies.

Show notes: https://wealthchannel.com/2023/01/jamie-shulman-081/

Alternative Investment Trends For 2023, Panel From Alts Expo Dec. 2022 (Episode 80)

Tue, 27 Dec 2022 21:00:00 -0000

In this panel from Alts Expo December 2022, four experts discuss the surge of interest in alternative investments, and make predictions for what the year ahead may bring for the industry.

The panel was moderated by Andy Hagans of AltsDb; panelists include Stacy Chitty of Blue Vault, Anya Coverman of IPA, and Robert Worthington of iCapital.

Investment Strategies For High Inflation, Panel From Alts Expo Dec. 2022 (Episode 79)

Mon, 19 Dec 2022 16:50:00 -0000

In this panel from Alts Expo December 2022, four experts discuss effective investment strategies in an environment of persistently high inflation.

The panel was moderated by Andy Hagans of AltsDb; panelists include Jason Cross of Redbrick LMD, Kara O'Halloran of FS Investments, and Cullen Roche of Discipline Funds.

An Agile Approach To CRE Investment, With Grant Humphreys (Episode 78)

Wed, 14 Dec 2022 22:34:00 -0000

The only constant in life is change, which can occur gradually, or suddenly. Of course, change in the commercial real estate market could be viewed as an opportunity for enterprising investors.

Grant Humphreys, president of Humphreys Capital, joins the show to discuss his firm's agile approach to CRE investing, and how this agility has contributed to the company's ongoing success.

A Scalable Approach To The RIA Market, With Joe Ujobai (Episode 77)

Thu, 08 Dec 2022 19:00:00 -0000

The alternatives industry has historically had plenty of "friction" in its user experience for investors. This friction has made it challenging for many wealth managers who want to access the broader universe of alternatives.

Joe Ujobai, CEO at AIX, joins the show to discuss his company's "fintech-forward" approach to building an alts platform, and how this approach can help unlock scalability in reaching the RIA channel.

The Appeal Of A 721 Exchange / UPREIT, With Keith Nelson (Episode 76)

Fri, 02 Dec 2022 16:45:00 -0000

As real estate investors seek to lock in capital gains on past deals, 721 exchanges and UPREITs have gained in popularity. Now, some private equity funds are beginning to use the same structure used by private UPREITs, to allow for tax-advantaged investments from their LPs.

Keith Nelson, managing partner at Dual City Investments, joins the show to discuss the advantages of completing a 721 exchange, as well as the overall CRE landscape heading into 2023.

End Of The Year... Or End Of The World?, With Kelly Ann Winget (Episode 75)

Tue, 29 Nov 2022 21:50:00 -0000

The economy has faced headwinds in 2022, but the next 90 days may be particularly rocky, based on moves that large investors (including Warren Buffett) are making right now.

Kelly Ann Winget, founder of Alternative Wealth Partners, returns to the show to discuss how smart capital should be positioned to take advantage of opportunities that may arise soon.

Sustainability As Strategy, With Lorenzo Sargenti (Episode 74)

Tue, 22 Nov 2022 14:30:00 -0000

Sustainability and energy efficiency are powerful trends in the residential real estate market. But can these concepts go beyond being mere "buzzwords" to enhance investor returns and deliver greater client satisfaction?

Lorenzo Sargenti, founder and managing partner at Shape Equity Partners, joins the show to discuss an entire real estate investment strategy that is wholly focused on sustainability.

Key Factors In Market Selection, With Dan Rosenbloom (Episode 73)

Wed, 16 Nov 2022 22:00:00 -0000

Market selection can make or break any commercial real estate investment, in any sector. But when should technology drive the decision, versus expert insight and experience?

Dan Rosenbloom, head of investments at Cadre, joins the show to discuss Cadre's "MVP" approach to market selection, and why it's a core part of the company's investment strategy.

Real Asset Strategies For 2023, With Kara O'Halloran (Episode 72)

Wed, 09 Nov 2022 22:00:00 -0000

With equities and bonds both in a sustained bear market, many family offices and HNW investors have looked to real assets to be portfolio ballast.

But the devil's in the details; what's the best way to allocate a portfolio slice to real assets? Kara O'Halloran, director of investment research at FS Investments, joins the show discuss real asset strategies for 2023 and beyond.

Trends In Structured Notes Investing, With Marc Premselaar & Brett Kunshek (Episode 71)

Wed, 02 Nov 2022 21:00:00 -0000

Inflows into alternative investments set new records in 2020 and 2021, in a variety of segments and "wrappers." On alternative investment platform CAIS, one of the highest-growth areas in the past few years has been the structured notes segment.

