The Alternative Investment Podcast

The alternative investment industry has grown enormously in the past two decades, as leading fintech firms have addressed some major "pain points," to help widen alternatives' appeal. So just how big is the alternatives industry, and how much bigger can it get?Steve Houston, managing director & head of investment products at iCapital, joins the show to discuss how iCapital is helping to lead the way to improve the "user experience" of investing in alternatives.Show notes: https://wealthchannel.com/2022/10/icapital-064/

On September 8, AltsDb co-founder Jimmy Atkinson hosted Justin Amos, national sales manager and 1031 specialist for JTC Americas, to present a live one-hour webinar for financial advisors. The webinar detailed best practices for real estate investors who are completing a 1031 exchange.This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.

Workforce housing is an important issue in our society, but it's also an appealing investment sector for family offices and Ultra High Net Worth investors.DJ Van Keuren, founder of the Van Keuren Family Office Real Estate Institute and co-managing member of Evergreen Property Partners, joins the show to provide background on workforce housing, including facts and myths, plus a powerful underlying investment thesis.

The alternatives industry has been revolutionized since the 1990s, and products such as non-traded REITs now offer significantly more value to investors than they did decades ago. So why are so many advisors still hesitant to invest in alts? And how can more advisors become educated (and comfortable) so they are willing to invest in them?Stacy Chitty, co-founder of Blue Vault, joins the show to discuss trends in the alternative investment landscape over the past few decades, and especially the benefits that increased transparency has brought to the marketplace.

Energy investments can be very profitable even in a vacuum, but their value for a VHNW/UHNW investor may be even higher in the context of an overall portfolio, given the substantial tax benefits.Matt Iak, executive vice president at U.S. Energy Development Corporation, joins the show to discuss several tax-advantaged energy investment strategies that family offices and VHNW/UHNW investors should consider.

IPAVision is organized annually by the Institute for Portfolio Alternatives, with the 2022 conference taking place in Nashville, Tennessee.Megan Gavin, director of strategic partnerships at the IPA, joins AltsDb co-founder Jimmy Atkinson with a live update from the event.

IPAVision is organized annually by the Institute for Portfolio Alternatives, with the 2022 conference taking place in Nashville, Tennessee.AltsDb co-founder Jimmy Atkinson joins Scott Hawksworth with live reporting from this exciting event.

The Fed has hiked interest rates multiple times this year, but inflation remains stubbornly high. Are housing prices unsustainable? If so, when will a housing price correction occur (and how deep will it be)?Cullen Roche, founder and CIO of Discipline Funds, joins the show to discuss what real estate investors should expect going into 2023.

Inflation has taken center stage in 2022, but its causes are a lot more complex than many investors assume. Moreover, it's not yet clear whether higher inflation will sustain into 2023 and beyond, or if the peak is already in the rear-view mirror.Cullen Roche, founder and CIO of Discipline Funds and author of the Pragmatic Capitalism book and blog, joins the show to demystify inflation, deflation and disinflation.

On August 18, AltsDb co-founder Jimmy Atkinson hosted Andrew Doup, securities counsel at Kegler Brown Hill and Ritter, to present a live one-hour webinar for financial advisors. The webinar detailed six of the most common pitfalls in passive alternative investments (and how to avoid these pitfalls).This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.