The Alternative Investment Podcast

Kingsbury Media
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Apr 5, 2023 • 45min

A 70-Year Family Office Approach To Real Estate Investing, With Daniel Farber (Episode 124)

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/
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Apr 4, 2023 • 53min

How To Start Your Own ETF, With Springer Harris (Episode 123)

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/
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Mar 31, 2023 • 49min

Creating Wealth With Franchising, With Kim Daly (Episode 122)

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://wealthchannel.com/2023/03/kim-daly-122/
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Mar 30, 2023 • 44min

Alternatives In Washington, D.C. (IPASummit 2023), With Anya Coverman & Doyle Bartlett (Episode 121)

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/2023/03/ipasummit-2023-121/
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Mar 29, 2023 • 56min

Why Capital Preservation Maximizes Returns, With Darren Schuringa (Episode 120)

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.Show notes: https://wealthchannel.com/2023/03/darren-schuringa-120/
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Mar 28, 2023 • 50min

Inside A Global Family Office, With Dany Roizman (Episode 119)

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/
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Mar 24, 2023 • 16min

Building Generational Wealth With Alts - Keynote By Andy Hagans (Episode 118)

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/
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Mar 22, 2023 • 46min

The Case For Closed-End Funds, With John Cole Scott (Episode 117)

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://wealthchannel.com/2023/03/john-cole-scott-117/
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Mar 21, 2023 • 51min

Generating Alpha With A Rising Rates Strategy, With George Lucaci (Episode 116)

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/
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Mar 20, 2023 • 49min

The Queen Of Alternatives (And Alts For All), With Shana Sissel (Episode 115)

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://wealthchannel.com/2023/03/shana-sissel-115/

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