Podcasts about alternative investments

 This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss what this development could mean for all the counterparties involved. We put some numbers around the opportunity, cover what asset managers might be best positioned to capture it, the strategies that most naturally fit, and some of the risks to the investor base. It is a fascinating theme that I expect to continue gaining momentum. Please enjoy this Breakdown on Alternative Investing.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ here.⁠⁠⁠⁠ —- This episode is brought to you by⁠ ⁠Portrait Analytics⁠⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at⁠ ⁠portraitresearch.com⁠⁠ — Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:47) The $4 Trillion Opportunity in Alternative Investments (00:04:13) Headlines and Market Concerns (00:07:09) Regulatory Changes and Historical Context (00:09:31) Private Wealth Channel and Product Evolution (00:10:29) Investor Education and Liquidity Considerations (00:15:34) Future of Private Markets and Alternative Investments (00:27:27) The Role of Major Players and Market Dynamics (00:45:18) Lessons From the Alternative Investing  Industry 

Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly accessible to individual investors, offering new ways to pursue diversification and long-term opportunity.In this episode of The Bid, host Oscar Pulido is joined by Cameron Joyce, Head of Research Insights at Preqin, a part of BlackRock, to explore how private markets could reshape portfolios and investment opportunities by 2030. Cameron shares why the asset class has surged from $11 trillion pre-pandemic to an expected $32 trillion by the end of the decade — and what this evolution means for investors.Together they discuss how companies are staying private longer, why liquidity dynamics are shifting, and how new fund structures are widening accessibility for individuals and retirement savers alike. Cameron breaks down the three major growth engines powering the sector: private equity, infrastructure, and private credit — and explains how megaforces like AI and energy transition are creating new opportunities within each.Sources: “Private Markets in 2030” Preqin October 2025Key moments in this episode:00:00 Introduction to why Private Markets are having a moment now01:01 Understanding Private Markets - Why companies are staying private longer — and where the value creation is shifting.02:01 Growth and Trends in Private Markets - The forecasted $32 trillion in alternative AUM by 2030 and what it means for diversified portfolios.02:46 Impact on Investment Portfolios - The rise of individual access through open-ended fund structures.06:04 Where we are in the private equity cycle — and why lower fundraising periods often precede strong returns.09:56 Infrastructure Investment Opportunities - How infrastructure is becoming a key beneficiary of AI and reshoring trends.11:51 Why private credit and direct lending are gaining momentum as banks step back from traditional lending14:20 Artificial Intelligence in Private Markets - How AI is influencing value creation within privately backed companies.16:40 Conclusion and Final ThoughtsCheck out this Spotify playlist for more content on alternative investing: https://open.spotify.com/playlist/4Fe8VwKyG5FPYekFFSksbI

Brian Skrobonja talks about the hidden trap of survival mode: that quiet, familiar mindset that keeps you safe but small. He explains why so many people in midlife mistake control for security, and how shifting from a scarcity mindset to a mentality of abundance changes everything about how you earn, spend, and live. Tune in to hear what it really takes to move from survival to strategy, from managing scarcity to creating abundance, and why your next level of wealth starts in your mind, not your bank account. Brian starts by explaining how time sneaks up on us. One day you're in your 20s, and before you know it, decades have passed and you're in your 40s and 50s. Brian reveals that survival mode can feel safe because it's familiar. It got you through the student loans, the mortgage, the chaos of raising kids. But staying there too long turns what once protected you into what now holds you back. Learn why survival mode isn't a wealth strategy, it's a coping mechanism. It helps you survive the storm, but it won't help you build the life you're meant for. Brian explains what survival mode sounds like — phrases like "let's just get through this month," or "I'll do it myself, why pay someone else." It's the mindset of always managing crisis instead of creating space. And over time, that mindset becomes a ceiling you can't see but always feel. According to Brian, the midlife shift begins when you realize your greatest assets aren't money or status. They're your time, your energy, and your ability to think beyond what used to be possible.  Brian reveals that in survival mode, every dollar has a job: pay bills, pay debt, save a little, repeat. But in strategy mode, every dollar has a mission: grow, create margin, and buy back time. How to see money differently: not as control, but as freedom.  Brian shares that when couples view money as a tool to create experiences and peace of mind, their entire relationship with it changes. Suddenly, money becomes connection, not conflict. Learn how to shift from scarcity to abundance thinking. From "there's never enough" to "I can create more." Brian reveals that scarcity doesn't always look like struggle. Sometimes it looks like the person who's debt-free but afraid to invest or try something new. It's protection disguised as prudence, and it keeps your potential locked away. Brian explains the danger of carrying your old survival habits into midlife. You might think you're being smart, but what you're really doing is protecting what you have instead of growing what's possible. You end up loyal to your limitations instead of your evolution. For Brian, abundance isn't fantasy thinking. It's confidence in your ability to generate value, attract opportunity, and recover from mistakes.  Learn how abundance thinking changes the questions you ask. Instead of "how do I save more," you begin asking, "how can I multiply this?" Instead of "what will this cost me," you start asking, "what could this create for me?" Brian explains that money is energy, it flows both ways. When you spend it to buy back time or peace of mind, that's not waste, it's wisdom. Your return isn't just financial, it's emotional, mental, and deeply human. Why buying back your time matters: it's not indulgent, it's stewardship. The moment you start using money to free your schedule, your mind expands. You make room for strategy, creativity, and joy — the real sources of wealth. Brian reveals that money doesn't change who you are, it amplifies you. If you lead with fear, more money only multiplies that fear. But if you lead with purpose, money becomes fuel for everything that truly matters. Brian explains that wealthy people don't do it all themselves. They hire experts, delegate complexity, and buy back focus. They understand that leverage isn't loss of control, it's how they multiply their capability. Why community matters: scarcity breeds more scarcity when you stay around people who think small. Brian urges you to surround yourself with those who think in terms of growth, possibility, and opportunity. Brian closes with a challenge: stop asking, "What will this cost me?" and start asking, "What can this create for me?"  That one question can open the door to your next chapter — a life that's not just about surviving, but thriving in full alignment with who you're becoming.     Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com SkrobonjaWealth.com BUILDbanking.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify     Alternative investments may be subject to less regulation than other types of pooled investment vehicles. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual's net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment's trading profits. Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets. ---- BUILD Banking™ is a DBA of Skrobonja Insurance Services, LLC. Benefits and guarantees are based on the claims paying ability of the insurance company. Not FDIC insured. Results may vary. Any descriptions involving life insurance policies and its use as an alternative form of financing or risk management techniques are provided for illustration purposes only, will not apply in all situations, may not be fully indicative of any present or future investments, and may be changed at the discretion of the insurance carrier, General Partner and/or Manager and are not intended to reflect guarantees on securities performance. The term BUILD Banking™, private banking alternatives or specially designed life insurance contracts (SDLIC) are not meant to insinuate that the issuer is creating a real bank for its clients or communicating that life insurance companies are the same as traditional banking institutions. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. BUILD Banking™ is offered by Skrobonja Insurance Services, LLC only and is not offered by Madison Avenue Securities, LLC. nor Skrobonja Wealth Management, LLC. ---- This content is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC are not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firms are not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC. ---- Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA &SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry's largest investment platforms.We sat down in Prudential's Newark studio with PGIM's Global Head of Alternative Investments, Dominick Carlino. PGIM is the $1.4T global asset management business of Prudential Financial.At PGIM, Dominick is responsible for driving the continued development and distribution of alternative investments tailored to the firm's wealth channel investors globally.Dominick joined the firm in 2023, bringing over 20 years of experience in alternatives distribution. He was most recently MD, Head of Alternative Investments Distribution at Merrill Lynch.Dominick and I had a fascinating conversation about the intersections between insurance and asset management and the evolution of distribution. We covered:How the distribution of private markets investment solutions has evolved.The benefits of an integrated platform across insurance and asset management.Navigating the playing field of collaboration and competition between asset managers and insurance companies.The importance of education.How, why, and where evergreen funds will be adopted.Thanks Dominick for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:55 Guest Introduction: Dominick Carlino03:34 Dom's Background and Career Journey03:55 Early Career and Transition to Alternatives05:03 Experience at Morgan Stanley and Merrill Lynch05:18 Evolution of Private Markets Distribution07:08 Wealth Channel and Private Markets09:08 Joining Prudential and PGIM10:25 Prudential's Capabilities and Strategy12:47 Asset Liability Matching in Private Markets14:22 Liquidity Risk and Private Markets16:16 Education and Evergreen Funds17:06 Credit Risk in Private Credit18:14 Vertical Integration and Acquisitions19:35 Partnerships and Strategic Growth20:22 Market Shakeout and Scale22:09 Product Set and Innovation23:24 Advisor and Client Needs24:45 Evergreen Funds and Market Trends26:13 Specialized Strategies in Private Markets26:41 Distribution and Education28:16 Skills for Effective Distribution30:54 Organizational Alpha and Trust31:56 Brand and Stability33:11 Partnerships and Long-term Solutions33:49 Insurance and Tax-Advantaged Strategies34:12 Asset Managers and Insurance Partnerships35:42 Private Markets in Retirement Plans36:17 Future of Private Markets36:41 Keys to Winning in Private Markets37:29 Prudential's Competitive Advantages37:48 Conclusion and Guest FarewellThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

In this episode Brian and Jeff discuss why you may want to consider alternative investments in your portfolio and advanced gifting strategies and how they work. 

