The Alternative Investment Podcast

In the past several decades, the world's super-wealthy have earned outsized returns by allocating heavily to alternative investments. Christopher Zook, the founder of CAZ Investments, joins Andy Hagans to discuss why he and Tony Robbins are committed to sharing this strategy with the world. Their new book, "The Holy Grail of Investing: The World's Greatest Investors Reveal Their Ultimate Strategies for Financial Freedom," is now available worldwide. Show notes: https://wealthchannel.com/2024/02/christopher-zook-181/

The energy market has been relatively quiet so far in 2024, but there's a lot going on beneath the surface. Stacey Morris, head of energy research at VettaFi, joins WealthChannel's Andy Hagans to provide an in-depth look at the oil and gas markets, and also provides her outlook for the remainder of 2024. Show notes: https://wealthchannel.com/2024/02/stacey-morris-180/

After a year of dramatic change in the commercial real estate market, the underlying fundamentals look strong in many sectors. Keith Lampi, president and CEO at Inland Investments, joins Andy Hagans to discuss recent economic data, and what it means for real estate investors. Show notes: https://wealthchannel.com/2024/02/keith-lampi-179/

As the "maturity wall" begins to hit asset prices, the commercial estate market may have a rocky year ahead. But market stress can create opportunities for contrarian investors. Edward Fernandez, president and CEO at 1031 Crowdfunding, joins Andy Hagans to discuss his "all-weather" investment strategy, and why a rocky market doesn't faze him. Show notes: https://wealthchannel.com/2024/02/ed-fernandez-178/

The last two years have seen a severe correction in the venture capital asset class, for portfolio company valuations, as well as in VC fundraising. Saira Rahman, VP of new investor initiatives at Fundrise, joins WealthChannel's Andy Hagans to discuss why venture capital crashed, and how the wreckage has created new opportunities for investors. Show notes: https://wealthchannel.com/2024/01/saira-rahman-177/

It's a new year... and we have a new show name! "The Alternative Investment Podcast" is now "WealthChannel." Host Andy Hagans will continue to conduct in-depth interviews to explore the topics that matter most, to protect and grow your wealth. P.S. Make sure to follow the show, so you get new episodes as we release them.

Becoming a millionaire is easy if you follow the right playbook, according to WealthChannel co-founder Michael Johnston. He joins the show to discuss the pitfalls that many investors fall into, and how you can fix your investing system with less effort than you think. Show notes: https://wealthchannel.com/2024/01/michael-johnston-175/

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/

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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/

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 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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/

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/