The Alternative Investment Podcast

It's been often said that "you can make money in any market." So where's the opportunity in 2023 commercial real estate, given the current economic headwinds? Daniel Farber, CEO of HLC Equity, joins Andy Hagans to discuss how his firm's longevity helps to inform their unique real estate investment strategy. Show notes: https://wealthchannel.com/2023/04/daniel-farber-124/

The ETF universe has exploded in popularity in the past decade, and increasing numbers of independent ETF issuers are joining the fray with unique new products. Springer Harris, head of ETF solutions at Teucrium, joins WealthChannel's Andy Hagans to discuss how independent managers can launch their own ETF. Show notes: https://wealthchannel.com/2023/04/springer-harris-123/

Franchising is a strategy that can be utilized by business owners and High Net Worth investors to create and grow wealth. But is franchising a good investment during an uncertain economy? Kim Daly, a top franchise consultant, joins the show to discuss what franchising is, how to get started, and why some High Net Worth investors choose franchising to help grow their wealth. Show notes: https://wea...

Alternatives have already been in the limelight several times in the Biden Administration, but the current market and regulatory landscape may represent the "calm before the storm." Anya Coverman and Doyle Bartlett joins WealthChannel's Andy Hagans to discuss the upcoming IPASummit 2023, and the most pressing issues in the alternatives industry right now. Show notes: https://wealthchannel.com/2023...

Alternative strategies have grown increasingly popular with High Net Worth investors, and especially strategies that limit drawdowns during periods of market volatility. Darren Schuringa, CEO at ASYMmetric ETFs, joins WealthChannel's Andy Hagans to discuss his firm's unique ETF offerings, and how they provide access to a unique capital preservation strategy that can help maximize long term returns...

Many family offices are focused on one objective above all: capital preservation. Dany Roizman, founding partner at Brainvest Wealth Management, joins WealthChannel's Andy Hagans to discuss the unique investment philosophy at his firm that has won over so many Ultra High Net Worth families. Show notes: https://wealthchannel.com/2023/03/dany-roizman-119/

WealthChannel co-founder Andy Hagans was the featured keynote speaker at OZ Pitch Day Spring 2023, hosted by Jimmy Atkinson. In this "fireside chat" keynote interview, Jimmy and Andy discuss how family offices and High Net Worth investors are building generational wealth using alternative investments. Show notes: https://wealthchannel.com/2023/03/andy-hagans-118/

Closed-end funds and similar products offer a compelling opportunity for High Net Worth investors, but many investors do not understand these products, or how they can fit into an overall portfolio strategy. John Cole Scott, president at Closed-End Fund Advisors, joins Andy Hagans to discuss how he helps clients generate alpha with closed-end funds, BDCs, and interval funds. Show notes: https://we...

Many investors have large allocations to fixed income, and their portfolios have therefore suffered considerably in the current higher-inflation, higher-interest rate environment. George Lucaci, global head of distribution at FolioBeyond, joins Andy Hagans to discuss the case for rising rate strategies and his firm's ETF, RISR. Show notes: https://wealthchannel.com/2023/03/george-lucaci-116/

Independent RIAs are in many ways the "nexus" of the alternative investment industry. But advisors have many demands on their time, and face significant challenges in navigating the world of alternative investments. Shana Sissel, founder and CEO at Banrion Capital Management, joins WealthChannel's Andy Hagans to discuss how advisors can make alts accessible for all investors. Show notes: https://w...

On March 15, WealthChannel co-founder Jimmy Atkinson hosted Darren Schuringa, founder and CEO at ASYMmetric ETFs, on a live one-hour webinar for financial advisors. The webinar explored investing to generate greater income with less risk, even in a challenging macroeconomic landscape. This podcast includes an audio version of the webinar, including a short introduction by Jimmy Atkinson Show notes...

WealthChannel co-founder Andy Hagans recently joined the Going Long Podcast with Billy Keels, to discuss his journey from creating and selling four different startup companies, to the world private equity. The replay of their conversation is released here on The Alternative Investment Podcast. Show notes: https://wealthchannel.com/2023/03/billy-keels-113/

Robotics, artificial intelligence and healthtech are sectors that have the potential to revolutionize human lifestyles (plus produce outsized returns for investors). Lisa Chai, partner at ROBO Global, joins WealthChannel's Andy Hagans to discuss what investors should know about VC investments in disruptive technology. Show notes: https://wealthchannel.com/2023/03/lisa-chai-112/

The world of private equity is opaque, and arguably suffers from an "image problem." But a new generation of private equity leaders are redefining the space, including how PE managers interact with their portfolio companies. Rami Cassis, founder and CEO at Parabellum Investments, joins WealthChannel's Andy Hagans to discuss his family office's unique approach to private equity. Show notes: https:/...

