Podcasts about alternative investments

In this episode, my guest is Jonathan Hirschtritt, Head of Sustainability & Investment at GCM Grosvenor – a leading global alternative asset manager for more than five decades.The firm manages over $80 billion across the full spectrum of alternatives and has built one of the most comprehensive impact and sustainability investing platforms in private markets.In 2017, Grosvenor brought Jonathan in to work on strategy and operations, later moving into the role of Deputy COO. Four years later, leadership asked him to take on something very different: to formalize and build Grosvenor's sustainable and impact investing platform.The firm already had a long history with underrepresented managers and other initiatives, but this mandate meant creating a dedicated team, new frameworks, and a full reporting system from scratch.“This was a brand new area… no one really had done impact reporting or sustainable reporting compared to financial reporting.”Today, Jonathan runs Grosvenor's sustainable and impact platform – representing roughly a third of the firm's AUM. It's spread across private equity, infrastructure, credit, and real estate.It's a returns-first model, fully discretionary, but built to be customized. In fact, more than 70% of Grosvenor's capital is deployed through separate accounts designed around a client's specific objectives – whether that means climate, affordable housing, labor outcomes, or education.Jonathan makes a sharp distinction between “sustainable” and “impact,” and for him it comes down to two things: intentionality and measurement. In short, if a GP accidentally does good, that's great. But that's not impact unless it was designed that way – and unless you can prove it.What struck me in our conversation is how much of Grosvenor's model is built on customization. Every mandate begins with the client's own theory of change – whether that's climate, social infrastructure, labor outcomes, or diversity – and then the team constructs an investment program to match.Jonathan doesn't talk like a marketer. He talks like a builder. Someone who's spent years designing a platform that balances customization and scale – and believes that the future of impact is about doing the hard work behind the scenes, even when no one's watching.In our conversation, he showed how the real work starts before a dollar is invested – aligning on objectives, setting outcomes, and building them into portfolio construction.We also discussed:the challenges of data reportingthe distinctions in ESG terminologythe leverage of private capitalwhy impact only scales when it moves in lockstep with performancethe growing role of AIwhat rising energy demand might mean for infrastructure and climate strategiesTune in.—About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, I interview a world-class investor who is an accomplished practitioner from all asset classes.—Connect with SRI360°:Sign up for the free weekly email updateVisit the SRI360° PODCASTVisit the SRI360° WEBSITEFollow SRI360° on XFollow SRI360° on FACEBOOK—Additional Resources:

In the second episode of our application-season mini-series with the LSE Alternative Investments Conference (AIC), I'm joined by Yuga Kozuki, Co-President of the LSE AIC.Yuga shares how he secured speculative roles across venture capital, M&A, and hedge funds using cold emailing strategies, automation tools, and the power of student societies. We also dive into handling pressure, reframing rejection, and using AI as a coach and mentor throughout the process.This episode is packed with practical hacks and mindset shifts to help you navigate application season with resilience, focus, and confidence.Perfect for any student exploring different finance paths and looking for fresh, actionable ways to stand out.(00:00) Introduction to Alternative Investments(01:37) Navigating University Life and Societies(04:37) Managing Stress and Pressure(10:05) Building Resilience Through Rejection(12:21) Value of Networking in University(15:47) Mastering the Art of Cold Emailing(26:19) Interview Process for Speculative Applications(29:53) Leveraging AI Tools for Productivity► LSE AIC Instagram► LSE AIC LinkTree

Burcu Esmer, Senior Lecturer in Finance and Academic Director of the Harris Family Alternative Investments Program at the Wharton School, explores the policy, regulatory, and investor considerations surrounding the White House's proposal to introduce private equity and other alternative assets into 401(k) retirement portfolios. Hosted on Acast. See acast.com/privacy for more information.