CAIS's Marc Premselaar and Mariner Wealth Advisors' Brett Kunshek join the show where we discuss trends in structured notes investing, and in the broader alternatives industry.

Show notes: https://wealthchannel.com/2022/11/cais-071/

Live At IMN Family Office Forum 2022: The Story Behind AltsDb (Episode 70)

Tue, 25 Oct 2022 13:15:00 -0000

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida.

AltsDb co-founder Andy Hagans joined Jimmy Atkinson during the event to discuss the incredible growth of the alts industry, and the story behind AltsDb.

Live At IMN Family Office Forum 2022: DJ Van Keuren (Episode 69)

Tue, 25 Oct 2022 13:00:00 -0000

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida.

DJ Van Keuren, co-managing member of Evergreen Property Partners, joined Andy Hagans during the conference to discuss how family offices view current opportunities in the market.

Show notes: https://wealthchannel.com/2022/10/imn-family-office-069/

Live At IMN Family Office Forum 2022: Andy Hagans Of AltsDb (Episode 68)

Fri, 21 Oct 2022 15:16:00 -0000

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida.

AltsDb co-founder Andy Hagans joins Jimmy Atkinson with live reporting from this exciting event.

Show notes: https://wealthchannel.com/2022/10/imn-family-office-068/

The Appeal Of Senior Secured Real Estate Debt, With Carson Rasmussen (Episode 67)

Mon, 17 Oct 2022 15:30:00 -0000

Even amidst sky-high inflation, bond prices have not fallen enough to deliver anywhere near positive yields, on a real basis. Many investors are turning to alternative types of debt investments to enhance the returns of their portfolio.

Carson Rasmussen, principal of Fairview Partners Investment Management, joins the show to discuss senior secured real estate debt and its appeal for High Net Worth investors.

Core vs. Core Plus vs. Value-Add vs. Opportunistic, With Chris Loeffler (Episode 66)

Thu, 13 Oct 2022 21:38:00 -0000

Even as many HNWIs invest in real estate via direct investments or private placement offerings, not all are aware of the nuanced differences in the major risk/return profiles.

Chris Loeffler, co-founder and CEO at Caliber, joins the show to discuss the true differences between Core, Core Plus, Value-Add and Opportunities strategies.

The Inflation Playbook For HNWIs, With Lara Rhame (Episode 65)

Mon, 10 Oct 2022 14:00:00 -0000

Inflation may peak in Q3 2022, but still remain far elevated into 2023. Moreover, as the year winds down, it appears that the Federal Reserve may be unable (or unwilling) to avoid a "hard landing" for the U.S. economy.

So what's the playbook for High Net Worth investors? Lara Rhame, chief U.S. economist and managing director on the investment research team at FS Investments, joins the show to discuss which asset classes may be poised to outperform, according to her team's latest research.

The Tipping Point For Alts, With iCapital's Steve Houston (Episode 64)

Thu, 06 Oct 2022 14:00:00 -0000

The alternative investment industry has grown enormously in the past two decades, as leading fintech firms have addressed some major "pain points," to help widen alternatives' appeal. So just how big is the alternatives industry, and how much bigger can it get?

Steve Houston, managing director & head of investment products at iCapital, joins the show to discuss how iCapital is helping to lead the way to improve the "user experience" of investing in alternatives.

Show notes: https://wealthchannel.com/2022/10/icapital-064/

Webinar Replay: 1031 Exchange Best Practices (Episode 63)

Wed, 05 Oct 2022 14:00:00 -0000

On September 8, AltsDb co-founder Jimmy Atkinson hosted Justin Amos, national sales manager and 1031 specialist for JTC Americas, to present a live one-hour webinar for financial advisors. The webinar detailed best practices for real estate investors who are completing a 1031 exchange.

This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.

Workforce Housing 101, With DJ Van Keuren (Episode 62)

Mon, 03 Oct 2022 14:00:00 -0000

Workforce housing is an important issue in our society, but it's also an appealing investment sector for family offices and Ultra High Net Worth investors.

DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to provide background on workforce housing, including facts and myths, plus a powerful underlying investment thesis.

Transparency In Alternative Investments, With Stacy Chitty (Episode 61)

Fri, 30 Sep 2022 14:00:00 -0000

The alternatives industry has been revolutionized since the 1990s, and products such as non-traded REITs now offer significantly more value to investors than they did decades ago. So why are so many advisors still hesitant to invest in alts? And how can more advisors become educated (and comfortable) so they are willing to invest in them?

Stacy Chitty, co-founder of Blue Vault, joins the show to discuss trends in the alternative investment landscape over the past few decades, and especially the benefits that increased transparency has brought to the marketplace.