Send us a textIn this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth.From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you'll hear how top investors structure deals for tax efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.

As investors seek alternatives to the stock market, as ETFs make it harder to outpace the market, as awareness for private investments increases, allocations are increasing to non-traditional assets. Over the past decade, and even more so recently, investors have invested more money into privately held Real Estate, Private Credit, and Private Equity. With the right investment strategies, these vehicles offer predictable cash flow with conservative risk. Brad Johnson, Founder and Managing Partner of Evergreen Capital, helps clients preserve and grow capital by investing in proven, cash-flowing alternative investments.

Alternative investments have become a buzzword—but are they really the secret weapon of the ultra-wealthy, or just another tool in a diversified portfolio? In this podcast, Jeremiah and Nic unpack what "alternatives" actually mean—from private equity and private credit to other non-public market opportunities. They explain who qualifies as an accredited investor under Regulation D, what the income and net worth thresholds are, and why not everyone needs to chase these investments right away. They break down the trade-offs: potential for higher returns and less daily market volatility—but also illiquidity, limited transparency, and the need for careful due diligence. Learn how alternative investments work, who they're for, and how they can (or can't) fit into your financial plan!   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Nic Daniels

In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative investments opportunities.  He goes over what larger investors are doing to diversify away from the public market in an effort to help clients protect downside risks. The shift in investment philosophy amongst the largest investors is something to pay attention to as it could offer valuable insights on how to position your retirement assets. Brian explains why it's prudent for investors to adopt an endowment like model. The wealthiest and most successful investors in the world keep getting wealthier, not because they are lucky or privileged, but because they are playing a different game than the average investor. According to Brian, with medical advancements extending life beyond what we have seen in the past, we are entering a longevity dilemma as people may find themselves living longer than their assets. For Brian, the traditional retirement age tied to social security eligibility has longevity implications that are being overlooked. The 4% rule suggests you can safely withdraw 4% of your retirement savings annually with the assumption that the balance in your account will sustain you for 30 years. Brian shares why he believes the 4% rule is not sustainable in the modern age.  There's risk with any type of investment and alternatives are no exception. Brian talks about portfolio diversification and why we need to expand the definition of diversification. Brian talks about alternative investments and why you should consider having a portion of your savings in private equity, private debt, real estate trusts, and even oil and gas. For Brian, the stock market may be a core component of a portfolio, but it cannot be the only holding.  Should investors get out of public markets entirely?  According to Brian, investors should not get out of the market entirely, but should acknowledge that there are many investment opportunities that are far better than the stock market.   We are seeing the world change before our eyes. The way we invest today needs to be forward looking to consider the changes that are underway.   Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com SkrobonjaWealth.com BUILDbanking.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify   References for this episode: kiplinger.com/article/investing/t047-c032-s014-to-succeed-at-investing-do-what-yale-does.html brianskrobonja.com/podcasts/posts/ep-52-strategically-separating-your-assets-with-the-five-minute-retirement-plan/ prudential.com/financial-education/4-percent-rule-retirement#:~:text=The%204%25%20rule%20comes%20with,close%20to%20covering%20your%20needs. wsj.com/finance/investing/pension-funds-stocks-bonds-679b8536 imf.org/external/pubs/ft/wp/2000/wp0018.pdf weforum.org/agenda/2022/04/longer-healthier-lives-everyone/ nmhc.org/industry-topics/affordable-housing/apartment-supply-shortage/ sealynet.com/news/sealy-company-small-industrial-spaces/ nationalaffairs.com/publications/detail/inflation-and-debt nasdaq.com/articles/revisiting-the-classic-60-40-portfolio-as-challenges-loom     Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The views and opinions expressed here are those of the authors and do not necessarily reflect the official policy or position of Madison Avenue Securities, LLC This material contains forward looking statements. Forward looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict.  Actual future results and trends may differ materially from what is forecast. Investing involves risk including the potential loss of principal. Consider your risk tolerance and specific situation before investing. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. Carefully read all of the relevant investment product's offering documents and information before investing. Seriously consider investment suitability by referencing your financial position, investment objectives, and risks profile before making any investment decision. Alternative investments may be subject to less regulation than other types of pooled investment vehicles. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual's net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment's trading profits. Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets. Endowment funds are managed for institutions not individuals. An endowment-like strategy is not an endowment or an endowment fund.

We have a Milestone on the podcast today that we have never heard before. We are chatting with a Neonatologist who has become financially stable enough to start investing in comic books. He has acquired a $500,000 collection. He said he was on his way to FIRE and realized he really enjoys his job and wanted to spend more along the way. So he went back to his highschool passion of collecting comic books. The cool thing is that this hobby has become lucrative as an alternative investment. He has made six figures in buying and trading comic books. It just goes to show that there is real joy in spending and enjoying your money alongside saving for retirement. After the interview we are talking about alternative investments for Finance 101. This podcast is sponsored by Bob Bhayani at Protuity. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://WhiteCoatInvestor.com/Protuity today by email info@protuity.com or by calling (973) 771-9100. The White Coat Investor has been helping doctors, dentists, and other high-income professionals with their money since 2011. Our free personal finance resource covers an array of topics including how to use your retirement accounts, getting a doctor mortgage loan, how to manage your student loans, buying physician disability and malpractice insurance, asset allocation & asset location, how to invest in real estate, and so much more. We will help you learn how to manage your finances like a pro so you can stop worrying about money and start living your best life. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Have you achieved a Milestone? You can be on the Milestones to Millionaire Podcast too! Apply here: https://whitecoatinvestor.com/milestones  Find 1000's of written articles on the blog: https://www.whitecoatinvestor.com  Our YouTube channel if you prefer watching videos to learn: https://www.whitecoatinvestor.com/youtube  Student Loan Advice for all your student loan needs: https://studentloanadvice.com  Join the community on Facebook: https://www.facebook.com/thewhitecoatinvestor  Join the community on Twitter: https://twitter.com/WCInvestor  Join the community on Instagram: https://www.instagram.com/thewhitecoatinvestor  Join the community on Reddit: https://www.reddit.com/r/whitecoatinvestor  Learn faster with our Online Courses: https://whitecoatinvestor.teachable.com  Sign up for our Newsletter here: https://www.whitecoatinvestor.com/free-monthly-newsletter  00:00 MtoM Podcast #246 02:08 $500k Comic Book Collection 13:27 Advice For Others 15:32 Alternative Investments

In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today's environment of volatility, inflation and uncertainty. He gives insights into how private markets offer new opportunities for growth, diversification and operational value creation—especially in the U.S. middle market.  The Private Markets Outlook podcast series from Future Standard features special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Get more private markets insights at futurestandard.com/insights  Follow the value, not the herd: The new private markets imperative Q4 U.S. economic outlook: Artificial intelligence, real economic impact U.S. exceptionalism at a crossroads Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

Welcome back to The Lenders Playbook Podcast episode #95. We are you your go-to resource for private lending, real estate, and entrepreneurship. I'm your host, Matt Rosen. Today, I'm joined by Mat Sorensen — attorney, best-selling author, and CEO of Directed IRA, one of the nation's top self-directed IRA companies.  We're breaking down how to use your retirement funds to invest in real estate, private lending, and other alternative assets — plus the biggest mistakes to avoid and how to get started.   If you've ever wanted to take control of your retirement and invest like the pros, this episode is for you. Thank you to our Episode Sponsors!Doss Law https://www.dosslaw.com/American Lending Conference https://www.americanlendingconference.com/

