

JF3565: Investing in Energy and Private Credit, Understanding Tax Efficiency, and Navigating Market Changes ft. Dave Wolcott
Jun 8, 2024
Dave Wolcott, CEO of Pantheon Investments, discusses the importance of alternative assets and diversification in real estate investing. He highlights opportunities in energy and private credit for tax efficiency, passive income, and upside potential. The podcast explores strategies for commercial real estate, invisible deals, and lessons in due diligence and self-investment.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Navigating Alternative Wealth Strategies for Financial Security
01:59 • 11min
Strategies for Investing in Commercial Real Estate and Accessing Unique Opportunities
12:53 • 4min
Benefits of Energy and Private Credit Investments
16:44 • 8min
Lessons in Giving Back, Due Diligence in Investments, and Value of Self-Investment
24:19 • 3min