Podcasts about alternative investments

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into how operations and streamlining technology processes can be turned into a strategic advantage.We sat down with Arcesium's MD and Head of Client and Partner Development David Nable to discuss how technology is impacting how funds manage their processes, operations, and data.David was an early employee at Arcesium, helping the firm scale and working with many of the industry's largest asset managers across the lifecycle of an investment. David joined Arcesium after a career in fund services and fund administration that spanned senior roles at Goldman Sachs, Credit Suisse, and BNP Paribas Securities Services.David and I had a fascinating conversation. We discussed:How David's background in prime brokerage and fund admin helped him approach the technology problems for asset managers.How asset managers should approach where and how technology can be a strategic advantage.What does it mean to be a tech-forward asset manager?How does the growth of evergreen funds impact how firms manage their data and serve investors?What still needs to be built next to continue to improve private markets market infrastructure.Thanks David for coming on the Alt Goes Mainstream podcast to share your expertise and wisdom on private markets technology and post-investment processes.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 Solutions01:52 Welcome to the Alt Goes Mainstream Podcast02:04 Guest Introduction: David Nable03:46 David's Career Beginnings04:15 Parallels Between Running and Finance05:19 Observing Industry Trends06:45 Evolution of Private Markets08:45 Impact of Technology on Investment09:40 Challenges in Scaling Investments11:20 Data-Driven Investment Strategies12:50 Technological Advancements in Finance13:52 Importance of Foundational Data17:31 Data Silos and Harmonization18:14 Case Study: Investor Relations21:25 Data-First Approach Benefits21:51 Timing for System Architecture23:21 Inflection Points for Managers23:37 Logical Breakpoints in Strategy23:44 New Strategies and Geographies23:47 Adapting to New Asset Classes23:50 Distribution Channels and Partnerships23:56 Preparing for Future Growth24:00 Publicly Traded Private Markets24:14 Tackling Technological Challenges24:24 Philosophies on Illiquidity24:25 Conclusion and Future Outlook24:29 Investing in Scalable Distribution Channels25:12 Architecting Technology Systems for Business Growth25:44 Understanding Data in Different Business Models27:10 Strategic Role of Technology in Investment Firms29:35 The Paradox of Data in Decision Making30:49 Competitive Advantage Through Faster Information31:45 Impact of AI and Technology on Firm Sizes32:31 Challenges for Mid-Sized Firms33:13 Technology as an Enabler for Niche Specialists34:03 Advice for Mid-Sized Firms on Technology Implementation35:10 Focus on Big Technology Investments35:29 Point Solutions vs. Platforms in Private Markets38:52 Cost of Technology Solutions39:06 Integration Challenges with Multiple Systems40:59 Arcesium's Technology Platforms43:18 Simplifying Complex Investments46:13 Future of Software Innovation in Private Markets46:39 AI as a Game Changer in Private Markets47:34 Efficiency Gains Through AI48:05 Actionable Advice on Using AI48:15 Caution Against Vibe Coding48:58 Importance of Proper Technologists49:23 Timing of Technology Implementation49:29 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

In this episode of the Jake & Gino Show, we dive deep into the future of blockchain and real estate investing with Aly Madhavji — Managing Partner at Blockchain Founders Fund, UN consultant, author, and venture capital leader. Aly shares his journey from a refugee background to running a global VC fund with over 200 portfolio companies, while also breaking down how blockchain, crypto, and tokenized real estate could disrupt traditional finance and transform access to wealth creation. If you're serious about real estate investing, technology, and building financial freedom, this conversation will expand your perspective.From crypto adoption to tokenized real estate and venture capital strategies, Aly explains the opportunities and risks in today's fast-moving digital economy. We cover the rise of decentralized finance, the potential of central bank digital currencies, how blockchain can streamline inefficiencies, and where real estate investing intersects with tokenization. Whether you're an investor, entrepreneur, or simply curious about financial innovation, this episode highlights why blockchain is more than hype — it's a shift with real-world impact.Connect with Aly Madhavji:Website: https://blockchainff.com Chapters:0:00 - Introduction  2:33 - Investing in Early-Stage Companies & Building Unicorns  6:26 - Crypto's Ideological Roots vs Practical Applications  12:02 - Central Bank Digital Currencies & Risks of Government Control  20:46 - Singapore's System vs U.S. Inefficiencies  25:19 - Blockchain, Crypto, and Real Estate Investing Opportunities  32:40 - Success Rates & Liquidity in Venture Capital  47:23 - How to Connect with Aly & Learn More  48:24 - Gino Wraps it Up   We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Season 3, Episode 12: In this episode of No Cap, Jack Stone and Alex Gornik sit down with Ben Brown, Co-President of Brookfield's Real Estate Group and Head of the Americas, to talk about the pivotal moments that shaped his career and the strategies behind some of Brookfield's biggest deals. From breaking into Brookfield during the financial crisis to leading $10B+ acquisitions like GGP and Forest City, Ben shares the lessons learned, the risks taken, and the culture that keeps Brookfield ahead in a shifting real estate market. He also opens up about where he sees opportunity today, from retail and housing to data centers and hospitality. TOPICS 00:10 – Introduction 01:39 – Early career and first steps in real estate 07:58 – Joining Brookfield during the financial crisis 12:30 – Why 2018 became a record year of deals 15:05 – Inside the GGP acquisition and retail strategy 25:00 – How Brookfield structures capital 29:33 – Forest City and investing in urban cores 36:57 – Shifts in apartments, logistics, and strategy 42:28 – Where Ben sees opportunity now 49:00 – Hospitality plays in the US, India, and Europe 53:42 – Brookfield's edge in capital markets 59:02 – Culture and teamwork at scale Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit: https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered “No Cap” look into the industry's biggest trends and the money game behind them. Each week, co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily), which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest-growing media brands in commercial real estate.

Welcome to The Lenders Playbook. Your resource for all things private lending, real estate, and entrepreneurship.  In today's episode, I sit down with Greg Herlean, Founder of Horizon Trust, to talk about how investors can take control of their financial future using Self-Directed IRAs. And how Greg at a very young age was able to raise a significant amount of capital for his real estate projects. Greg breaks down what a Self-Directed IRA is, how it's different from traditional retirement accounts, and why it's such a powerful tool for real estate investors and private lenders.  e dive into the benefits, the risks, and even real-life examples of people who've used this strategy to grow their wealth.  Whether you're raising capital, lending, or just getting started in real estate investing, this conversation will give you practical steps and inspiration to put your money to work in more innovative ways.And we are right around the corner from our 4th national private lending conference, Sept 3-4 in Henderson, NV, where you will meet most of our podcast guests, lenders, investors, capital providers, and brokers for great networking opportunities and education.  We're excited to announce an amazing lineup: a kickoff cocktail party, world-class breakfast and lunch, an after-party with a huge exhibitor hall, and some cool surprises for you!  lease go to www.americanlendingconference.com for more detailsAnd now, let's bring on Greg Herlean

We dive deep into the defining trends shaping private markets in the first episode of our midyear Private Markets Outlook series. Join Andrew Korz, Senior Vice President of Investment Research, and Alan Flannigan, Investment Research Associate, as they explore the forces driving the new private markets imperative: pursuing alpha through specialization and operational excellence.  The Private Markets Outlook podcast series will feature special guests and portfolio managers from across our firm, each bringing unique perspectives on private equity, private credit and real estate. Subscribe and stay tuned for more.   Follow the value, not the herd: The new private markets imperative U.S. exceptionalism: At a crossroads Secondaries in first place: A compelling access point in private equity Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@futurestandard_fs For more research insights go to https://futurestandard.com/insights