:bulb:Get Alexis and Jon's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen is joined by Alexis Miller, Director of Investment Research & Alternative Investments, and Jon Betlow, Partner & Wealth Advisor, at OnePoint BFG Wealth Partners, to break down the biggest stories shaping markets and portfolios right now. With PPI down but CPI still sticky, mortgage rates falling to an 11-month low, and U.S. retail sales and housing starts data on deck, Alexis and Jon unpack what this all means for inflation, the Fed's next move at the FOMC meeting next week, and your financial plan. They also tackle an increasingly common challenge: parents helping their adult children financially — from rent and student loans to down payments — and how to balance generosity today with securing your retirement and legacy. #RiseUP #Wealthion #Investing #Inflation #MortgageRates #FedRateCut #FinancialPlanning #Retirement #EstatePlanning #AlternativeInvestments #Markets #ParentingAndMoney #Wealth #Finance Chapters: 2:01 - This Week's Market Recap 3:35 - PPI & CPI for August Show a Divergence 6:45 - Weak Jobs, High Inflation… What Does This Mean for Fed Policy? 9:43 - Mortgage Demand in the US Spikes as Rates Fall 12:57 - An New Emerging Reality: Supporting Adult Children 15:01 - With Adult Children, How Should We Approach Estate Planning? 17:37 - Investment Strategies to Balance Supporting Grown Kids & Your Own Security 20:13 - How Can Young Parents Prepare to Help Support Children in the Future 21:50 - September FOMC Meeting: What to Expect 22:59 - US Retail Sales & Consumer Strength 24:15 - Housing Starts—How It Ties into the Broader Inflation Picture 25:19 - Concluding Thoughts ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain?  Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on what trade policy may mean for equities and how investors can respond.   Troy joins Content Strategist Harrison Beck to outline his frameworks for understanding the current tariff-inflected environment. He examines the contributing factors of the GDP, U.S. consumer and bank strength, and the concept he coined to describe this kind of market upheaval, “The Galactic Mean Reversion.” 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 podcast was a conversation that was recorded live at Morningstar's Investment Conference in Chicago earlier this year.Morningstar CEO Kunal Kapoor took time out of his packed schedule at the event to sit down with me for a thought-provoking conversation that dove into the nuances of many of the trends that are shaping private markets today.Morningstar and Kunal have quite an interesting perch in the market. They occupy a critically important function in the market: helping investors understand the data, structures, and trends in public and private markets. They provide fund ratings, investment analysis, and market data to both individual and institutional investors.As public and private markets experience increasing convergence, Morningstar finds itself at the intersection of markets that are undergoing rapid evolutions across product structures, asset allocation frameworks, and weighty questions around conceptual frameworks of liquidity, risk, volatility, concentration that are on the minds of many. Amongst the wide range of topics Kunal and I covered, one stood out: Morningstar is fiercely on the side of the investor.If there's anyone who has a deep understanding of Morningstar's DNA, it's Kunal. Kunal started at Morningstar in 1997 as a data analyst, holding a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm's data business as well as its global products and client solutions group.Kunal and I had a fascinating and lively conversation. We covered a number of the most pressing topics in private markets today: the convergence of public and private, liquidity vs illiquidity, investor education, the importance of transparency, and the why, what, and how behind evergreen funds.Thanks Kunal for coming on the show to share your wisdom, expertise, and passion for public and private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus01:18 Podcast Opening and Theme01:55 Welcome to the Morningstar Investment Conference02:29 Convergence of Public and Private Markets03:12 Challenges in Transitioning to Private Markets05:26 Morningstar's Evolution and Impact06:59 Morningstar's Role in Reducing Costs08:15 Evergreen Funds and Transparency08:48 Complexities in Private Market Structures09:36 Liquidity and Innovation in Private Markets12:27 Investor Education and Common Language14:34 Comparing Public and Private Market Investments16:28 Standardized Documentation and Regulation18:00 Educating Investors on Private Markets18:52 Morningstar's Style Box for Private Markets19:14 Data Availability and Analysis20:24 Evaluating Different Investment Structures21:09 Public-Private Partnerships and Transparency21:38 Philosophical Questions on Private Markets22:58 Behavioral Aspects of Illiquidity24:00 Evergreen Funds as Buy and Hold Vehicles24:15 Asset Allocation and Evergreen Structures25:16 Investor Behavior and Market Volatility25:25 Individual Investors vs. Advisors26:32 Stability of Retail Assets26:56 Retail Brokerage Apps and Crypto Trading27:15 Impact of Social Media on Young Investors27:29 Exposure to Private Markets28:01 Market Drawdowns and Young Investors28:27 Advisor-Led Models vs. Self-Directed Investing28:57 Investor Behavior Across Different Age Groups30:06 Morningstar's Role in Investor Validation30:50 Morningstar's Independent Voice32:01 Transparency in Private Markets32:24 PitchBook and Data Transparency33:02 Challenges in Private Market Data33:26 Tipping Point in Transparency34:54 Private Market Indices35:37 Challenges in Benchmarking Private Markets36:29 Lessons from Public Markets37:12 Evolution of Private Markets37:37 Future of Private Markets38:41 Fee Structures in Private Markets39:38 Operational Burden in Private Markets40:50 Pre-Trade Market Structure41:16 Access to Private Markets for All Investors43:06 Returns and Diversification in Private Markets44:51 Building Portfolios in a Lower Return Environment47:15 Brand vs. Performance in Alternative Assets49:18 Favorite Alternative InvestmentsEditing and post-production work for this episode was provided by The Podcast Consultant.