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into digital infrastructure and how it powers the growth of artificial intelligence and other major trends in digitalization and electrification.We sat down in Blue Owl's NYC office with Matt A'Hearn, an asset management entrepreneur and executive at the firm.Matt is a Senior Managing Direct at Blue Owl and Head of Digital Infrastructure. He's responsible for leading the overall management of Digital Infrastructure, including strategy, investments, and portfolio management.Prior to joining Blue Owl, Matt was the Managing Partner and a Founder of IPI Partners, the predecessor firm to Blue Owl Digital Infrastructure. IPI was acquired by Blue Owl in 2024.Prior to founding IPI, Matt led the global investment banking practice in communications infrastructure at Moelis & Company.Matt and I had a fascinating and thought-provoking discussion about the future of digital infrastructure. We covered:The how and the why of digital infrastructure.Investing in data centers.The evolution of digital infrastructure.How to best partner with and serve the need of hyperscalers.The importance of power generation for AI. How there are different ways to approach gaining exposure to AI as an investment theme.Thanks Matt for coming on the show to share your wisdom and expertise in private markets and digital infrastructure.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Our Sponsor, Ultimus01:57 Welcome to the Alt Goes Mainstream Podcast02:05 Guest Introduction: Matt A'Hearn03:36 Evolution of Digital Infrastructure04:02 Founding IPI Partners04:15 Digital Infrastructure and AI05:35 Early Challenges in Data Center Investing06:13 Cloud Growth and Hyperscale Companies07:05 Partnerships with Hyperscalers08:07 Financing Hyperscalers10:14 AI and Cloud: A Generational Opportunity11:51 Supply and Demand Dynamics in AI13:21 Power and Infrastructure Challenges14:55 Site Selection and Power Considerations17:53 Scale and Capital Requirements22:32 Data Center Capacity Needs23:35 Investment Opportunities in Digital Infrastructure24:21 Blue Owl's Capital Strategy26:25 The Blue Owl Transaction26:35 Capital Needs in the Industry26:58 Feedback from Hyperscalers27:18 Joining Blue Owl27:51 Founding IPI28:50 Building the Firm30:38 Differentiating IPI31:36 Early AI Insights32:26 AI and Cloud Growth34:41 Investment Opportunities in Digital Infrastructure35:27 Risk-Adjusted Investment Strategies36:39 Underwriting Digital Infrastructure38:22 Capital Allocation in Tech Companies39:17 Meta and Data Center Development40:41 Alternative Asset Management in Tech41:45 Merging Investment Cultures43:19 Challenges and Opportunities43:53 Wealth Channel Expansion45:51 Evergreen Structures and Long-Term Investments50:50 Future of Digital InfrastructureEditing and post-production work for this episode was provided by The Podcast Consultant.

Send us a textIn this episode, Richard C. Wilson, CEO of the Family Office Club, interviews George Hall, founder of Exchange Place and former CEO of a $10 billion hedge fund.They dive deep into:- How structured notes and securitization are evolving- The democratization of alternative investments after the JOBS Act- Why deal structure often matters more than strategy- The future of fractional ownership in assets like sports, entertainment, and artGeorge shares unique insights from his hedge fund career and explains how his new platform, Exchange Place, is opening access to institutional-grade investments for family offices and accredited investors.

Join our free Triple Play Masterclass on Oct 22 (1–4 PM CT) and discover 3 powerful paths to financial freedom: Alternative Investments, Land Flipping, and Infinite Banking. Experts Anthony Faso, Cameron Christiansen, Ellis Hammond, and Jack Bosch will show you how to create income streams that work even when you don't.

Alternative investments are growing more popular, but Marc Schechter believes that not enough investors know about them yet. He focuses on private credit in particular and how it is generating higher returns than public credit. He talks about how he invests client assets and what has been popular. Marc also stresses the importance of diversification in this less regulated space.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Send us a textRecorded live at the Beverly Hills Investor Club Summit, this panel brings together leading investors and family office executives to reveal how they find — and win — deals no one else sees.You'll hear real-world insights on how top dealmakers source opportunities through relationships, position themselves as trusted partners, and identify investments that deliver both growth and resilience.

Are hidden fees draining your retirement savings? Dive into this episode as Kevin Madden reveals the real impact of Roth conversions, alternative investments, and the secrets behind building a tax-efficient retirement plan. From the pitfalls of outdated mutual funds to strategies for replacing your paycheck, discover how to navigate today’s financial landscape and secure your future—without leaving money on the table. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Send us a textIn this powerful panel discussion from the Family Office Club, top investors and family office executives explore how to supercharge your investment opportunity set — finding and structuring deals that others never get to see.Learn how experienced investors identify off-market opportunities, build strategic relationships, and perform deep due diligence to reduce risk and enhance returns.Key topics include:✅ Sourcing exclusive and under-the-radar deals✅ How to gain access to top-tier investment opportunities✅ Balancing risk and reward through due diligence✅ Building relationships that lead to better deal flow✅ The evolving landscape of real estate, private equity, and venture investingIf you're an investor, fund manager, or entrepreneur looking to gain an edge in deal origination, this discussion delivers practical insights you can use right away.

Join our free Triple Play Masterclass on Oct 22 (1–4 PM CT) and discover 3 powerful paths to financial freedom: Alternative Investments, Land Flipping, and Infinite Banking. Experts Anthony Faso, Cameron Christiansen, Ellis Hammond, and Jack Bosch will show you how to create income streams that work even when you don't.

Robert Smith of Vista Equity Partners tells us what he is watching in the market right now. Plus, Goldman Sachs' Head of Alternatives Kristin Olson tells us about the shift in Alts investing and the new generation that is getting in on the action. And, Ayako Yoshioka from Wealth Enhancement maps out her forecast for stocks and helps break down the final moments of trade.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

If you're worried about:… Syndications/multifamily investing feel too risky or illiquid… Market cycles are wiping out your gains... and moreWe invited an expert who shows you alternative ways to pool your money with other investors for maximum gain.Don't waste golden nuggets! We prepared simple action plans that get you ahead of 99%***Start taking action right NOW! 

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career.We sat down in Prudential's Newark studio with  PGIM's Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B in AUM, where the business unit leverages PGIM's deep public and private markets expertise for the purpose of developing customized portfolio solutions to meet insurer and other investors' unique objectives. Phil previously served as Chief Transformation Officer at Prudential, CEO of Prudential's Workplace Solutions Group, and as president of Prudential's retirement business, which comprised of $250B in assets. Phil was also the architect of Prudential's pension risk transfer business, which he grew to over $170B. Phil and I had a fascinating conversation about the intersections between insurance and asset management. We covered:The evolution of how insurers allocate to private markets.The importance of asset liability management.How insurers are leveraging their balance sheet to invest in private markets and collaborate with alternative asset managers.How insurance and asset management interact and the benefits of an integrated platform.How PGIM's $1T in public and private credit informs how they invest.Why insurers are allocating to private credit.Thanks Phil for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:23 Welcome to Alt Goes Mainstream Podcast02:03 Guest Introduction: Phil Waldeck03:29 Insurance and Asset Management Intersection04:51 Understanding Asset Liability Management (ALM)05:41 Liquidity and Private Markets07:08 ALM in Wealth Management10:44 Private Credit and Insurers11:31 Private Credit Flavors and Strategies12:42 Origination and Credit Culture14:32 Talent and Culture at PGIM15:06 Private Credit's Role in the Economy17:01 Borrowers Choosing Private Over Public Credit18:36 Public and Private Credit Blurring Lines19:00 Global Credit Capabilities20:09 Fewer Manager Relationships in Private Markets24:57 Challenges in Private Markets27:02 Underwriting Discipline in Private Credit27:34 Private Credit Market Growth30:22 Global Opportunities in Private Credit31:01 Future of Private Markets31:30 Regulatory Framework and Governance31:57 Educating Investors on Private Markets33:06 Creating the Perfect Private Credit Portfolio33:57 Diversification in Private Credit34:36 Advisors' Role in Private Credit Investing35:07 Wealth Channel Choices and Shelf Space35:53 Farm to Table Analogy in Private Credit37:32 Talent and Scale in Private Credit38:54 Maintaining Culture in Large Firms39:33 Conclusion and Final ThoughtsThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

Is a recession just headline noise—or could it upend your personal retirement plan? This episode tackles Gen X anxieties about outliving savings, new 401(k) rules, and the risks and rewards of alternative investments. JoePat Roop breaks down why customized planning matters more than ever, how taxes can derail your future, and what every investor should know before making big moves. Discover how to build steady income and navigate uncertainty, no matter what the headlines say. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Is your retirement plan more complicated than it needs to be?In this episode of How to Retire Radio, Nolan Baker and the team from America's Retirement Headquarters unpack the tangled web of retirement planning and show how simplicity can be a powerful strategy. From consolidating accounts to automating your financial life, they explore practical ways to reduce friction and increase clarity. The conversation also dives into alternative investments, what to consider, what to question, and why long-term tax planning is often overlooked but essential. Whether you're just starting to think about retirement or refining your existing plan, this episode offers grounded insights to help you make smarter, more confident decisions. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement, so you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.com See omnystudio.com/listener for privacy information.

Are you ready for the 401k revolution? Mike Douglas unpacks the upcoming changes that will let everyday investors access alternative investments like hedge funds and private equity. Discover why diversification is both an opportunity and a risk, and learn the pitfalls of over-investing or misunderstanding complex options. With real-world analogies and practical advice, you’ll get clarity on how to navigate new choices, avoid costly mistakes, and build a smarter retirement strategy. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

You'll learn why Kent chose individual investors over institutions, how he raised his first $1.5M for a 30-unit development, and the systems (EOS, vertical integration) that helped deliver consistent performance—averaging 19.7% annually across realized deals. We compare Institutional vs Individual Real Estate Investors on speed, control, red tape, and relationship capital, and dig into current market dynamics: 2024's supply bulge, concessions, and why disciplined builders could be positioned for a 2027 “2022-style” exit environment. We also cover buy-right criteria (jobs, income, net in-migration), operational updates every two weeks/quarterly, and practical first steps if you're moving from single-family into development. If you're weighing Institutional vs Individual Real Estate Investors, this conversation gives you a clear, operator-level playbook. Connect with Kent Roers: roerscompanies.comChapters:00:00 – Introduction00:42 – Institutional vs individual investors: real pros & cons02:46 – Starting in 2012: from SFR/lease-to-own to apartments06:29 – Laid off → first 30-unit development and raising capital10:49 – Assembling $1.5M equity & early investor objections18:16 – Deal flow today: referrals → Google Ads; average investor holds 8 projects24:14 – Where AI is actually helping (ops, accounting, leasing)29:44 – 2024 supply peak, concessions, and why Kent's still building45:30 – Gino wraps it up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

#650: Sarah Williamson is the kind of person who shapes the decisions that move trillions of dollars. She earned her MBA with distinction from Harvard Business School and holds both the CFA and CAIA designations, two of the most demanding credentials in finance. In this episode, she helps us understand how investing really works, who the major players are, how capital flows through the system, and why the incentives driving investors, activists, and asset managers often collide. Sarah spent more than twenty years at Wellington Management, where she rose to Partner and Director of Alternative Investments, after working at Goldman Sachs, McKinsey & Company, and the U.S. Department of State. Today she leads FCLTGlobal, an organization dedicated to helping companies and investors focus on long-term value creation. She is also the author of The CEO's Guide to the Investment Galaxy. She explains why index funds now dominate corporate ownership, how Reddit and retail traders changed the market's dynamics, and what it means when activists push companies to “bring earnings forward.” She also introduces a framework for understanding the “five solar systems” of investing, a map that connects everyone from day traders to trillion-dollar sovereign wealth funds. Whether you are a passive investor or simply curious about what drives the market, this episode gives you the clarity to see how capital really moves and why it matters. Key Takeaways Reddit and the meme-stock movement permanently changed how individual investors move markets Index funds now dominate ownership, creating both stability and new corporate challenges Activists often prioritize short-term profit over long-term innovation Sovereign wealth funds act like national endowments, investing with century-long horizons Understanding who owns what (and why) makes you a more informed, confident investor Resources and Links The CEO's Guide to the Investment Galaxy by Sarah Williamson FCLTGlobal, a nonprofit that helps companies and investors focus on long-term value creation Chapters Note: Timestamps will vary on individual listening devices based on dynamic advertising segments. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) Meet Sarah Williamson: CEO, CFA, Harvard MBA, global finance leader (5:41) The five “solar systems” that organize the investing world (7:55) Reddit and the rise of the retail investor (16:25) Tesla, brand loyalty, and shareholder activism (22:57) How sovereign wealth funds invest for generations (28:57) Inside asset managers and their incentives (41:56) Activist investors and the tension between short and long term If you want to understand the real power dynamics behind modern investing, from Reddit traders to trillion-dollar endowments, don't miss this episode. Share this episode with a friend, colleagues, and your cousin who is obsessed with latest meme stocks: https://affordanything.com/episode650 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Alternative investments (also known as “alts”) are gaining traction with investors who want to go beyond the traditional 60/40 portfolio. But what exactly are they? And are they a good fit for your financial goals? In this episode, we break down everything you need to know about alternative investments. We'll explain what qualifies as an alt, how they differ from stocks and bonds, and why they've become more popular and accessible in recent years. You'll also learn about different types of alts, from real estate and private equity to cryptocurrencies and collectibles, and the potential benefits and risks of adding them to your portfolio. We'll walk through: What counts as an alternative investment How alts are different from traditional assets Real estate, hedge funds, private equity, crypto, collectibles, and more Why some investors use alts to hedge against inflation and diversify Risks to watch out for: liquidity, fees, complexity, and lock-up periods Who alts are best suited for, and what questions to ask before investing If you're curious about alts, this episode will help you make smarter, more informed decisions. Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com.

We sat down with Cheryl Nash, President of APL at InvestCloud, on the boardwalk at Future Proof Festival to discuss the current landscape of retail investing. APL is a portfolio management platform that powers construction, modeling, trading, and rebalancing for managed accounts. Cheryl shares how APL democratizes access to private market strategies and enables the private wealth channel to invest in alternatives.

InvestmentNews podcast host Bruce Kelly chats with Morningstar's Bryan Armour to examine the impact alternatives and illiquid asset investments are having on the industry.

How can everyday investors access private equity, infrastructure, and private credit assets once reserved for institutions? Kimberly Flynn, CFA, to unpack how interval and closed-end funds are transforming access to alternatives. With over 25 years in finance and leadership experience, she shares insights on product innovation, performance fees, SEC regulations, and why private wealth is the new frontier for alternative investing.   Key Takeaways To Listen For XA Investments' origin story and mission to open private markets for individuals How mutual funds, ETFs, and closed-end funds differ in liquidity and structure Infrastructure investing: airports, toll roads, and built-in inflation hedges Why private credit is dominating 2025 fund flows, and how yield drives adoption A more resilient strategy than direct lending in volatile markets   Resources/Links Mentioned In This Episode Cliffwater Funds KKR and Capital Group Launch Public Private Investment Solutions Hamilton Lane Partners Group Murderland by Caroline Fraser | Kindle and Hardcover   About Kimberly FlynnKimberly Flynn, CFA, is the Managing Director of Alternative Investments at XA Investments. She leads product development, distribution, and investor education for interval funds and other alternative investment solutions. Before joining XA Investments, Kimberly was a Managing Director at Nuveen Investments, where she spent over a decade building and supporting alternative investment products. She is a recognized industry expert on closed-end funds and interval funds, frequently speaking at conferences and contributing to industry publications. Kimberly holds the Chartered Financial Analyst (CFA) designation and brings extensive experience in helping financial advisors and investors access institutional-quality alternative strategies.   Connect with Kimberly Website: XA Investments LinkedIn: Kimberly Ann Flynn, CFA   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Brian Skrobonja talks about one of the most overlooked pieces of retirement planning — long-term care. He explains why preparing for care isn't about being gloomy, it's about protecting your freedom and keeping control over the life you've worked so hard to build. Expect to learn how to help prepare for care costs, protect your savings, and enjoy a stress-free retirement with clarity. Tune in to hear how to create a retirement plan that covers every “what if” retirement scenario. Brian starts by explaining why long-term care belongs in retirement plans.  Long-term care is the piece that quietly shapes how much freedom you keep. Planning for it means you're ready for life's curveballs, not hiding from them. Brian reveals that if you're 65 or older, there's a 70% chance you'll need some type of long-term care. This shocking number means long-term care is a reality worth preparing for.  Brian shares what care costs today. Home health aid runs around $77,000 a year, assisted living about $70,000, and a private nursing room close to $128,000. And those are just today's numbers, not tomorrow's. Without a plan, those bills can eat through savings fast. For Brian, planning for long-term care doesn't mean you're pessimistic about life. A thoughtful plan helps keep your dreams alive even if your health changes. Brian shares Tom and Linda's retirement story. They built a solid retirement, free of debt and rich with plans. Then Tom had a stroke, and their savings began to drain by $80,000 a year. Their story proves how quickly health events can rewrite even the best financial script. How long-term care shapes your life story. Brian says care isn't just a medical issue; it's a retirement event. It can shift finances, lifestyles, and even family roles.  Brian reveals that having a strategy doesn't erase every challenge. But it stops the burden from falling entirely on you, your spouse, or your children.  Brian walks through planning choices, from paying out of pocket to using insurance. Each has pros and cons, and your goals decide what fits best. The key is to match your plan to your life, not someone else's. Brian breaks down the pros and cons of traditional long-term care insurance.  Brian reveals why Tom and Linda's story is a wake-up call. They did almost everything right, yet one stroke changed everything.  A clear plan could have protected their savings and eased Linda's load. Stories like theirs remind us that planning is love in action. Without preparation, kids can be pulled into financial and caregiving roles they never expected. A solid plan keeps their lives intact and gives them confidence to support you. Planning helps protect everyone, not just your savings. How to see long-term care as part of a full life. Brian says it's not just a health moment — it's one chapter of retirement. You can decide whether it controls your story or blends into a life well lived.  Final thoughts from Brian: He reminds us that ignoring care doesn't make it vanish. Facing it gives you choice, dignity, and calm for the years ahead. That's the gift every retiree deserves to give themselves.     Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com SkrobonjaWealth.com BUILDbanking.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify   References for this episode: https://acl.gov/ltc/basic-needs/how-much-care-will-you-need#:~:text=Someone%20turning%20age%2065%20today,for%20longer%20than%205%20years https://acl.gov/ltc/basic-needs/how-much-care-will-you-need https://investor.genworth.com/news-events/press-releases/detail/982/genworth-and-carescout-release-cost-of-care-survey-results#:~:text=The%202024%20survey%20found%20the,home%20increased%209%25%20to%20$127%2C750. https://www.healthyagingpoll.org/reports-more/report/long-term-care-are-older-adults-ready     Alternative investments may be subject to less regulation than other types of pooled investment vehicles. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual's net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment's trading profits. Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets. ---- BUILD Banking™ is a DBA of Skrobonja Insurance Services, LLC. Benefits and guarantees are based on the claims paying ability of the insurance company. Not FDIC insured. Results may vary. Any descriptions involving life insurance policies and its use as an alternative form of financing or risk management techniques are provided for illustration purposes only, will not apply in all situations, may not be fully indicative of any present or future investments, and may be changed at the discretion of the insurance carrier, General Partner and/or Manager and are not intended to reflect guarantees on securities performance. The term BUILD Banking™, private banking alternatives or specially designed life insurance contracts (SDLIC) are not meant to insinuate that the issuer is creating a real bank for its clients or communicating that life insurance companies are the same as traditional banking institutions. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. BUILD Banking™ is offered by Skrobonja Insurance Services, LLC only and is not offered by Madison Avenue Securities, LLC. nor Skrobonja Wealth Management, LLC. ---- This content is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC are not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firms are not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC. ---- Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA &SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with a leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with a pioneer in infrastructure investing: Mike Dorrell.Mike is the Chairman, CEO, and Co-Founder of Stonepeak, building the foundations for the firm to achieve a rapid ascent to $76B from its founding in 2011.Mike brings deep expertise to bear in the infrastructure asset class. He has over 20 years of experience investing in infrastructure, starting his career at Macquarie, where he ultimately held the title of Senior Managing Director. He then joined Blackstone, where he was a Senior Managing Director in Private Equity and Co-Head of the Infrastructure Investment group, before striking out on his own to build one of the industry's largest infrastructure investing firms in Stonepeak.Mike and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:The early days of infrastructure investing.How infrastructure investing has evolved.How Mike's experiences at Macquarie and Blackstone informed how he wanted to build Stonepeak.How institutional investors have approached infrastructure investing and why individual investors should consider exposure to infrastructure assets.Stonepeak's DNA and what makes the firm different from other infrastructure investors.Why being a scaled specialist is a competitive advantage.How Stonepeak was built from scratch to scale.How Stonepeak identified investing in data centers early on and well before the data center boom began.Why launch a wealth solutions business and how it's a reflection of the firm's DNA, culture, and values.Thanks Mike for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to the Alt Goes Mainstream Podcast02:10 Guest Introduction: Mike Dorrell03:58 Mike's Journey to Stonepeak06:46 Challenges in the US Infrastructure Market11:09 Successes and Setbacks in Infrastructure Deals12:06 Privately Held Infrastructure in the US17:05 Public vs. Private Infrastructure18:34 Impact of Infrastructure on Daily Life19:16 Stonepeak's Significant Market Presence22:10 Balancing Public Good and Investor Returns22:53 Regulation and Good Judgment in Infrastructure23:55 Challenges in Privatization25:52 Skills Needed for Infrastructure Investing26:29 Access to Infrastructure for Individual Investors27:10 Institutional Market's Experience with Infrastructure30:50 Asset Allocation and Infrastructure33:40 Private Equity vs. Infrastructure Investments34:10 Institutional Allocation Trends34:46 Patience and Peace of Mind in Investing35:14 Warren Buffet's Investment Philosophy35:38 Biggest Risks in Infrastructure35:50 Electric Utility Asset Risks36:28 Data Center Business Risks37:02 Evaluating Data Center Investments38:46 Economic Differences: Building vs. Buying Data Centers40:21 Pricing Power in Data Centers46:03 Connectivity Data Centers Explained49:16 Navigating Infrastructure as an Asset Class50:09 Finding the Right Assets at Fair Prices50:27 The Evolution of Infrastructure Investing53:31 Founding Stonepeak57:20 Raising Capital in Early Days59:46 Lessons from Blackstone01:01:22 Building a Strong Investment Culture01:03:37 Maintaining Culture While Scaling01:06:20 The Importance of the Wealth Channel01:07:41 Focus on Quality and Customer Experience01:08:33 Cycling and Business Philosophy01:09:26 The Importance of Investment Decisions01:10:27 Final Thoughts on Investment ProcessEditing and post-production work for this episode was provided by The Podcast Consultant.

n this episode of Dollars & Sense, hosts Kristin Castello and Chet Cowart dive into the hottest topics shaping your retirement future, including the latest proposed changes to 401k investment options and critical updates to catch-up contributions for those aged 50 and above. If you're curious about how alternative investments like crypto and private equity might soon enter your 401k, or how upcoming tax regulations could affect high earners, this episode has the answers you need to stay ahead. Kristin and Chet break down three main topics: Alternative Investments in 401ks: The current administration's push to add new choices to your 401k sounds appealing, but comes with risks, fees, and potential complications. Learn how these changes could impact your account—and what history has taught us about “too good to be true” investments. Major Tax Changes for High Earners: Starting in 2026, those earning $145,000 or more must put catch-up contributions in Roth accounts, losing some valuable tax deductions. Find out who's affected, what loopholes exist, and how to plan ahead to avoid nasty surprises on your tax bill. Consolidating Retirement Accounts: Should you roll your old 401ks and IRAs together? Get practical advice on direct transfers vs. 60-day rollovers, when consolidation makes sense, and which exceptions to watch out for—plus real-world client stories to illustrate what could go right or wrong. With lively banter, relatable client examples, and clear calls to action, Kristin and Chet make complex financial changes easy to understand—and actionable. Whether you're nearing retirement, a high earner facing new rules, or just looking to simplify your finances, you'll come away with smarter strategies for protecting your nest egg. Ready to take control of your retirement? Click to listen, get expert insights, and discover how Dollars & Sense can help you make the most of every opportunity—no matter where you are in your financial journey. 