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into what the future of fund administration could look like with a tech-forward approach and the application of AI.We sat down with Juniper Square CEO and Co-Founder Alex Robinson to discuss how and why they've built a digital first fund administrator for private markets, starting with real estate and since expanding into other asset classes.Fresh off of a $130M Series D fundraise led by Ribbit Capital, Juniper Square has expanded globally, into fund administration through its acquisition of Forstone, and has launched JunieAI to bring AI to fund administration.Alex and I had a fascinating conversation. We discussed:Why Alex started Juniper Square and how his two entrepreneurial endeavors has informed how he's built the firm.The problem Alex set out to solve by building Juniper Square.After dealing with FedEx's to make investments, how he set out to build an investor experience that was digital.How AI will impact fund admin.Why every GP should have an AI agent according to Alex.Why Juniper Square decided to move from a technology firm to add fund administration capabilities in house.Does AI benefit larger firms or smaller firms more?Thanks Alex for coming on the Alt Goes Mainstream podcast to share your expertise and wisdom on fund administration and AI.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:03 Juniper Square: Revolutionizing Fund Management01:38 Welcoming Alex to the Podcast01:59 Alex's Journey to Founding Juniper Square02:10 Juniper Square's Mission and Services02:38 The Early Days and Challenges03:41 The Digital Transformation of Private Markets04:15 Focusing on the GP Experience04:30 Balancing GP and LP Needs04:54 The Naivete Advantage05:12 Overcoming Industry Challenges06:58 Real Estate: The Starting Point08:41 The Evolution of Juniper Square09:38 Technology Adoption in Private Markets17:21 The Importance of Customer Feedback18:09 The Vision for Market Efficiency20:10 Expanding Across Asset Classes21:09 The Role of Personal Relationships22:49 Becoming a Full-Stack Service Provider24:31 The Complexity of Fund Administration28:55 The Future with AI29:21 Challenges of Implementing AI30:31 The High Cost of Mistakes31:18 AI's Impact on Employee Productivity31:52 Challenges of Adopting AI in the Workplace32:20 Launching JunieAI32:59 Understanding AI Models33:44 Customizing AI for Reporting34:44 Mastering Data for AI35:13 AI in Software Development35:59 Leveraging AI at Juniper Square36:19 Ensuring Accuracy and Context in AI Models37:30 AI's Limitations in Financial Insights37:52 Future Improvements in AI Models38:36 Feeding AI the Right Context39:11 Connecting AI to Tools and Workflows40:19 Automating Fund Administration43:39 AI's Role in Competitive Advantage44:24 AI's Impact on Different Asset Classes46:16 Best Practices for GPS Using AI47:02 AI's Benefits for Large vs. Small Firms48:58 Integrating AI Across Business Functions51:39 Balancing AI with Human Relationships54:33 Future Vision for Private Markets55:02 AI Agents in GP Work56:07 Transforming GP-LP Matchmaking01:00:50 Investment Opportunities in AI and Real Estate Editing and post-production work for this episode was provided by The Podcast Consultant.

Is the 4% retirement rule outdated—or just misunderstood? Damon Roberts and Matt Deaton unpack the myths, math, and media noise surrounding retirement withdrawal strategies. From Roth conversions and RMDs to alternative income tools and celebrity financial advice, this episode helps retirees navigate the shifting landscape of retirement planning with clarity and confidence. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

From crypto to oil and gas—Jeremy Dyer's playbook is all about diversification.

In this episode of Friday Fiduciary Five, Eric Dyson talks about the August 2025 Executive Order by President Trump on alternative investments in 401(k) plans. He references his article in 401(k) Specialist Magazine, Private Equity in 401(k) Plans: Policy Shift or Practical Reality? and the 90 North newsletter - Private Equity in 401(k) Plans: What Fiduciaries Must Know.The order does not mandate private equity inclusion but allows plan sponsors to consider it. Eric emphasizes the need for plan sponsors to revisit their investment policies, consult advisors, and prepare participant communications. He highlights the importance of daily valuation and liquidity in 401(k) plans and advises a wait-and-see approach. Eric also references 2013 DOL guidance on target date funds, stressing understanding fund investments and strategies to include awareness and understanding of underlying investments in TDFs.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice, or legal advice.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan's specific circumstances.

Today, Evan shares an article by Jason Zwieg, titled “Wall Street's Big, Bad Idea for Your 401(k),” which highlights how Wall Street is excited to start selling alternative investments to average investors. Listen along as Evan explains why you should always be cautious when a company that sells you something is excited that the rules have relaxed, and why you should just say “no” to alternative investments. Later in the episode, Evan explains why millennials have more wealth than they've ever had, but are more worried about money.    Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.

Send us a textAt this Family Office Club investor panel, top investors, venture accelerators, and wealth managers share how they source, evaluate, and negotiate direct and co-investment opportunities.Learn real-world strategies for finding exceptional deals and securing favorable terms.What You'll Learn:- How family offices and angels source exclusive, off-market deals- Why relationships and trust are critical to deal flow- Strategies to negotiate special terms, control provisions, and board seats- The role of accelerators and networks in securing top opportunities- Examples of asymmetric, high-value investments (music IP, niche real estate, tourism tech)How strategic co-investors can unlock more capital faster

When people think of investing their mind usually goes to stocks, bonds and crypto. But what if we told you there's more to it. That you don't have to invest in any of those three to create long lasting wealth at your own pace without having to submit to peer pressure or needing a large sum to start.    In this episode we're joined by Stephanie Dorsey, Co- founder and CEO of Margins Capital, an alternative investment firm that helps people invest alternatively. Stephanie's journey spans from working in Afro Ecuadorian communities teaching them about managing money and investments. This ultimately led Stephanie to leading consumer banking innovation at Capital One and ultimately founding her own investment firm.     In this episode Stephanie breaks down what alternative investments really are, how to get started and why the wealth gap exists and how we can begin to close it. Whether you're a beginner or have felt shut out of traditional investing circles, this conversation will help you understand how to invest with confidence and complete clarity so that you feel confident in your investments.    DURING THIS EPISODE YOU'LL LEARN: What alternative investments are and why they matter How to start investing without a lot of money or experience The value of investing at your own pace and comfort level Stephanie's simple and effective framework for choosing the right investments How to filter out peer pressure and invest with clarity and confidence    Don't miss out on the resources mentioned in this episode by checking out the show notes at https://blacktobusiness.com/265-2/     Thank you so much for listening! Please support us by simply rating and reviewing our podcast!   Connect with us on Instagram:  https://www.instagram.com/blacktobusiness/    Don't miss an update! Sign up for our weekly newsletter: https://blacktobusiness.com/mailinglist

