The Alternative Investment Podcast

As the private credit market continues to grow, emerging managers are finding success in unique niches across the credit landscape.Jamie Shulman, founder and fund manager at Meriwether Group Capital, joins the show to discuss where the best value can be found in 2023's private credit market.Show notes: https://wealthchannel.com/2023/04/jamie-shulman-134/

Selling a business can be a life-changing event for many entrepreneurs, but the process is also very stressful, with many potential pitfalls along the way.Matt Tortora, managing director at BMI Mergers, joins Andy Hagans to discuss the different options available to entrepreneurs who are interested in exiting their business.Show notes: https://wealthchannel.com/2023/04/matt-tortora-133/

As an entrepreneur, Neil Patel has created and scaled a group of businesses that generate massive monthly cash flow. Along the way, he re-invested much of this income into alternative investments to grow generational wealth, and create a legacy for his family (all before the age of 35).On this episode, Neil Patel joins WealthChannel's Andy Hagans to discuss the keys to his unconventional investment style, plus his advice to entrepreneurs who want to build their own legacy wealth.Show notes: https://wealthchannel.com/2023/04/neil-patel-132/

Africa is not only the fastest-growing continent in the world, it's also an economic growth story featuring millions of enterprising and resourceful entrepreneurs. But how can entrepreneurs in Africa and other emerging markets access the capital they need, given current structural challenges?Jim Chu, CEO at Untapped Global, joins WealthChannel's Andy Hagans to discuss how individual HNWIs can enjoy high yields with CapEx investments in Africa and emerging markets.Show notes: https://wealthchannel.com/2023/04/jim-chu-131/

Institutional investors have helped lead the way in the alternative investment space for decades now. Along the way, they have learned the best practices for success when it comes to illiquid and private investments.Melanie Pickett, executive vice president at Northern Trust, joins Andy Hagans to discuss lessons that individual investors can learn from the largest institutional investors.Show notes: https://wealthchannel.com/2023/04/melanie-pickett-130/

Many investors and family offices have been frustrated by the 2023 market. As interest rates rise and inflation begins to abate, certain asset classes are nevertheless slow to reprice.Anastasia Amoroso, managing director and chief investment strategist at iCapital, joins WealthChannel's Andy Hagans to discuss how investors can succeed in a late stage market cycle.Show notes: https://wealthchannel.com/2023/04/anastasia-amoroso-129/

Wealth management has historically been a highly fragmented industry, where the best interests of the client were not always the top priority.Bill Kelly, president and CEO at CAIA, joins Andy Hagans to discuss whether the financial industry can arrive at a place where it consistently serves the best interests of the end clients (investors).Show notes: https://wealthchannel.com/2023/04/caia-128/

Generating alpha requires an "edge," based on inefficiency in the market. But the most valuable type of alpha is that which is repeatable, and consistent.Chris Carsley, CIO and managing partner at Kirkland Capital Group, joins WealthChannel's Andy Hagans to discuss how to generate alpha in a consistent manner.Show notes: https://wealthchannel.com/2023/04/chris-carsley-127/

Dislocations in the commercial real estate market have continued in 2023, with some sectors performing well, and others trailing by a wide margin.David Auerbach, managing director at Armada ETF Advisors, joins WealthChannel's Andy Hagans to discuss Q1 2023 sector performance in the REIT universe, plus where investors might see value right now.Show notes: https://wealthchannel.com/2023/04/david-auerbach-126/

A rising tide lifts all boats, and real estate asset managers performed well nearly across the board up in the years leading up 2022. The headwinds of the past 12 months however have created clear winners and losers, for investors and asset managers alike.David Auerbach, managing director at Armada ETF Advisors, joins WealthChannel's Andy Hagans to discuss the divergence in publicly-traded REITs vs. private real estate, and what factors value-oriented investors should be considering right now.Show notes: https://wealthchannel.com/2023/04/david-auerbach-125/