Tax-Advantaged Energy Investing, With Matt Iak (Episode 60)

Thu, 29 Sep 2022 15:07:00 -0000

Energy investments can be very profitable even in a vacuum, but their value for a VHNW/UHNW investor may be even higher in the context of an overall portfolio, given the substantial tax benefits.

Matt Iak, executive vice president at U.S. Energy Development Corporation, joins the show to discuss several tax-advantaged energy investment strategies that family offices and VHNW/UHNW investors should consider.

Live At IPAVision 2022: Megan Gavin Of IPA (Episode 59)

Fri, 23 Sep 2022 18:26:00 -0000

IPAVision is organized annually by the Institute for Portfolio Alternatives, with the 2022 conference taking place in Nashville, Tennessee.

Megan Gavin, director of strategic partnerships at the IPA, joins AltsDb co-founder Jimmy Atkinson with a live update from the event.

Live At IPAVision 2022: Jimmy Atkinson Of AltsDb (Episode 58)

Fri, 23 Sep 2022 16:44:00 -0000

IPAVision is organized annually by the Institute for Portfolio Alternatives, with the 2022 conference taking place in Nashville, Tennessee.

AltsDb co-founder Jimmy Atkinson joins Scott Hawksworth with live reporting from this exciting event.

Will The Housing Market Crash In 2023? With Cullen Roche (Episode 57)

Tue, 20 Sep 2022 20:30:00 -0000

The Fed has hiked interest rates multiple times this year, but inflation remains stubbornly high. Are housing prices unsustainable? If so, when will a housing price correction occur (and how deep will it be)?

Cullen Roche, founder and CIO of Discipline Funds, joins the show to discuss what real estate investors should expect going into 2023.

Inflation vs. Deflation vs. Disinflation, With Cullen Roche (Episode 56)

Mon, 19 Sep 2022 20:18:00 -0000

Inflation has taken center stage in 2022, but its causes are a lot more complex than many investors assume. Moreover, it's not yet clear whether higher inflation will sustain into 2023 and beyond, or if the peak is already in the rear-view mirror.

Cullen Roche, founder and CIO of Discipline Funds and author of the Pragmatic Capitalism book and blog, joins the show to demystify inflation, deflation and disinflation.

Webinar Replay: How To Avoid Pitfalls In Alternative Investments (Episode 55)

Fri, 16 Sep 2022 17:49:00 -0000

On August 18, AltsDb co-founder Jimmy Atkinson hosted Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, to present a live one-hour webinar for financial advisors. The webinar detailed six of the most common pitfalls in passive alternative investments (and how to avoid these pitfalls).

This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.

A Family Office Perspective On Real Estate Investing, With Alex Bhathal (Episode 54)

Thu, 15 Sep 2022 20:31:00 -0000

Every family office is unique, with its own distinct strengths and investment philosophy. While most family offices share a long term time horizon, the perspective of each can differ greatly.

Alex Bhathal, founder and executive chairman at Revitate, joins the show to discuss how his unique experiences in the operating business world have shaped the philosophy of his own family office, as well as that of the Revitate investment platform.

A Deep Dive Into Family Office Research, With DJ Van Keuren (Episode 53)

Wed, 14 Sep 2022 21:00:00 -0000

Family offices have a lot of options when it comes to real estate investing, including direct investments, LP investments in a fund, or even co-GP and LP-GP models. But how do they actually invest, according to the data?

DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to discuss some surprising insights on how family offices are actually investing in real estate, based on research from the Institute.

Vertical Integration In The Self Storage Sector, With Ryan Gibson (Episode 52)

Thu, 08 Sep 2022 21:00:00 -0000

What would happen if you took a "boring but profitable" real estate sector, like self storage, and applied a consistent, "checklist-driven" approach to vertical integration over a significant period of time?

Ryan Gibson, president and CIO at Spartan Investment Group, joins the show to discuss the self storage real estate sector, rollup strategies, multiple arbitrage, and a whole lot more.

The Advantages Of Patient Capital, With Nick Parrish (Episode 51)

Wed, 07 Sep 2022 20:54:00 -0000

Family offices are able to invest on a different scale, but also with a different time horizon than a typical individual investor. So what lessons can individual investors learn from family offices (and how can these lessons help enhance returns)?

Nick Parrish, managing director at Cresset Partners, joins the show to discuss Cresset's philosophy of "patient capital", and all of the advantages that come with it.

Vertically Integrated OZ Strategies, With Chad DeBolt (Episode 50)

Wed, 31 Aug 2022 21:00:00 -0000

Saxum’s national portfolio and development pipeline includes industrial, multifamily, office, mixed-use and student housing assets, with portfolio capitalizations exceeding $2BN. So what are the challenges and advantages of managing such a large and diversified real estate portfolio?

