Alt Investing Made Easy

  Gold Investing: How Precious Metals Protect Your Portfolio     Gold investing isn’t about chasing returns; it’s about protecting what you’ve already built. In this episode, we break down how gold and silver function as portfolio insurance, why physical ownership matters, and how precious metals behave across inflationary and deflationary cycles. You’ll learn how experienced investors think about...

AI is rapidly transforming how investors analyze deals, evaluate opportunities, and create investment materials. But where does it actually add value. and where does it introduce hidden risk? In this episode, we break down how AI is being used in alternative investments today, the real dangers of over-reliance, and why human judgment still sits at the center of successful capital allocation. If yo...

Mining investments sit at the intersection of geology, macroeconomics, and capital markets—yet most investors misunderstand how value is created. In this episode, we break down how exploration companies operate, how investors participate, and what truly drives returns. From commodity cycles to jurisdiction risk and AI-driven discovery, this conversation simplifies a complex asset class into a clea...

What actually keeps a private fund running behind the scenes—and why should investors care? In this episode, we break down fund administration in plain English: how it drives transparency, protects capital, and enables fund managers to scale. You’ll learn when fund administration becomes essential, how it impacts investor confidence, and why institutional capital increasingly demands it. If you’re...

What does a fiduciary financial advisor actually do—and why does it matter for investors allocating capital today? In this episode of Alt Investing Made Easy , Sarah Florer and Roland Wiederaenders sit down with wealth advisor Whitney Warmack to explore how independent advisors guide families through complex financial decisions. From understanding alternative investments and liquidity risk to navi...

Philanthropy is often one of the largest capital allocations an investor will ever make—yet it’s rarely treated strategically. In this episode of Alt Investing Made Easy, we unpack how donor-advised funds (DAFs) function as tax-efficient, flexible vehicles for deploying philanthropic capital. From liquidity events and appreciated assets to impact investing and legacy planning, this conversation re...

In this episode of Alt Investing Made Easy , we sit down with Ben Kogut, founder of Rooster Equity, to unpack the mechanics of triple net lease investing and what disciplined capital allocation actually looks like in today’s market. We explore how conservative underwriting, preferred returns, fund structure, and tenant strength work together to produce durable cash flow. For mid-stage investors ac...

Triple Net Lease Investing vs Multifamily   Are triple net lease investments replacing multifamily as the smarter allocation? In this episode, commercial real estate investor Joseph Gozlan explains why rising expenses, flat rents, and NOI compression forced a strategic pivot—and how triple net retail and industrial flex assets transfer risk and stabilize cash flow. This conversation demystifies in...

What actually causes businesses to fail, and how can investors spot the warning signs early? In this episode of Alt Investing Made Easy , we go beyond surface-level financials to unpack the real drivers of business distress: cash flow blind spots, gut-driven decisions, and hidden balance sheet risk. Drawing from real-world turnaround experience, this conversation equips investors with a clearer fr...

  Term Sheet Red Flags Investors Should Never Ignore   Before committing capital to a private or alternative investment, one document matters more than any pitch deck: the term sheet. In this episode of Alt Investing Made Easy, we break down the most critical term sheet red flags investors should never ignore when evaluating private deals. Whether you’re reviewing commercial real estate, private c...

Cannabis Investing: Regulation, Capital & Scalable Growth Models   Cannabis investing sits at the intersection of regulation, entrepreneurship, and alternative capital strategy. In this episode, we break down how investors evaluate opportunity in a fragmented, capital-constrained industry shaped by federal and state law. Hans Enriquez shares a first-hand view of scaling a cannabis-adjacent bus...

In this episode of "Alt Investing Made Easy," hosts Sarah Florer and Roland Wiederaenders welcome Scott Abels, CPA and President of Precision Valuation Services, to discuss the intricacies of business valuations. Scott shares his extensive background in corporate America, detailing how his experience at companies like Dell and Motorola shaped his understanding of financials and business models. He...

