Many family offices are focused on one objective above all: capital preservation. Dany Roizman, founding partner at Brainvest Wealth Management, joins WealthChannel’s Andy Hagans to discuss the unique investment philosophy at his firm that has won over so many Ultra…
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, president at Closed-End Fund Advisors,…
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 and CEO at Banríon Capital…
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 should know about VC investments…
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 discuss how 1031s can be…
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 discuss roll-up strategies for private…
Venture capital and angel investing are asset classes that can generate massive alpha, but too many potential LPs are “locked out” of this exclusive world. Gale Wilkinson, managing partner at Vitalize Venture Capital, joins Andy Hagans to discuss how her…
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 WealthChannel’s Andy Hagans to discuss the strategies…
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…
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…
Branding used to be overlooked by many in the asset management industry, but those days are largely over. Executives at financial companies of all sizes are increasingly embracing the need to have a “brand story” to differentiate themselves in a…
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…