Welcome back to the Alt Goes Mainstream podcast.What happens when two podcasters walk into a room? They talk.Today's podcast turns the tables on one of the industry's leading podcasters and content creators to have him share his story and experience as an allocator and content creator. We sat down with Ted Seides, the Founder of industry-leading podcast Capital Allocators and former President and Co-CIO of Protégé Partners and an asset allocator at the Yale Endowment.Ted has had a tremendous career at the intersection of asset allocation and content, so it was fascinating to hear his perspectives on the state of the industry and how it's evolving from someone who talks with many of the industry's leading minds through his podcast, Capital Allocators.Ted and I had a fascinating conversation. We discussed:Stories and lessons learned from working with David Swensen at the Yale Endowment.What the wealth channel can learn from institutional investors.What Ted looked for in hedge funds and alternative asset managers when doing manager due diligence.Ted's bet with Buffett on hedge funds and why he's now doing a bet on PE versus public equities.How alternative asset managers are evolving and the pros and cons of evergreen structures.Why and how Ted started Capital Allocators and why content is so critical to learning asset management and understanding how firms operate.Capital Allocators is one of my favorite podcast listens and Ted always delivers with high-quality and thoughtful content so it was an honor to have him on the show.Thanks Ted for sharing your expertise and wisdom on asset allocation and content and for the service you provide to everyone in the industry through education and the creation of such high-quality content for us to consume.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:00 Introduction to our Sponsor, Juniper Square00:38 Juniper Square's AI Capabilities01:40 Guest Introduction: Ted Seides04:03 Lessons from Yale Endowment04:46 David Swensen's Investment Principles05:51 Evolution of the Endowment Model05:58 Wealth Channel vs. Institutional Investors08:09 Access to Top Managers11:16 Alpha in Private Markets12:32 Ted's Bet with Buffett13:10 Private Equity vs. Public Equities17:16 Private Equity Diversification18:45 Hedge Fund Industry Lessons20:07 Private Equity Fee Structures24:03 Talent Migration in Private Markets26:47 Evaluating Investment Culture27:15 Investment Philosophy and Strategy28:26 Ted's Approach to Manager Evaluation29:46 Impact of AI on Diligence Processes30:20 Defining Investment Edge30:33 Behavioral and Analytical Edge31:01 Informational and Technical Edge31:27 Evaluating Investment Managers31:37 Impactful Investment Decisions31:52 Mistakes and Learning32:53 The Hardest Time to Invest34:14 Behavioral Biases in Investing34:51 Decision-Making Processes36:28 The Role of AI in Investing38:07 Content and Investment Decisions39:25 Starting Capital Allocators41:00 Learning from Podcasting43:40 Building a Business from a Podcast45:26 The Value of Relationships in Investing47:06 Content Strategy for Managers49:44 Effective Content Modalities50:43 Direct Communication vs. Algorithms51:13 Brand vs. Direct Sales52:35 Insights from Podcast Conversations54:23 Favorite Private Market Investments56:05 AI and Investment Perspectives57:37 Partnering with AI Experts58:12 The Importance of People in Investing Editing and post-production work for this episode was provided by The Podcast Consultant.

Send us a textGain rare insights from top family office investors and wealth managers during this $6B Private Investor Panel hosted at the Family Office Club. Learn firsthand from leaders in oil & gas, real estate, alternative investments, and M&A on how they source, evaluate, and close high-quality deals.What You'll Learn:- Building trust before the numbers: why relationships drive investing- Avoiding value traps and over-concentration in your portfolio- Recession resilience & non-correlation strategies for long-term stability- Opportunities in upstream oil & gas when it's “out of favor”- How to source proprietary, scalable deals that fit your ecosystem- Partnering to reduce risk and access larger opportunitiesFeaturing leaders in family office investing with $6B+ in combined transaction experience.

Send us a textWe're in the third year of the toughest venture capital market in decades. In this Family Office & Investor Panel, top investors and capital raisers share real-world strategies for securing funding, standing out from the crowd, and thriving in today's high-interest, high-volatility environment.What You'll Learn:- How to differentiate your pitch and make it memorable to investors- Why “being real” and prepared beats chasing every shiny opportunity- Leveraging opportunistic and non-correlated investments during downturns- Why oil & gas, healthcare, and legal investments can build true portfolio resilience- The case for midstream pipeline infrastructure as a mispriced asset class- How short, targeted capital raises can reduce risk and attract investors fasterFeaturing leaders in real estate, oil & gas, opportunistic funds, and alternative investments — with proven track records of navigating market cycles and delivering outsized returns.

In this episode of the Real Estate Pros podcast, Patrick Grimes, founder and CEO of Passive Investing Mastery, shares his journey from a high-paid engineering professional to a successful real estate investor. He discusses the importance of diversifying investments, especially in non-correlated assets, to navigate economic challenges and market volatility. Patrick emphasizes the need for financial education and offers insights into various investment strategies, including healthcare, legal, and real estate opportunities. He also reflects on his transition from a tech career to focusing on passive investing and helping others build wealth through education and strategic partnerships. 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 textLooking to raise capital in today's market? Watch this expert panel of founders, fund managers, and family office leaders share what's actually working in 2025 — from cutting-edge tools and tech like ChatGPT, to timeless strategies like in-person networking, educational content, and investor trust-building.You'll hear real stories and proven tactics from investors in oil & gas, real estate, art, cannabis, and advanced robotics. Whether you're a seasoned capital raiser or just getting started, this is a masterclass in modern fundraising.

Send us a textJoin us for a dynamic panel discussion on the rapidly evolving world of alternative investments. Hosted by the Family Office Club, this conversation brings together top investors and entrepreneurs across cannabis, precious metals, AI-driven asset management, fractionalized art, oil & gas, and battery energy storage.

In this episode of Fund Friday, Craig McGrouther sits down with David Thompson, founder of Thompson Investing, who shares his journey from corporate executive to full-time real estate investor and capital raiser. David reveals how he pivoted into real estate syndication, what he learned from investing across economic cycles, and why diversification is critical in today's environment.He discusses timing the market, the role of alternative investments like dental funds, and the importance of building strong relationships with operators. You'll also learn why patience, education, and long-term thinking are key to navigating real estate and private investments especially in uncertain times.Learn more about Lone Star Capital at www.lscre.comApply to attend the LSC Summit 2025: www.lscsummit.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/ Read Rob's articles:https://www.lscre.com/blog 

Why Tobacco Stocks and Alternative Investments Are Shaking Up Kentucky Retirement Planning Strategies In this episode of The Financial Hour, Kentucky retirement planning strategists Tom Dupree and Mike Johnson discuss […] The post Why Tobacco Stocks and Alternative Investments Are Shaking Up Kentucky Retirement Planning Strategies appeared first on Dupree Financial.

Are you building an investment portfolio but unsure what assets belong—and which ones to avoid? Lance Roberts & Danny Ratliff demonstrate how to build a diversified portfolio, the critical assets every investor should consider (stocks, bonds, ETFs), and the common portfolio mistakes that could hurt your long-term returns. How to know the correct investment tool to use; the good and bad sides of mutual funds; why you should be caustius about private equity and alternative investment opportunities. Annuities: Three questions to ask about yourself; can you "Be Your Own Bank?" Lance describes his personal annuity and insurance plans. Why you should never put all your money into anything. If you want to be wealthy, do what wealthy people do. SEG-1: Markets' Response to Earnings are Muted SSEG-2a: Using the Correct Tool to Structure Your Portfolio SEG-2b: Wall Street Will Sell You Anything You Want SEG-2c: Why Mutual Funds Get a Bad Rap SEG-2d: Mutual Funds Will Always Underperform an Index SEG-2e: Be Cautious of Alternative Investments & Private Equity SEG-2f: Opportunity Zone Investments? SEG-2g: Three Tests for Annuities SEG-2h: Can You "Be Your Own Bank?" SSEG-2i: How Lance's Annuity Works SEG-2j: Never Put ALL Your Money in Anything SEG-2k: Do What Wealthy People Do Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=OYKQ9V4PIfU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Be Careful with Technical Analysis" is here: ttps://www.youtube.com/watch?v=qNJPwrh0f4E&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Where Do Millennials Get Financial Advice? | Two Dads on Money Talk Smart Money Moves" https://www.youtube.com/watch?v=4CeRptptzCU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TechnicalAnalysis #StopLoss #MarketRisk #MarketCorrection #MarketRally #20DMA #PortfolioBuilding #InvestmentStrategy #DiversifyYourPortfolio #FinancialPlanningTips #SmartInvesting #InvestingAdvice #Money #Investing

