Opportunity Zone Pitch Day - March 23rd
Opportunity Zone Pitch Day - March 23rd
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…
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,…
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…
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…
WealthChannel co-founder Andy Hagans recently joined the Going Long Podcast with Billy Keels, to discuss his journey from creating and selling four different startup companies, to the world private equity. The replay of their conversation…
Robotics, artificial intelligence and healthtech are sectors that have the potential to revolutionize human lifestyles (plus produce outsized returns for investors). Lisa Chai, partner at ROBO Global, joins WealthChannel’s Andy Hagans to discuss what investors…
The world of private equity is opaque, and arguably suffers from an “image problem.” But a new generation of private equity leaders are redefining the space, including how PE managers interact with their portfolio companies.…
The 1031 exchange is a powerful tool that helps entrepreneurs, HNW investors, and family offices to protect and grow their wealth over the long term. Edward Fernandez, president and CEO at 1031 Crowdfunding, joins Andy Hagans to…
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 was a “must-attend event” for advisors looking to grow their…
Roll-up strategies can have a poor reputation in the world of private equity, but when they succeed, they can generate outsized returns for investors. Adam Carlson, business leader and serial entrepreneur, joins Andy Hagans to…