Chad DeBolt, managing director and principal at Saxum Real Estate, joins the show to discuss why a vertically integrated strategy can enhance real estate investment returns, especially in the opportunity zone space.

7 Opportunity Zone Secrets Every HNW Investor Should Know (Episode 49)

Tue, 30 Aug 2022 21:48:00 -0000

OpportunityDb founder Jimmy Atkinson has called the opportunity zones program "the greatest tax incentive of all time." And many investors agree, as they have poured billions of dollars into the program in its short life so far.

But the true potential of the OZ program has largely been left unlocked, according to Jimmy. Here are seven opportunity zone "secrets" that every High Net Worth investor, RIA and family office should know.

Show notes: https://wealthchannel.com/2022/08/jimmy-atkinson-049/

DST Industry Trends, With Justin Amos (Episode 48)

Wed, 24 Aug 2022 21:34:00 -0000

Delaware statutory trusts have climbed in popularity in the past few years, as investors have taken advantage of rising asset prices to complete 1031 exchanges into products that allow them to grow their wealth with a fully passive investment vehicle. But will this trend continue now that the real estate market has a hit a rocky patch?

Justin Amos, national sales manager and account executive at JTC Americas, joins the show to discuss the growth of the DST market and the trends that will shape its future.

NASAA's Non-Traded REIT Proposal, With Anya Coverman (Episode 47)

Mon, 22 Aug 2022 21:00:00 -0000

NASAA recently released proposed revisions to REIT regulations, beginning a 30-day public comment period that was originally to end on August 11. But industry veterans argued that some of the proposed revisions aren't all they're cracked up to be, and so NASAA recently extended the REIT commend period to September 12.

Anya Coverman, senior vice president of government affairs and general counsel at the Institute for Portfolio Alternatives (IPA), joins the show to discuss the the NASAA's proposed revisions, and why the IPA strongly opposes them.

A Deep Dive Into Alts Industry Research, With Daniil Shapiro (Episode 46)

Wed, 17 Aug 2022 21:00:00 -0000

Financial markets have faced significant headwinds this year, some of which headwinds haven't been by investors in several decades. But the alt industry has barely skipped a beat, and a new whitepaper from Cerulli Associates details why the current moment may be ideal for alternative investments to shine.

Daniil Shapiro, director of product development at Cerulli Associates, joins the show to discuss some surprising insights in his research on the alts industry.

Non-correlated Private Equity Strategies, With Kelly Ann Winget (Episode 45)

Thu, 11 Aug 2022 21:00:00 -0000

Private equity has often been dominated by institutional investors and family offices, but some new offerings are providing increased accessibility to the space.

Kelly Ann Winget, founder of Alternative Wealth Partners, joins the show to discuss non-correlated private equity strategies, and how these strategies can help "everyday" accredited investors reach their investment goals.

Key Concepts In OZ Underwriting, With Jill Homan (Episode 44)

Wed, 10 Aug 2022 20:58:00 -0000

Due diligence and underwriting are important skills when evaluating any private placement offering, but too often, LPs are at a disadvantage when it comes to these key steps in the investment selection process.

Jill Homan, president at Javelin 19, joins the show to discuss some key steps to successful underwriting, and how LPs can approach any offering (but especially OZ projects) with a more critical eye.

The Incredible Shrinking World Of Publicly-Traded REITs - August 2022 Round-Up (Episode 43)

Fri, 05 Aug 2022 21:37:00 -0000

The US Labor Department has proposed a new rule that could favor ideological goals over investors' best interests; plus, the world of publicly-traded REITs continues to shrink.

Listen in as AltsDb co-founder Andy Hagans discusses these stories and more with Michael Johnston, VP of Business Development at AltsDb, in the August 2022 Round-up.

Vertically Integrated OZ Investing, With Ryan Tobias (Episode 42)

Thu, 04 Aug 2022 21:00:00 -0000

Opportunity Zones represent an attractive value proposition for HNW investors seeking tax-advantaged investment vehicles. But different OZ funds employ different strategies, and vertical integration is one area where they vary widely.

Ryan Tobias, managing partner at Jackson Dearborn, joins the show to discuss how vertical integration has given Jackson Dearborn an edge that can help enhance returns for LP investors.

Best Practices For Alts Sponsors, With Andrew Doup (Episode 41)

Wed, 03 Aug 2022 21:00:00 -0000

As the alternatives space continues its upward climb, more sponsors are entering the market, and they are launching an increasing variety of offerings. But there are several types of pitfalls that sponsors of all stripes should take care to avoid.

Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, joins the show to discuss best practices for the sponsors who are launching alternative products in today's changing marketplace.

Why Aren't More Advisors Using Alts? (Episode 40)

Thu, 28 Jul 2022 21:00:00 -0000

Alternatives have had a massive bump in popularity in the past several years, especially among institutional investors and High Net Worth investors.

But it seems many financial advisors are still lagging behind, in terms of awareness as well as usage in client portfolios. AltsDb co-founders Jimmy Atkinson and Andy Hagans discuss why this is the case, and whether it's likely to change in the near future.

Why Perspective Starts With Principle, With James Holleman (Episode 39)

Wed, 27 Jul 2022 21:00:00 -0000

Impact investing has gone mainstream in 2022, but Grubb Properties was "doing well by doing good" before the concept came into fashion, as far back as the 1960s.

James Holleman, VP of capital formation at Grubb Properties, joins the show to discuss Grubb's incredible backstory, plus the firm's focus on "essential housing," and why it represents an appealing opportunity for HNW investors.

1031 Strategies For HNW Investors & Advisors, With Justin White (Episode 38)

Wed, 20 Jul 2022 21:00:00 -0000

In an era of high inflation and possible tax hikes, it's important for HNW investors and their advisors to focus on "triple net returns," and especially proven ways to mitigate capital gains tax liability.

Justin White, managing director at Centennial Advisers, joins the show to discuss smart strategies that HNW investors should employ when completing a 1031 exchange, plus some other tax-advantaged strategies to consider.

Webinar Replay: Opportunity Zones vs. 1031 Exchanges & DSTs (Episode 37)

Thu, 14 Jul 2022 21:00:00 -0000

On June 30th, AltsDb co-founders Jimmy Atkinson and Andy Hagans hosted a live one-hour webinar for financial advisors, comparing Opportunity Zones, 1031 exchanges, and Delaware statutory trusts.

Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit.

Alts For The Mass Affluent, And The Fed's Inflation Gamble - July 2022 Round-Up (Episode 36)

Wed, 13 Jul 2022 21:00:00 -0000

Alternative investment sponsors are targeting the mass affluent to achieve new growth, and the Federal Reserve has finally decided to get serious about fighting inflation.

Listen in as AltsDb co-founder Andy Hagans discuss these stories with Michael Johnston, VP of Business Development at AltsDb, in the July 2022 Round-up.

Machine Learning And Multifamily, With Michael Episcope (Episode 35)

Thu, 07 Jul 2022 21:00:00 -0000

Origin Investments recently published their Multifamily Markets to Watch 2022 report, which included five cities which the company believes are appealing markets for investors to consider. The cities were selected with a methodology that includes both practical knowledge, as well as with input from Origin Multilytics, a proprietary suite of machine-learning models.

Michael Episcope, principal at Origin Investments, joins the show to discuss how machine learning is helping to guide the future of multifamily development.

Real Estate Investments For Ultra High Net Worth Investors, With DJ Van Keuren (Episode 34)

Wed, 29 Jun 2022 21:00:00 -0000

Alts are a key component in the portfolios of virtually every family office and ultra high net worth investor. With patient capital on hand, these types of investors are likely to benefit from the diversification and sometimes outsized returns that private real estate investments can deliver.

DJ Van Keuren, co-managing member of Evergreen Property Partners, joins the show to discuss how family offices are investing in real estate, plus the alternative investment trends that may unfold over the next several years.

Value-Add Multifamily Real Estate, With Mitch Siegler (Episode 33)

Thu, 23 Jun 2022 21:18:00 -0000

While office and retail real estate properties hit a speed bump during the Covid lockdowns, multifamily continued to thrive. Tailwinds from higher inflation and continued high demand have ensured that this sector continues to be a favorite for High Net Worth investors and their advisors.

Mitch Siegler, Senior Managing Director and Co-Founder of Pathfinder Partners, joins the show to discuss the enduring appeal of multifamily and what factors investors should consider when evaluating value-add multifamily investments.

Multifamily Mid-Year Update, With Scott Hawksworth (Episode 32)

Wed, 22 Jun 2022 21:00:00 -0000

Multifamily's incredible strength has continued into mid-year 2022, even as the broader market landscape faces a variety of headwinds. Should investors still be excited about this sector?

Scott Hawksworth, co-founder of Multifamily Investor, joins the show to discuss some surprising reasons that multifamily is continuing to set new records for investors inflows.

Self Storage Real Estate At Scale, With Kris Benson (Episode 31)

Thu, 16 Jun 2022 21:50:00 -0000

Self storage is a real estate segment that appears to be unstoppable, even in an economic downturn. But how can passive, accredited investors participate in this growth story?

