The Alternative Investment Podcast

Hedge funds have employed a variety of strategies over the past several decades, some of which have succeeded spectacularly. But this asset class has historically had high fees, and has been inaccessible to all but the largest investors.Andrew Beer, co-founder at Dynamic Beta investments (DBi), joins the show to discuss how the "index revolution" has finally come to the hedge fund industry, and how individual investors can participate.

With the rise of the alternatives industry and illiquid alts, liquid alts and alternative ETFs have grown apace. But which type of alternative offers better value to the investor?Daniil Shapiro, director of product development at Cerulli Associates, returns to the show to discuss liquids alts and alternative ETFs, and how these compare to illiquid alts and intermittent liquidity products.Show notes: https://wealthchannel.com/2023/01/daniil-shapiro-083/

Tax-advantaged real estate investments are a proven way to enhance triple-net returns for family offices and VHNW/UHNW investors. But which sectors and strategies have the most momentum in the current macro environment?Keith Lampi, president and CEO of Inland Private Capital Corporation, joins the show to discuss his firm's leadership in the tax-advantaged space, and which sectors and structures may hold the most appeal for investors right now.Show notes: https://wealthchannel.com/2023/01/inland-082/

As equity markets struggle, there's an increased interest in the private credit market. But how can individual HNW investors participate to enjoy significant income, while mitigating their risk?Jamie Shulman, co-founder and fund manager at Meriwether Group Capital, joins the show to discuss the private credit market, and the unique niche that his firm occupies.Show notes: https://wealthchannel.com/2023/01/jamie-shulman-081/

In this panel from Alts Expo December 2022, four experts discuss the surge of interest in alternative investments, and make predictions for what the year ahead may bring for the industry.The panel was moderated by Andy Hagans of AltsDb; panelists include Stacy Chitty of Blue Vault, Anya Coverman of IPA, and Robert Worthington of iCapital.

In this panel from Alts Expo December 2022, four experts discuss effective investment strategies in an environment of persistently high inflation.The panel was moderated by Andy Hagans of AltsDb; panelists include Jason Cross of Redbrick LMD, Kara O'Halloran of FS Investments, and Cullen Roche of Discipline Funds.

The only constant in life is change, which can occur gradually, or suddenly. Of course, change in the commercial real estate market could be viewed as an opportunity for enterprising investors.Grant Humphreys, president of Humphreys Capital, joins the show to discuss his firm's agile approach to CRE investing, and how this agility has contributed to the company's ongoing success.

The alternatives industry has historically had plenty of "friction" in its user experience for investors. This friction has made it challenging for many wealth managers who want to access the broader universe of alternatives.Joe Ujobai, CEO at AIX, joins the show to discuss his company's "fintech-forward" approach to building an alts platform, and how this approach can help unlock scalability in reaching the RIA channel.

As real estate investors seek to lock in capital gains on past deals, 721 exchanges and UPREITs have gained in popularity. Now, some private equity funds are beginning to use the same structure used by private UPREITs, to allow for tax-advantaged investments from their LPs.Keith Nelson, managing partner at Dual City Investments, joins the show to discuss the advantages of completing a 721 exchange, as well as the overall CRE landscape heading into 2023.

The economy has faced headwinds in 2022, but the next 90 days may be particularly rocky, based on moves that large investors (including Warren Buffett) are making right now.Kelly Ann Winget, founder of Alternative Wealth Partners, returns to the show to discuss how smart capital should be positioned to take advantage of opportunities that may arise soon.