On this Ropes & Gray podcast, ERISA and benefits partner Sharon Remmer is joined by litigation & enforcement partners, Amy Roy and Dan Ward, to discuss President Trump's recent Executive Order that directs the U.S. Department of Labor and other federal agencies to expand access to alternative assets for 401(k) investors and what the potential ramifications could be for retirement plan sponsors and asset managers from a litigation risk perspective. We have been closely monitoring the significant increase in lawsuits targeting 401(k) and 403(b) retirement plans over the last several years, where plaintiffs have alleged fiduciary defects in the prudence of investment menu design as well as with respect to the monitoring of plan service providers and fees. Using this as a backdrop, our team examines the evolving landscape and how recent case law clarifies key points for plan sponsors to consider should they decide to offer private equity and other alternative assets in their menus. Our speakers discuss practical steps for mitigating risk when offering alternative investments, such as conducting thorough due diligence, providing clear participant disclosures, and maintaining robust documentation of investment decisions.

Brian Skrobonja talks about the five habits billionaires live by, habits you can use to create your own financial freedom. Tune in to hear the benefits of having ruthless focus, how frugality with purpose can actually give you more freedom, and why you need to start looking at your life in decades instead of paychecks. Expect to hear practical ideas you can start right away, like trying a 30-day luxury swap, creating a simple “not-to-do” list, and carving out time each week to invest in your own growth. These habits aren't about making more money. They're about making smarter decisions with the money you already have. Brian starts by explaining the habits billionaires live by, habits you can use to build your own financial freedom without ever needing their billions. Habit #1 – Relentless Focus. Brian reveals why focus beats chasing every opportunity. When you treat your biggest financial decisions as limited, you naturally filter out the noise. Billionaires like Warren Buffett, built their fortunes not by jumping on every hot IPO, but by concentrating on businesses they deeply understood, like Coca-Cola, American Express, and Apple, and letting those few bets compound for decades. Habit #2 – Frugality with a Purpose. Learn how to spend with intention instead of deprivation. When most people hear “frugality,” they think of avoiding fun and living on less. But the kind of frugality billionaires practice is built on ensuring money serves a purpose instead of wasting it away. Learn how trimming just one recurring expense and redirecting it into savings, investments, or even a passion project can completely shift your financial future. Try Brian's 30-day luxury swap challenge: Pick one expense that's nice, but not essential, maybe a subscription or upgrade you don't really need. Cut it for a month, and redirect that money toward your retirement account, debt payoff, or travel fund. Habit #3 – Long-Term Vision. Brian emphasizes that one of the most dangerous habits with money, and in life, is thinking too small and too short-term. Most people plan only until the next paycheck, vacation, or bill. But billionaires stretch their thinking into decades, sometimes even generations. Learn how to apply Jeff Bezos' “Day One” mindset and how it can help keep you hungry, curious, and willing to make bold moves for the long game. Brian shares how you can apply this principle to your own finances and career, so that you're not just reacting to what's in front of you, but building something designed to last. Habit #4 – Investing in Knowledge. Brian shares why billionaires obsess over learning: They treat knowledge like an asset that compounds faster than money. The goal of reading and studying isn't to become a walking encyclopedia, it's to build a mental toolkit that helps you spot opportunities, make sharper decisions, and avoid costly mistakes. Habit #5 – What Billionaires Don't Do. Learn the power of ruthless elimination: Billionaires don't have more hours than the rest of us, the difference is what they choose to ignore. Brian explains that billionaire success comes from cutting out distractions, declining projects that don't align with their goals, and saying “no” to almost everything that doesn't matter. How to create your “Not-To-Do List”: Brian challenges you to write down three things you'll ignore for the next 30 days. Maybe it's obsessively checking your portfolio, doomscrolling the news, or saying yes to commitments that drain your energy. According to Brian, billionaires are successful because they know what to work on, what to ignore, and they build habits that compound for decades. The good news is you don't need a billion dollars to build these habits.     