Alt Investing Made Easy

Summary In this episode of Alt Investing Made Easy, Lane Segerstrom, CEO of Corn Board Manufacturing, shares his journey as an inventor and entrepreneur. He discusses the innovative process of creating corn board from agricultural byproducts, the environmental benefits of this sustainable material, and the unique business model of leasing pallets. Lane emphasizes the importance of persistence in e...

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Dr. Rahul Damani and Dr. Ruchir Patel, both practicing physicians who have ventured into real estate investing through their company, Eureka Investing. They discuss their backgrounds, the journey that led them to invest in real estate, and their current investment opportunities, including th...

Summary In this episode, Jim Skaggs shares his extensive experience in leadership and entrepreneurship, discussing key lessons learned from his time on NASA’s Apollo Space program and his successful turnaround of various companies. He emphasizes the importance of decision-making, mentorship, and teamwork in leadership. Additionally, Jim introduces his current venture, Sound Curves, a music tech co...

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the essentials of due diligence for alternative assets. They discuss the significance of the Private Placement Memorandum (PPM), the Operating Agreement, and the Subscription Agreement, emphasizing the importance of understanding the terms and conditions of each document. The conversation also cove...

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Ryan and Doug Sheehan of RBS Motorsports. They discuss Ryan's journey in racing, the dynamics of family involvement in business, and the investment opportunities available in motorsports. The conversation covers Ryan's growth as a driver, the importance of sponsorships, and the establishment o...

Summary In this conversation, Larry Powell shares his insights on evaluating investment managers, emphasizing the importance of maintaining control over assets, understanding the differences between managed accounts and commingled funds, and the necessity of thorough due diligence. He discusses the evolution of investment platforms, the significance of a manager's location, and the value of geogra...

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders provide a comprehensive overview of alternative assets, focusing on various business entities and their implications for investors. They discuss the importance of understanding investment structures, including corporations, limited liability companies, limited partnerships, and general partnerships. The conve...

Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders revist the topic from episode 1, and delve into the world of alternative assets, focusing on the definitions and types of securities, the distinctions between public and private securities, and the various categories of private investments. They emphasize the importance of understanding liquidity in p...

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Larry Powell of LP Institutional, Inc., a seasoned investment management professional. The conversation delves into Larry's extensive background in the investment industry, his experiences with alternative assets, and the evolution of investment strategies over the years. Larry shares valuable i...

In this episode, Sarah Florer and Roland Wiederaenders reflect on their journey with the podcast 'Alt Investing Made Easy,' discussing their achievements, future goals, and the importance of building relationships in the realm of alternative investments. They explore the philosophy of wealth, emphasizing the significance of holistic wealth that encompasses not just financial capital but also socia...

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders are joined by attorney Jason Gorman from Grable Martin PLLC. They discuss Jason's extensive background in real estate law, the intricacies of title insurance, and the importance of understanding 1031 exchanges in real estate transactions. The conversation delves into the requirements for 1031 exchanges, the rol...

In this episode of Alt Investing Made Easy, Chad King of Titan Capital shares his journey in real estate, emphasizing the importance of partnerships, effective marketing strategies, and the significance of selecting the right deals. He discusses his current investment opportunity in Chattanooga, Tennessee, and introduces the Deal Flow Creator software designed to help investors connect directly wi...

In this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy investments and outlines the various investment strat...

In this conversation, Sarah Florer, David Claflin, and Roland Wiederaenders delve into the intricacies of estate planning, focusing on the qualitative aspects that often get overshadowed by quantitative measures. David shares his unique journey into estate planning, emphasizing the importance of understanding the 'why' behind wealth transfer. The discussion explores the generational challenges of...

In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. The conversation also covers the legal aspects of...

In this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in management entities. The conversation emphasizes the need...

In this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, investor contributions, and transparency in disclosures...

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Trevor Thompson, Vice President of Investor Engagement at Massive Capital. The conversation explores Trevor's journey into real estate investing, the unique approach of Massive Capital in offering investment opportunities, and a new development project offered by Massive Capital in Richmond, Texas. The...

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Mitch Flax,CAIA, Founder and Chief Investment Officer of Net Equity Capital, to explore the world of alternative investments. Mitch shares his extensive background in wealth management, the significance of the CHartered Alternative Investment Analyst (CAIA) designation, and information about certain...

In this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investments, including cap rates, revenue streams, and insi...

In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments.  They discuss  the concept of democratization of capital, emphasizing the need for legal complianc...

In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The conversation emphasizes the importance of having...

In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion also covers the 363 sale process, which allows for th...

In this episode of Alt Investing Made Easy, hosts Roland Wiederaenders and Sarah Florer discuss the complexities of bankruptcy law with attorney and expert Mary Elizabeth Heard. They explore the significance of bankruptcy in the investment landscape, particularly for small businesses and innovation. The conversation delves into the different types of bankruptcy, the role of bankruptcy courts, and...

In this episode of Alt Investing Made Easy, hosts Roland and Sarah interview attorney Eddie Martin and altogether they discuss the complexities of alternative investments, focusing on the differences between public and private securities. They explore the costs associated with going public, the regulatory framework that governs public companies, and the historical context of securities regulation....