Welcome back to the Alt Goes Mainstream podcast.Today's episode is about mining for investment success in enterprise software by going “an inch wide and a mile deep” with someone who is one of the industry's most prolific private equity technology investors.We sat down with Nic Humphries in Hg's London office. Nic is the Senior Partner and Executive Chairman of Hg and Head of the firm's Saturn fund.Hg, one of the top 10 largest PE firms globally based on the PEI300 ranking, has built an impressive investment engine focused on mission-critical enterprise software. The firm has built a portfolio that is a “transatlantic ecosystem of software and services businesses” — representing over $180B in collective enterprise value across its 55 portfolio companies.Nic is responsible for Hg's strategy, management, and governance. On the investing side, Nic focuses on larger software investments that provide daily-use mission critical applications for accountants, tax / compliance professionals, and designers / engineers / scientists. He has brought his electrical engineering background to bear to go a “mile deep” into a category where Hg has become an unquestioned market leader.Nic balances being both a detail-oriented specialist with a vision for both the enterprise software industry and Hg as a firm. We had a fascinating discussion about enterprise software investing, how to create European software giants, applying AI to make companies more efficient, and much more.We covered:The origin story of Hg.How Hg grew into one of the industry's leading software focused private equity firms.How an engineering mindset has helped Nic become a leading investor.Why Hg focuses on mission-critical enterprise software and why it's a compelling investment thesis.Why enterprise software investing can be considered a low volatility investment strategy and how Hg has delivered consistent returns to investors.How to effectively manage exits and DPI.Why Europe, why now?How AI could impact technology and services businesses.Thanks Nic for coming on the show to share your wisdom and expertise about enterprise software and private markets.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:00 Introduction to our Sponsor, Juniper Square01:40 Introducing Nic Humphries01:56 Hg's Investment Strategy04:03 Nic's Background and Career Journey04:46 Engineering Mindset in Investing05:14 Long-Term Business Thinking05:58 Hg's Focus on Accounting Software06:45 Growth Drivers in SMB Market09:05 Impact of AI on Enterprise Software09:34 Platform Shifts in Technology11:10 Adapting to AI in Business12:15 Mission Critical Software14:02 Challenges of AI Integration14:58 Embedding Products and Services17:13 Organic Growth vs. Acquisitions20:51 Geographical Expansion Strategies21:59 European vs. North American Markets23:30 Management Teams and Expansion24:32 Jurisdictional Challenges in Europe25:05 Hg's Investment Philosophy25:50 Mission Critical Software in Europe36:22 Hg's Consistent Investment Returns38:00 Conclusion and Final Thoughts40:13 Understanding Recurring Revenues40:59 The Importance of Discipline in Investing41:48 Learning from Past Experiences43:30 Maintaining Excitement and Focus45:26 The Role of Realization Committees46:44 Continuous Improvement Culture47:42 The Importance of Cash Returns48:51 Exit Strategies and Realization Committees50:32 Re-underwriting Investments52:40 AI's Impact on Software Development54:17 The Rule of 40 and AI54:38 Investing in AI: Startups vs. Established Businesses55:59 Hg's Growth Strategy58:56 Specialization in B2B Back Office Software01:01:35 Fund Structure and Management01:03:27 Expanding into the Wealth Channel01:03:48 Hg Capital Trust and Fusion Fund01:05:27 Communicating with a Broader Audience01:06:39 The Importance of Brand in Wealth Management01:07:32 Connecting Private Markets to Everyday Life01:09:36 The Prevalence of Private Companies01:11:09 Aligning Interests with Investors01:12:19 Investment Decisions and Long-term Growth01:14:21 Future Growth Opportunities for Hg01:16:38 The Role of AI in Future Investments Editing and post-production work for this episode was provided by The Podcast Consultant.DisclaimerThe views and opinions expressed in this episode are those of the speaker and do not necessarily reflect the official policy or position of any affiliated organization.Any references to past performance, including IRR or MOIC figures, are presented on a gross basis and do not reflect the deduction of fees, expenses, or carried interest. These figures are illustrative and not necessarily indicative of future results. Statements regarding industry rankings, success rates, or performance consistency are based on internal analysis and may not be indepe...

Book a call to see if we can help you achieve your goals in less time with less risk:  http://bit.ly/iwc15podcast Have you ever wondered where the ultra-wealthy are putting their money to build more wealth? Today, you're going to find out how to invest like a billionaire.  In this episode, Cameron Christiansen and Anthony Faso are joined by Bob Fraser, co-founder of Aspen Funds and author of the upcoming book Invest Like a Billionaire: Unlocking the Wealth Secrets of the Ultra-Rich. Bob dives into the world of alternative investments (alts) and the secrets that billionaires have been using for years to achieve higher returns with less risk, and how you can apply these strategies even with a smaller portfolio.  Bob also gives practical tips for finding the right investment sponsors and discusses why it's never too early to start thinking like a savvy investor. Tune in to learn how to break free from the traditional stock market mindset and start building wealth with smarter, safer investments today.   In This Episode: - Introduction to Bob Fraser - Private investment alternatives (alts): The secret to higher returns - The importance of financial education in achieving long-term wealth - What makes Bob's book different from other financial books? - The myth of diversification and why it's failing average investors - The risks involved with investing in public and private markets - Evaluating private investment deals and selecting the right sponsors - The power of real estate and private credit in building wealth - Recommended portfolio allocation for the millionaires - Bob's advice on how to get started with alternative investments   Resources:  - Invest Like a Billionaire: Unlocking the Wealth Secrets of the Ultra-Rich by Bob Fraser - https://www.amazon.com/dp/B0F3W2SNDS - Join the Infinite Wealth Study Group - https://www.facebook.com/share/g/qC3sAWg6PhHYpRAs/  - Check our Online Course - https://infinitewealthcourse.com/home - Buy Becoming Your Own Banker by R. Nelson Nash - http://bit.ly/BYOBbookIWC   Connect with Bob Fraser: - Website - https://aspenfunds.us/ and https://bobfraser.org/ - LinkedIn - https://www.linkedin.com/in/bobfraser10/   Connect with Anthony or Cameron: - Website - https://infinitewealthcourse.com/home - Instagram - https://www.instagram.com/infinitewealthconsultants/   Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions. This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.  The hosts may have a financial interest in the programs or services mentioned in this episode.

Bill and Tony discuss the growth and evolution of alternative investments, address liquidity concerns, and emphasize the importance of education in the latest episode of Alternative Allocations. Bill highlights the industry's efforts to make alts more accessible through new product structures and the potential for including private markets in model portfolios and defined contribution plans. Bill Duffy is a Vice President of Alternative Investments for Fidelity Investments. He is responsible for Fidelity's alternative investment platform solutions which enable Fidelity clients access to alternative investment strategies. Bill focuses on developing Fidelity's alternative investment platform strategy, as well as overseeing Fidelity's relationship with leading alternative investment platforms and asset managers. Additionally, Bill educates Fidelity clients and prospects about alternative investment programs available through Fidelity. He is often a featured speaker on alternative investment strategies and trends at industry conferences and events. Prior to Fidelity, Bill worked at Charles Schwab & Co., Inc. where he was Managing Director of Relationship Management, overseeing relationships with over 700 third-party asset managers. He also led product strategy for Schwab's alternative investment platform team. In that role, he also collaborated with industry thought leaders to deliver alternative investment education to thousands of RIAs. Earlier in his career, Bill was an Executive Director at a boutique alternative investment advisory firm, where he was responsible for consulting with RIAs, family offices, and institutional investors on alternative investment strategies including private equity, private credit, real estate, and hedge fund opportunities. Bill is currently Chairman of the Board of Directors for the Institute for Portfolio Alternatives (“IPA”), an industry trade group focused on expanding access to alternative investments strategies and advocating on behalf of the alternative investment industry. Prior to being elected Chair of the Board, he was an active Board member since 2020. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Bill Duffy | LinkedIn Alternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Send us a textIn this powerful discussion, Sylvia—an experienced voice in policy and wealth management—breaks down why emerging fund managers and independent sponsors continue to face massive roadblocks in raising capital post-COVID.She explains the growing gap between smaller investment firms and trillion-dollar wealth management giants like Blackstone and KKR, and what emerging managers must do to compete in today's conservative capital environment.

