The Alternative Investment Podcast

For financial advisors, alternative investments have the potential to enhance client portfolios, and to improve business outcomes. But alternatives can be a complex "beast," and the education gap remains a significant challenge in the advisor community.Aaron Filbeck, managing director and head of UniFi at CAIA, joins the show to discuss how CAIA Association is helping to close the education gap for advisors with the mission to ultimately improve outcomes for clients and society at large.

Due diligence is a key step for financial advisors who allocate client funds to alternatives. But a fast-changing alts landscape, along with a volatile economy, has created new challenges for wealth managers in recent years.Brad Updike, attorney at Mick Law P.C. LLO, joins the show to discuss due diligence and alts investing for advisors amidst the current turbulent economy.

Leading hedge funds have the capability to deliver enormous returns for investors, but their active management comes at a price.Bob Elliott, CEO at Unlimited, joins the show to discuss HFND's unique alternative strategy, and why he believes alternative ETFs have the potential to outperform hedge funds, net of fees.Show notes: https://wealthchannel.com/2023/02/bob-elliott-092/

Financial advisors and investors probably take most commodity ETFs for granted today, but the truth is that many of these ETFs were revolutionary when they first launched.Sal Gilbertie, founder and CEO at Teucrium, joins the show to discuss Teucrium's origin story, plus how the company continues to be an innovator in the ETF space in the present day.

Master limited partnerships (MLPs) hold massive appeal for High Net Worth investors seeking tax-advantaged income. But it is better to invest into an individual MLP, or to seek more diversified exposure with a fund?Jay Hatfield, founder and CEO at Infrastructure Capital Advisors (InfraCap), joins the show to discuss how ETFs offer High Net Worth investors efficient and diversified access to the MLP asset class.

On January 26, AltsDb co-founder Jimmy Atkinson hosted Andrew Beer, co-founder at Dynamic Beta investments (DBi), on a live one-hour webinar for financial advisors. The webinar detailed how to generate alpha with managed futures.This podcast includes an audio version of the webinar, including a short introduction by Andy Hagans.

As forward-thinking wealth advisors rethink the 60/40 portfolio and utilize alternative investments to protect and improve client portfolios, the Blue Vault Bowman Alts Summit 2023 is well-timed for advisors who are looking to grow their practices and improve client outcomes.Stacy Chitty, co-founder of Blue Vault, joins the show to discuss why this summit is a "can't miss" event for independent RIAs.

REITs have been incredibly popular among High Net Worth investors in the past few decades. In recent years this momentum has continued for both non-traded REITs as well as publicly-traded REITs, although the latter type have been trading at a discount lately.David Auerbach, managing director at Armada ETF Advisors, joins the show to discuss trends in the REIT space, as well as a unique REIT ETF offering from his company.Show notes: https://wealthchannel.com/2023/01/david-auerbach-087/

What is the "Night Effect" in the markets, and how can investors take advantage of it?Bruce Lavine, CEO at NightShares, joins the show to discuss the research behind the Night Effect, and how a new family of ETFs offers investors practical access to this unique alternative strategy.

Managed futures may be a controversial asset class, but there's no doubting their eye-popping performance over the past twelve months.Andrew Beer, co-founder at Dynamic Beta investments (DBi), returns to the show to discuss why managed futures deserve a place in many investor portfolios, plus the best way to implement this, in the real world.