Mentioned in this episode: BrianSkrobonja.com SkrobonjaFinancial.com SkrobonjaWealth.com BUILDbanking.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify   References for this episode: Lesson 1 – Relentless Focus https://www.fool.com/investing/general/2004/05/05/warren-buffett-and-his-20-punches.aspx https://www.investopedia.com/articles/stocks/08/buffett-style.asp?utm_source=chatgpt.com https://fortune.com/2023/11/20/elon-musk-10-laws-of-management/ https://www.forbes.com/profile/charles-koch/?utm_source=chatgpt.com Lesson 2 – Frugality with Purpose https://www.forbes.com/sites/michaeldominguez/2018/02/20/the-frugal-habits-of-the-ikea-founder-that-built-a-40-billion-company/ https://www.businessinsider.com/how-warren-buffett-spends-money-net-worth?utm_source=chatgpt.com https://www.marketwatch.com/story/warren-buffett-reveals-how-much-he-spends-on-breakfast-2017-05-08?utm_source=chatgpt.com https://finance.yahoo.com/news/multi-billionaire-still-calls-cable-165400872.html Lesson 3 – Long-Term Vision https://www.aboutamazon.com/news/company-news/amazons-original-1997-letter-to-shareholders https://www.forbes.com/sites/quora/2017/04/21/what-is-jeff-bezos-day-1-philosophy/ https://www.gatesnotes.com/?utm_source=chatgpt.com https://www.investopedia.com/articles/markets/102215/how-microsoft-makes-money.asp?utm_source=chatgpt.com https://www.forbes.com/profile/sheldon-adelson/?utm_source=chatgpt.com https://www.reviewjournal.com/business/casinos-gaming/sheldon-adelson-las-vegas-sands-vision/ Lesson 4 – Investing in Knowledge https://fs.blog/warren-buffett-reading/?utm_source=chatgpt.com https://www.cnbc.com/2017/12/27/warren-buffett-once-offered-up-his-best-investing-advice.html?utm_source=chatgpt.com https://www.wsj.com/articles/SB10001424052748704904604576333424745445360?utm_source=chatgpt.com https://law.stanford.edu/2014/02/24/peter-thiel-on-start-ups-and-innovation/?utm_source=chatgpt.com Lesson 5 – What Billionaires Ignore https://www.businessinsider.com/warren-buffett-investing-advice-2017-2?utm_source=chatgpt.com https://www.forbes.com/profile/charles-koch/?utm_source=chatgpt.com https://www.inc.com/business-insider/michael-bloomberg-success-lessons.html?utm_source=chatgpt.com     Alternative investments may be subject to less regulation than other types of pooled investment vehicles. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual's net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment's trading profits. Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets. ---- BUILD Banking™ is a DBA of Skrobonja Insurance Services, LLC. Benefits and guarantees are based on the claims paying ability of the insurance company. Not FDIC insured. Results may vary. Any descriptions involving life insurance policies and its use as an alternative form of financing or risk management techniques are provided for illustration purposes only, will not apply in all situations, may not be fully indicative of any present or future investments, and may be changed at the discretion of the insurance carrier, General Partner and/or Manager and are not intended to reflect guarantees on securities performance. The term BUILD Banking™, private banking alternatives or specially designed life insurance contracts (SDLIC) are not meant to insinuate that the issuer is creating a real bank for its clients or communicating that life insurance companies are the same as traditional banking institutions. This material is educational in nature and should not be deemed as a solicitation of any specific product or service. BUILD Banking™ is offered by Skrobonja Insurance Services, LLC only and is not offered by Madison Avenue Securities, LLC. nor Skrobonja Wealth Management, LLC. ---- This content is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC are not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firms are not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, Skrobonja Wealth Management, LLC.