Most private investors don’t lose money because the asset was bad—they lose because the structure was flawed. In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders introduce a practical framework to help you evaluate a term sheet with clarity and confidence. You’ll learn how professional allocators think, why pitch decks aren’t enough, and how to assess a deal through t...

Investing across borders doesn’t have to feel opaque or intimidating. In this episode of Alt Investing Made Easy , we explore how India’s rapidly evolving regulatory and investment landscape is opening new opportunities for sophisticated global investors. Joined by India-based legal experts, we break down what’s changed, what now feels familiar to U.S. allocators, and how private capital is flowin...

#AlternativeInvestments continue to reshape how capital is built, allocated, and preserved. In this year-end recap, the hosts of #AltInvestingMadeEasy reflect on key trends in #PrivateMarketInvesting, lessons from expert guests, and the growing importance of education, access, and disciplined deal evaluation. From venture capital and #PrivateSecurities to #506c offerings and investor advocacy, thi...

#PlannedGiving isn’t just about generosity, it’s a way for #HighNetWorth investors to align #CapitalAllocation, #TaxStrategy, #WealthPlanning, and #LegacyInvesting. In this episode of #AltInvesting Made Easy , attorney and entrepreneur Barry Resnick demystifies how charitable strategies, donor-advised funds, and #EstatePlanning tools help mid-stage investors deploy wealth with intention. Through r...

Sports is no longer just entertainment; it’s an economic engine. In this episode, we explore how NIL deals, athlete branding, and “Athlete Family Offices” are reshaping wealth creation in the sports world. Elizabeth Quanaim of Robin Glenn joins us to explain the financial realities behind the headlines, from seven-figure college deals to managing short, high-earning careers. If you’re a mid-stage...

Discover how Middle Market M&A really works and what founders must do to maximize exit value in the $5M–$40M lower middle market. In this episode, M&A advisor Tim Mueller of IT ExchangeNet breaks down how private equity, search funds, and strategic buyers evaluate companies and negotiate deals. You’ll learn how to prepare for a sale, avoid earn-out pitfalls, and build a business that attra...

Private credit doesn’t have to be mysterious—or risky. In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders sit down with Mike Barker and Rick Parmiter of Ballard Global to uncover how private credit delivers consistent returns without the volatility of public markets. Learn how Ballard’s values-driven model, diversified sectors—from real estate and agribusiness...

For Investors Exploring Cross-Border Opportunities: How Raising Capital in the UAE Really Works  Dubai is often seen as a place of limitless wealth and easy capital—but the reality of raising money in the United Arab Emirates is far more structured and relationship-driven than most realize. In this episode, international attorney Sarah Florer sits down with Roland Wiederaenders to share her firsth...

Discover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy . Guest expert Laura Oslick , founder of Stella Polare Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising for alternative investments, launching a non-tra...

In this episode, hosts Sarah Florer and Roland Wiederaenders unveil Real Advisers Capital—a new platform designed to simplify private capital raising. Together with marketing strategist Anthony Carrano and videographer Mark Caddell, they merge legal expertise, compliance, and digital marketing to help issuers attract and retain investors under Rule 506(c). Discover how Real Advisers Capital suppor...

Discover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean. Estate Planning Made Easy: Protect Your Legacy and Family Peace of Mind  Most people think estate planning is only for the ultra-wealthy. In this episode, Eric Bean, attorney at FBFK Law, breaks down how families under...

Legal Due Diligence: Protecting Returns in Alternative Investing  Legal due diligence isn’t just paperwork — it’s profit protection. In this episode, attorney Javier Aranda of FBFK Law joins hosts Sarah Florer and Roland Wiederaenders to explain how early legal strategy can prevent costly mistakes, protect investor capital, and strengthen deal structures. From NDAs to IP rights and procurement con...

How Qualified Small Business Stock Creates Tax-Free Business Exits Discover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202. Learn how to structure your investments, maximize capital gains exclusions, and avoid costly mistakes whe...