Kris Benson, chief investment officer at Reliant Real Estate Management, joins the show to discuss self storage investment strategies and more.

Private Real Estate Debt Investments, With Austin Carlson (Episode 30)

Wed, 15 Jun 2022 15:52:00 -0000

Construction loans are a key piece of the ecosystem that allows for new construction of multifamily, industrial and other types of commercial real estate. So how can passive, accredited investors participate in this profitable market segment?

Austin Carlson, managing director and head of sales & investor relations at Parkview Financial, joins the show to discuss private real estate debt offerings and more.

Is The Ivy Portfolio Still Relevant? With Meb Faber (Episode 29)

Thu, 09 Jun 2022 22:00:00 -0000

Meb Faber published his book, The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets, in 2011. The book details how an individual investor can mimic the famous (and relatively illiquid) portfolios of the Yale and Harvard endowments.

Meb Faber, who is also the co-founder and the chief investment officer of Cambria Investment Management, joins the show to discuss whether the Ivy Portfolio is still relevant for individual investors and advisors today.

Show notes: https://wealthchannel.com/2022/06/meb-faber-029/

Tax-Advantaged Oil Investment Strategies, With RJ Burr (Episode 28)

Wed, 08 Jun 2022 19:51:00 -0000

According to Panex, 85-90% of all domestic oil production comes from companies with fewer than 12 employees. With the global energy market in crisis, these oil production companies are more important than ever.

RJ Burr, Sr. VP Corporate Operations at Panex, joins the show to discuss the incredible opportunities for domestic oil production, and some ways that High Net Worth investors can participate while availing themselves of some unique tax advantages.

Alts See Record Inflows, Biden's Inflation Plan Underwhelms - June 2022 Round-Up (Episode 27)

Fri, 03 Jun 2022 10:00:00 -0000

Alternative investments are seeing continued inflows, and President Biden has penned an op-ed describing his anti-inflation plans.

Listen in as AltsDb co-founders Andy Hagans and Jimmy Atkinson discuss these stories and more in the June 2022 Round-up.

Supply Chain Real Estate Investing, With CJ Follini (Episode 26)

Wed, 01 Jun 2022 21:00:00 -0000

With the global economy facing a supply chain crisis, there is huge demand for domestic supply chain solutions. Enterprising real estate investors can take advantage of this burgeoning opportunity offered by the current crisis, while also investing in a sector that is poised for future growth.

CJ Follini, managing principal at Noyack Capital, joins the show today to discuss supply chain real estate and a whole lot more.

Emerging Market Investment Strategies, With Josh Ziegelbaum (Episode 25)

Fri, 27 May 2022 20:02:00 -0000

High Net Worth investors are increasingly turning to emerging markets to find investment opportunities at attractive valuations, and which have the potential for higher returns than traditional investments.

Josh Ziegelbaum, Director of Investor Relations at Legacy Group, joins the show today to discuss why emerging markets continue to present an appealing opportunity for investors.

Is High Inflation Driving Alts' Growth? (Episode 24)

Wed, 11 May 2022 18:07:00 -0000

The Federal Reserve recently announced a 50bps rate hike, in the wake of a CPI spike that has reached a forty year high.

But as both bond and equity markets have nose-dived, alternative asset managers continue to show momentum. Could inflation actually be helping to accelerate the growth of the alts market?

Buy & Hold Real Estate Strategies, With Kira Golden (Episode 23)

Wed, 04 May 2022 16:55:00 -0000

Many value-add real estate investment strategies focus on the exit, but some sponsors take a more long term approach. Kira Golden, the CEO of Direct Source Wealth, joins the show today to discuss why her long term, "buy and hold" philosophy resonates with so many accredited investors.

Livestock Investment Strategies, With Chris Rawley (Episode 22)

Fri, 29 Apr 2022 20:09:00 -0000

Cattle and livestock represent an attractive investment opportunity within agriculture. In particular, grass-fed cattle are a premium product that give producers pricing power, as well as resilience to inflation and supply chain disruptions.

Chris Rawley, the CEO of Harvest Returns, joins the show to discuss various livestock investment strategies that High Net Worth investors and their advisors should consider right now.

Three Tax-Advantaged Alts To Consider In 2022 (Episode 21)

Fri, 22 Apr 2022 15:05:00 -0000

With inflation currently running over 8%, and voices on Capital Hill calling for tax increases, it's more important than ever for High Net Worth investors and advisors to focus on triple-net returns.

This focus on triple-net means advisers and investors must place tax efficiency "front and center" when selecting new investments. Here are three tax-advantaged alts worth considering in 2022.