Do you feel stuck paying enormous tax bills and riding the volatile ups and downs of the market? What if there's a smarter, safer way to keep more of your money and grow it faster? In today's episode, I sit down with Dana Cornell, founder of Cornell Capital and former Wall Street advisor, to reveal the hidden strategies wealthy families use to protect assets, reduce taxes, and build lasting wealth. Dana went from knocking on doors during the 2008 financial crisis to managing over $1.4 billion at Morgan Stanley. Along the way, he discovered a broken system designed to serve institutions and not individual investors. His achievements earned him Forbes recognition as one of the top advisors in the country, yet he chose to walk away and launch Cornell Capital to disrupt traditional wealth management. Dana will teach you how to cut your tax bill by six figures, invest like the ultra-wealthy, and create a financial plan that truly serves your life. “Time solves most chaos in any investment situation... So have patience when there's turmoil.” ~ Dana CornellIn This Episode:- Dana's origin story and early career- What are alternative investments?- Tax strategies for high earners- Investment options and services at Cornell Capital- The future of wealth management & investment opportunities - Top five mistakes millionaires make- How to connect with Cornell CapitalAccess Free Resources on Tax Strategies and Alternative Investments: https://www.cornellcapitalholdings.com/freeBook an appointment with CCH: https://marketing.cornellcapitalholdings.com/meetings/brandon1047/podcast-cch-introConnect with Dana Cornell: Website: https://www.cornellcapitalholdings.com/ LinkedIn: https://www.linkedin.com/in/danacornell Resources:➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/➡️ Check out my programs - https://vikramraya.com/coaching/➡️ Apply to become a Limitless MD - www.I8mastermind.com➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless Connect with Vikram:Website: https://vikramraya.com/Instagram: https://www.instagram.com/vikramraya/Facebook: https://www.facebook.com/VikramrayamdLinkedIn:https://www.linkedin.com/in/vikramraya/YouTube:

Die Generation Z mischt seit Corona kräftig an den Börsen mit. Viele suchen die schnelle Rendite über spekulative Aktien, ETFs oder Optionen. Andere setzen auf nicht nachhaltige passive Einkommen. Die beiden Wirtschaftsjournalisten Dietmar Deffner und Holger Zschäpitz erklären, wie der Weg zur finanziellen Freiheit wirklich aussieht. Weitere Themen: -Halbpension auf Malle – der Selbstversuch des KI-Urlaubs -Neigungsorientiertes Investment – welche Aktie der Deffner zuletzt aufgesammelt hat -Alternative Investments – welche Fallstricke bei tokenisierten Vermögenswerten lauern -Verglühter Solar-Star – was hinter der Gewinnwarnung bei SMA Solar steckt Link zum Finance-Summit: https://hs.businessinsider.de/de/de/summit/finance-summit-berlin Rabattcode AAA2025 DEFFNER & ZSCHÄPITZ sind wie das wahre Leben. Wie Optimist und Pessimist. Im wöchentlichen WELT-Podcast diskutieren und streiten die Journalisten Dietmar Deffner und Holger Zschäpitz über die wichtigen Wirtschaftsthemen des Alltags. Schreiben Sie uns an: wirtschaftspodcast@welt.de Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutzerklärung: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In this episode of the Real Estate Pro Show, host Erika interviews Kelly Winget, founder of Alternative Wealth Partners, who shares her insights on private equity and real estate investments. Kelly discusses her journey in the alternative investment space, the significance of opportunity zones, and the strategies for navigating qualified opportunity zones. She emphasizes the importance of investing in operating businesses, building relationships in the private equity sector, and the challenges investors face. The conversation also touches on future trends, including the role of AI in business.   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   —--------------------

