The Alternative Investment Podcast

High-growth, ventured-backed (and PE-backed) companies are increasingly choosing to stay private, but there's no question that "going public" can provide certain benefits to founders and investors.Cole Shephard, partner at Legacy Group, joins AltsDb's Andy Hagans to discuss the strategies and tactics needed to scale a company towards an IPO.Show notes: https://wealthchannel.com/2023/02/cole-shephard-104/

Venture capital has historically been a major part of the alternative investment landscape, but it's an asset class that can be hard to access for individual accredited investors, and their advisors.Dave Thornton, co-founder of Vested, joins the show to discuss how his company is helping advisors and individual accredited investors to access the VC asset class in unique and diversified way.Show notes: https://wealthchannel.com/2023/02/dave-thornton-103/

VC-backed companies can often afford to invest heavily in technology, but how can bootstrapped or private equity-backed companies do the same, with a relative lack of capital?Brian Thibault, co-founder at DevRefactory, joins Andy Hagans to discuss how privately-financed businesses can leverage technology to build enterprise value.Show notes: https://wealthchannel.com/2023/02/brian-thibault-102/

Tarek El Moussa, HGTV star and founder of TEM Capital, shares his energetic insights on brand storytelling in real estate. He discusses the hurdles of flipping 13 houses in 10 months, emphasizing authenticity and resilience. Tarek highlights the importance of personal branding and connections in investment success, sharing anecdotes from filming a wedding special for HGTV. He stresses taking swift action on opportunities to avoid regrets, illustrating how storytelling can differentiate in the competitive world of asset management.

Fixed income used to be perceived by many as a "boring" asset class, but after the last twelve months, most investors realize that it is "anything but." Yields are dramatically higher, and some analysts are even putting forth the case that "40/60 is the new 60/40."Colin McBurnette, senior portfolio manager at Angel Oak Capital Advisors, joins the show to discuss the structured credit market, and why many so High Net Worth investors are allocating increased capital to this unique asset class.Show notes: https://wealthchannel.com/2023/02/colin-mcburnette-100/

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://wealthchannel.com/2023/02/erik-hayden-098/

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://wealthchannel.com/2023/02/nelson-chu-097/

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-096/

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/