The Alternative Investment Podcast

Follow The Alternative Investment Podcast
Share on
Copy link to clipboard

The Alternative Investment Podcast covers new trends in the alternate investment landscape. Hosts Jimmy Atkinson and Andy Hagans discuss tax-advantaged investment strategies to help you grow your wealth.

Jimmy Atkinson & Andy Hagans


    • Feb 20, 2024 LATEST EPISODE
    • every other week NEW EPISODES
    • 40m AVG DURATION
    • 182 EPISODES


    Search for episodes from The Alternative Investment Podcast with a specific topic:

    Latest episodes from The Alternative Investment Podcast

    Tony Robbins' Holy Grail Of Investing | Christopher Zook

    Play Episode Listen Later Feb 20, 2024 49:28


    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/

    No Upside For Oil In 2024? | VettaFi's Stacey Morris

    Play Episode Listen Later Feb 15, 2024 45:03


    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/

    upside stacey morris vettafi
    Keith Lampi: In Many Segments Of The Market, Fundamentals Are Incredibly Strong

    Play Episode Listen Later Feb 13, 2024 44:32


    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/

    Real Estate Bust, Or Boom In 2024? | Ed Fernandez

    Play Episode Listen Later Feb 6, 2024 41:38


    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 Venture Capital Crash, Explained | Saira Rahman

    Play Episode Listen Later Jan 31, 2024 47:47


    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/

    The Alternative Investment Podcast Is Now WealthChannel

    Play Episode Listen Later Jan 26, 2024 2:12


    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.

    The Shortcut To Wealth | Michael Johnston

    Play Episode Listen Later Jan 26, 2024 31:16


    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 End Of Alts? | Aaron Filbeck

    Play Episode Listen Later Jan 23, 2024 39:22


    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

    Play Episode Listen Later Dec 28, 2023 47:24


    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

    Play Episode Listen Later Dec 7, 2023 40:06


    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

    Play Episode Listen Later Nov 30, 2023 41:09


    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

    Play Episode Listen Later Nov 22, 2023 41:02


    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

    Play Episode Listen Later Nov 16, 2023 34:13


    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

    Play Episode Listen Later Oct 31, 2023 45:32


    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

    Play Episode Listen Later Oct 31, 2023 41:08


    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

    Play Episode Listen Later Oct 26, 2023 35:37


    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

    Play Episode Listen Later Oct 19, 2023 38:24


    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

    Play Episode Listen Later Oct 12, 2023 36:58


    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

    Play Episode Listen Later Oct 5, 2023 38:11


    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

    Play Episode Listen Later Sep 28, 2023 23:16


    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

    Play Episode Listen Later Sep 21, 2023 29:45


    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

    Play Episode Listen Later Sep 14, 2023 41:09


    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

    Play Episode Listen Later Sep 7, 2023 49:20


    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

    Play Episode Listen Later Aug 31, 2023 44:17


    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

    Play Episode Listen Later Aug 24, 2023 40:26


    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

    Play Episode Listen Later Aug 17, 2023 40:45


    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

    Play Episode Listen Later Aug 10, 2023 38:39


    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

    Play Episode Listen Later Aug 3, 2023 43:25


    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

    Play Episode Listen Later Jul 27, 2023 39:15


    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

    Play Episode Listen Later Jul 20, 2023 40:43


    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

    Play Episode Listen Later Jul 13, 2023 41:10


    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)

    Play Episode Listen Later Jul 6, 2023 37:17


    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)

    Play Episode Listen Later Jun 29, 2023 36:00


    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)

    Play Episode Listen Later Jun 22, 2023 44:11


    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)

    Play Episode Listen Later Jun 16, 2023 41:44


    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)

    Play Episode Listen Later Jun 15, 2023 49:22


    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)

    Play Episode Listen Later Jun 8, 2023 43:39


    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)

    Play Episode Listen Later Jun 1, 2023 47:08


    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)

    Play Episode Listen Later May 25, 2023 49:25


    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)

    Play Episode Listen Later May 18, 2023 33:18


    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)

    Play Episode Listen Later May 16, 2023 45:34


    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)

    Play Episode Listen Later May 11, 2023 43:07


    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)

    Play Episode Listen Later May 10, 2023 43:45


    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)

    Play Episode Listen Later May 8, 2023 42:43


    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)

    Play Episode Listen Later May 2, 2023 47:23


    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)

    Play Episode Listen Later May 1, 2023 45:10


    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)

    Play Episode Listen Later Apr 25, 2023 43:48


    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)

    Play Episode Listen Later Apr 24, 2023 47:10


    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)

    Play Episode Listen Later Apr 21, 2023 43:19


    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)

    Play Episode Listen Later Apr 19, 2023 45:16


    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)

    Play Episode Listen Later Apr 18, 2023 42:17


    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/

    Claim The Alternative Investment Podcast

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel