Podcasts about alternative investments

Tariffs, stricter immigration policies, and a strong dollar have triggered a sharp decline in tourism revenue for the U.S. Today's Stocks & Topics: D - Dominion Energy Inc., Marke Wrap, GWRE - Guidewire Software Inc., NBIS - Nebius Group N.V. Cl A, DOCU - DocuSign Inc., KSA - iShares MSCI Saudi Arabia ETF, Drop in International Tourism Hits U.S. Economy and Local Jobs, Alternative Investments, IRM - Iron Mountain Inc., DOW - Dow Inc., JETS - U.S. Global Jets ETF, Tariffs and the Consumers.Advertising Inquiries: https://redcircle.com/brands

Today's guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today's episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of interval funds. Then, Kim covers the challenges and opportunities in the interval fund space, and the potential for innovation with different asset classes, and best practices for advisors and investors interested in these products. (0:00) Starts (0:34) Introduction of Kim Flynn (1:47) Understanding interval funds (8:41) Future trends and innovation in closed-end and interval funds (15:38) Valuation and liquidity concerns in interval funds (20:19) Accessibility and indexation of interval funds for retail investors (30:36) Exploring farmland and "forever fund" concepts (32:49) Private credit, venture capital, and sector-specific interval fund potential (38:16) Guidance for financial advisers on interval funds (46:46) Outlook for interval funds (49:15) Kim's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets.Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincon Financial's headquarters in Radnor, Pennsylvania to discuss the increasing involvement of insurance companies in private markets.Jayson, who is a member of Lincoln Financial's Senior Management Committee and serves as the primary investment officer to Lincoln's Board of Directors on all investment-related matters, is responsible for more than $300B in assets across the general account portfolio and the separate account mutual fund complex. He's also chairman of the board of directors of the Lincoln Variable Insurance Product Trust family of over 100 mutual funds. He's also on the board of the Lincoln Financial Foundation.Fresh off recent partnerships with Bain Capital and Partners Group on private markets investment products and Bain Capital taking a stake in Lincoln's business, Jayson and I had a fascinating conversation about how insurance companies can approach private markets and how they can build unique and differentiated partnerships with asset managers.We discussed:The evolving role of insurance companies as LPs in private markets.Why asset and liability matching is a critical framework to allocating to private markets.How the general account of an insurance company creates interesting opportunities for strategic relationships and partnerships with alternative asset managers.The benefit of having a business that works with financial advisors and individuals.The importance of educating wholesalers about private markets – and why insurance wholesalers might have an advantage in educating advisors and clients about private markets products and strategies.Thanks Jayson for coming on the show to share your wisdom and expertise about private markets and insurance.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.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 Notes00:40 Introduction to Jayson Bronchetti02:20 Sponsor Message: Ultimus Fund Solutions03:37 Welcome to the Podcast04:03 Jayson's Background in Private Markets04:57 Evolution of Insurance Companies in Private Markets06:37 Symbiotic Relationship Between GPs and Insurers08:40 Understanding Liquidity and Illiquidity11:19 Diligencing Private Markets Managers13:25 Balancing Scale and Performance14:09 Boots on the Ground: Sourcing Edge14:42 Evolution of Alternative Asset Managers14:53 Lincoln's Unique Position in the Market19:32 Strategic Partnerships with Bain and Partners Group20:03 The Value of Distribution Relationships22:14 The Democratization of Alternative Investments22:49 The Intersection of Private Markets, Wealth, and Insurance23:10 Approaching Private Markets with the General Account24:18 Launching Strategies with Bain and Partners Group24:50 Incubating New Strategies for Retail Consumers25:16 Building a Customized Investment Strategy25:45 Designing Purposeful Investment Funds26:00 Ensuring Accessibility and Proper Wrappers26:08 Liquidity and Product Matching26:15 Seeding Strategies with the General Account26:58 One Lincoln Approach27:12 Finding Opportunities in the Seams27:46 Balancing General Account and Distribution Needs28:07 Product Innovation in the Wealth Channel28:53 Healthy Tension in Product Design31:51 Importance of Asset Liability Management33:05 Educating the Distribution Team34:47 Training Modules for Wholesalers36:28 Boots on the Ground: The Power of Relationships37:45 Simplifying Complex Products40:44 Democratizing Alternative Investments41:10 Straddling Institutional and Individual Mindsets41:35 Integrating Private Markets into Retirement Products43:13 Future of Private Markets in Retirement Portfolios43:57 Product Innovation and Technology45:15 Private Markets in Insurance Products47:16 Focus on Private Credit49:38 Risks in Private Credit50:29 Excitement for the Future of Private Markets51:01 Conclusion and Final Thoughts Disclosure from Lincoln Financial Registration statements for each of the evergreen funds have been filed with the Securities and Exchange Commission and are available from the EDGAR database on the SEC's website (www.sec.gov). The information in the registration statements is not complete and may be changed. The securities of neither fund may be sold until its registration statement is effective. An investor should consider the investment objectives, risks, charges and expenses of each fund carefully before investing. This and other information about each fund will be contained in the fund's final prospectus, which investors should read carefully when available from t...

Welcome back to the Alt Goes Mainstream podcast.Today's episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities.We sat down with John McArthur, Senior Partner and CIO at $3.6B AUM Krilogy. Founded in 2009, Krilogy provides comprehensive financial planning and investment management services to HNW individuals, families, and business owners.Krilogy is charting a growth path — and to chart a growth path, John and his team are thinking about how they can thoughtfully grow their business.With John at the helm as CIO, they have been strategic with their approach to private markets and have increasingly focused on ways that they can create customized and differentiated solutions for their clients.John took 11 years of experience in wealth management and financial planning at A.G. Edwards & Sons and Morgan Stanley Smith Barney to Krilogy, where he joined his former University of Missouri college football teammate, Kent Skornia, to help quarterback Krilogy and their clients to financial success.John is thoughtful in his approach to private markets and how to provide solutions to their clients. We had a fascinating discussion about how wealth management is evolving and how private markets are critical to growing a wealth management practice. We discussed:How John and team have grown and scaled an independent wealth management firm.How John approaches private markets — and how that approach has evolved as they work with clients of greater size.How to balance customization and differentiation with scale.How can asset managers effectively educate and provide solutions to the wealth channel?What's still missing from private markets solutions for the wealth channel?His views on product innovation, including evergreen funds.Advice John would give to wealth advisors looking to invest in private markets.Thanks John for coming on the show to share your wisdom and expertise on wealth management and 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 Introduction and Message from our Sponsor, Ultimus Fund Solutions01:54 Welcome to Alt Goes Mainstream02:06 Introducing John McArthur03:51 John's Journey into Wealth Management04:23 The Role of Sports in John's Career05:47 Lessons from Big Wealth Management Firms06:21 Krilogy's Growth and Strategy07:25 Challenges and Opportunities in Wealth Management07:36 Private Markets and Customization08:04 Growth Strategies and Quality Control09:29 Client Service and Organic Growth11:26 Differentiating Wealth Management Offerings12:23 Importance of Private Markets13:14 Creating Customized Solutions14:53 Educating Advisors on Private Markets15:54 Volatility and Market Changes17:04 Private Markets in a New Economic Environment17:24 Building a Diverse Private Fund19:50 Client Understanding of Private Markets20:25 Educating Advisors and Clients22:15 Behavioral Bias in Investing23:42 Long-Term Investing Mindset24:08 Compounding and Diversification24:41 Challenges in Advisor Education25:46 Effective Education Strategies27:01 The Role of Storytelling in Education27:22 Future of Education in Wealth Management27:35 Sourcing and Access in Private Markets28:46 Networking and Building Trust29:26 Customization and Differentiation in Wealth Management30:34 Combining Big Brands and Niche Funds31:47 The Importance of Being in the Game32:13 Advice for Wealth Managers32:24 Evergreen Fund Structures33:16 Navigating the Evergreen Environment34:29 Portfolio Construction in Private Markets35:25 Operational Benefits of Evergreen Funds36:05 Model Portfolios in Wealth Management36:53 Favorite and Contrarian Investment Ideas38:49 Real Estate Market Opportunities39:09 Large vs. Niche Real Estate Managers39:52 Conclusion and Final ThoughtsDisclosure from KrilogyInvestments involve risk and unless otherwise stated, are not guaranteed. Past performance is not a guarantee of future results. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

Watch the video version on YouTube.  Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an increasing need for thought leadership to guide investors through the historic and current dynamics of various alternative asset classes. In this episode, Aaron Mulvihill is joined by Kerry Craig and Aaron Hussein, both Global Market Strategists at J.P. Morgan Asset Management. Together, they will delve into the alternative investment industry across different markets worldwide and share valuable insights gathered from clients on the road. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Amid Asia’s surging economic momentum, one city emerges as the region’s financial nerve center: Singapore. As capital flows shift and private markets expand, investors are increasingly turning to this global hub - not just as a conduit, but as a catalyst for opportunity. What lies ahead in this evolving landscape? And how can savvy investors harness Singapore’s strategic edge to unlock the next wave of alternative asset growth across Asia? On Wealth Tracker, Hongbin Jeong speaks with Johnny Adji, Alternatives Investment Leader for Mercer Asia, to find out more. See omnystudio.com/listener for privacy information.

In this episode of Gimme Some Truth, we dive deep into alternative investments—exploring everything from private equity and private debt to real estate, commodities, crypto, and hedge funds. Nate Condon and Clint Walkner from Walkner Condon Financial Advisors explain how access to these investment options has evolved and what individual investors should know before diving in.Whether you're a high-net-worth investor or someone exploring portfolio diversification beyond stocks and bonds, this episode delivers clear explanations and real-world examples to help you understand risks, rewards, and opportunities in today's alternatives landscape.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he's spent in private markets.We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an investment platform that spans strategies across Private Equity, Credit, and Net Lease Real Estate.Steve was the Co-Founder of the Leverage Buyout Group at Goldman Sachs from 1981-1984, where he helped execute over $3B of transactions for Goldman and its clients. He then joined Forstmann Little and Co. as an Associate Partner and General Partner, helping to oversee seven private equity and debt partnerships totaling over $10B in capital.He has since built New Mountain Capital into a leading alternative asset manager that has charted a growth path. Yet the firm has remained true to its roots and mindset of its “family business background,” which has informed how New Mountain has partnered with both GPs and LPs, and it's a DNA that is central to their recent rollout of a wealth solutions business.Steve and I had a fascinating discussion about the evolution of private markets and how to build a leading alternative asset manager that helps build businesses. We covered:How private markets have changed since Steve began in the industry.What it means to build “great businesses.”How the mindset of the “family business background” has helped inform investment strategy and deepening LP relationships.How Steve and New Mountain have navigated scaling the firm while focusing on generating returns for LPs.How New Mountain has approached launching new strategies.The why and how behind launching a wealth solutions business.Thanks Steve for coming on the show to share your wisdom and expertise on 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, Ultimus Fund Solutions01:23 Podcast Theme and Opening02:03 Guest Introduction: Steve Klinsky04:00 Steve's Early Career in Private Equity05:39 The Evolution of Private Equity06:55 Forstmann Little and Co. Experience07:36 Founding New Mountain Capital08:08 New Mountain's Investment Philosophy08:25 Family Business Influences08:56 New Mountain's Cultural Values09:13 Working with Entrepreneurs and Management Teams10:15 Scaling New Mountain Capital13:35 Investment Strategies and Talent14:45 Opportunities and Challenges in Private Equity15:03 Mid-Market Focus and Growth Opportunities16:10 Impact of Industry Growth on Mid-Market Firms16:50 Product Innovation in Private Markets18:40 Synergy Between Investment Strategies20:20 Growth and Future of New Mountain Capital21:10 Engaging the Wealth Channel21:40 Building the New Mountain Brand23:07 New Mountain's Edge and Performance24:20 Engaging the Wealth Channel25:50 Customization and Differentiation in Wealth Management27:17 Strategies for Wealth Channel Engagement27:39 Productization for the Wealth Channel28:05 Industry Evolution and Consolidation28:40 Wealth Channel vs Institutional Channel29:44 Institutional Side of Private Markets29:59 Historical Perspective on Institutional Changes30:47 Challenges and Investment Strategies for the Wealth Channel32:03 Investment Lessons34:48 Common Threads in Successful Investments35:53 Leveraging AI and Technology in Investments37:56 Value Creation in Services Businesses38:42 Effective Value Creation Levers39:38 Growth and Team Building at New Mountain41:04 Starting New Mountain in 199943:00 Navigating Market Turbulence44:57 Private Markets vs Public Markets45:53 Lessons from Private Markets for Public Investors47:47 Importance of Price in Investing49:24 Building a Strong Team50:05 Global Investment Strategies50:47 Future Investment Excitement51:58 Focus on Wealth Channel52:13 Growth in Secondaries and Continuation Vehicles52:42 Industry Evolution and Firm Growth53:11 Conclusion and Final Thoughts  Editing and post-production work for this episode was provided by The Podcast Consultant.

In this What's Next with Aki Anastasiou interview, Altify Founder and CEO Sean Sanders discusses why Altify's alternative investment offerings are a game-changer for South Africans. Sanders is a serial technology entrepreneur with over 15 years of industry experience. He started as an intern at Bank of America Merrill Lynch in 2008, before completing internships at Actis and RMB Private Bank. Sanders then built up an impressive portfolio of experience, having worked as a tech analyst at Sabvest, a portfolio manager at General Pacific Management Services, a fixed-income portfolio manager for Draper Grain Investments, and an investment manager at venture capital firm Knife Capital. He also has several start-ups under his belt, including founding online university application system Application Portal; event-driven proprietary trading firm Sataya; and crypto-asset advisory firm Blocktree Capital. In this interview, Sanders unpacks the Altify platform and highlights its offerings. He explains to viewers what an alternative investment is and how it differs from traditional investment solutions. Sanders then discusses Altify's private credit investment offering. He closes the interview by discussing the minimum amount South Africans can invest with Altify.

Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management, where she oversees $180 billion of alternative investments within the $500 billion managed in J.P. Morgan's $3 trillion private bank. The Private Bank's investment approach resembles that of many institutions, with centralized research, manager selection, and portfolio construction that its financial advisors use in client portfolios. KK has spent her entire career in private wealth at J.P. Morgan, spanning investment functions and global geographies.   Our conversation describes J.P. Morgan's centralized approach to alternative investing for its clients. We cover KK's journey through J.P. Morgan and the evolution of alternatives within the firm. We discuss the allocation strategies for private equity, private credit, real assets, venture capital, and hedge funds, insights from J.P. Morgan's Family Office Report, and the importance of portfolio construction tailored to diverse client needs. KK also shares her thoughts on the democratization of access to private markets, innovations in evergreen fund structures, and the challenges of scaling investment solutions across a global client base.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Welcome back to the Alt Goes Mainstream podcast.Today we sit down with a technology and fund services veteran who has worked with many of the industry's largest asset managers.Cesar Estrada is Private Markets Head at Arcesium, a global financial technology company delivering pre- and post-investment operations and enterprise data management solutions designed to systematize the most complex workflows.Arcesium was built from a platform developed and tested by investment and technology development firm, the D. E. Shaw Group, and launched as a joint venture with Blackstone Alternative Asset Management. J.P. Morgan, another large client, later made a strategic investment in the company, helping Arcesium further its mission: to power the entire investment lifecycle.Cesar is responsible for Arcesium's data management and investment operations technology and services offered to private markets fund managers and investors. Previously, he served as Senior Managing Director and Alternatives Business Head for North America at State Street — a role in which he drove the growth agenda for a business with approximately $1 trillion in Assets Under Administration by leading new product launches, expansion into new client segments, strategic partnerships, and acquisitions. He served on the board of State Street Fund Services Inc. Prior to that, as a Managing Director at J.P. Morgan, Cesar led the Private Equity & Real Estate Funds Services business from launch to $350B AUA.Cesar and I had a fascinating conversation about the impact of technology and automation on private markets. We discussed:What private markets going mainstream means for pre- and post-investment operations.Why alternative asset managers need to have technology solutions to manage, track, and analyze data and workflows if they want to scale.The biggest challenges that alternative asset managers face as they handle the increase in data management, more funds, and more investors.What technology or workflow solutions are still missing.How much AI will impact technology workflows in private markets.Why ABF has become such an important part of the private credit ecosystem.Thanks Cesar for coming on the show to share your wisdom and experience in private markets.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.You can also see a recent Q&A with Cesar on AGM here.If you want to learn how Arcesium is delivering the technological infrastructure required to manage the complexities of asset-based financing, you can download their white paper here and read thoughts on the asset-based finance space from Arcesium's Private Markets Head and industry veteran Cesar Estrada.Show Notes00:00 Introduction and Welcome to the Alt Goes Mainstream Podcast00:39 Guest Introduction: Cesar Estrada02:37 Cesar's Background02:57 Cesar's Career Path03:35 Evolution of Fund Services Industry04:49 Arcesium's Core Competencies05:06 Technology in Private Markets05:27 Arcesium's Joint Venture Origins06:12 Technology Architecture07:11 Client-Centric Ownership Model07:18 Building for the Biggest07:46 Solving Complex Problems08:44 Challenges and Solutions in Data Management10:28 Data Silos in Asset Management10:53 Roadblocks to Technology Adoption11:41 Operations and Technology Bottlenecks12:31 Strategic Imperatives for Growth14:20 Hiring and Strategy in Asset Management15:55 Point Solutions vs. End-to-End Solutions17:27 Role of the CTO18:21 Build vs. Buy Decision19:22 Investment Team's Understanding of Technology19:22 The Impact of AI and Future Innovations20:07 Technology's Leverage for Smaller Firms21:36 Consolidation in Private Markets22:22 Technology for Scaling Firms22:40 Flexibility in Private Markets23:05 Technology in Private Credit and ABF25:35 Volume Problem in ABF25:55 Data Ecosystem in ABF27:10 Wealth Channel and Evergreen Products28:04 Product Innovation in Private Markets28:45 Future of Private Markets30:05 Technology Selection Process30:51 User Experience in Technology31:40 Consumer Experience in Private Markets33:06 Hands-On Technology Evaluation33:42 Reducing Operational Headcount34:02 Gen AI in Asset Management35:33 Future Impact of Gen AI36:20 Marrying People and Technology37:01 Next Phase in Asset Management Technology39:16 Cesar's Personal Investment Views40:40 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant. 

Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect's conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets exposure through a unified managed account (UMA) are now available to advisors.I sat down with Jack Hannah, the President & COO of GeoWealth, and Michael Doniger, SVP, Partnerships at iCapital, to discuss the technology and market structure innovation of the UMA and how private markets can play a role in model portfolios.In this live, unscripted episode, Jack, Michael, and I had a fascinating and lively discussion. We covered:An introduction to the partnership between BlackRock, iCapital, and GeoWealth.Incorporating private markets into UMAs.The private markets integration workflow.Customization and “sleeving” in UMAs.Thanks Jack and Michael for a great episode … looking forward to next month's Monthly Alts Pulse conversation!Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.Show Notes00:00 Introduction and Guest Welcome00:34 Evolution of UMAs in Private Markets01:03 Incorporating Alternatives into UMAs01:32 Private Markets Integration Workflow02:41 Challenges and Solutions in UMA Implementation03:32 Customization and Sleeving in UMAs04:32 Client-Centric Solutions and Advisor Needs05:21 Early Adoption of Private Market Solutions06:17 Building a Robust Model Marketplace08:37 Future of Model Portfolios and UMAs13:10 Post-Investment Processes and Technology14:17 Data Solutions and Performance Reporting15:06 Growth Projections for UMAs and Private Markets16:09 Conclusion and Final Thoughts16:12 Closing Remarks and Thank You

Brian Skrobonja breaks down 11 small business tax tips that could help you keep more of what you earn. He explains how the wealthy leverage these strategies, ways to apply them to your own business, and how being proactive now can save you thousands down the road. Tune in to discover practical steps you can take today to reduce your tax burden, boost your bottom line, and build long-term financial security. Brian starts by revealing how the tax code can be used as a tool to build wealth. According to Brian, the difference between the wealthy and the average American is that the wealthy are more informed about tax-saving strategies. Unfortunately, many business owners treat taxes like a once-a-year nuisance. They write a check and move on.  For Brian, taxes are a bigger expense than rent and payroll--and being informed can mean hundreds of thousands of dollars in your pocket over time. #1 The R&D Tax Credit. Brian explains how this overlooked credit isn't just for tech businesses in Silicon Valley — if you're improving a product, process, or even internal software, you might qualify. #2 The Augusta Rule. Brian reveals how you can rent your own home to your business for up to 14 days a year and not pay a dime in taxes on that income. #3 De Minimis Safe Harbor. Brian shares how to write off things like laptops, chairs, and tools right now instead of dragging those deductions out for years. #4 Qualified Business Income Deduction (QBI). Brian highlights how small business owners operating through a pass-through entity like an S-Corp or LLC can deduct up to 20% of their qualified business income. #5 Bonus Depreciation. Brian explains how business owners can immediately deduct a significant percentage of the cost of qualifying property like machinery, vehicles, furniture, and computer equipment, in the year it's placed into service, rather than spreading the deduction over years through traditional depreciation. #6 Intangible Drilling Costs (IDCs). Business owners in oil and gas can deduct up to 100% of certain drilling expenses upfront, regardless of whether the well is productive. #7 Cost Segregation for Real Estate. Brian breaks down how, for commercial property owners, this strategy is a highly effective tool to accelerate depreciation and create early tax savings.  Instead of depreciating an entire building over the standard 39-year life for commercial real estate, a cost segregation study identifies and reclassifies specific building components, such as HVAC systems, that could be depreciated over a five to 15-year period. #8 Market Value Adjustments for Roth Conversion. Brian explains how doing a Roth conversion when asset values are low can lock in long-term tax-free growth, especially if it's inside a traditional IRA. #9 Build Banking. Brian shares ways to use specially designed whole life policies to create your own private banking system so you can grow wealth tax-deferred and access it tax-free. #10 1031 Like-Kind Exchange. Brian shows how real estate investors can defer capital gains by rolling proceeds into another similar investment without paying taxes. #11 Opportunity Zones. Reinvesting gains into a qualified opportunity fund can help you defer, and possibly erase, capital gains taxes altogether. Brian believes business owners should act fast to take advantage of the tax code. The tax code doesn't reward procrastination. Every day you wait is money left on the table.  Before implementing any of these strategies, always consult your CPA to make sure the structure is appropriate for your business situation.     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.

Connect with Benjamin:https://perchwealth.com/https://www.linkedin.com/in/benjamin-carmona-5a36b532/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Are dentists missing a critical opportunity when it comes to investing in their own technology? Dr. Jeremy Krell, Managing Partner of Revere Partners (the first independent venture capital fund dedicated to oral health) brings his experience from years of building and exiting startups and clinical expertise, and makes a compelling case for why dentists should consider investing not only in their practices, but also in the very tools and technologies they already use! If you like this episode, here are more episodes we think you'll enjoy: Ep #534 - Russ Morgan – Becoming a Better Investor: What to Pay Attention to and What to Ignore Ep #529 - Dr. Peter Dinh – Unlocking Peak Performance – A Dentist's Guide to Health, Productivity, and the Entrepreneurial Mindset Check out the show notes for more information! P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you'd like to replace your active practice income with passive investment income within 2-3 years, and you have at least 1M in available capital (can include residential/practice equity or practice sale), then schedule a call with my team. If it looks like there is a mutual fit, you'll have the opportunity to attend one of our upcoming member events as a guest. 2. Become a Full-Cycle Investor: There are many self-proclaimed genius investors today who think everything they touch turns to gold. But they're about to learn the hard way what others have gained through “expensive” experience. I'm offering a free report on how to become a full-cycle investor, who knows how to preserve and grow capital in Up and Down markets. Will you be prepared when the inevitable recession hits? Get your free report here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Unlocking Private Market Potential: Key Insights from Jim Dowd of North Capital   Jim Dowd, CEO of North Capital, brings four decades of experience across the sell-side and buy-side to my discussion with him on a topic top of mind for commercial real estate sponsors and investors: how to navigate a rapidly shifting capital landscape where regulation, liquidity, investor behavior, and macro volatility collide.   Here are the key insights from our conversation – designed specifically to you make better, more informed investment decisions in today's market.   1. Private Markets Are Growing — But Liquidity is the Blind Spot Jim sees a long-term, secular shift from public to private markets. This trend has been driven by: Rising regulatory costs of public capital raises Falling costs and barriers to entry in private placements Broader investor access due to reduced minimums (from $250K+ to $10K–$20K) But here's the warning: private securities still lack liquidity. Investors participating in these syndicated deals should recognize that they are locked in, sometimes for years, with no clear exit.   “It's like three guys trying to run through a door at the same time – when everyone wants out, they can't.”   Solution: Jim's firm has built an Alternative Trading System (ATS) to create secondary markets for private securities, a concept CRE sponsors might want to look at. While not yet equivalent to public exchanges, these platforms offer an emerging way to address investor liquidity concerns and could give forward-thinking sponsors a competitive edge.   2. Don't Be Fooled by the Illusion of Diversification Many sponsors pitch private equity real estate as an uncorrelated asset class, perfect for diversifying out of stocks and bonds. Dowd challenges this narrative.   “In a crisis, all risk assets tend to correlate. The illusion of diversification is mostly due to slow re-pricing in private markets.”   Takeaway: Sponsors should be transparent with LPs. While real estate is a solid long-term asset, it's not immune to systemic shocks. Treating it as a diversification tool must come with proper liquidity and risk disclosures.   3. Risk Has Moved From Banks to Private Markets Jim argues that the risk which once destabilized the banking sector during the GFC has now migrated to private markets. The positive spin: these markets are mostly backed by equity, not federally insured deposits, reducing systemic risk.   Investors (LPs) should understand that the margin for error in private real estate has shrunk. Mispricing risk in this environment is more likely to catch up with you, especially in a rising rate context.   4. The 10-Year Treasury: The Most Important Metric in CRE Jim highlights the 10-year Treasury yield as the single most important signal CRE sponsors should track.   Why?   “A 6% cap rate in a 2% Treasury environment is fundamentally different than the same cap rate in a 4.5% Treasury world. That delta blows up every underwriting model.”   Cap rate spreads are compressing. And yet, many sponsors haven't recalibrated assumptions.   Jim's advice: treat macro indicators like interest rates and liquidity conditions as core components of your investment thesis, not just afterthoughts.   5. Investor Behavior Has Changed: Active Risk is Now in Private Markets Jim sees a structural shift in how investors approach risk: Liquid portfolios (ETFs, mutual funds) are increasingly passive and macro-driven. Private investments, including real estate, are now where most investors take active risk. For sponsors, this has profound implications: Investor trust and manager selection matter more than ever. Sponsors must demonstrate operational excellence and a clear, differentiated strategy. Geographic proximity still matters. Many large managers raise capital locally. Relationships built within a 100-mile radius still drive much of the private capital flow. 6. On Crypto and Tokenization: Don't Confuse the Two North Capital does not allocate to crypto but Jim is bullish on blockchain infrastructure for private markets, especially tokenization.   “Blockchain could enable scalable, transparent, and low-cost transactions for private securities – if regulators allow it.”   Tokenization may hold long-term promise for CRE sponsors looking to expand liquidity, access global investors, and reduce friction. But the infrastructure and regulatory frameworks are still evolving.   7. Investor Advice: Time in the Market Beats Timing the Market Jim's advice to investors (including his own son) is simple: don't try to time the market. Instead: Keep short-term money in treasuries or cash equivalents Deploy long-term capital systematically over a 3–12 month window Accept volatility as the price of long-term outperformance For sponsors, this means messaging matters. Emphasize long-term fundamentals over short-term fear. Help investors contextualize volatility and maintain confidence in your strategy. 8. Watch for These Signals: What Could Change the Outlook Jim tracks two key macro indicators to signal inflection points: The 10-Year Treasury yield (as mentioned above) Capital flows in public markets – a pullback here could foreshadow slower fundraising in private markets. Beyond markets, two external shocks could force sponsors to reevaluate assumptions: A geopolitical crisis (India–Pakistan tensions, Middle East escalation, Ukraine/Russia fallout) A surprise inflation spike, particularly driven by tariffs, energy, or trade policy shocks Investors need to ask: “Can my portfolio withstand a 30–40% drawdown without breaking my long term plans?”  If the answer is no, you have too much exposure to risk and should dial back.   Final Takeaway for CRE Sponsors Jim Dowd's insights are a timely reminder that capital formation in private real estate markets is entering a new phase – defined by rising macro uncertainty, evolving liquidity expectations, and heightened investor scrutiny.   Sponsors who embrace transparency, align offerings with institutional risk frameworks, and prepare for greater regulatory and market sophistication will be best positioned to lead, and raise, in this new environment.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

Mutual Funds are often seen as the McDonalds of the investment world. They are ubiquitous and convenient, and yet, they are seen to lack the prestige of a fine dining experience aka Private Equity et al. In this episode, we take on the big question: Are mutual funds only for the salaried middle class, or is there a bigger story here? Deepak and Shray dive deep into the history and perception of mutual funds, from their once-exclusive status to becoming the go-to vehicle for SIPs and forced savings.  But why don't you hear family offices or the ultra-wealthy proudly boasting about their mutual fund holdings? We explore this through the lens of economic class distinctions (India A, B, and C) and unpack how perceptions of exclusivity and quality affect investment choices. Whether you're planning for retirement, your child's education, or just wondering if your portfolio is too “plain vanilla,” this is a conversation that will make you rethink how you view mutual funds. -- 0:00 – Intro 3:29 – Choosing Exclusivity Over Simplicity 7:34 – Volatility Laundering 20:32 – Liquidity in University Endowment Funds 31:49 – Alternative Investments 38:58 – Mutual Funds vs Other Investments 44:12 – Why not hire a personal fund manager? 48:04 – Advantages and Disadvantages of Mutual Funds 1:12:26 – Use cases for Mutual Funds 1:22:41 – Who are Mutual Funds not for? -- More about us: https://cm.social/pms Connect with us : https://cm.social/pms-connect Deepak's Twitter: @deepakshenoy Shray's Twitter: @shraychandra Capitalmind Twitter: @capitalmind_in

Send us a textIn this episode, we discuss the growing opportunities emerging from the wave of baby boomers retiring and selling their businesses. The conversation focuses on how multifamily offices specialize in tax planning, exit planning, and alternative investments to help families redeploy capital after years of building and growing their wealth.We explore the shift away from public market investments and the increasing appeal of the lower middle market in private equity. With valuations significantly lower than those in the public markets, companies with strong cash flow and growth potential are proving to be compelling investment opportunities. The episode also highlights how firms source deals through strategic partnerships with specialists in sectors like defense, cybersecurity, and AI, offering clients access to diversified investment opportunities that would typically require much larger capital.Tune in for valuable insights into alternative investing, private equity strategies, and how multifamily offices are navigating the evolving landscape of family wealth management.

Join us as we explore the differences between investing in traditional and alternative investments for your retirement, including what they are, how they work, and which might be right for your investment goals.

Kim Flynn, President of XA Investments, discusses her 25-year career in asset management, focusing on alternative investments. She highlights the challenges faced during the 2008 financial crisis at Nuveen Investments, where she refinanced $15 billion in frozen auction rate securities. Flynn explains the structure and benefits of closed-end funds, particularly interval funds, which offer periodic liquidity. She details XA Investments' three SEC-registered closed-end funds with $900 million in assets, emphasizing private credit strategies with yields ranging from 9% to 15%. Flynn also explores the potential of alternative investments like farmland, infrastructure, and crypto, noting their role in portfolio diversification and income generation. Note: this episode contains general information only and is not financial or investment advice. Please let Gene know your thoughts on this episode by emailing him at contact@economicsexplored.com.About Kimberly Ann FlynnKimberly Ann Flynn is a President at XA Investments. She is a partner in the firm and responsible for all product and business development activities. Kim is responsible for the firm's proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63 and 24 licensed.Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset-raising activities through the development of new, traditional and alternative investment funds, including CEFs, ETFs, UITs and commodity pools.Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley's Investment Banking Division (1999-2002) in their Chicago office. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar finalist and the first recipient of the Paul F. Conway Award, given to a senior in the Department of Finance who embodies Notre Dame's tradition of excellence and who enriches the ideals of the university.Kim was recently selected to serve on the Notre Dame Wall Street leadership committee. She also serves on the board of the Women in ETFs Chicago chapter as Head of the Mentorship Committee and on the advisory board of Youth Guidance's Becoming A Man program. She is an active member of the University Club of Chicago and the Harvard Club of New York City, where she conducts regular business. Kim and her family - husband, Leo; son, Teddy; and daughter, Rose - live in Lincoln Park.TimestampsIntroduction (0:00)Kim Flynn's Career Journey (3:09)Experience During the 2008 Financial Crisis (4:41)Development of New Financial Products Post-Crisis (7:17)Understanding Closed-End Funds and Interval Funds (8:48)Investment Strategies and Alternative Assets (21:01)Energy Investments and ESG Considerations (29:02)Gold, Crypto, and the Role of FinTech (31:36)Evaluating Asset Managers and Investment Strategies (35:03)Investment Outlook and Market Dynamics (47:07)TakeawaysAlternative Investments Offer Diversification: Kim Flynn explains that alternative investments, including real estate, private credit, and farmland, provide diversification benefits, reducing reliance on traditional stocks and bonds.Liquidity Management is Crucial: Interval funds allow limited liquidity for investors, making them suitable for illiquid asset classes like private equity and real estate.Lessons from the 2008 Crisis: Kim shares her experience during the financial crisis, where she managed funds impacted by frozen liquidity, highlighting the importance of flexibility and innovation.Private Credit and Farmland Are Popular: Kim notes that private credit and farmland investments have seen significant interest due to their yield potential and inflation protection.Understanding Liquidity Premiums: Kim emphasizes that investors should seek a 300-400 basis point premium for illiquid investments compared to equivalent public market assets.Links relevant to the conversationKim's bio on the XA Investments website:https://xainvestments.com/team/US Treasury webpage on the Troubled Asset Relief Program (TARP):https://home.treasury.gov/data/troubled-asset-relief-programLumo Coffee promotion10% of Lumo Coffee's Seriously Healthy Organic Coffee.Website: https://www.lumocoffee.com/10EXPLOREDPromo code: 10EXPLORED Full transcripts are available a few days after the episode is first published at www.economicsexplored.com.

#73: Welcome back to the Lenders playbook Podcast Episode... 73! Today we have Ryan Hughes and Ryan is on a mission to empower self-directed retirement investors to take control of their financial future. At NRL, he leads a team that delivers innovative, IRS-compliant non-recourse lending solutions, helping clients diversify into real estate, startups, and other high-potential opportunities — all while protecting their retirement accounts. Ryan is he's opening doors to a whole new world of retirement investing. Whether you're an investor hungry for growth or a partner ready to collaborate, this episode is packed with insights you don't want to miss. Tune in now and get inspired to unlock the full potential of your retirement funds!Lets go

Alternative investments are surging in popularity, but how do distributors, asset managers, and advisors adapt? While the appetite for alternatives continues to rise, education remains one of the biggest hurdles to widespread adoption. Managing alternatives requires more than just a basic understanding. It demands deep, specialized expertise. Despite significant investments in training and educational initiatives, the need for deeper expertise remains critical. In this episode, Jack Sharry talks with Neil Bathon, Managing Partner at FUSE Research Network, about the latest trends in alternative investments. Neil shares insights from FUSE's recent study on alternative distribution, diving into key findings on education gaps, sales strategies, and the importance of partnerships in alts adoption. In this episode: (00:00) - Intro (01:47) - About FUSE Research Network (04:54) - FUSE's alts distribution research findings (06:09) - The importance of education in alts adoption (07:38) - Neil's advice for firms entering the alts market (09:04) - Why partnerships are critical (11:33) - How alts can be incorporated into asset allocation (12:58) - Managing client expectations (16:48) - Neil's recommendations for investing in alts (19:18) - How alternative assets benefit distributors, advisors, and asset managers (20:00) - Neil's key takeaways (21:13) - Neil's interests outside of work Quotes "Distributors are making clear that despite many educational initiatives for years, some of these traditional firms have big institutes or universities specifically to help bring advisors along, but there's still an enormous need for additional education." ~ Neil Bathon "Some of these alternatives can get very complicated. You need to make a significant investment in educating your sales team and your marketing team. You really have to back them up with specialists who can go this third, fourth, or fifth level deep." ~ Neil Bathon "Partnership of some form is the way to go for most firms if they're not already firmly in the alternative business." ~ Neil Bathon Links  Neil Bathon on LinkedIn FUSE Research Network Apollo Global Management KKR Ares Management Blackstone Franklin Templeton Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry.We sat down at Goldman Sachs' 200 West office with Kyle Kniffen to discuss the evolution of the firm's work with the wealth channel and how an intensified focus on private markets is helping to drive the firm's strategic imperatives in asset and wealth management.Kyle is a Managing Director, Global Head of Alternatives, Third Party Wealth, at Goldman Sachs, which has over $500B of AUM in private markets. He's responsible for the distribution of both Goldman Sachs private markets products and third party products to the wealth channel.Kyle and I had a fascinating conversation about the most pressing trends and questions in private markets. We discussed:How lessons learned from traditional asset management have helped Goldman with its private markets business.The benefits of a broad platform when it comes to helping the wealth channel navigate private markets.Why advisors should integrate private markets solutions.How to build a wealth channel business.How to think about evergreen funds versus closed end funds.The next innovation in productization.Why co-investments are becoming more popular with the wealth channel.Are evergreen funds here to stay?Thanks Kyle for coming on the show to share your wisdom and expertise.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.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 Notes00:42 Introduction to the Podcast and our Guest02:00 A message from our Sponsor, Ultimus Fund Solutions04:06 Kyle's Background and Journey04:18 Wealth Channel Strategies and Insights05:06 Goldman's Heritage in Private Markets05:28 Client Demand for Thought Partnership06:13 Public Markets Perspective07:07 Consultative Sales Approach07:21 Lessons from Institutional Segment09:05 Quality of Investment Flow10:51 Serving the Third Party Wealth Channel12:53 Client Segmentation and Customization15:16 Global Reach and Relationship Building22:43 Product Innovation and Future Trends27:12 Balancing Client Needs in Alternative Investments27:47 Who Should Invest in Alternatives?28:36 Asset Liability and Liquidity in Investment Strategies29:28 Technology Innovations in Private Markets30:00 Exciting Progress in Alternative Strategies30:46 Transparency and Communication in Investments31:14 The Puzzle of Private Market Structures31:54 Post-Sale Transparency and Investor Experience33:27 Engaging Clients Through Brand and Marketing35:37 Customization in Wealth Management37:24 Educating Advisors on Private Markets37:47 Delivering Unique Insights and Education39:01 Goldman Sachs Investment University41:09 Lessons from ETFs and Mutual Funds41:54 The Importance of Performance and Education43:11 Tools for Advisors and Real-Life Applications44:06 Understanding Private Markets' Impact on Portfolios47:19 Excitement Around Private Equity Secondaries49:02 Advisors' Interests in Tax-Advantaged Strategies49:47 The Role of Liquidity in Private Markets50:35 The Importance of Scale in Private Markets51:38 Future of Private Equity Secondaries52:14 The Permanency of Secondary Markets52:52 Conclusion: The Benefits of a Global Platform Editing and post-production work for this episode was provided by The Podcast Consultant.

Sandhya Seshadri is the founder of Engineered Capital, a firm focused on helping professionals grow their wealth through commercial real estate and alternative investments. With a background in engineering, an MBA in finance, and a successful career in stock trading, she became financially independent before shifting her focus to real estate. Since 2018, Sandhya has been an active multifamily syndicator and passive investor in multiple asset classes including oil & gas and tech funds, bringing her analytical skill set and passion for tax-efficient investing to her growing investor community.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Sandhya began investing in stocks but transitioned to real estate for better tax advantages and cash flow. She started as a passive investor in multifamily before becoming an active general partner. Rising interest rates reshaped her strategy, leading her to explore oil & gas and technology funds. Passive investing offers the ability to leverage other people's expertise while generating income and appreciation. Asset class diversification and risk tolerance should drive investment decisions, not just projected returns.     Topics From Engineering to Investing Started in corporate America but pursued investing to achieve financial independence. Learned to trade stocks and used that income to replace her W-2 job. Discovered real estate as a tax-advantaged strategy after hitting a tax ceiling with stock gains. Why Multifamily and Syndications Skipped single-family due to lack of appreciation and headaches from managing tenants and maintenance. Multifamily appealed due to professional property management, scalability, and the ability to raise capital from investors. Took the “passenger to pilot” approach—starting as an LP, then a co-GP, and finally a lead GP. Shifting the Strategy: From CRE to Alternatives Rising interest rates, property taxes, and insurance costs eroded multifamily cash flow. Pivoted to alternative investments that better suited current market conditions. Launched tech fund offerings for high-upside, long-term appreciation plays. Invested in oil & gas deals offering strong tax advantages and predictable cash flow backed by mineral rights. Carefully vets all deals personally before introducing them to investors. Oil & Gas Investing Explained Buys into mineral rights after oil is confirmed, reducing drilling risk. Returns often include 80% year-one depreciation via K-1 and cash flow within 24 months. No depreciation recapture and potential for 2.5–3x returns over a 7-year period. Great option for high-income professionals seeking tax relief and diversification. Investor Education and Risk Management Every asset class has its risks—invest small first, understand the model, and scale gradually. Focus on understanding the operator, the assumptions behind returns, and aligning with your personal goals. Diversify across asset types, hold periods, and cash flow profiles.    

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with a wealth channel veteran who has an innate and developed view of working with wealth.We sat down in the studio with Adam Bobker. Adam joined Fortress Investment Group in 2022 to build out their wealth business as Managing Director, Global Co-Head of Private Wealth Solutions. He oversees strategy, distribution, marketing, product development, and client management activities across Fortress' investment programs.Prior to joining Fortress, Adam was a MD and Head of the Private Wealth Advisory Group at BlackRock, where he spent 22 years. He led a team focusing on private wealth management and institutional consultant channels, as well as business development for BlackRock's hedge fund, private equity, private credit, and real asset platforms.Adam and I had a fascinating conversation about how to build a wealth solutions business. We discussed:The entrepreneurial nature of building a business for the wealth channel.Lessons that can be learned from other industries.Why selling into the wealth channel is like being a doctor.Why understanding the DNA of an asset management firm matters when building a wealth solutions business.What Adam looks for in a successful distribution professional and when building a distribution team.How to create scalability and leverage with a distribution team.How to structure products for the wealth channel.How to get into model portfolios.Thanks Adam for coming on the show to share your wisdom and expertise in private markets and wealth management.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.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.Show Notes00:00 Introduction to our Sponsor, Ultimus Fund Solutions01:23 Podcast Theme Song02:01 Introduction to Today's Guest: Adam Bobker02:40 Building a Wealth Solutions Business03:40 The Importance of Client Relationships04:09 Understanding Client Needs05:10 Evolution of Wealth Management07:04 The Role of Education in Wealth Management07:14 Innovative Investment Structures08:22 Model Portfolios and Custom Solutions13:05 Strategic Partnerships in Wealth Management17:30 The Importance of Technology in Wealth Management18:18 Adam's Transition to Fortress18:36 Building a Wealth Business at Fortress19:00 Innovative Strategies at Fortress20:13 Focus Areas for Fortress Wealth Business21:22 Evergreen Structures in Wealth Management22:08 Advisor Psychology and Evergreen Structures23:57 Suitability of Strategies for Evergreen Funds25:14 Managing Evergreen Funds27:12 Opportunities in Real Estate Credit27:55 Investor Hesitation and Education28:03 Immediate Exposure with Semi-Liquid Funds28:33 Are Evergreen Structures Better for Investors?28:39 The Future of Investment Strategies28:57 Industry Flows and Semi-Liquid Funds29:20 Impact on Alternative Asset Management29:29 Consolidation and Strategy Expansion29:58 Focus on Whole Portfolio Delivery30:31 Building a Strong Team31:17 Consultative Sales Approach31:56 Effective Communication in Wealth Management32:58 Importance of Brand in Asset Management33:38 Client Experience and Technology Providers34:03 In-House vs. Third-Party Services36:34 Mainstreaming Private Markets37:24 Commitment to Wealth Channel39:11 Transforming Investment Strategies39:50 Art and Science of Portfolio Construction42:08 Transparency and Liquidity in Private Markets43:05 Product Innovation and Asset Liability Mismatch45:45 Evergreen vs. Closed-End Funds47:27 Evolution of Fund of Funds Business48:22 Wealth Platforms and Private Markets49:51 Convergence of Institutional and Wealth Management51:10 Future of Alternative Asset Management51:54 Fee Compression in the Industry53:07 Raising Allocation to Alternatives55:14 Innovative and Pioneering Strategies Editing and post-production work for this episode was provided by The Podcast Consultant.

The World's #1 Personal Development Book Podcast!  In today's episode, we have the pleasure to interview Jake Claver, author of Wealth in Numbers: How to Syndicate Private Investment Deals for Passive Income and Financial Freedom.Jake is a distinguished leader in the family office space, a keynote speaker, and a performance expert. As Managing Director of Digital Ascension Group, he serves high-net-worth and ultra-high-net-worth families with customized investment strategies. He also leads Syndicately, a cutting-edge SPV investment management platform helping others syndicate private deals with clarity and compliance.Jake's expertise spans traditional finance, DeFi, blockchain technology, and wealth preservation. He's helped reimagine dozens of family offices, building investment vehicles that are digitally savvy, AI-enhanced, and authentically anti-fragile. With multiple certifications and over a decade of experience, Jake is a recognized voice in both finance and Web3 innovation.In this episode, you'll learn how syndications and SPVs really work, why this investment vehicle is becoming more accessible to everyday investors, and how to leverage your network to create long-term wealth. Jake also shares what it means to build anti-fragile portfolios, how to delegate and scale with purpose, and why digital mentorship through books has shaped his entrepreneurial mindset.We hope you enjoy this incredible conversation with Jake Claver.To Learn more about Jake and buy his book follow the links below:The Book: https://a.co/d/8t1YM6NWebsite: https://www.jakeclaver.com/https://www.syndicately.com/https://www.digitalwealthpartners.net/https://www.digitalfamilyoffice.io/Chapters: 1:58 – The Story Behind Jake and His Book 4:44 – Why Alternative Deal Types Matter in Investing 7:07 – Building a Great Team & Scalable Systems 8:21 – Learning to Delegate & Embracing Imperfection 9:50 – Taking a Small Piece of a Big Pie 11:02 – Mentorship: Learning from Experience & Books 16:13 – What Is an SPV? Structuring Alternative Deals 19:33 – Building Business Relationships Online 21:32 – Alternative Investments & Finding Jake's Book 23:31 – Your Network Is Your Net Worth 25:36 – Book Rec: “Buy Back Your Time” & Audiobooks 26:23 – The Power of Consistent Social Media Presence________________________________________________Join the world's largest non-fiction Book community!https://www.instagram.com/bookthinkers/The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers)If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!

It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies, due to high investment minimums and a high level of complexity. But that's changing, with more investment options becoming available for individual investors like you and me. On this episode, Aaron Mulvihill is joined by Jed Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management, to talk about the alternatives market landscape and how the industry is evolving. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who is an expert on the RIA market and the wealth management business model.We talk with Karl Heckenberg, the President & Managing Partner of Constellation Wealth Capital, an investment firm that recently closed on a $1B debut fund dedicated to providing differentiated, long-term capital solutions to well-positioned independent wealth management firms in the $8T and growing wealth management sector.Karl's deep experience in wealth management as both an investor, from his time as the CEO of Emigrant Partners and its affiliated company, Fiduciary Network, and time on the advisor side at Merrill Lynch, A.G. Edwards & Sons, Wells Fargo, and Charles Schwab, puts him in a position to understand the inner workings of wealth management businesses. He's also sat on the boards of Sarasota Private Trust Company, New York Private Trust Company, and Cleveland Private Trust Company, and is currently on the board at Alternative Fund Advisors.CWC has made investments into some of the industry's leading wealth management firms, including AlTi Global, Cresset Partners, AlphaCore, Lido, and others.Karl and I had a fascinating conversation about the evolution of the wealth management industry and why it's become such an attractive investment opportunity. We discussed: The intricacies of business growth and serving clients.Why private markets are such a critical component to differentiating a wealth management firm.Why we'll see a $1T independent wealth management business in the coming years.The parallels between the business evolution of alternative asset managers and wealth managers.Thanks Karl for coming on the show to share your wisdom and expertise at the intersection of wealth management and private markets.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.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 Introduction to our Sponsor, Ultimus Fund Solutions01:18 Podcast Opening Theme01:57 Introduction to Today's Guest: Karl Heckenberg03:57 Karl Heckenberg's Background and Career Journey06:10 Early Days of Wealth Management07:41 Post-GFC Evolution of RIAs08:59 Understanding the Independent Wealth Management Space10:15 Growth and Scale in Wealth Management12:17 Challenges and Opportunities in Wealth Management15:02 Importance of Client Experience19:34 Investment Strategies in Wealth Management20:07 Ownership and Equity Distribution20:54 Minority vs. Control Investments23:08 M&A in Wealth Management23:23 High-Quality Firms and Client Experience23:59 Capital Needs and Growth24:55 Advisory Services and Value Addition25:32 Comparisons with GP Stakes27:39 Durability and Resilience of Wealth Management Firms29:08 Exit Strategies and Public Market Potential29:40 Valuations and Capital Providers31:46 Future of Public Market Exits34:24 Compounding Growth and Returns35:05 Distribution and Liquidity35:34 Investment Grade Assets and Equity Returns35:47 Answering Key Investment Questions36:38 Investor Concerns and Market Dynamics36:59 Investment Buckets and Flexibility37:25 Private Wealth vs Institutional Investors38:02 Network Effects and Synergies38:27 Hesitations and Value Add of Constellation39:13 Collaborative Best Practices39:43 LP Side and Fundraising Timing40:08 Understanding the Wealth Channel40:24 Retail Distribution and Success Strategies41:05 Product Structuring and Client Diversification41:19 Impact of Technology on Wealth Management42:26 Importance of Private Markets Knowledge43:44 Diversification and Institutional Approach44:52 Challenges and Opportunities in Private Markets46:20 Advisors' Education and Differentiation48:26 Balancing Customization and Scalability49:32 Operational Efficiency and Retail Products51:16 Listening to Wealth Channel Needs51:30 Yield-Oriented Products and Diversification53:28 Educational Resources and Client Engagement54:14 Growth of Wealth Channel and Private Equity55:50 Consolidation and Future of Wealth Space58:35 Succession Planning and Client Experience01:04:37 Future of Wealth Management and Private Markets01:06:05 Closing Thoughts and Future Predictions Editing and post-production work for this episode was provided by The Podcast Consultant.

In this episode of Retire with Style, Dr. Wade Pfau and Dr. Alex Murguia explore the evolving world of alternative investments and their potential role in retirement planning. They discuss the concept of "Winning the Loser's Game"—emphasizing the value of steady, disciplined strategies over high-risk maneuvers—and examine how alternatives like cryptocurrencies, private equity, and hedge funds may fit into a well-structured retirement portfolio. The conversation covers what it means to be an accredited investor, common misconceptions about alternative assets, and the importance of liquidity and regulatory oversight. They also touch on how current market dynamics are making these investments more accessible to individuals. Plus, they answer a listener question about spousal benefits under Social Security, offering practical guidance for those planning around them. Listen now to learn more!   Takeaways Alternative investments can enhance portfolio diversification. The concept of 'Winning the Loser's Game' applies to investing strategies. Community engagement can be fostered through shared interests like pickleball. Understanding the role of alternative investments is crucial for informed decision-making. Not all alternatives are suitable for every investor's portfolio. The definition of alternatives is broad and includes various asset classes. Investors should be cautious of the hype surrounding alternatives. Higher returns are often touted as a benefit of alternative investments. Inflation hedging is a key reason for considering alternatives. Access to alternative investments is becoming more democratized. Cryptocurrencies, especially Bitcoin, are seen as alternatives to traditional assets. The future of investing is evolving, with more access for household investors. Accredited investor status is crucial for accessing certain investment opportunities. Many misconceptions exist about the risk and accessibility of alternative investments. Liquidity versus illiquidity is a key consideration in alternative investments. Market dynamics are changing, making alternatives more relevant now. Technological innovations are democratizing access to alternative investments. Investors should assess their portfolios for potential returns in alternatives. Regulatory oversight is important for ensuring the safety of investments. Understanding Social Security benefits is essential for retirement planning.   Chapters 00:00 Introduction to Alternative Investments 02:57 The Concept of Winning the Loser's Game 06:09 Engaging the Community with Pickleball 08:58 Understanding Alternative Investments 12:05 Defining Alternatives in Investing 15:03 The Appeal of Alternative Investments 19:33 Exploring Cryptocurrencies and Their Unique Position 22:01 The Evolution of Alternative Investments for Household Investors 24:40 Understanding Accredited Investor Status and Its Implications 31:07 Debunking Myths About Alternative Investments 41:07 Why Now is the Time to Consider Alternatives 45:17 Listener Question: Social Security Spousal Benefits   Links The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Patrick Grimes, founder and CEO of Passive Investing Mastery, to explore the world of alternative investments and the power of non-correlated asset classes. Patrick shares his personal journey from mechanical engineering to entrepreneurship, explaining how his quest for financial security and time freedom led him to specialize in strategies outside of traditional markets. The conversation dives into litigation finance, risk mitigation, and the importance of portfolio diversification. Patrick highlights how defining your personal ‘why' can shape long-term investing decisions and drive personal growth while building a more secure financial future.Key Highlights:- Alternative investments, such as litigation finance, offer returns independent of stock market volatility.- Patrick Grimes transitioned from engineering to finance after recognizing the limitations of traditional investments.- Diversification across non-correlated assets enhances financial stability and protects wealth.- Investing shouldn't compromise personal values—particularly family and time freedom.- Financial education and clarity around your ‘why' are essential to mastering passive investing.Patrick Grimes brings a fresh perspective on building wealth through alternative investing strategies. His emphasis on education, risk mitigation, and financial independence serves as an inspiring blueprint for investors looking to step outside the traditional markets. Whether you're new to investing or looking to level up your portfolio, this episode is a must-listen for anyone serious about long-term financial security.Get in touch with Patrick:Website: https://passiveinvestingmastery.com/LI:  https://www.linkedin.com/in/patricksgrimes/ LI: https://www.linkedin.com/company/passiveinvestingmastery/FB: https://www.facebook.com/PassiveInvestingMasteryIf you want to know more about Dr. Jason Balara and the Know your Why Podcast:⁠⁠https://linktr.ee/jasonbalara⁠⁠  Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠Artist:⁠⁠ http://audionautix.com/

Welcome to the 15th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.We were live from iCapital Connect's conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets exposure through a unified managed account (UMA) are now available to advisors.I sat down with Lawrence Calcano, the Chairman & CEO of iCapital and Jaime Magyera, Managing Director, Co-Head of US Wealth Business, Senior Sponsor for Retirement Business, BlackRock, to discuss the details on their partnership and why a UMA that integrates both public and private market investments for wealth advisors is the next phase of adoption of private markets by the wealth channel.In this live, unscripted episode, Lawrence, Jaime, and I had a fascinating and lively discussion. We covered:An introduction to the partnership between BlackRock, iCapital, and GeoWealth.Current challenges advisors face when allocating to private markets.Why customization and scalability matters.The market structure evolution.The future of public-private models.Thanks Lawrence and Jaime for a great episode … looking forward to next month's Monthly Alts Pulse conversation!

Send us a textIn this episode, several industry leaders share insights into their current investment strategies and where they are focusing their capital and energy. They discuss a wide range of sectors, from real estate to alternative investments, AI, and cutting-edge technologies like drones, flying cars, and quantum computing.One panelist highlights his "old school" approach of buying individual stocks and focusing on dividend-paying companies, such as UPS, while another cautions about niche alternative investments and emphasizes the importance of due diligence. Another investor shares how they are involved in philanthropy and real estate, particularly focusing on value-add opportunities in student housing and apartment buildings.A real estate investor emphasizes basis-conscious buying, prioritizing location, and avoiding development in uncertain markets. Meanwhile, others discuss emerging trends in AI, satellite technology, vertical takeoff and landing (eVTOL) aircraft, and quantum technology.The panel also explores how innovations in AI are shaping industries, the future of autonomous vehicles, and the rapidly growing need for infrastructure to support technologies like generative AI. With diverse perspectives from across sectors, the panel sheds light on the trends to watch in the coming months, including the impact of rising interest rates, AI-driven innovations, and the exciting future of autonomous vehicles and drone technology.

The term alternative investments refers to investment opportunities that the financial regulators want to preserve for financial elites and protect from the average “retail investor” like you and me. They're investments like venture capital, private equity, and hedge funds. They're too sophisticated for individuals who are not “accredited”. These potentially high-yielding investments must be fenced off from broad accessibility. Too risky for the plebes.But, despite the regulators, financial markets are evolving to make alternative investments more accessible, liquid, and tailored to individual investors. How do you design products that combine institutional sophistication with retail access—without compromising on structure, performance, or trust? Through customer-centric design: knowing customers well and giving them access to products that meet their needs and give them new choices.In this episode of the Value Creators Podcast, Hunter Hastings talks with Kim Flynn, President of XA Investments, a pioneer in private market innovation and product design. Kim shares how her firm is breaking down barriers in the investment landscape, from new fund structures to investor education and cutting-edge indexes. Key insights include:• Why the term “alternatives” is evolving into a broader concept of private markets.• How products like interval funds and tender offer funds balance liquidity and long-term investing.• The importance of demand-focused product design and timing innovation to market needs.• How educational tools like the XAI Interval Fund Index create transparency and drive adoption.• Why creativity, empathy, and structured iteration are critical in financial product innovation.Whether you're an investor looking to access private equity or a product builder seeking to serve new markets, this episode provides a playbook for innovation at the intersection of finance, entrepreneurship, and education.Learn how venture-mode creativity is coming to financial markets—and how the next generation of investment products will empower everyone.

In this conversation, John Harcar and Alden Guajardo discuss alternative investment strategies, focusing on the niche of manufactured housing. Alden shares his journey in real estate, the dynamics of the Arizona market, and the importance of diversifying investment portfolios. They explore the challenges of affordable housing and the opportunities available in mobile home investments, emphasizing the need for innovative financing strategies and the potential for high returns in this overlooked asset class.   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   —--------------------

Send us a textIn this episode, several industry leaders share insights into their current investment strategies and where they are focusing their capital and energy. They discuss a wide range of sectors, from real estate to alternative investments, AI, and cutting-edge technologies like drones and flying cars.One panelist highlights his "old school" approach of buying individual stocks and focusing on dividend-paying companies, such as UPS, while another cautions about niche alternative investments and the importance of due diligence. Another investor shares how they are involved in philanthropy and real estate, particularly focusing on value-add opportunities in student housing and apartment buildings.A real estate investor shares how they prioritize basis-conscious buying, emphasizing location and avoiding development in uncertain markets. Meanwhile, others discuss emerging trends in AI, satellite technology, and the growing field of vertical takeoff and landing (eVTOL) aircraft.With such diverse perspectives, the panel sheds light on what's happening across industries and what trends to watch in the coming months, including the impact of rising interest rates, the potential of AI-driven innovations, and the exciting future of autonomous vehicles and drone technology.-----------------------------------------------------------------------------------If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.com

Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

Join David Bodamer, Editorial Director at WealthManagement.com, and his guest, Brad Walker, Co-President at CAIS, as they delve into the transformative landscape of alternative investments.  Discover why independent wealth managers and RIAs are increasingly incorporating alts into client portfolios and the innovative trends making this possible. Highlights from this episode include: The growth and evolution … Read More Read More

Meet capital allocator, Flint Jamison, Vestus Capital, who took an unconventional route into real estate transitioning from aerospace engineering to structuring multimillion-dollar investment funds. After spending years modifying aircraft, he turned his analytical mind toward real estate, quickly carving out a niche as a capital allocator and fund-of-funds manager.   Through Vestus Capital, Flint has raised millions in investor capital, deploying it across diversified real estate assets, including multifamily, medical office buildings, and specialized fund structures. He's helped investors access opportunities while working to ensure compliance with SEC regulations, something often misunderstood by others.   Decoding the Fund of Funds Model Flint explains how he structures his fund-of-funds investments, allowing his investors to access preferential terms. With a $30M portfolio that spans multiple markets, he's seen firsthand how to negotiate with operators, structure fee agreements, and optimize capital allocation to maximize returns.   Navigating a Shifting Market Raising capital today isn't the same as it was a few years ago. Flint is forthright about the hardest lessons learned, including why “if you build it, they won't necessarily come.” We talk about how his deals have performed in the face of rising interest rates and market fluctuations, as well as the creative financing strategies he's deploying to future-proof investments.   How to Stand Out in a Crowded Investor Market With countless syndicators and allocators chasing the same investors, how do you differentiate yourself? Flint shares why most capital raisers fail, the biggest mistakes they make, and the LinkedIn strategy that's been his most powerful tool for attracting accredited investors. Spoiler: It's not about templates or AI-generated pitches; it's about speaking the right language to the right audience. **** Flint's insights are a must-hear for anyone navigating the complex world of real estate capital allocation. If you want to crack the fund of funds model or scale your capital-raising game, this episode is packed with real-world lessons, actionable strategies, and no-BS advice you won't hear anywhere else. You're going to rethink everything you know about raising capital! *** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

In this conversation, Will Galloway shares his inspiring journey from a challenging upbringing to becoming a successful real estate entrepreneur. He discusses his initial struggles in the real estate market, the lessons learned from his first renovation, and the challenges faced while running a nightclub. Will emphasizes the importance of understanding the real estate business, the value of wholesaling, and his commitment to giving back through his Ultimate Wholesaler Academy.   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   —--------------------

In this conversation, John Harcar interviews Patrick Grimes, CEO of Passive Investing Mastery, about recession resilient investments, particularly in the legal industry. Patrick shares his journey from being a mechanical engineer to becoming a successful investor, emphasizing the importance of diversification and investing in non-correlated assets. He discusses the current trends in alternative investments, the significance of building a supportive community, and offers advice for new investors looking to navigate the complexities of the investment landscape.   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   —--------------------

When you think of a capital allocator, "former physical therapist" probably isn't the first thing that comes to mind but Kent Leach isn't your typical investor. From flipping houses to launching a customizable fund that raised nearly $2M in its first year, Kent's journey into commercial real estate is as unconventional as it is impressive.   In this episode, Kent discusses how he transitioned from hands-on rehab work to structuring an innovative investment model for his investors. His Smart Flex Fund offers an alternative to the traditional blind-pool structure, allowing investors to handpick deals across multiple asset classes, including affordable housing, self-storage, and beyond.   Mastering the Fund of Funds Model Kent discusses how he leverages his network, industry insights, and due diligence practices to negotiate preferential terms with sponsors.   Avoiding the Multifamily Hype Trap While many investors were all-in on multifamily over the past decade, Kent's diversification strategy helped him avoid the turbulence that's hitting the market today. His approach? Uncorrelated asset classes, disciplined underwriting, and a commitment to transparency.   The Future of Real Estate Investing With sponsors facing tighter lending conditions and rising rates shaking up the industry, Kent shares his predictions for where capital allocators should be focusing next. Plus, he reveals the biggest misconceptions about fund-of-funds investing and how the right allocator can enhance returns, not dilute them. *** If you've ever wondered how to invest with a capital allocator, this episode is your backstage pass to learning more. *** Explore the world of real estate capital allocators—a fresh approach to financing that's reshaping the industry.   In this series, I talk with allocators, investors, sponsors, and service providers to give you an inside look at this fast-growing space.   PLUS, subscribe to my free newsletter for real estate investors and gain access to: * Introductions to sponsors, allocators, and investment opportunities. * Insights drawn from my 30+ years of experience in real estate investing. * Hacks and tactics for raising capital to help you scale your real estate portfolio.   Visit GowerCrowd.com/subscribe

Mark is a member of the GenTrust investment team and is responsible for sourcing, due diligence, and selection of alternative investment strategies, including hedge funds, private equity, opportunistic, and non-traditional strategies. Mark is also part of our Client Advisory team, focusing on ultra-high-net-worth clients and families. Before joining GenTrust, Mark spent 12 years as a Partner and Senior Managing Director, Portfolio Manager, for EJF Capital LLC, an alternative asset manager in Arlington, Virginia. At EJF, Mark was responsible for a wide array of cross asset class investments, specializing in the management of EJF's high yield and event-driven fixed income investments. Mark managed investments and teams across multiple funds and strategies, including EJF's Tactical Opportunities Strategy, which focused on equities, corporates, structured products, options, and esoteric. Mark was also a founding member of the EJF Real Estate Investment Committee, where he assisted in raising and deploying equity in commercial real estate development projects. Before EJF, he worked at Fannie Mae as a mortgage-backed securities trader and financial analyst, where his role included trading mortgage-backed securities and pricing complex legacy portfolios. Mark holds a B.S. in Economics and an MBA from the Smith School of Business at the University of Maryland. Links: Mark on LinkedIn - https://www.linkedin.com/in/mark-neely-6568269/ GenTrust - https://gentrustwm.com/ Brandon on LinkedIn - https://www.linkedin.com/in/bsedloff/ Juniper Square - https://www.junipersquare.com/ Topics: (00:00:00) - Intro (00:01:35) - Mark's background and career (00:03:52) - Alternatives and Privates at GenTrust (00:05:53) - Mark's role at GenTrust (00:09:00) - Themes and trends for Alternatives in client portfolios (00:12:30) - Defining Liquid Alts (00:17:17) - What do you look for when underwriting new managers? (00:19:09) - Track record attribution (00:22:04) - How it works to get in touch with Mark (00:25:42) - Operational due diligence processes (00:28:20) - What do you expect from managers? (00:35:19) - Navigating educational challenges for matching opportunities to client portfolios (00:37:31) - Perception vs. reality for advisors (00:39:18) - Roles of alternatives in portfolios (00:42:02) - GenTrust as an RIA vs. the competition (00:44:17) - What are you hearing from peers in the RIA space about diversification? (00:49:59) - Themes to look for over the next 18 months (00:51:24) - Resources for GenTrust

Watch the video version on YouTube.  In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private Capital, to discuss the evolution and current landscape of venture capital. The conversation highlights the high-risk, high-reward nature of venture capital, the importance of skilled management and the strategic approach J.P. Morgan employs in identifying investment opportunities. Join us as we explore the competitive advantages J.P. Morgan Asset Management offers as a partner to its portfolio companies and uncover the potential of venture and growth equity investing in today's market.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

This week, Jack Sharry is joined by Ryan Eisenman, Co-Founder and CEO of Arch—a platform built to streamline and standardize private investment operations. With a strong background in private markets, Ryan shares how Arch is leveraging technology to make alternative investing more secure, efficient, and accessible. Ryan breaks down the key trends fueling mainstream adoption and explains how Arch is helping family offices, RIAs, and institutional investors overcome the operational hurdles that come with managing alts. He also shares his perspective on where the market is headed—and how platforms like Arch are unlocking access to a broader range of investors In this episode: (00:00) - Intro (02:13) – What Arch does and who it serves (03:29) – Ryan's journey: from Wall Street to startup founder (05:29) – Why alternative investments are booming (11:10) – The story behind Arch's growth (12:26) – What's fueling Arch's momentum (17:42) – Building with feedback: how Arch develops its product (19:22) – What's next for Arch and the alts market (23:20) - Ryan's interests outside of work Quotes "We want to unlock the ability to make, manage, and track alternative investments without the pain people are used to when they do make those investments." ~ Ryan Eisenman "To work at Arch, you have to love clients and love learning. We want to be doing this for decades, and the way you do this for decades is you invest in customers because customers can be the best advocates for you." ~ Ryan Eisenman "We're continuing to build the operations management automation tools that help people scale their alts businesses. And we're doing it increasingly in partnership with larger firms to support their offerings." ~ Ryan Eisenman Links  Ryan Eisenman on LinkedIn Arch Fidelity Investments Goldman Sachs Morgan Stanley Charles Schwab Carta Stripes SpaceX Blackstone KKR Sequoia Capital SEI iCapital Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In this episode, Craig McGrouther interviews Paul Herbes from Equity Institutional Services, discussing the intricacies of self-directed IRAs and their role in alternative investments like syndications. Paul shares his background, the process of investing through self-directed IRAs, common misconceptions about taxes, and the competitive advantages of their services. The conversation also covers important topics such as 1031 exchanges, prohibited transactions, and the benefits of Roth IRAs, providing listeners with a comprehensive understanding of how to optimize their retirement funds.Learn more about Lone Star Capital at www.lscre.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog 

In this conversation, Kaaren discusses the intricacies of self-directed IRAs, including their benefits, common mistakes, and alternative investment opportunities. She shares insights from her experience as the CEO of UDirect IRA Services, emphasizing the importance of saving for retirement and the impact of IRS regulations. Karin also highlights practical steps for securing financial futures and shares success stories of individuals who have effectively utilized self-directed IRAs. The discussion touches on community outreach and the importance of planning for retirement.   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   —--------------------

Are you ready to burn your boats and embark on a journey to true financial independence? In the latest episode of the Burn Your Boats Wealth podcast, hosts Clark Lunt and David Shaw sit down with the visionary Patrick Grimes, founder and CEO of Passive Investing Mastery, to dissect the current economic climate and reveal actionable strategies for building a resilient investment portfolio.From Engineering Excellence to Real Estate Empire: Patrick Grimes' Inspiring StoryPatrick Grimes' transition from a lucrative engineering career to a powerhouse in real estate investing is a testament to the power of bold decisions and conquering fear. Learn how he navigated the treacherous waters of career change and emerged with a wealth of knowledge in multifamily and alternative investments.Navigating Economic Uncertainty: Ditch Single-Family, Embrace Multifamily & AlternativesIn a world plagued by economic volatility, understanding the nuances of investment strategies is paramount. This episode tackles the pressing challenges of single-family investments and illuminates the compelling advantages of multifamily properties and alternative investment strategies. Discover how Patrick Grimes is recession-proofing portfolios by diversifying across sectors like litigation finance and energy.Key Takeaways for Savvy Investors:Diversification is King: Learn how to spread your risk across various asset classes, including multifamily real estate, litigation finance, and energy, to safeguard your wealth.Alternative Investments Demystified: Understand the potential for exponential growth in often overlooked investment sectors.Strategic Recession Planning: Discover practical strategies to fortify your portfolio against economic downturns and capitalize on emerging opportunities.The Power of Bold Moves: Be inspired by Patrick Grimes' journey and learn how to overcome fear and embrace calculated risks.Market Insights for Today's Investor: Gain valuable perspectives on navigating the current economic landscape and identifying lucrative investment opportunities.Why This Episode Is a Must-Listen:This episode of the Burn Your Boats Wealth podcast is more than just a conversation; it's a masterclass in passive income strategies and wealth building. Whether you're a seasoned investor or just starting your financial journey, Patrick Grimes' insights will empower you to make informed decisions and achieve your financial goals.Website: www.passiveinvestingmastery.com FREE GIFT: PassiveInvestingMastery.com/book mention Burn Your Boats Wealth Podcast!LinkedIn: https://www.linkedin.com/in/patricksgrimes/ Facebook: https://www.facebook.com/PassiveInvestingMastery Chapters00:00 The Importance of Mindset in Real Estate01:32 Burn Your Boats: Embracing Risk and Uncertainty02:49 Navigating Challenges in Entrepreneurship13:25 The Shift from Single Family to Multifamily Investments26:06 Exploring Alternative Investments27:53 Navigating Current Market Turmoil35:44 Understanding Non-Correlated Investments36:37 Diving into Litigation Finance54:54 The Importance of Diversification01:06:4 The Importance of Feedback01:07:55 Outro Hosted on Acast. See acast.com/privacy for more information.

Building to Sell: Business Brokerage & Alternative Investments | The Mills Knows Bills Podcast EP 47, Season 6 Link to video podcast episode: https://youtu.be/iPFpeWQX9Sk Welcome to Season 6 of The MKB Podcast! Host Mills Bender, founder and CEO of Mills Knows Bills, discusses strategies for business owners and variable income earners to manage their finances effectively. Let's get to those burning financial questions! In this insightful episode, Mills dives deep into the world of business brokerage and alternative investments with special guest, Carey Sobel from Boss Group International. They discuss the emotional process of selling a business, the importance of having a growth and exit strategy, and how Coastal Investment Company provides unique alternative investment opportunities tailored for business owners looking to maximize their returns. Whether you're a business owner aiming to exit or an accredited investor interested in alternative assets, this episode is packed with valuable insights to help you master your financial journey. To connect with Carey: careys@bossgi.com (Boss Group International) carey@coastalinvco.com (Coastal Investments) Do you have your own burning financial question for Mills or the MKB team? Email: info@MillsKnowsBills.com Website: https://MillsKnowsBills.com Instagram: https://instagram.com/@millsknowsbills LinkedIn: https://www.linkedin.com/company/mills-knows-bills Subscribe for the latest podcast episodes and more from MKB on YouTube @MillsKnowsBills 00:00 Introduction to Mills Knows Bills 00:58 Meet Carey: A Special Guest 01:54 Carey's Background and Career 05:05 Understanding Business Brokerage and M&A 09:39 Challenges and Strategies for Business Owners 13:45 The Importance of Financial Planning 20:14 Diverse Business Ventures and Lessons Learned 22:18 Realizing the Passion for Helping Others Exit Businesses 23:20 The Emotional Process of Selling a Business 24:06 The Importance of Education and Negotiation in Business Sales 25:17 The Role of Business Brokers and Financial Institutions 27:47 Advice for Business Owners on Financials, Operations, and Marketing 35:32 The Value of Diversified Investments and Coastal's Approach 45:37 Conclusion and Contact Information #millsknowsbills #businessfinance #entrepreneurialfinance #businessbrokerage #alternativeinvestments #businesssales

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the world of Private Equity Investing and Alternative Investments with Christopher Zook, the founder and Chief Investment Officer of CAS Investments. CAS Investments specializes in Investing in Private Markets, including Private Equity, Private Credit, and even Investing in Sports Teams. Christopher, who co-authored "The Holy Grail of Investing" with Tony Robbins, shares valuable insights into how these Alternative Investment Strategies can provide access to high-quality opportunities typically unavailable to individual investors.Listen in to learn about Non-Correlated Assets and their role in Risk Management in Investing, helping to stabilize portfolios against market fluctuations. Christopher explains how his firm focuses on diversification with non-traditional investments, offering access to exclusive deals that can enhance wealth management strategies. Whether you're planning for retirement or looking for Secure Retirement Investments, this conversation provides valuable perspectives on how to plan for retirement using alternative investments beyond the public markets.In this episode, find out:· The key differences between Public Markets and Private Equity Investing.· How Alternative Investment Strategies provide diversification and risk reduction.· Why Investing in Sports Teams and other private markets is becoming more accessible.· The concept of Non-Correlated Assets and how they impact portfolio stability.· How to invest in private equity and access high-quality opportunities.Tweetable Quotes:"The key to risk management in investing is alignment—when you're invested alongside your clients, you're making decisions that benefit everyone." – Radon Stancil"Diversification isn't just about owning different stocks; it's about Non-Correlated Assets that perform independently, reducing overall risk." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.