The 1031 exchange is a powerful tool that helps entrepreneurs, HNW investors, and family offices to protect and grow their wealth over the long term. Edward Fernandez, president and CEO at 1031 Crowdfunding, joins Andy Hagans to discuss how 1031s can be used to help build legacy wealth (plus provides an update on the 2023 CRE market). Show Notes: https://wealthchannel.com/2023/03/edward-fernandez-...

As forward-thinking wealth advisors rethink the 60/40 portfolio and utilize alternative investments to protect and improve client portfolios, the Blue Vault Bowman Alts Summit 2023 was a "must-attend event" for advisors looking to grow their practices and improve client outcomes. Stacy Chitty, managing partner at Blue Vault, joined WealthChannel's Jimmy Atkinson for a live interview from the floor...

Roll-up strategies can have a poor reputation in the world of private equity, but when they succeed, they can generate outsized returns for investors. Adam Carlson, business leader and serial entrepreneur, joins Andy Hagans to discuss roll-up strategies for private equity investors (plus his adventures in learning how to fly). Show notes: https://wealthchannel.com/2023/03/adam-carlson-108/

WealthChannel has grown into a large, engaged community of High Net Worth investors, but where did it all begin? WealthChannel co-founders Jimmy Atkinson and Andy Hagans discuss the origins of the WealthChannel media empire (including how it began in a dorm room at the University Notre Dame). Show notes: https://wealthchannel.com/2023/03/jimmy-atkinson-107/

Venture capital and angel investing are asset classes that can generate massive alpha, but too many potential LPs are "locked out" of this exclusive world. Gale Wilkinson, managing partner at Vitalize Venture Capital, joins Andy Hagans to discuss how her VC fund is investing in the future of work, while also working to make VC and angel investing more accessible to all. Show notes: https://wealthc...

Angel investing is the lifeblood of many startup businesses. And for High Net Worth investors, angel investing is a form of alternative investing in private equity that is more accessible than venture capital. David Olivencia, CEO at Angeles Investors, discusses his angel investing journey, and some of the habits that have helped him acquire equity in 70+ portfolio companies. Show notes: https://w...

High-growth, ventured-backed (and PE-backed) companies are increasingly choosing to stay private, but there's no question that "going public" can provide certain benefits to founders and investors. Cole Shephard, partner at Legacy Group, joins AltsDb's Andy Hagans to discuss the strategies and tactics needed to scale a company towards an IPO. Show notes: https://wealthchannel.com/2023/02/cole-shep...

Venture capital has historically been a major part of the alternative investment landscape, but it's an asset class that can be hard to access for individual accredited investors, and their advisors. Dave Thornton, co-founder of Vested, joins the show to discuss how his company is helping advisors and individual accredited investors to access the VC asset class in unique and diversified way. Show...

VC-backed companies can often afford to invest heavily in technology, but how can bootstrapped or private equity-backed companies do the same, with a relative lack of capital? Brian Thibault, co-founder at DevRefactory, joins Andy Hagans to discuss how privately-financed businesses can leverage technology to build enterprise value. Show notes: https://wealthchannel.com/2023/02/brian-thibault-102/

Branding used to be overlooked by many in the asset management industry, but those days are largely over. Executives at financial companies of all sizes are increasingly embracing the need to have a "brand story" to differentiate themselves in a competitive landscape. Tarek El Moussa, star of hit TV shows "Flip or Flip" and "Flipping 101" (as well as the founder of TEM Capital), joins the show to...

Fixed income used to be perceived by many as a "boring" asset class, but after the last twelve months, most investors realize that it is "anything but." Yields are dramatically higher, and some analysts are even putting forth the case that "40/60 is the new 60/40." Colin McBurnette, senior portfolio manager at Angel Oak Capital Advisors, joins the show to discuss the structured credit market, and...