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

Send us a textBoda Borg is revolutionizing experiential entertainment with “questing” — real-life gaming adventures that blend technology, teamwork, and immersive challenges. With 11 global locations, 5M+ guests, $20M+ in annual revenue, and 30 years of innovation, Boda Borg is not just another escape room — it's a whole new category.In this interview, David Spigner, CEO of Boda Borg, shares how he's scaling reality gaming, insights on expansion into California and beyond, and why major companies like Google use Boda Borg for team-building and corporate events.Diversify your investments with the leader in Questing, a proven experiential live-action gaming platform with 11 locations, serving nearly 5 million Guests, and generating annual revenue of $20+ million.

The U.S. stock market is priced for perfection. Gold and the S&P 500 have reached all-time highs. Interest rates are likely to be cut this month, the employment picture looks to be weakening and tariff policy remains in flux.In this episode of The Native Angelino Podcast, I am joined by Adam Phillips, CFA of EP Wealth Advisors. We discuss equities, interest rates, gold, bitcoin, alternative investments and the current political climates impact on the Federal Reserve.Will an interest rate cut stimulate the housing market? What about in cities like Los Angeles where residential real estate prices far exceed national averages?Adam oversees portfolio strategy for his firm and provides insights on the current economic climate and outlook for the coming quarters.Chapters 00:00 Intro - Market Volatility and Economic Uncertainty 00:20 The Taco Trade 01:30 Tariffs and Their Economic Impact 04:30 Interest Rates and Federal Reserve Dynamics 07:09 Gold's Rise and Market Sentiment 09:45 EP Wealth Advisors 12:00 Real Estate and Client Portfolios 14:10 Interest Rates and Consumer Behavior 16:13 Market Valuations and Economic Disparities 17:36 Government Intervention and Market Dynamics 21:32 Digital Assets and Bitcoin's Role 27:00 Alternative Investments and Market Trends 33:05 Current Economic Focus and Fed Independence Summary - Priced For PerfectionIn this conversation, Adam Phillips and Tom Levine discuss various economic factors affecting the market, including interest rates, Federal Reserve policies, tariff policy, gold as a safe haven, real estate investment strategies, and the impact of digital assets. They explore the current state of the economy, the challenges posed by inflation, and the implications of government intervention in the market. The discussion also highlights the differences in investment perspectives between older and younger generations, as well as the importance of financial planning in navigating these uncertain times. Takeaways Market volatility is influenced by economic uncertainty and government policies. Interest rates are a critical factor in shaping market dynamics and investor behavior. Gold is viewed as a safe haven amidst geopolitical risks and inflation concerns. Real estate remains a significant asset for many clients, especially in high-value areas. Alternative investments are gaining traction as a means to diversify portfolios. Lower interest rates could stimulate housing demand but may not significantly impact high-net-worth clients. Market valuations are currently high, raising concerns about potential downside risks. Government intervention in markets raises questions about the future of economic stability. Digital assets like Bitcoin are becoming more mainstream but remain highly speculative. Younger investors are more open to alternative investments compared to older generations.

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Ramez Fakhoury, VP and managing partner at IRA Club, about the importance of self-directed IRAs and alternative investments. Ramez explains how IRA Club empowers individuals to diversify their retirement portfolios beyond traditional stocks and bonds, emphasizing the need for education in making informed investment decisions. He also discusses the innovative AI-driven platform that IRA Club has launched to help manage retirement accounts effectively. The conversation highlights the flexibility and opportunities available to investors looking to leverage their retirement funds for real estate and other alternative assets.   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   —--------------------