Ian Reynolds is an expert in cryptocurrency and alternative investments With over 20 years experience in investment banking and foreign exchange markets, Ian is a leading expert in capital markets, specifically in foreign exchange, bonds, stocks, commodities and Bitcoin.#crypto #blockchain #IanReynolds All Episodes can be found at www.thecryptopodcast.org All about Roy / Brain Gym & Virtual Assistants athttps://roycoughlan.com/ What we Discussed: 00:30 Who is Ian Reynolds01:20 How he ended up in Australia from the UK03:20 Foreign Exchange that has Changed05:55 PayPal & other Platforms catching users with lots of fees07:00 What are the Exchanges charging for Crypto Transactions08:00 Is your funds protected with Revolut09:30 Ian's own Crypto Journey12:45 El Salvador adopting Bitcoin14:50 Who is doing most of the Crypto Mining16:20 How do we get away from the FIAT System18:25 With all International Debts is that how they control leaders20:30 Who Created BRICS 22:55 Can we Tokenise Commodites to Control Prices24:04 The Danger of One World Currency25:50 Can we use Sovereignity to get a better system29:30 The Problems with the EU30:50 The EU could improve32:25 Meme Coins34:10 Is Cyrpto Gambling and most have no Utility35:40 The Diamonds manipulation36:20 Blackrock getting heavily Involved in Bitcoin37:40 Bitcoins Current Bull Run39:25 Will the Cycle be different this time because of the larger investprs41:30 Can Ai do Trading that will outperform humans43:15 Is there a chance that the internet is taken down45:30 Exchanges and Wallet recommendations46:15 Ensuring your Crypo is included in inheritance How to Contact Ian Reynoldshttps://suberia.capital/Facebook: Suberia Digital Currencyhttps://www.facebook.com/suberiadigitalcurrencyX (Twitter): Suberia Capitalhttps://x.com/SuberiaCapitalLinkedIn: Ian Reynoldshttps://www.linkedin.com/in/ian-reynolds-fx-cap-mkts-btc/  All about Roy / Brain Gym & Virtual Assistants at ⁠https://roycoughlan.com/⁠  

In this episode of the Investor Fuel podcast, host Michelle Kesil interviews Kenny Rose, the owner of FranShares, a platform that connects investors with franchise opportunities. Kenny discusses the concept of passive franchise investment, the challenges and successes in the franchising industry, and the importance of education for potential investors. He emphasizes the need for good investments to attract investors and shares success stories of franchise owners who have thrived with the right support. The conversation highlights the potential of franchising as a significant asset class and the ongoing support provided to investors through education and resources.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Starting in 2026, workers aged 50 and older who earned over $145,000 in the prior year will be required to make their 401(k) catch-up contributions on an after-tax Roth basis (a key tax shift mandated by the SECURE 2.0 Act). Today's Stocks & Topics: Trane Technologies plc (TT), Circle Internet Group (CRCL), Market Wrap, Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026, Schlumberger Limited (SLB), Zebra Technologies Corporation (ZBRA), Alternative Investments, AbbVie Inc. (ABBV), Gold.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Join us for an inspiring conversation with Colin Lynch, Managing Director and Head of Alternative Investments at TD Asset Management. Recognized as one of Canada's Top 40 Under 40 and co-founder of the Black Opportunity Fund, Colin shares his journey in leadership, investing, and creating meaningful community impact. In this episode of the Mornings with Joel CRE Podcast, Colin discusses the future of finance, building opportunities through real estate and alternatives, and lessons learned from leading in both business and community.

Welcome back to the Alt Goes Mainstream podcast.Today's episode provides a fascinating window into the world of private equity value creation and how AI can help transform both portfolio company and investment firm processes and operations to create value.We sat down in New York with Hg Partner and Head of Value Creation Chris Kindt to dive into how he spearheaded the growth of the firm's in-house value creation efforts and has built a high-performing team to meet the evolving needs of portfolio companies.Chris brings 15 years of experience in architecting and driving value creation to bear, with 11 years of experience at Hg and another 8 years as a consultant at BCG and Parthenon.Chris and his team are responsible for driving value across a portfolio of 55 companies that represents over $180B in enterprise value and would represent the second largest software company in Europe after SAP if it were a conglomerate.Chris and I had a thought-provoking discussion about value creation and the impact of AI on investing and operating companies. We discussed:How to build a high-performing value creation team.Where value creation has the biggest impact.How AI is transforming investment processes.How Hg has become an “AI-first” investment firm.Where AI will have the most impact in a company today and why agentic AI is transforming certain roles and processes within companies.How professionals can generate the most leverage from utilizing AI – without having cognitive decline.Why prompting and prompt engineering is so critical in the age of AI (and how you can use your weekends to perfect prompt engineering).How a management team can buy into AI and why the current time period represents an interesting opportunity for incumbents, particularly for those building mission-critical enterprise software.Thanks Chris for sharing your expertise and wisdom on company building and AI. We hope you enjoy.Note: this episode was filmed in August 2025.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to the Alt Goes Mainstream Podcast02:10 Guest Introduction: Chris Kindt03:58 Chris Kindt's Background and Journey05:43 Value Creation at Hg06:55 Pre-Investment and Diligence Process07:44 Management Team Dynamics08:40 Common Value Creation Interventions11:14 Building a Cross-Functional Team12:31 Scaling the Value Creation Team15:40 Measuring Value Creation Impact17:49 Investment Philosophy: Inch Wide, Mile Deep19:28 Partnerships with Management Teams20:03 Embedding AI in Value Creation20:24 Internal vs External AI Applications21:47 AI First Culture22:18 Effective AI Utilization24:04 Prompt Engineering and Whispering26:25 Choosing the Right AI Models26:50 AI Models: Strengths and Weaknesses27:42 Transformative Impact of AI28:21 Skills Needed in the AI Era28:26 AI's Role in Investment Firms28:55 Core Insights and Judgements29:04 The Core Skillset and Efficiency29:12 Philosophical Questions on AI and Talent Development30:18 Building Grit in the Age of AI31:12 Maintaining Discipline with AI32:08 AI as a Value Creation Lever32:35 Operational Efficiency and Copilots33:43 Emergence of Reasoning Models and Agentic Frameworks34:31 10x Efficiency in Engineering36:24 Challenges in Implementing AI37:16 AI Immersion Strategy Days39:52 Organizational Agility and AI42:15 AI's Impact on Investment Strategies43:26 AI in Mergers and Acquisitions45:29 The Importance of Proprietary Data47:12 AI Fatigue and Disillusionment48:07 Building AI Products and Agentic Products48:58 Hg's Internal AI Incubator49:59 The Next Wave of AI51:19 Voice and Multimodality in AI51:55 Globalization and Internationalization of AI53:35 Overestimating and Underestimating AI's Impact54:54 The Competitive Landscape of AI55:42 The Future of Value Creation with AI56:23 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

After you listen:Learn more about this episode's topic in "Alternative Investments: A Non-Traditional Approach to Investing."Find more resources about alternative investments at Schwab.From hedge funds to private equity, alternative investments cover a wide range of assets outside of traditional markets. In this episode, Mark is joined by Ken Pennington, director of alternative investments and manager research at Schwab, to unpack what they are, how they work, and the key differences that set them apart from traditional stocks and bonds. He and Mark also discuss why investors consider alternatives and where they might fit in broader investment strategies.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.Investing involves risk, including loss of principal.Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses.Alternative investments, including hedge funds and funds that invest in alternative investments, often employ leveraging and other speculative practices that increase an investor's risk of loss to include complete loss of investment, often charge high fees, and can be highly illiquid and volatile. Alternative investments may lack diversification, involve complex tax structures and have delays in reporting important tax information. Alternative investments that are closed end funds registered under 1933 or 1940 act would be subject to the same regulatory requirements as mutual funds. Other registered and unregistered funds are not subject to the same regulatory requirements as mutual funds.Alternative investments, including funds that invest in alternative investments, are risky and may not be suitable for all investors. Alternative investments often employ leveraging and other speculative practices that increase an investor's risk of loss to include complete loss of investment, often charge high fees, and can be highly illiquid and volatile. Alternative investments may lack diversification, involve complex tax structures and have delays in reporting important tax information. Registered and unregistered alternative investments are not subject to the same regulatory requirements as mutual funds.Alternative investments are speculative and involve a high degree of risk. Investors may lose all or a substantial portion of their investment. Alternative investments cover a wide array of strategies, including real estate, private equity, private credit, and hedge funds. Risks will vary based on each unique strategy and can include investments in highly illiquid assets or securities, use of leverage, higher fees, lower transparency, tax risks, and limited ability to redeem or limited transferability.Alternative investments may have limited or no liquidity, redemptions or repurchases may not be permitted and no public market may exist to make full or partial liquidations. An investor's capital may potentially be locked for seven or more years. Certain strategies can involve the use of leverage which can enhance returns but also increase losses. Alternative investments are valued less frequently, may be speculative in nature, and may not conform to any particular valuation standard. As a result, advisory fees associated with alternative investments will reflect these valuations compared to more readily available valuations on publicly traded securities.Many alternative investments are exempt from registration requirements that apply to public securities. As a result, alternative investments may have greater investment flexibility but are less transparent given they do not have to adhere to the typical disclosure requirements of public market investments. Alternative investments often carry higher fees and more complex expense structures than traditional asset classes. These fees and expenses lower investment returns.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.​Past performance is no guarantee of future results.​Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets.All corporate names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate this risk.​Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions.​Currency trading is speculative, very volatile and not suitable for all investors.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly.  For more information on indexes, please see schwab.com/indexdefinitionsThis information is not a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager, Estate Attorney) to help answer questions about specific situations or needs prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0925-LRZC Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Unlocking Retirement Savings: Rocket Dollar's Alternative Investment Platform Rocketdollar.com About the Guest(s): Henry Yoshida is the co-founder and CEO of Rocket Dollar, a booming FinTech company that is revolutionizing retirement saving strategies. With a notable career spanning various sectors within financial services, Henry has orchestrated consulting ventures and technology startups, particularly emphasizing retirement planning and investment diversification. Under his leadership, Rocket Dollar offers innovative solutions, enabling individuals to manage and invest their IRS tax-advantaged retirement accounts in alternative assets like real estate, cryptocurrency, and private equity. With a dedication to expanding investment opportunities and a propellant career, Henry Yoshida is shaping the future of financial management. Episode Summary: On this exhilarating episode of The Chris Voss Show, host Chris Voss is joined by Henry Yoshida, the co-founder and CEO of Rocket Dollar, a prominent player in the FinTech arena. Celebrating over 16 years and 2,500 episodes of bringing influential discussions to listeners, Chris propels this episode into a meaningful conversation about reshaping retirement savings into a more diversified investment model. Henry elaborates on the groundbreaking opportunities Rocket Dollar provides, empowering individuals to invest their IRAs beyond typical stocks and bonds, venturing into realms like real estate and cryptocurrencies. This episode delves into pivotal topics impacting retirement savings and investment strategies. Henry Yoshida discusses recent legislative shifts, highlighting how new executive orders under the past Trump administration have loosened constraints, paving the way for more flexible investment options within retirement accounts. They explore the stark reality of inflation and rising healthcare costs affecting future retirement plans, emphasizing the importance of adaptability in financial planning. As they navigate through modern investment landscapes, the conversation is enriched with insights and analogies that draw attention to the necessity of early retirement savings and the ingenuity of platforms like Rocket Dollar in maximizing such opportunities. Key Takeaways: Rocket Dollar allows retirement savings to be invested in alternative assets, broadening the scope beyond traditional Wall Street options. Executive orders have increased flexibility in how Americans can use retirement funds, fostering creativity and broader investment opportunities. Inflation and healthcare costs are crucial considerations in retirement planning that demand strategic, proactive saving and investing. Early and consistent saving in tax-advantaged accounts (IRAs) can significantly impact financial health and retirement readiness. The importance of starting investment early is emphasized through tangible steps and encouraging insight, promoting long-term financial stability. Notable Quotes: "Rocket Dollar enables our customers to diversify beyond Wall Street into alternative assets such as real estate, startups, private equity, and cryptocurrency." "Executive orders under the Trump administration have actually allowed more flexibility with what people can invest in using retirement dollars." "To answer your question specifically, there was a recent study… that number now for people to feel quote-unquote comfortable has gotten close to $2 million." "Asset location is actually more important than asset selection." "Going from losing five to 10 is easier than going from losing zero to five."

