The Alternative Investment Podcast

RV parks represent a growing and profitable segment of the CRE universe, but it's hard to find and information on investment opportunities. Paul Moore, founder of Wellings Capital, joins Andy Hagans to discuss why RV parks are "a little bit undiscovered." Show notes: https://wealthchannel.com/2023/06/paul-moore-149/

Investing is highly personal, especially when it comes to one's own money. And within the world of alternative investments, an investor's personal passions and experiences will often attract them to a specific asset class. Shana Sissel, founder and CEO at Banríon Capital Management, joins WealthChannel's Andy Hagans to discuss how investors can align their allocation to alternative investments wit...

Private REITs have amassed huge assets in the past several years, but recent events have put their lack of liquidity in the limelight. David Auerbach, managing director at Armada ETF Advisors, joins Andy Hagans to discuss a brand new ETF that goes head-to-head with BREIT & the largest private REITs. Show notes: https://wealthchannel.com/2023/06/prvt-etf-147/

New York City commercial real estate is among the most prestigious of in the CRE universe. That said, certain sectors in New York City’s CRE market are experiencing a decline in prices, reaching levels last observed in the Great Financial Crisis. Chris Okada, CEO at Okada & Company, joins Andy Hagans to discuss what may be a generational opportunity for investors in the NYC real estate market. Sho...

As the inflation rate went sky-high in 2022, gold and precious metals came back into the financial limelight. But did they perform as expected? Will Rhind, founder and CEO at GraniteShares, joins Andy Hagans to discuss why High Net Worth investors are giving gold and precious metals renewed attention in their portfolio allocations. Show notes: https://wealthchannel.com/2023/06/will-rhind-145/

Family offices have historically used alternative investments to protect and grow their wealth, but alts are now going "mainstream" with many more self-directed High Net Worth investors. Ben Fraser, managing director at Aspen Funds, joins Andy Hagans to discuss how everyday accredited investors can invest like a billionaire. Show notes: https://wealthchannel.com/2023/06/ben-fraser-144/

There may be no tougher job in the NFL than playing center on the offensive line of the Cleveland Browns. Jeff Faine, founder of Enhanced Funding Solutions, joins Andy Hagans to discuss how his approach to playing football has informed his passion for helping investors and others. Show notes: https://wealthchannel.com/2023/05/jeff-faine-143/

As disruption continues in the fixed income market, many family offices are maintaining and even increasing their allocation to private credit. Brad Conger, deputy CIO at Hirtle Callaghan, joins Andy Hagans to discuss why private credit and other select asset classes are so appealing to family offices right now. Show notes: https://wealthchannel.com/2023/05/brad-conger-142/

Twenty years ago, many executives in finance and asset management firms scoffed at the idea of marketing’s importance. But the world has moved on, and many leading firms have now placed marketing at the forefront of their growth strategy. Why? Because great marketing is all about data, and execs are learning that great marketing can complement great operations to create a revenue-generating growth...

The world of private equity can be slow to change, but sometimes a big idea can create transformation faster than anyone might predict. Rachel Vass and Kelly Winget, co-founders of the EPIC family of funds, join Andy Hagans to discuss the unique vision they're creating (in an unlikely partnership). Show notes: https://wealthchannel.com/2023/05/vass-winget-140/

Shana Sissel, Kelly Winget, and Nelson Chu join moderator Andy Hagans for a panel at Alts Expo discussing the myriad of income investing strategies available to HNW investors in the current environment.  Show notes: https://wealthchannel.com/2023/05/income-investing/

Josh Cantwell, Dany Roizman, and DJ Van Keuren joined moderator Andy Hagans at Alts Expo in May 2023 for a discussion about capital preservation strategies in the current environment. Show notes: https://wealthchannel.com/2023/05/capital-preservation/

As asset managers raise increasing amounts of capital in the direct channel, the huge value of branding and communications can no longer by ignored. Chris Sullivan, president at Craft & Capital, joins Andy Hagans to discuss the incredible power of storytelling, and how asset managers can stand out in a crowded marketplace. Show notes: https://wealthchannel.com/2023/05/chris-sullivan-137/

There is an extreme shortage of safe, quality and affordable housing in the United States. According to Sam Sells, CEO at Wild Mountain Capital, the key to the solution is creating good incentives. Sam joins WealthChannel's Andy Hagans to discuss how his company is working to address the affordable housing shortage in a way that benefits communities and investors alike. Show notes: https://wealthc...