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure.We sat down in Stonepeak's Hudson Yards office with the firm's Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak's rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years.Luke brings a wealth of experience to the infrastructure investing world. He is Co-President of Stonepeak and a member of all of the firm's investment committees. He's been investing in infrastructure for over 20 years, joining Stonepeak from infrastructure investing pioneer Macquarie Capital.Luke and I had a fascinating and thought-provoking discussion about infrastructure investing and why it's becoming an increasingly important part of the private capital ecosystem. We covered:How Luke went from growing up on a sheep farm to investing in infrastructure in New York.What Macquarie taught him about how to approach infrastructure investing.Why he took the entrepreneurial leap to build Stonepeak and join Chairman, CEO, and Co-Founder Mike Dorrell from the firm's earliest days.Why infrastructure investing is more than toll roads, airports, and bridges.How there are elements of a private equity approach to investing in, building, and operating infrastructure assets.Where infrastructure fits in an investors' portfolio.Why individual investors should consider exposure to infrastructure assets.Has infrastructure proved itself through an inflation cycle?Why scale matters in infrastructure investing.How Stonepeak identified investing in data centers early on and well before the data center boom began.What type of demeanor and mindset makes for a successful infrastructure investor.Thanks Luke for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:18 Podcast Opening and Theme01:55 Episode Overview: Infrastructure Investing02:04 Guest Introduction: Luke Taylor02:45 Luke Taylor's Background and Journey04:49 Early Days at Macquarie07:19 Transition to Stonepeak08:04 Building Stonepeak 10:13 Value Creation in Infrastructure11:59 Mindset of an Infrastructure Investor13:08 Balancing Long-Term and Agile Thinking15:42 Key Drivers of Value Creation16:10 Underwriting and Risk Management18:00 Operational Intensity and Asset Utilization21:51 Network Effects in Infrastructure23:19 Infrastructure as a Defensive Investment26:13 Portfolio Construction and Infrastructure26:39 Private Infrastructure and Yield Benefits27:29 Productizing Infrastructure Investments27:41 Equity, Credit, and Real Estate Strategies29:23 Thematic and Opportunistic Investing29:53 Data Centers and Early Investments30:06 Identifying Investment Opportunities30:14 Evolution of Data Centers30:58 Interconnection Hubs and Carrier Hotels31:32 AI Boom and Data Centers33:22 Investing in AI Through Infrastructure34:42 Underwriting AI Thematics35:04 Capital Needs in Data Centers35:32 Downside Protection in AI Investments36:49 Navigating Increased Capital in Infrastructure37:35 Durability of Cash Flow in Infrastructure38:40 Scaling Stonepeak's Infrastructure Investments39:18 Diversification in Infrastructure Investments41:47 Developing an Edge in Origination42:36 Structural Elements in Deal Sourcing42:57 Competition and Market Structure43:26 New Entrants in Infrastructure43:44 Building New Assets in Infrastructure43:54 Exits and Evergreen Funds46:27 Private Wealth and Infrastructure51:25 Challenges in Starting a Wealth Business51:51 Deal Flow and Product Construction53:50 Volatile Markets and Opportunities54:20 Interest Rate Risks in Infrastructure55:18 Favorite Infrastructure Opportunities57:01 Closing Thoughts and Full CircleEditing and post-production work for this episode was provided by The Podcast Consultant.

Tune in to listen to Ingrid Macintosh chat with Colin Lynch, Managing Director, Head of Alternative Investments, TDAM and Adam Thouret, Managing Director, Global Infrastructure Investments, TDAM on the podcast to learn what's delivering in real estate and infrastructure—and what's demanding a closer look. Highlights include:  1:10 Overview of the past six months  6:50 Looking ahead to the next six months  15:00 What one thing people should be thinking about?     For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Alan StraussSenior Partner, Director of Investor Relations at Crystal Capital Partners with $1B in assetsWebsitehttps://www.crystalfunds.com/BioAlan has been with the firm since 2009. During that time, he has helped lead the firm's investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in Sport Administration and his B.S. in Broadcast Journalism and Spanish from the University of Miami.Crystal has over $1bn of AUM on its platform

This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Alexis Miller, Director of Investment Research & Alternative Investments, and David Mandelbaum, Portfolio Manager and Wealth Management Advisor at OnePoint BFG Wealth Partners, to unpack the week's biggest market stories. From Trump's unprecedented firing of Fed Governor Lisa Cook, to Nvidia's Q2 earnings and tepid forecasts, India's steep 50% tariffs kicking in, and consumer confidence slipping in August, Alexis and David break down what these shifts mean for investors, portfolios, and the road ahead as we enter into a historically volatile period in markets. Get Alexis and David's great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form. Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. #MarketVolatility #PortfolioProtection #InvestorInsights #FederalReserve #InterestRates #WealthManagement #InvestingTips #Nvidia #AIStocks #GlobalTrade #IndiaTariffs #Diversification #Wealthion #Wealth #Finance #Investing Learn more about your ad choices. Visit megaphone.fm/adchoices

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.

With growing interest in alternative investments—from private equity and digital assets to ESG—defined contribution plan sponsors face both fresh opportunities and heightened scrutiny. In this episode of Williams Mullen's Benefits Companion, Brydon DeWitt is joined by Beryl Ball, Principal Financial Advisor at CAPTRUST, to explore how plan sponsors can assess these emerging asset classes, weigh participant demand, and use tools such as self-directed brokerage windows. They also examine the implications of President Trump's August 7, 2025, executive order, which directs the Department of Labor, SEC, and Treasury to revisit ERISA guidance, develop potential safe harbors, and lower litigation risks for offering alternatives in 401(k) plans.

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

In this exclusive episode of The Commercial Real Estate Library, Dayma and Garret sit down with Colin Lynch, Managing Director and Head of Alternative Investments at TD Asset Management. In this episode, he shares an insider's perspective on how TD Asset Management operates and how Canada fits into the global real estate landscape.From the challenges facing office in today's landscape to emerging trends in industrial and multifamily, Lynch unpacks key market shifts and opportunities across all asset classes, offering rare insight into the macro trends shaping their performance.This conversation explores Canada's global competitiveness, the nation's productivity challenges, the untapped opportunities we need to seize, and an overview of the Mortgage market. Lynch offers an exceptional analysis on the current real estate landscape and leaves us with final words of inspiration everyone should hear.SECURE COMMERCIAL FINANCING: http://greenfoxcapital.comCRE LIBRARY WEBSITE: https://www.crelibrary.ca/SUBSCRIBE TO OUR YOUTUBE: https://www.youtube.com/channel/UCyQ3EDKZqW2t62aq5Q0cRBwSPOTIFY | https://open.spotify.com/show/54qf2EJwnrsYn0EC2TnJo3APPLE | https://podcasts.apple.com/ca/podcast/commercial-real-estate-library/id1437946062INSTAGRAM | https://instagram.com/commercialrealestaelibraryTIKTOK | https://www.tiktok.com/@crelibrary?_t=8XZSNgigk9m&_r=1PODCAST CLIPS on YouTube: https://youtube.com/@crelibraryclips

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.

This episode, John and Tom are joined once again by Mark DiOrio - Chief Investment Officer at Brookstone Capital Management - to unpack the fast-moving markets of 2025. They discuss volatility, tariffs, interest rates, and the role of alternative investments like gold, crypto, and structured notes. Mark also shares insights on inflation, the bond market, and the long-term impact of AI and semiconductors on the economy. Plus, you'll hear his outlook for the markets over the next year!   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 758-9889 Call Thomas: (973) 394-0623

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 9Innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, breaks down a brand-new executive order that could change the way Americans invest for retirement.We're talking private equity, private credit, and even cryptocurrency inside your 401(k). Kevin explains what these asset classes are, why big asset managers are eager to get them in your plan, and the potential benefits they claim to offer.But he also pulls no punches on the risks—high fees, limited liquidity, and market volatility—and why, for most investors, the tried-and-true low-cost index fund may still be the smarter play.Whether you're a seasoned investor or just starting your retirement journey, this episode will help you understand the opportunities, the pitfalls, and what to watch for as alternative investments enter the 401(k) game.Defining Alternative Investments (00:00:54)Why Alternatives Are Entering 401(k)s (00:02:02)Considerations Before Investing (00:05:39)Risks and Expected Returns (00:07:51)Fee Comparison and Real Returns (00:10:06)Crypto in Retirement Plans (00:11:14)Final Thoughts and Caution (00:12:30)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

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 

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.

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/