Join us for an insightful conversation with Rashesh Shah, the veteran Chairman of Edelweiss Financial Services. In this exclusive episode, Rashesh Shah unpacks the India growth story, revealing how Edelweiss navigated market volatility to build a financial powerhouse. Discover the secrets behind Edelweiss's journey from a merchant banker to a diversified conglomerate, and now an investment company. Learn about their unique "return on kit pitch" philosophy, their pioneering efforts in asset reconstruction (ARC), and why capital efficient growth is the new mantra. Rashesh Shah shares invaluable insights on building leaders, the importance of empowerment over micromanagement, and how to spot opportunities in India's complex adaptive system. Here are some key takeaways from this episode: ✔ Decoding India's "Bifocal" Growth: Understand the interplay of short-term volatility and long-term stability in the Indian economy. ✔ The Power of People & Empowerment: Discover how Edelweiss built a culture that attracts and nurtures top talent. ✔ Future of Finance: Credit & Alternatives: A deep dive into India's evolving credit markets and the booming alternative investment space (AIF & InvITs). Dive deep into the evolving credit markets, the rise of alternative investments (including the massive AIF and InvIT market), and why the convergence of banking and capital markets is shaping India's financial future. Whether you're an investor, an entrepreneur, or a financial services professional, this episode offers a rare glimpse into the strategies that drive long-term wealth creation and business success in India. Don't miss this masterclass on finance, leadership, and innovation!See omnystudio.com/listener for privacy information.

Welcome to The Lenders Playbook, Episode 83 where we dive into the minds of the top performers in private lending and real estate. I am your host, Matt Rosen.Today's guest is none other than Anthony Geraci. Anthony has scaled multiple companies Geraci Law, Stratus Finance, and Move and services as the Vice chair and Founder of AAPL— Anthin d brings a wealth of insight on leadership, strategy, and the future of lending.We'll cover how he spots great opportunities, the biggest mistakes lenders make, and how AI and regulation are reshaping the industry.Quick heads up: If you haven't grabbed your seat for the American Lending Conference, its happening Sept. 3–4 in Las Vegas, now's the time. This is where capital, deal flow, and a thriving community connects. Visit AmericanLendingConference.com—seats are almost gone.Lets bring him on...

Heute tauchen die Investmentbabos Michael & Endrit in ein Thema ein, das oft unter dem Radar läuft – aber gerade in unsicheren Marktphasen echten Mehrwert liefern kann: Liquid Alternative Investments. Warum sind diese Strategien in den meisten Portfolios kaum vertreten? Was steckt konkret dahinter – und wie funktionieren sie in Aufwärts-, Seitwärts- oder Abwärtsmärkten? Genau darüber sprechen die Babos heute mit Ferdinand Herfeldt und Andreas Meyer, die sich 2020 zusammengetan haben, um mit ihrer Firma Anytime Invest GmbH neue Wege in der Vermögensverwaltung zu gehen – mit dem Fokus auf liquide alternative Strategien. Viel Spaß beim Zuhören und Teilen! Eure Michael Duarte & Endrit Cela! https://www.investmentbabo.com - Liken Sie uns auf Facebook: https://www.facebook.com/Investmentbabo - Folgen Sie uns auf Twitter: https://www.twitter.com/investmentbabo - Folgen Sie uns auf Instagram: https://www.instagram.com/investmentbabo DISCLAIMER: Der Inhalt dieses Podcasts dient ausschließlich der allgemeinen Information. Diese Informationen können und sollen eine individuelle Beratung durch hierfür qualifizierte Personen nicht ersetzen. Die Informationen in Bezug auf die von der Clartan Associés und AMF Capital AG verwalteten Sondervermögen stellen keine Anlageberatung und keine Kaufempfehlung dar.

“You won't be able to use Alts (alternative investments) if you transition to the RIA model.”“Ok, maybe that's no longer the case….but you won't have access to as many investment options as we have in the large broker/dealer world.”“Well….maybe that's no longer true either, but our large scale gets us better availability/pricing than the RIA space.”“Damn it…..that's no longer true either. You RIA folks now often have better options, pricing, etc. than we do!”This progression is how using Alts in the RIA space has generally played out. While advisors at large wirehouse type firms once had the advantage when it comes to Alts, in most cases it is now the opposite.In this episode (#129) of the Transition To RIA question & answer series, I explain how Alts are used in the RIA model and why it is often to your advantage.Come take a listen!P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.Show notes: https://TransitionToRIA.com/can-i-use-alternative-investments-as-an-ria/About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.

High-net-worth individuals often already have a financial advisor, but many aren't receiving the in-depth investment education or portfolio customization they truly need. That's where Monish Verma comes in. He joins the show today to share his strategy for converting HNW prospects into clients, as well as how a tailored approach to alternative investments and client education can become a powerful differentiator for winning (and keeping) affluent clients. Monish is the CEO of Vardhan Wealth Management, a DBA of Summit Financial, based in Farmington Hills, Michigan, that oversees $560 million in AUM for 225 households. Listen in as he shares how his willingness to spend more time upfront educating prospects and clients has led to higher trust, retention, and referrals. You'll also hear how his team carefully vets alternative investments and helps clients understand where they fit in their portfolios, why he encourages mutual “interviews” with prospects to ensure good long-term fit, and how breaking away from the wirehouse world gave him the autonomy to grow his business on his own terms, while still benefiting from shared services by working with an RIA platform. For show notes and more visit: https://www.kitces.com/448

In this episode of Breakaway Wealth, Jim speaks with Tad Fallows, entrepreneur and founder of Long Angle, a private community for individuals with $2.2M+ in investable assets. They discuss how wealth creators think about investing, raising children without entitlement, and maintaining purpose after a business exit. 3 Key Takeaways: Portfolio strategy beyond Wall Street: High-net-worth individuals are moving away from traditional 60/40 portfolios, favoring private equity, real assets, and niche alternative investments for uncorrelated, equity-like returns. Post-exit risk mindset: Many entrepreneurs opt for higher-return, illiquid investments rather than de-risking, based on the belief that volatility is manageable when wealth exceeds basic needs. Raising children with financial independence: The most consistent concern among members of Fallows' community is how to instill grit and self-sufficiency in children growing up with financial abundance. If you're serious about breaking away from conventional thinking and building lasting wealth, this conversation offers a clear window into how high-level entrepreneurs manage their capital, family, and future. Connect with Tad Fallows: Long Angle: https://www.longangle.com/ Tad's LinkedIn: https://www.linkedin.com/in/fallows/

We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and current rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

