The Alternative Investment Podcast

In this panel from Multifamily Investor Expo 2023, four experts discuss wealth development strategies using multifamily. The panel was moderated by Andy Hagans of AltsDb and WealthChannel; panelists include Ashley Tison of OZ Pros, DJ Van Keuren of Evergreen Property Partners, and James Hance of Green Bison Capital. Show notes: https://wealthchannel.com/2023/02/multifamily-099/

If you're thinking "doom and gloom" when you think of California real estate, think again: Silicon Valley appears poised to ride a wave of growth for decades to come. Erik Hayden, founder of Urban Catalyst (plus one of Silicon Valley's 100 most powerful people) joins the show to discuss how Silicon Valley can create generational wealth for long term real estate investors. Show notes: https://wealt...

As the alts industry has amassed assets at an increasing pace, private equity often gets much of the attention, but private credit is a growth story in its own right. Nelson Chu, founder and CEO at Percent, joins AltsDb's Andy Hagans to discuss the Percent private credit platform, and how individual HNW investors and RIAs can take advantage of opportunities in private credit. Show notes: https://w...

On February 8, AltsDb co-founder Jimmy Atkinson hosted Jay Hatfield, founder and CEO at InfraCap, on a live one-hour webinar for financial advisors. The webinar detailed income investing strategies for today’s macroeconomic environment. This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans. Show notes: https://wealthchannel.com/2023/02/jay-hatfield-09...

Interval funds have seen incredible growth in the past five years, along with the growth in the broader alternatives industry. Kim Flynn, managing director at XA Investments, joins the show to discuss the interval fund "success story," plus the challenges and opportunities that sponsors are facing right now. Show notes: https://wealthchannel.com/2023/02/kim-flynn-095/

For financial advisors, alternative investments have the potential to enhance client portfolios, and to improve business outcomes. But alternatives can be a complex "beast," and the education gap remains a significant challenge in the advisor community. Aaron Filbeck, managing director and head of UniFi at CAIA, joins the show to discuss how CAIA Association is helping to close the education gap f...

Due diligence is a key step for financial advisors who allocate client funds to alternatives. But a fast-changing alts landscape, along with a volatile economy, has created new challenges for wealth managers in recent years. Brad Updike, attorney at Mick Law P.C. LLO, joins the show to discuss due diligence and alts investing for advisors amidst the current turbulent economy.

Leading hedge funds have the capability to deliver enormous returns for investors, but their active management comes at a price. Bob Elliott, CEO at Unlimited, joins the show to discuss HFND's unique alternative strategy, and why he believes alternative ETFs have the potential to outperform hedge funds, net of fees. Show notes: https://wealthchannel.com/2023/02/bob-elliott-092/

Financial advisors and investors probably take most commodity ETFs for granted today, but the truth is that many of these ETFs were revolutionary when they first launched. Sal Gilbertie, founder and CEO at Teucrium, joins the show to discuss Teucrium's origin story, plus how the company continues to be an innovator in the ETF space in the present day.

Master limited partnerships (MLPs) hold massive appeal for High Net Worth investors seeking tax-advantaged income. But it is better to invest into an individual MLP, or to seek more diversified exposure with a fund? Jay Hatfield, founder and CEO at Infrastructure Capital Advisors (InfraCap), joins the show to discuss how ETFs offer High Net Worth investors efficient and diversified access to the M...

On January 26, AltsDb co-founder Jimmy Atkinson hosted Andrew Beer, co-founder at Dynamic Beta investments (DBi), on a live one-hour webinar for financial advisors. The webinar detailed how to generate alpha with managed futures. This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.

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 is well-timed for advisors who are looking to grow their practices and improve client outcomes. Stacy Chitty, co-founder of Blue Vault, joins the show to discuss why this summit is a "can't miss" event for independent R...