Real estate investors are conditioned to the use of leverage in their investments, but a debt-free strategy can open up surprising opportunities for CRE investors. Chay Lapin, co-founder of Cove Capital Investments, joins Andy Hagans to discuss the unique advantages of debt-free real estate investing. Show notes: https://wealthchannel.com/2023/04/chay-lapin-135/

As the private credit market continues to grow, emerging managers are finding success in unique niches across the credit landscape. Jamie Shulman, founder and fund manager at Meriwether Group Capital, joins the show to discuss where the best value can be found in 2023's private credit market. Show notes: https://wealthchannel.com/2023/04/jamie-shulman-134/

Selling a business can be a life-changing event for many entrepreneurs, but the process is also very stressful, with many potential pitfalls along the way. Matt Tortora, managing director at BMI Mergers, joins Andy Hagans to discuss the different options available to entrepreneurs who are interested in exiting their business. Show notes: https://wealthchannel.com/2023/04/matt-tortora-133/

As an entrepreneur, Neil Patel has created and scaled a group of businesses that generate massive monthly cash flow. Along the way, he re-invested much of this income into alternative investments to grow generational wealth, and create a legacy for his family (all before the age of 35). On this episode, Neil Patel joins WealthChannel's Andy Hagans to discuss the keys to his unconventional investme...

Africa is not only the fastest-growing continent in the world, it's also an economic growth story featuring millions of enterprising and resourceful entrepreneurs. But how can entrepreneurs in Africa and other emerging markets access the capital they need, given current structural challenges? Jim Chu, CEO at Untapped Global, joins WealthChannel's Andy Hagans to discuss how individual HNWIs can enj...

Institutional investors have helped lead the way in the alternative investment space for decades now. Along the way, they have learned the best practices for success when it comes to illiquid and private investments. Melanie Pickett, executive vice president at Northern Trust, joins Andy Hagans to discuss lessons that individual investors can learn from the largest institutional investors. Show no...

Many investors and family offices have been frustrated by the 2023 market. As interest rates rise and inflation begins to abate, certain asset classes are nevertheless slow to reprice. Anastasia Amoroso, managing director and chief investment strategist at iCapital, joins WealthChannel's Andy Hagans to discuss how investors can succeed in a late stage market cycle. Show notes: https://wealthchanne...

Wealth management has historically been a highly fragmented industry, where the best interests of the client were not always the top priority. Bill Kelly, president and CEO at CAIA, joins Andy Hagans to discuss whether the financial industry can arrive at a place where it consistently serves the best interests of the end clients (investors). Show notes: https://wealthchannel.com/2023/04/caia-128/

Generating alpha requires an "edge," based on inefficiency in the market. But the most valuable type of alpha is that which is repeatable, and consistent. Chris Carsley, CIO and managing partner at Kirkland Capital Group, joins WealthChannel's Andy Hagans to discuss how to generate alpha in a consistent manner. Show notes: https://wealthchannel.com/2023/04/chris-carsley-127/

Dislocations in the commercial real estate market have continued in 2023, with some sectors performing well, and others trailing by a wide margin. David Auerbach, managing director at Armada ETF Advisors, joins WealthChannel's Andy Hagans to discuss Q1 2023 sector performance in the REIT universe, plus where investors might see value right now. Show notes: https://wealthchannel.com/2023/04/david-a...

A rising tide lifts all boats, and real estate asset managers performed well nearly across the board up in the years leading up 2022. The headwinds of the past 12 months however have created clear winners and losers, for investors and asset managers alike. David Auerbach, managing director at Armada ETF Advisors, joins WealthChannel's Andy Hagans to discuss the divergence in publicly-traded REITs...