Welcome back to the Alt Goes Mainstream podcast.Today's conversation brings us beachside, featuring a live podcast from Soho Beach House in Miami with EQT Partner, Head of Private Wealth Americas Peter Aliprantis.With the backdrop of the beach behind us and the wealth community in the audience, Peter and I discussed the nuances of the wealth channel and how Peter's experience working with wealth is brought to bear as he brings EQT's brand and capabilities to the Americas wealth channel.Peter brings a wealth of knowledge to the private wealth solutions world, garnering over 25 years of experience in the space. Prior to joining EQT, Peter spent 12 years at TPG Angelo Gordon as a Managing Director, where he focused on new business development and intermediary distribution.Peter and I had a fascinating, lively, and thought-provoking conversation which then turned into an intellectually rich dinner discussion with the guests. Listen in — we hope you enjoy.You can also read a recent AGM Op-Ed by Peter here. Many of the themes that Peter discussed in our conversation, particularly around evergreen funds and why model portfolios are the next big innovation in private markets, were covered in his Op-Ed.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:04 Juniper Square: Revolutionizing Fund Management01:38 Welcome to Alt Goes Mainstream01:43 Live from Soho Beach House, Miami with EQT's Peter Aliprantis02:43 Navigating Current Markets02:58 Volatility in Public Markets04:53 Global Investment Trends05:16 Investor Behavior and Global Markets05:32 Private Markets in Europe and Asia06:43 Investment Opportunities in Asia07:27 Private Markets Outperforming in Europe07:37 Wealth Channel Conversations08:18 EQT's Global Footprint08:57 Mega Trends in Global Investment09:29 Data Centers and Energy Needs11:17 Natural Gas and Carbon Capture11:57 Nuclear Energy and Modular Reactors12:43 Investment Scale and Origination13:06 Evergreen Structures in Private Markets16:28 Opco Structures Explained17:15 Evergreen Structures and Investor Access17:54 Institutional Adoption of Evergreen Structures21:32 Model Portfolios in Wealth Channel22:29 Manager Selection and Performance23:34 Client Servicing and Education27:43 Early Days in Wealth Channel Allocation28:39 Benefits and Limitations of Evergreen Structures29:11 Quick Fire Questions29:26 Exciting Investment Strategies30:16 Risks in Private Markets31:12 Using Private Markets in Portfolios32:35 Next Big Innovation: Model Portfolios32:46 Intersection of Public and Private Markets33:22 Moving Beyond the 60/40 PortfolioEditing and post-production work for this episode was provided by The Podcast Consultant.

Send us a textGo behind the scenes with Camille Homsier, CEO of a $B+ global family office, and a powerhouse panel of family office leaders from New York, LA, Chicago, and Dubai. Recorded live at the Hawaii Family Office Retreat, this candid conversation explores how the ultra-wealthy are navigating global volatility, investing in private markets, and building legacies through real estate, private credit, and venture capital.Topics include:100% alternative portfoliosReal estate as a foundation for wealthESG and impact investing from the GCC perspectiveBuilding long-term family continuityHow to structure for resilience in unpredictable times

Dave shares his incredible experience in the investment community around some options that many may know about for avenues to build growth. A great discussion around his two incredible organizations that can be options for wealth building.

Welcome back to the Alt Goes Mainstream podcast.Today's podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families' wealth.We sit down with former NFL and USC star Winston Justice, whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successful and impactful career in wealth management. He was recently named CEO at SageSpring Private Wealth, a $7B independent wealth management firm, as they look to grow organically and inorganically and expand their offerings in private markets for their clients.A former NFL offensive lineman, Winston played for the Philadelphia Eagles, Indianapolis Colts, and Denver Broncos from 2006 to 2015. He also co-founded an early stage investment vehicle, MJC Capital, and Elixr, a gourmet café and coffee roastery, while he was playing. He also won 2010 Walter Payton Philadelphia Man of the Year Award for his community service.He transitioned into financial services and wealth management post-career, starting at Wells Fargo Securities, where he specialized in institutional and family office advisory. He then was a portfolio manager at PIA's Alternative Investment Group, and then an investment Manager at AllianceBernstein.Winston and I had a fascinating conversation. We discussed:The parallels between sports and finance.How Winston navigated the transition from professional athlete to a finance professional.What stoked his entrepreneurial spirit.Why wealth management is so critical to people's lives. Why culture fit is so important when integrating advisors into wealth management platforms through acquisition.How private markets can add to an advisor's practice.Thanks Winston for coming on the show to share your story, wisdom, and expertise.A word from AGM podcast sponsor, Juniper SquareWhen was the last time things were easy for GPs?Fundraising remains challenging, providing liquidity to investors is even harder—and broadly speaking, most GPs are underwater operationally.It's not about to get easier, either. Especially for managers vying for capital from the wealth channel. Sure, there's increased demand from HNW and UNHW investors to gain private markets exposure…but managing their expectations for the investing experience is a whole different ballgame.Reams of paper and a new KYC process every single time they subscribe to a fund? Brutal.But what if committing capital to private equity, venture, and real estate funds was digital and seamless for investors — and scalable to manage for GPs?Meet Juniper Square, the fund operations partner to over 2,000 private markets GPs worldwide.Juniper Square gives GPs the connected software, data, and fund administration services needed for modern private markets. No matter how ambitious your next raise is, how many investors you manage, and how complex your investment vehicles are, Juniper Square empowers GPs to raise capital faster, reduce operational risk, and deliver a world-class investor experience.And with JunieAI, Juniper Square's enterprise-grade AI built for private markets, GPs can truly and finally unlock the power of AI to work smarter, move faster, and focus on relationships and returns.Scale your business, not your operational burdens and costs. Visit junipersquare.com/agm today to learn more.Show Notes00:04 Our Sponsor, Juniper Square: Revolutionizing Fund Management00:30 Empowering GPS with Juniper Square00:38 Juniper Square's AI Innovation00:51 Scaling Your Business with Juniper Square01:37 Welcome to the Alt Goes Mainstream Podcast01:40 Introducing Winston Justice03:35 Winston's Background and Early Life03:49 College Years and Initial Business Ventures03:59 Realization and Transition to Finance04:10 Starting a VC Fund and Coffee Shops04:31 Transitioning from NFL to Finance05:04 Winston's Career at Wells Fargo and Beyond05:17 Immersing in Wealth Management07:01 The Sacredness of Financial Management07:50 Importance of Wealth Management08:04 Private Markets in Wealth Management08:19 Early Lessons in Wealth Management09:10 Transferring Values and Knowledge09:32 Managing Assets Beyond Numbers10:19 Combining Finance and Mission12:11 Mentoring Advisors at SageSpring12:43 Skill Sets for SageSpring Advisors12:51 Client Focus and Community Leadership14:01 Balancing Client Delivery and Business Growth14:56 Impact of Growing AUM16:10 Testing Advisors' Commitment16:55 Business Constructs in Wealth Management17:43 Division of Labor in Wealth Management18:52 SageSpring's Unique Approach19:53 Client Understanding of Fiduciary Role20:41 Trust in Financial Services21:17 Sophistication in Choosing Investment Partners21:57 Role of Relationship in Financial Services22:30 Evaluating Investment Opportunities23:44 Partnership with Dynasty Financial24:43 Customizing Investment Solutions26:44 Educating Wealth Managers on Private Markets27:00 Benefits of Alternatives in Portfolios30:48 Effective Storytelling in Investments32:13 Future of Wealth Management Industry33:08 Client and Advisor Service in Wealth Management34:55 Favorite Private Markets Investment37:18 Conclusion and Final Thoughts Editing and post-production work for this episode was provided by The Podcast Consultant.

#82: If you've ever thought about getting into private lending or scaling what you've already started today's episode is a must-listen. Even if you have no money! This conversation could easily be a paid workshop. It's that good.I'm sitting down with Logan Richetti someone who's built world class systems, communities, and platforms that are shaping the future of it. From Finley Capital to LendSafe to LendPrivate, he's architecting one of the most practical, scalable paths I have seen in private lending.We talk about how to start lending without a big team, how to raise money the right way (especially from friends and family), what kind of lifestyle this business can create, and the core reasons some lenders thrive while others stall out.Whether you're a broker, an investor with capital, or someone ready to make lending your main thing,  this episode will give you the tools, mindset, and clarity to move forward fast. Please share this with your friends. National Private Lending Conferencehttps://www.americanlendingconference.com/Show notes, resources, replays here