Will The Opportunity Zones Program Be Extended? (Episode 20)

Thu, 14 Apr 2022 21:05:00 -0000

Bipartisan and bicameral legislation was introduced last week that would improve the Opportunity Zones program, and extend the tax incentive’s deferral date by two years, from 2026 to 2028.

So how likely is it that the program will be extended? AltsDb co-founders Andy Hagans & Jimmy Atkinson discuss.

The Multifamily Opportunity, With Scott Hawksworth (Episode 19)

Fri, 04 Mar 2022 11:00:00 -0000

Multifamily is gaining momentum toward becoming the largest rental asset class. It's a stable asset with low interest rates and a hedge against inflation and other economic disruptions that's creating investor demand. Not to mention tax advantages and portfolio diversification, the outlook for multifamily is distinctly promising.

Scott Hawksworth is a co-founder of MultifamilyInvestor.com and an entrepreneur based in Chicago. MultifamilyInvestor.com covers trends and opportunities in multifamily real estate investing and helps High Net Worth investors, family offices, RIAs and financial advisors, and industry service providers navigate the ins and outs of the multifamily landscape.

Why HNWIs Should Consider Gold, With Stephen Flood (Episode 18)

Fri, 18 Feb 2022 11:00:00 -0000

There are many compelling reasons High Net Worth Investors might include gold in their portfolio, including portfolio diversification, tangibility, and a hedge against inflation. Precious metals, gold in particular, can be safe havens when other assets are struggling. And in recent years, gold has been a growth asset class with good profit potential.

Stephen Flood is the CEO of GoldCore, an international gold broker located in Dublin, Ireland. Since 2003, GoldCore allows investors to buy gold and silver for direct delivery or for secure storage in a numerous high security vaults around the world.

Alts Industry Research & Data, With Kevin Gannon (Episode 17)

Fri, 04 Feb 2022 11:00:00 -0000

Research reports provide a detailed analysis of industry fundraising trends and insights across asset classes. With alternative investments on the ascendancy, research and data reports are especially useful in assessing risk and return performance of the different alternative assets. This week's episode with Kevin Gannon, Chairman & CEO of Robert A. Stanger & Company, we examine the importance of utilizing authoritative data sources for investment decisions, with a focus on several periodicals published by Stanger.

The Bull Case For Alts, With Andy Hagans (Episode 16)

Fri, 21 Jan 2022 11:00:00 -0000

This episode is the audio version of the keynote address from Alts Expo 2021 with Andy Hagans, as he discusses the reasons to be bullish on alternative investments heading into 2022.

Andy Hagans is Chief Operating Officer at OpportunityDb.com, and the founder of AltsDb and The Alternative Investment podcast.

OZs And Other Tax Mitigation Strategies, With Ashley Tison (Episode 15)

Fri, 07 Jan 2022 11:00:00 -0000

A popular strategy for deferring capital gains tax is the Opportunity Zone investment. However, timing and strategy are vital when it comes to qualifying for the OZ deferral with key considerations unique to this investment space.

Ashley Tison is founder and president of OZPros, a national leader in helping people with capital gains harness the generational wealth creation opportunity of Opportunity Zones.

Alternative Investment Trends For 2022, Panel From Alts Expo 2021 (Episode 14)

Tue, 28 Dec 2021 11:00:00 -0000

In this panel from Alts Expo 2021, a trio of experts discusses the surge of interest in alternative investments and tips for investors looking to navigate the various opportunities.

How To Invest In Crypto & Blockchain Assets, With Jeffrey Maganis & Ivan Kan (Episode 13)

Fri, 17 Dec 2021 11:00:00 -0000

The crypto and blockchain sectors are on an upwards trajectory. But how to invest in these emerging assets requires industry know-how and strategic initiative.

Jeffrey Maganis and Ivan Kan are co-founders of Crowdcreate, a digital marketing company that focuses on investor outreach for private equity funds.

Farmland Opportunity Zone Investing, With Paul Pittman & John Heneghan (Episode 12)

Fri, 10 Dec 2021 11:00:00 -0000

When combined with the opportunity zone incentive, farmland can be a compelling asset class for investors. Farmland offers unique features compared to traditional real estate and often outperforms other investments during recessionary environments. But what makes agriculture a low-risk, high-return asset and how can investors capitalize on these opportunities?

Paul Pittman is the Chairman and CEO of Farmland Partners Incorporated, and John Heneghan is the founder and manager of the Promised Land Opportunity Zone Fund.

Alts Expo 2021 Preview, With Andy Hagans & Jimmy Atkinson (Episode 11)

Mon, 06 Dec 2021 14:22:00 -0000

Hosted by AltsDb.com, the inaugural Alts Expo will be a live showcase of alternative investments, taking place online on December 8, 2021.