In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Ariel Abbistar, a key player in the life settlement provider space. Ariel explains the concept of life settlements, where individuals sell their life insurance policies for cash, particularly benefiting seniors who may no longer need or afford their policies. The conversation delves into how this investment opportunity offers uncorrelated assets for investors, the challenges of educating the public about life settlements, and Ariel's vision for making this investment accessible to a broader audience. The episode emphasizes the importance of understanding this niche market and the potential benefits for both sellers and investors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Summary: In this episode of the Retirement Lifestyle Show, co-host Adrian Nicholson shares his experiences from his East Coast journey, focusing on his time at a Miami conference where he learned about alternative investments. He discusses the importance of understanding different investment opportunities, the criteria for investing in alternative markets, and the benefits of diversification. Adrian also reflects on his travel experiences, including family time in Maine and cultural highlights from Miami, emphasizing the value of both professional and personal growth.Hashtags:Miami conference, alternative investments, financial planning, investment strategies, diversification, travel experiences, family time, seafood, cultural insightsChapters00:00 Adrian's East Coast Journey: Overview00:55 Insights from the Miami Conference01:47Understanding Alternative Investments04:07 Exploring Different Types of Alternative Investments06:55The Criteria for Investing in Alternatives09:11Liquidity and Risks of Alternative Investments10:59The Benefits of Diversification with Alternatives13:51Cultural Experiences in Miami15:49Family Time and Travel HighlightsFollow Us At: Website: ⁠⁠https://retirementlifestyleshow.com/⁠⁠ ⁠⁠https://www.retirewithroshan.com⁠⁠⁠⁠https://www.youtube.com/@retirementlifestyleshow⁠⁠⁠⁠https://twitter.com/RoshanLoungani⁠⁠⁠⁠https://www.linkedin.com/in/roshanloungani⁠⁠⁠⁠https://www.facebook.com/retirewithroshan⁠⁠⁠⁠https://www.linkedin.com/in/adrian-nicholson-74b82b13b⁠⁠All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with two executives who have helped to build one of the industry's leading alternative asset managers.In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira's London office to discuss the firm's evolution and how the business has grown to over €80B in AUM.Both Brian and Dipan bring deep backgrounds in private equity investing to bear as they now lead the firm through its next phase of growth.Brian joined Permira in 2008 after working as a Partner at Francisco Partners. He's Co-Managing Partner and Co-CEO of Permira, also serving on the firm's Executive Committee and the buyout funds' Investment Committee. He was instrumental in building the firm's Technology sector team, which he co-led until 2023 where he worked on a number of the firm's notable transactions, including Ancestry, Genesys, Informatica, LegalZoom, Magento, McAfee, Relativity, Zendesk, and more.Dipan joined Permira from Gores Group and is Co-Managing Partner and Co-CEO of the firm. He serves on Permira Holdings Limited Board and Permira's Investment Committee and Executive Committee. He's focused on technology and services investing, working on deals such as Renaissance Learning, Informatica, Axiom, Adevinta, AllTrails, Ancestry, LegalZoom, and more.Brian, Dipan, and I had a thought-provoking conversation about what it takes to build and run a scaled alternative asset manager and how to differentiate a firm and a culture. We discussed:How the firm's beginnings have shaped the culture that has been built and how that culture has permeated how they make investment decisions, work with companies, founders, and LPs.The benefits and challenges of the collaborative leadership model.How would an LP underwrite Permira's culture?How the firm's European heritage helps as an investor.The opportunity set in Europe.The investment culture at Permira and how its structure and set up helps investment processes and decision-making.Why software buyouts have become a larger part of the buyout investing landscape.The Growth vs. Buyout mindset.The advantage for technology forward incumbents.How AI is impacting software investing and how AI is impacting services businesses.The thought process behind launching a wealth solutions business, Permira Wealth, and how it reflects the culture of the firm.Thanks Brian and Dipan for coming on the show to share the evolution of Permira and your expertise and wisdom in private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:56 Introducing Brian Ruder and Dipan Patel04:44 Private Equity and Technology04:54 Brian's Career Journey06:51 Dipan's Career Journey11:44 AI's Role in Modern Investing12:38 AI in Services and Technology13:27 Permira's Sector-Focused Approach13:54 AI's Broader Impact on Industries17:27 Leadership and Innovation in Private Equity18:49 Underwriting Deals in the AI Era18:53 Importance of Market Leadership21:58 Technology Forward Incumbents24:00 Permira's Continuous Innovation24:26 Building the Business of Permira24:36 Dipan's Perspective on Firm Growth25:35 Core Values and Their Impact26:39 Investment Strategies and Sector Focus27:19 Fluid Team Dynamics28:04 Growth vs. Buyout Mindset29:45 Long-Term Investment Philosophy30:29 Driving Terminal Value30:50 Optimizing Long-Term Profitability31:55 Case Studies: Informatica and Ancestry.com32:58 Skillsets for Growth-Oriented Investing33:26 Assessing Long-Term Outcomes34:09 Empowering Long-Term Thinking34:30 Big Picture Thinking in Investments38:05 Co-Leadership Model39:38 Challenges of Co-Leadership40:37 Permira's Entrepreneurial Culture43:14 Diversifying Capital Base44:58 Educating the Wealth Channel46:29 Permira's Brand in the Wealth Channel47:10 Future Evolution of PermiraEditing and post-production work for this episode was provided by The Podcast Consultant.