In this week's powerhouse episode of The Mailbox Money Show, host Bronson Hill and co-host Nate Hambrick sit down with me to uncover the most effective alternative wealth strategies for entrepreneurs today.From a Nebraska farm girl to creating eight-figure wealth across industries like real estate, oil and gas, aviation, and even cannabis farming, all using creative deal structures and tax-smart investing, I explain why most people stay broke, how to break out of the "make and spend" cycle, and how to fast-track your path to financial freedom.Whether you're an investor, entrepreneur, or just getting started, this is your crash course in alternative wealth strategies for entrepreneurs who want to move fast, build smart, and leave a lasting legacy. Loral's Takeaways:Transition to Finance and Entrepreneurship (04:54)Millionaire Mindset and Investment Strategies (06:25)Teaching Entrepreneurship and Investing (08:58)Alternative Investments and Asset Protection (15:22)Advanced Investment Strategies (31:41)Tax Strategies and Wealth Building (40:15) Connect With Bronson Hill:InstagramLinkedInYoutube Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules:

In this engaging conversation, Fred Hubler shares his insights on alternative investments, the importance of authenticity, and the concept of retainer-based planning. He discusses his journey towards success, emphasizing the need for contrarian thinking and taking massive action. The discussion also touches on the significance of timing in business and the role of education in providing access to investment opportunities. Fred's personal anecdotes and experiences provide valuable lessons for listeners looking to navigate the financial landscape.Ultimate Show Notes:00:00:38 - Welcoming Fred Hubler00:01:09 - The Importance of Sharing00:01:51 - Understanding Moonshots00:02:50 - Fred Hubler's Background00:03:05 - The Value of Alternative Investments00:04:51 - The Birth of Retainer-Based Planning00:06:38 - The Hockey Stick Moment00:08:19 - The Three Steps to a Moonshot00:16:27 - Real-Life Examples of Contrarian Thinking00:19:23 - The Shift in 202300:22:20 - The Role of Education and Awareness00:25:37 - The Impact of Personal ConnectionsConnect with Fred:Fred HublerCreative CapitalTurn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Future Proof, which holds one of the industry's largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr. Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment strategy that is becoming increasingly popular for real estate investors, tenants (think large corporates like Amazon, Walgreens, Dollar General), and investors alike.Blue Owl's Real Assets business has over $67.1B AUM, owning over 5,600 assets and partnering with over 800 tenants. Marc founded Oak Street, the predecessor firm to Blue Owl, in 2009 with $17M AUM. Listening to Marc talk about the evolution of his career, building Oak Street, and running Blue Owl's Real Assets platform, it's no surprise to see why Marc and the firm have had success. His “myopic focus … perfecting his craft,” as he discussed in our conversation, his clarity of vision, and his ability to so clearly articulate his investment strategy and market opportunity have led to tremendous success for Oak Street, and now, Blue Owl.Marc and I had a fascinating and thought-provoking discussion that covered everything from the evolution of his firm, how and why he sold Oak Street to Blue Owl, the market opportunity in triple net lease real estate investing, why data center investing is a large market opportunity, how to build a high-performing investment culture, and much more.We discussed:The story of how Marc built Oak Street from a $17M real estate investment firm and grew it into Blue Owl's $67B AUM Real Assets platform.Breaking down the triple net lease real estate investment strategy.Why the industry “isn't even in the first inning” in the $20T addressable market in triple net lease real estate investing.Why data centers are a “once in a generation opportunity” due to capex supply / demand imbalance.How a bigger platform can help an asset manager scale its business.Why an evergreen structure can make sense and the story of how Blue Owl did so well with its triple net lease product on a private wealth platform that the private bank created their own product.The hardest part of educating the wealth channel on real estate and evergreen structures.Why private wealth is the biggest opportunity in the future. The advice Marc would give to someone trying to build the next great asset manager.Thanks Marc for sharing your wisdom, expertise, and thoughtful and nuanced perspectives on private markets and real estate. 

Cameron is a real estate & digital infrastructure investor and advisor to accredited investors & private funds, as well as a management consultant working with businesses across industries on real estate portfolio strategy. Prior to Landtheory, Cameron was a Managing Director focused on portfolio strategy at Newmark where he advised institutional investors and multinational corporations on over $1.2 billion in real estate capital expenditures across 5.5 million square feet of office, industrial, retail and lodging properties. As an independent advisor, he has coordinated over $150 million in multifamily capital markets transactions and performed construction administration on over $90 million worth of ground up multifamily development. Cameron began his career at Gensler where he contributed to the design of over 1 million square feet of office space in New York, Los Angeles and Washington DC. Cameron holds a Bachelor of Architecture from Rhode Island School of Design and a Master of Science in Real Estate Development from Columbia University as well as certificates in Alternative Investments from Harvard University and Hospitality Investments from Cornell University. He has been qualified for receivership appointments by the New York State Bar Association (NYSBA) and has passed the Series 65 - Uniform Investment Adviser Law Exam, administered by the Financial Industry Regulatory Authority (FINRA). What You Will Learn: Who is Cameron Hastings? What led Cameron to transition from studying architecture to working in real estate development? How did Cameron's experience at Gensler shape his understanding of the architectural and development industries? What insights did Cameron gain about the role of developers versus designers in real estate projects? How did Cameron begin his journey into real estate investing while working as an architect? What motivated Cameron to pursue a master's degree in real estate development? How did Cameron's work with a multifamily developer influence his approach to real estate? What lessons did Cameron learn about market specialization during his time at Newmark? How did working with diverse property types expand Cameron's understanding of the real estate market? How can smaller investors play a role in the ecosystem of unanchored strip centers? What advantages do smaller investors have when it comes to adding value to strip center properties? What strategies does Cameron use to manage risk in his investments in strip centers? How does Cameron approach capital improvements and renovations to strip centers? Are there other markets outside of Southern California and Texas that show potential for strip center investments? What role do public and private real estate markets play in achieving diversification for investors? How can smaller investors leverage the public markets alongside their private investments? What unique opportunities do fragmented markets present to smaller investors in real estate? How does Cameron view the future of unanchored strip centers in light of current market trends? Cameron shares his contact information so that everyone can reach her. Additional Resources from Cameron Hastings: Website: https://www.selenebrighthouse.com/ LinkedIn: https://www.linkedin.com/in/cameron-hastings-landtheory/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

In this episode, Jim talks with Louis O'Connor, founder of Strategic Metals Invest, about a little-known asset class that's playing an outsized role in energy, defense, and global manufacturing: rare earth and strategic metals. Louis breaks down how investors can position themselves ahead of the demand curve—and why most people have never heard of these assets. 3 Key Takeaways: Critical inputs, limited access. Strategic metals power everything from semiconductors to EVs and missile systems. But most investors are locked out. Direct ownership is now possible. Private investors can hold metals like gallium and hafnium in secure vaults—and sell directly to manufacturers. Geopolitics drives opportunity. China's control over the supply chain creates volatility, trade tension, and leverage for early movers. Most portfolios react to the market. This is a chance to get ahead of it. Connect with Louis O'Connor: YouTube: www.youtube.com/@strategicmetalsinvest Facebook: www.facebook.com/StrategicMetalsInvest Linkedin: www.linkedin.com/in/louis-o-connor-a583341b8/

Send us a textReady to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game... Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/subscribeAlternative investments offer tax-advantaged strategies that go far beyond traditional real estate while generating impressive returns for savvy investors. Dan Holmlund shares insights from seven years running the Alternative Investing Club, revealing unique opportunities most financial advisors never mention.• Alternative investments include commercial airplane engines with 100% depreciation benefits• Special partnership allocations can shift depreciation to partners who need it most• Medical debt and student loan debt funds provide returns while helping people escape crippling debt• Solar panel investments can qualify for combined 55% tax credits from federal and state governments• Real estate partnerships with municipalities can create tax-free property opportunities• Strategic debt investments offer protection by being first in line during economic downturns• Operator quality matters more than the investment vehicle itself• Alternative Investing Club hosts weekly educational sessions with experienced operators• Cost segregation studies dramatically increase first-year depreciation benefits• New tax laws make manufacturing buildings 100% deductible, creating syndication opportunitiesLearn more about alternative investing strategies by joining the Alternative Investing Club's free weekly meetings at alternativeinvestingclub.com or emailing Daniel@alternativeinvestingclub.com.