Learn more: http://altsexpo.com/

How To Invest In Tax Liens, With Jeff Piposar (Episode 10)

Fri, 03 Dec 2021 11:00:00 -0000

Tax lien investing offers a unique alternative to property ownership with the potential to generate passive income. They are an attractive tool for portfolio diversification, especially given the potential for return.

Jeff Piposar is the founder and managing partner of JA Piposar LLC, a law firm dedicated to tax lien auctions and strategy in the Midwest. Jeff is also the operating partner of LPL Residential LLC, a Chicago-based real estate firm dedicated to purchasing, rehabbing, and selling tax deed and off market properties.

The Alternative Investment Universe, With Tony Chereso (Episode 9)

Fri, 26 Nov 2021 11:00:00 -0000

Alternative investments can offer portfolio diversification and long-term capital gains, but they aren't for everyone. These investment structures require the right infrastructure and expertise to balance their risks. Even so, the "alts" space represents a tremendous growth opportunity for investments beyond traditional asset classes that continues to grow and evolve.

Tony Chereso is President and CEO of the Institute for Portfolio Alternatives (IPA), a trade organization that is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios.

Alts-Focused Portfolio Strategies, With Michael Episcope (Episode 8)

Fri, 19 Nov 2021 11:00:00 -0000

Investors are shifting to alternative investments to enhance returns, generate income, and provide diversification. But how does one invest in these funds and use them to balance a portfolio?

Michael is co-CEO of Origin Investments, co-chairs the Investment Committee, and oversees investor relations, marketing and company operations. Michael brings 25 years of investment and risk management experience to Origin.

Global Alternative Investment Opportunities, With Cole Shephard And Adam Jason (Episode 7)

Fri, 05 Nov 2021 10:00:00 -0000

Global alternative investment opportunities are more varied and attainable than even before. But what's driving this trend and how can High Net Worth investors take advantage?

Cole Shephard and Adam Jason are partners at The Legacy Group, an alternative asset manager that targets profitable investment opportunities with high social and environmental impact in Latin America.

Investing Trends In Private Equity, With Will Walker (Episode #6)

Thu, 28 Oct 2021 17:08:00 -0000

Why should high-net-worth investors allocate a portion of their portfolio to private equity? And how might private equity be used to fund new technologies, make acquisitions, and provide more working capital?

Will Walker, Managing Partner at Hall Venture Partners, is a private equity veteran and advisor to Hall Labs and HVP.

Investing In Farming And Agribusiness, With Chris Rawley (Episode #5)

Wed, 20 Oct 2021 15:50:00 -0000

Farming and agribusiness offers a range of investment options capable of fulfilling numerous portfolio objectives that can be both recession-proof and high yielding. Income-producing agriculture often beats the returns from other asset classes and perform differently from them in response to market changes.

Chris Rawley is founder and CEO of Harvest Returns, a Fort Worth-based online marketplace that connects accredited investors with opportunities in all types of agriculture, orchards, and timber.

Mobile Home Park Investing Strategies, With Sam Hales (Episode #4)

Thu, 14 Oct 2021 18:43:00 -0000

Mobile home communities can be recession-resistant (and pandemic-resistant) assets for real estate investors seeking income. And they can oftentimes be vehicles for making socially responsible investments that revitalize downtrodden communities.

Sam Hales is founder and CEO of Saratoga Group, an owner and operator of mobile home communities with more than $65 million in assets under management.

Private Equity & Entrepreneurship - Andy Hagans with Billy Keels (Episode 3)

Tue, 05 Oct 2021 14:52:00 -0000

Show notes: https://wealthchannel.com/2023/03/billy-keels-113/

Big, Bold Ideas In California Real Estate, With Erik Hayden (Episode 2)

Thu, 30 Sep 2021 12:00:00 -0000

One of our "greatest hits," an in-depth interview with Erik Hayden, founder of Urban Catalyst.

Show notes: https://wealthchannel.com/2023/02/erik-hayden-098/

Our Origin Story (Why We Love Alternative Investments)

Wed, 29 Sep 2021 15:00:00 -0000

We go back to where it all began, in this new and updated episode one of The Alternative Investment Podcast.

Show notes: https://wealthchannel.com/2023/03/jimmy-atkinson-107/

WealthChannel With Andy Hagans | TRAILER

Tue, 28 Sep 2021 00:50:00 -0000

Each episode of WealthChannel is a deep dive on an impactful financial topic. Host Andy Hagans conducts in-depth interviews with the smartest and most connected people in finance.