Podcasts about altegris

Welcome to the 19th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, we were live from iCapital Connect. AlphaCore Wealth Advisory CEO & Founder Dick Pfister and I had a nuanced discussion about the intersection of wealth management, technology, and private markets.Dick is a pioneer of providing the wealth channel with access to private markets. He's also a serial entrepreneur in both wealth management and private markets, bringing 25 years of experience across wealth advisory and financial services to bear as he builds AlphaCore. In 2015, he founded AlphaCore, which has become a leading wealth advisory firm. He serves as AlphaCore's CEO and is a managing member of the Investment Committee. As a partner at Altegris, Dick democratized access to elite asset managers previously not available to the mainstream investor. In 2010, Dick and his partners sold Altegris to a Fortune 500 company.Dick and I had a fascinating discussion about the evolution of wealth management. We covered:How Dick's background in trading and private markets informed the creation of AlphaCore Wealth Advisory.Lessons learned from pioneering alts access with Altegris.What's in a name, AlphaCore edition.Why there's “alpha” beyond investing in wealth management.How AlphaCore leverages technology to enhance the client experience and streamline workflows for advisors.How the trend of increasing centralization of the CIO function is changing how advisors allocate to private markets.Thanks Dick for a great conversation tying together how private markets and private wealth are increasingly interlinked and woven into a wealth client's financial life.Show Notes00:00 Welcome00:47 Dick's Trading Roots and Altegris02:05 AlphaCore Origin Story03:55 Alpha Beyond Investing05:50 Private Markets and Liquidity07:39 Tech Workflows and Proposals09:47 AI and Risk Factor Tools11:03 Risk Buckets in Alternatives12:42 Advisor Education and Holding Power13:56 Growth Through Acquisitions17:18 Differentiating in Private Markets Today20:49 Open Architecture vs Centralization22:15 Scaling Models and Venture Access26:05 Next Frontier of Education and Content27:56 Clients, Social Media, and Human Advice29:05 AI Threats and Opportunities29:39 Closing Thanks

Today on Exploring the Marketplace, Shawn Bolz & Bob Hasson interview serial entrepreneur and experienced businessman, Jon Sundt. Jon is the Founder of Altegris and has served as President and CEO of Altegris Investments, Altegris Advisors, and Altegris Funds, he’s an expert in hedge funds and alternative investment strategies. Tune in as Shawn, Bob, & Jon share how his life took a steep dive on the brink of bankruptcy, failure, and heartbreak of losing his brothers to drug overdose; but during this time he felt the peace and love of God which got him through. Hear how Jon stepped away from a well paying job off of a conviction from the Lord, and his courageous, brave choices that are not the common easy choice. You will love his stories of what has happened in his life that are impacting the world today.

Jon Sundt, Founder of Altegris, explains how he built one of the largest alternative investment advisory firms in the country and how he achieved a hugely successful exit.

Burl discusses this uniquely focused Real Estate Securities marketplace strategy.  A Long/Short strategy focused on companies that are able to have a monopolistic pricing model, enabling them to raise prices more often than usual.  An example is the cell phone tower business, with less price competition, limited suppliers, and barrier to exit, and secular demand drivers, and seek to hedge with the short positions.  They like to invest in real estate that invests in the internet of things.  Looking to benefit from "Pricing Power."  This is indeed a most interesting interview that you won't want to miss.

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jack Rivkin, CEO and Chief Investment Adviser for Altegris, on the markets and investing.

Dick Pfister, founder and CEO of AlphaCore Capital, is Charley Wright’s guest on this episode of Strategic Investor Radio. Mr. Pfister has nearly a quarter-century of experience in alternative investments, starting as a floor trader in Chicago and later becoming a partner at Altegris, and he says he was inspired to start AlphaCore when he had a “personal liquidity event” upon selling his prior company. Advisors were essentially serving up “60/40” solutions, and in Pfister’s view, that approach is outdated and alternatives are essential. [read more]

This interview, with Matt Osborne of Altegris, focuses on the Altegris sponsored “Strategic Investment Conference” to be held from 29 April to 02 May at the Manchester Grand Hyatt in San Diego.  This is the twelfth annual conference and is packed with an impressive array of speakers from the highest echelons of professional investing and related fields – Jeffrey Gundlach, Ian Bremmer and others.  Co-sponsored by Altegris and John Mauldin, this conference will provide great information and lots of exposure to some of the best known investment professionals of today.  Listen to this promo on this special conference.  We will be in attendance and look forward to seeing many of our listeners there.  

Listen to this short summary of these two interviews from Jan 30, 2015.

Listen to Adam Gallegos of Altegris Investments tell about who they are and discuss their Evolution Mutual Fund.  This is a Managed Futures fund unlike others, managed by some large and prestigious international money managers.  It is a very interesting story.

Wondering what to do if someone you love shuts you out? This week’s behind-the-scenes (BTS) interview will fill you with grace, love, and courage to travel the high road. Join us for this inspiring relationship story as we interview Jon Sundt about his personal journey of how he healed his father-son relationship which had become estranged after the drug-related deaths of his two younger brothers.   Jon is the Founder and CEO of an alternative investment company, Altegris, which he recently sold to a Fortune 500 company; Jon also founded the non-profit, Natural High, which brings inspiring drug-free messages to youth in over 16,000 schools.  Jon also shares his secrets to successful relationships in business and at home.  Enjoy the show!  For show notes and free gifts, visit us at www.familyco.com/039

Nov. 15 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Jack Rivkin, Chief Investment Officer of Altegris Advisors, LLC. They discuss the Harvard Business School Case studies. This commentary aired on Bloomberg Radio.u0010u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)

Wondering what to do if someone you love shuts you out? This week, Jennifer and Peter Diepstraten go behind-the-scenes (BTS) to record this interview.  It will fill you with grace, love, and courage to travel the high road with your family. Join us as we interview Jon Sundt about his personal journey of estrangement from his father and reunion after the drug-related deaths of his two younger brothers.   Jon is the Founder and CEO of an alternative investment company, Altegris, which he recently sold to a Fortune 500 company; Jon also founded the non-profit, Natural High, which brings inspiring drug-free messages to youth in over 16,000 schools.  Jon also shares his secrets to successful relationships in business and at home.  Enjoy the show!  For show notes and free gifts, visit us at www.familyco.com/004jon