In today's episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Brad Johnson, co-founder and Chief Investment Officer of Vintage Capital. With over $3.3 billion in commercial real estate transactions under his belt, Brad brings a deep well of experience in structuring long-term, risk-adjusted investments, especially in the mobile home park space. Brad's journey into real estate began in his twenties, when he and his friends started buying single-family rentals with profits from a startup. Over time, he transitioned from remote investing to institutional asset management, eventually discovering the opportunity-rich world of mobile home parks. What began as curiosity evolved into a nationwide operation of 2,300 pads. Brad and Jonathan explore what makes mobile home parks uniquely positioned for stable, long-term returns. They discuss the operational demands of the asset class, why infrastructure and capital reserves are essential, and how seller relationships shape acquisitions in this niche market. Brad emphasizes that these often-misunderstood communities fill a critical need in the affordable housing landscape. You'll also hear how Brad built trust with mom-and-pop sellers, scaled a portfolio through reputation and consistent deal flow, and developed the ability to underwrite quickly and confidently. His firm's approach to long-term holds, tax efficiency, and conservative underwriting stands in contrast to the high-leverage, short-term mindset that has tripped up many investors in recent years. Whether you're an experienced investor or exploring alternatives to traditional real estate assets, Brad's perspective highlights the importance of patience, structure, and choosing the right operating partners. In this episode, you will hear: Brad's early path from startup founder to long-term investor Lessons from managing over 2,000 mobile home park pads How infrastructure and reserves impact mobile home park performance Ways reputation and follow-through win deals in tight-knit markets Why tax advantages make long-term holds more attractive The pitfalls of chasing high IRRs with short-term strategies What separates strong operators from struggling syndicators Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Vintage Capital website - www.vintage-funds.com Connect with Brad Johnson on LinkedIn - www.linkedin.com/in/bradleyjohnson Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Send us a textDiscover how experienced investors across real estate, tech, media, AI, art, and sustainability are building antifragile portfolios that don't just survive — they thrive through volatility, disruption, and global change.This panel, recorded live at the Family Office Club Super Summit, explores how investors are navigating market uncertainty, deploying capital into resilient asset classes, and turning passion into performance.Hear insights on:What it means to be an antifragile investorWhy legacy, authenticity, and alignment matter more than everStrategic trends in real estate, AI, sustainability, art, blockchain, sports, and digital mediaWhere capital is flowing in 2024 and what lies ahead

Dr. Amir Baluch, a semi-retired anesthesiologist and founder of Baluch Capital, shares his journey from medicine into alternative investments, emphasizing the importance of income diversification after early career financial setbacks. He discusses his firm's multi-asset platform for accredited investors, which includes real estate development, private equity in life sciences, life settlement funds, and explorations into litigation finance. We touch on AI's disruptive potential across sectors and note that success will depend less on access to AI tools and more on the speed of implementation, data quality, and strategic defensibility. We discuss...  Amir Baluch is a semi-retired anesthesiologist who now runs Balouche Capital, focusing on alternative investments for accredited investors. Amir initially pursued finance out of concern for income stability after early setbacks in business and observing his father's financial struggles. Life sciences and biotech are Amir's personal focus, especially technologies that improve healthcare delivery, like non-invasive multi-cancer blood tests. Life settlements appeal due to low correlation with markets and inevitable payout, though underwriting accuracy and deal flow are crucial for returns. Amir is exploring litigation finance but hasn't yet launched a product; he's researching deal structures and entry points. Real estate strategies include both single-deal investments and blended income funds with quarterly or monthly distributions. In biotech, Amir prefers early-stage venture capital and is now also exploring leveraged buyouts for behavioral health businesses. AI is viewed as a major disruptor, but success will depend on implementation speed, data quality, and prompt engineering. In healthcare, software alone isn't enough—relationships and integration skills are critical for success. Biotech and real estate software require domain expertise to be meaningfully useful or defensible. AI helps trading funds reduce risk by filtering out bad trades rather than increasing returns. Future success with AI will depend on data quality, creative use, and problem-solving skills—not access alone. Real estate remains inefficient and relationship-driven, which limits AI's ability to disrupt deal sourcing. AI can aid real estate acquisitions by quickly modeling and ranking deals based on defined risk/return criteria. Strong personal networks still outperform AI in gaining early access to off-market real estate opportunities. Today's Panelists: Kirk Chisholm | Innovative Wealth Diana Perkins | Trading With Diana Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/from-medicine-to-alternative-investments-dr-amir-baluch-728 

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, host Dr. Allen Lomax engages with Scott Hauck, the managing partner at Legacy Capital. They discuss Scott's journey from corporate life to entrepreneurship, the challenges of raising capital, and the unique investment strategy of acquiring profitable small businesses. Scott shares insights on the importance of mental health, his personal struggles with OCD, and the establishment of Legacy Lifeline, a nonprofit aimed at providing mental health care solutions. The conversation emphasizes the significance of family, legacy, and the impact of financial freedom.Main Points:Scott Hauck has over 20 years of experience in building and exiting businesses.Legacy Capital aims to acquire and grow small American businesses for purpose-driven prosperity.There is a historic opportunity in the U.S. market with a significant transfer of wealth.Raising capital is a challenge, especially for new funds.Investors benefit from diversified risk across multiple businesses.The focus is on acquiring profitable businesses in technology and transportation sectors.EBITDA is a key metric for evaluating business profitability.Legacy Capital aims to maintain the legacy of acquired businesses.Mental health is a personal passion for Scott, leading to the creation of Legacy Lifeline.Family is the most important aspect of Scott's life and business journey.Connect With Scott Hauck:scott@legacycap.prohttps://www.linkedin.com/in/scotthauck/Investor kit - available at www.legacycap.pro

- Enoch AI Announcement and Special Reports (0:10) - July 4 Predictions and Dr. David Martin's Warning (3:45) - July 5 Prophecy and Japanese Manga Artist (21:04) - Preparation and Precautions for July 4 and 5 (33:21) - Introduction to Enoch AI and Its Capabilities (43:58) - Technical Details and Training Methods (53:38) - Philosophy and Future Plans for Enoch (1:10:19) - Final Thoughts and Encouragement (1:22:28) - Agentic AI and Enoch Engine Introduction (1:22:47) - Health Ranger Ranch and Figs (1:27:50) - Interview with Gerald Celente on Decentralized TV (1:31:13) - Financial Decentralization and Cryptocurrency (1:46:37) - Geopolitical Tensions and War (2:03:25) - Israel and Iran Conflict (2:16:24) - Economic and Financial Strategies (2:22:55) - Unincorporated Nonprofit Associations (UNAs) (2:34:39) - Trends Journal and Financial Advice (2:42:54) - After Party Discussion and Final Thoughts (2:45:17) - Promotion of "Breaking the Chains" Program (2:45:54) - Advantages of Privacy Cryptocurrencies (2:50:38) - Operational Privacy and Ethical Use of Crypto (2:54:07) - Centralized Systems and Alternative Investments (2:59:12) - Closing Remarks and Future Plans (3:01:29) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3183: Kalen Bruce outlines how seller financing allows real estate investors to earn steady income without the headaches of being a landlord and offers an alternative path to homeownership for buyers struggling to secure traditional loans. By cutting out banks, both parties gain flexibility, but not without added risks like buyer default or balloon payments that require thoughtful planning. Read along with the original article(s) here: https://moneyminiblog.com/make-money/seller-financing-real-estate/ Quotes to ponder: "Seller financing is great for buyers and sellers." "You are essentially a landlord that doesn't have to worry about repairs and maintenance issues." "Your interest rate will be based on several things, including your perceived risk level." Learn more about your ad choices. Visit megaphone.fm/adchoices