REITs have been incredibly popular among High Net Worth investors in the past few decades. In recent years this momentum has continued for both non-traded REITs as well as publicly-traded REITs, although the latter type have been trading at a discount lately. David Auerbach, managing director at Armada ETF Advisors, joins the show to discuss trends in the REIT space, as well as a unique REIT ETF o...

What is the "Night Effect" in the markets, and how can investors take advantage of it? Bruce Lavine, CEO at NightShares, joins the show to discuss the research behind the Night Effect, and how a new family of ETFs offers investors practical access to this unique alternative strategy.

Managed futures may be a controversial asset class, but there's no doubting their eye-popping performance over the past twelve months. Andrew Beer, co-founder at Dynamic Beta investments (DBi), returns to the show to discuss why managed futures deserve a place in many investor portfolios, plus the best way to implement this, in the real world.

Hedge funds have employed a variety of strategies over the past several decades, some of which have succeeded spectacularly. But this asset class has historically had high fees, and has been inaccessible to all but the largest investors. Andrew Beer, co-founder at Dynamic Beta investments (DBi), joins the show to discuss how the "index revolution" has finally come to the hedge fund industry, and h...

With the rise of the alternatives industry and illiquid alts, liquid alts and alternative ETFs have grown apace. But which type of alternative offers better value to the investor? Daniil Shapiro, director of product development at Cerulli Associates, returns to the show to discuss liquids alts and alternative ETFs, and how these compare to illiquid alts and intermittent liquidity products. Show no...

Tax-advantaged real estate investments are a proven way to enhance triple-net returns for family offices and VHNW/UHNW investors. But which sectors and strategies have the most momentum in the current macro environment? Keith Lampi, president and CEO of Inland Private Capital Corporation, joins the show to discuss his firm's leadership in the tax-advantaged space, and which sectors and structures...

As equity markets struggle, there's an increased interest in the private credit market. But how can individual HNW investors participate to enjoy significant income, while mitigating their risk? Jamie Shulman, co-founder and fund manager at Meriwether Group Capital, joins the show to discuss the private credit market, and the unique niche that his firm occupies. Show notes: https://wealthchannel.c...

In this panel from Alts Expo December 2022, four experts discuss the surge of interest in alternative investments, and make predictions for what the year ahead may bring for the industry. The panel was moderated by Andy Hagans of AltsDb; panelists include Stacy Chitty of Blue Vault, Anya Coverman of IPA, and Robert Worthington of iCapital.

In this panel from Alts Expo December 2022, four experts discuss effective investment strategies in an environment of persistently high inflation. The panel was moderated by Andy Hagans of AltsDb; panelists include Jason Cross of Redbrick LMD, Kara O'Halloran of FS Investments, and Cullen Roche of Discipline Funds.

The only constant in life is change, which can occur gradually, or suddenly. Of course, change in the commercial real estate market could be viewed as an opportunity for enterprising investors. Grant Humphreys, president of Humphreys Capital, joins the show to discuss his firm's agile approach to CRE investing, and how this agility has contributed to the company's ongoing success.

The alternatives industry has historically had plenty of "friction" in its user experience for investors. This friction has made it challenging for many wealth managers who want to access the broader universe of alternatives. Joe Ujobai, CEO at AIX, joins the show to discuss his company's "fintech-forward" approach to building an alts platform, and how this approach can help unlock scalability in...

As real estate investors seek to lock in capital gains on past deals, 721 exchanges and UPREITs have gained in popularity. Now, some private equity funds are beginning to use the same structure used by private UPREITs, to allow for tax-advantaged investments from their LPs. Keith Nelson, managing partner at Dual City Investments, joins the show to discuss the advantages of completing a 721 exchang...

The economy has faced headwinds in 2022, but the next 90 days may be particularly rocky, based on moves that large investors (including Warren Buffett) are making right now. Kelly Ann Winget, founder of Alternative Wealth Partners, returns to the show to discuss how smart capital should be positioned to take advantage of opportunities that may arise soon.