Family Office Investment Strategies For 2024 & Beyond, An Alts Expo Panel

Kunal Merchant, Dany Roizman, and Kirk Walton join Andy Hagans to discuss family office investment strategies heading into 2024.

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Episode Highlights

  • Assessments of where we are in the current market cycle.
  • Discussion of truly noncorrelated asset classes, including professional sports franchises.
  • How interest rates are impacting family office strategies.
  • The appeal of workforce housing projects, especially for investors who prioritize short term cash flow potential.
  • Challenges and opportunities for family offices in the current economic environment.
  • Live Q&A with Alts Expo attendees.

Panelists

About The Alternative Investment Podcast

The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.

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Transcript coming soon.

Michael Johnston, CFA
Michael Johnston, CFA

Michael Johnston, CFA is the co-founder and President at WealthChannel, and host of WealthChannel Academy.

Michael previously founded ETF Database, the leading independent authority on exchange-traded fund investing.

Michael's professional experience includes positions in corporate finance and investment banking, as well as entrepreneurial experience as a co-founder and early employee in multiple high growth, venture-backed companies.

Michael graduated from the University of Notre Dame with a degree in Finance. He lives in Oregon with his wife and son.