We are back with the latest Going Public with Evercore's Glenn Schorr.On this episode of Going Public, we unpack the rollercoaster of the past few months in private markets for alternative asset managers. Private markets is much more than private equity — and this episode dives into nuances of specific strategies and what it means for alternative asset managers' businesses.We discussed:Will the exit environment for private equity improve?Are animal spirits back in markets — and what does it mean for exits?Why and how private markets is more than private equity and private real estate.Why the wealth channel has been a contributor to alternative asset manager growth.How are banks responding to the expanding reach of private credit?Why private real estate could be a compelling category going forward, with 90%+ of real estate being privately owned.Making private markets more public — with expert analysisAlt Goes Mainstream has partnered with an expert who has seen the evolution of alternative asset managers from their early days.Glenn Schorr is a Senior MD and Senior Research Analyst at Evercore ISI, where he covers brokers, banks, asset managers, and trust banks as an analyst. He has covered financials since 2000 and started coverage of alternative asset managers when the first firms went public.He's consistently come up as one of the most thoughtful and well-respected analysts in the space. He balances deep research with a creative flair (just read one of the titles of his research reports and you can see his love of the game). He's been named to Institutional Investor's All-America Research Team for his coverage, most recently ranking #2 and runner up in 2023, #1 and #2 in 2022. Prior to Evercore, Glenn was a Senior MD at Nomura, serving as the lead financials analyst. Listen in as Glenn shares market stories, the evolution of alternative asset managers as businesses, the biggest and most exciting trends in private markets based on what the industry's largest players are doing, and we go “around the horn” for his analysis on the publicly traded firms. Show Notes00:00 Introduction and Countdown00:15 Introduction to Alt Goes Mainstream00:48 Meet Glenn Schorr: Wall Street Analyst02:08 Market Trends and Earnings Season02:15 Impact of Tariffs and Market Activity03:20 M&A and IPO Activity03:35 Private Equity and Market Dynamics04:34 Optimism in the Market06:11 Fundraising and Stock Prices06:52 Private Credit and Infrastructure08:31 Scale and Diversification10:19 Perpetual Capital and Investor Mindset13:51 Mega Trends and Long-Term Investments15:50 Real Estate and Market Cycles17:14 Long-Term View on Asset Managers20:04 Fee Structures and Performance24:15 Wealth Channel and Operational Challenges26:17 Institutional vs. Retail Investors28:41 Public vs. Private Markets31:01 Ceiling on Capital Raising31:42 Stewardship and Capacity Management33:03 Private Credit Market33:27 Direct Lending Market33:43 Competitive Banking Landscape33:55 Current State of Direct Lending34:22 Private Credit Market Expansion34:52 Investment Grade Private Credit36:19 Banks vs. Private Credit37:39 Banks' Adaptation Strategies38:53 Private Credit Market Size41:01 Insurance and Private Markets41:44 Apollo's Insurance Strategy43:45 Insurance Balance Sheet Power44:32 Insurance and Wealth Channels44:54 Private Wealth Return Hurdles46:47 Product Innovation in Private Markets47:00 Alternative Asset Managers' Strategies49:43 Wealth Channel Product Choices50:39 Approval Process for Wealth Platforms52:29 Third-Party Evaluators in Private Markets53:28 Convergence of RIAs and Investment Consultants54:15 Distribution Strategies for Asset Managers55:39 Servicing and Education in Private Markets56:16 Segmenting the Wealth Channel56:43 Morgan Stanley's Advisor Strategies57:45 Notable Developments in Private Markets59:19 Optimism in Financial Markets01:00:39 Concluding Thoughts and Future OutlookEditing and post-production work for this episode was provided by The Podcast Consultant.Company Coverage and DisclosuresEvercore ISIGlenn Schorr| Ticker | Company | AAMI | Acadian Asset Management | APO | Apollo Global Management, Inc. | BAC | Bank of America Corporation |   | Glenn Schorr holds a long position in equity securities of Bank of America Corporation.| BK | Bank of New York Mellon Corp. |   | Bank of New York Mellon Corp. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Bank of New York Mellon Corp. in the last 12 months. |   | Evercore ISI or an affiliate has received compensation from Bank of New York Mellon Corp. for investment banking services in the last 12 months. |   | Glenn Schorr holds a long position in equity securities of Bank of New York Mellon Corp.| BLK | BlackRock, Inc. |   | BlackRock, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to  BlackRock, Inc. in the last 12 months. |   | Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from BlackRock, Inc. within the next three months. |   | Glenn Schorr holds a long position in equity securities of Blackrock Inc.| BX | Blackstone, Inc. |   | Blackstone, Inc. is a client of Evercore LLC, and Evercore LLC has provided investment banking services to Blackstone, Inc. in the last 12 months. |   | Evercore ISI or an affiliate expects to receive or intends to seek compensation for investment banking services from  Blackstone, Inc. within the next three months. |   | An employee, employee's immediate family member, director or consultant of Evercore ISI or one of its affiliates (but not the covering research analyst or a member of the covering research analyst's household)is an officer, director or advisory board member of Blackstone, Inc.. |   | Evercore ISI or an affiliate has received compensation from Blackstone, Inc. for investment banking services in the last 12 months. |   | Analyst has a financial interest in a private equity fund managed by Blackstone, Inc.. |   | Glenn Schorr holds a long position in equity securities of Blackstone, Inc. |   | A member of Benjamin Rubin's household holds a long position in equity securities of Blackstone, Inc. | OWL | Blue Owl Capital, Inc | C | ...

I never thought you could earn from somebody else's settlements. But our guest today, Patrick Grimes, introduced us to another (“unique”, I would say) #alternativeinvestment that isn't mainstream yet.Episode Deep Dive with Action Plan: https://tinyurl.com/ep-joe-tegtmeyerEpisode Highlights:[00:00:00-00:02:06] From Tesla to Real Estate[00:02:07-00:04:24] Beyond the Stock Market[00:04:25-00:15:20] A Unique Opportunity with Legal Funding[00:15:21-00:19:29] Risks in Litigation Funding?[00:19:30-00:27:21] The Case for Diversification[00:27:22-00:31:23] How to Become a Litigation Investor[00:31:24-00:37:20] Behind the Scenes at SpaceX and TeslaSpecial Mentions:Tesla, SpaceX, Bayer, Monsanto, Lockheed, Raytheon, Abbott, J&J, 3M, DuPontLessons from Thought Leaders by Patrick Grimes, Phil Collins, Def Leppard, Kevin Eastman, Zig Ziglar, and Brian TracyCases mentioned: Camp Lejeune water contamination, LA Juvenile Detention Center sexual assault, Roundup/paraquat lawsuits, toxic baby formula***Start taking action right NOW! 

Patrick Grimes, CEO of Passive Investing Mastery and internationally bestselling author, shares how accredited investors can diversify like the ultra-wealthy. In this episode, Patrick explains why litigation funding, rare earth metals, and other alternative investments can protect your wealth, create passive income, and thrive during any economic cycle. In this episode, we chat about… Patrick's shift from robotics engineering to building wealth through real estate and alternative assets Why litigation finance is a powerful, non-correlated investment strategy How accredited investors can access opportunities usually reserved for hedge funds and institutions The role of AI and automation in scaling real estate and investment operations Lessons from losing everything in 2009 and why proper diversification matters more than chasing returns The future of alternative investing: rare earth metals, strategic commodities, and commercial acquisitions Key Takeaways: Don't wait for a downturn, true security comes from diversified, recession-resilient assets. Non-correlated investments (like litigation finance or healthcare-related industries) provide stability beyond real estate and stocks. Tax efficiency is important, but it shouldn't drive your entire portfolio strategy. AI is transforming operations in property management and deal sourcing, freeing time for higher-value decisions. Scaling requires partnering and outsourcing, trying to do it all yourself limits growth. The wealthy build portfolios with balanced allocations, not by betting everything on one asset class.   Resources from Patrick LinkedIn  | Website | Get Patrick's bestselling book (free copy for listeners) The Alternative Investment Almanac by Denis Shapiro | The 4-Hour Workweek by Tim Ferriss   Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

What makes an alternative investment truly valuable? In this episode, Moritz Siebert joins Niels Kaastrup-Larsen for a conversation that moves past market moves and into the core design of systematic strategies. They explore what diversification really means, why manager size shapes more than just capacity, and how incentives - both fees and institutional expectations - quietly reshape the industry. From carbon markets and copper dislocations to volatility suppression and position sizing, this is an episode about alignment: between strategy and structure, manager and mandate, risk and resilience. At a time when most portfolios still rely on the familiar, this is a case for what's missing.And you can get your free copy of the recent paper from DUNN Capital here!-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Moritz on LinkedIn.Episode TimeStamps:01:34 - What has caught our attention recently?06:26 - Industry performance update13:20 - Building the perfect portfolio composition17:18 - Insights on carbon markets21:39 - Should we start to rethink how we approach markets?28:54 - Removing complexities from a trend system34:02 - The key aspects of designing a trend system47:27 - More diversified = more risk?49:00 - What is the most Valuable Alternative Investment?57:50 - Is trend...