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The Power Of Branding In Asset Management, With Chris Sullivan

As asset managers raise increasing amounts of capital in the direct channel, the huge value of branding and communications can no longer by ignored. Chris Sullivan, president at Craft & Capital, joins Andy Hagans to discuss the incredible power of…

Debt-Free Real Estate Investing, With Chay Lapin

Real estate investors are conditioned to the use of leverage in their investments, but a debt-free strategy can open up surprising opportunities for CRE investors. Chay Lapin, co-founder of Cove Capital Investments, joins Andy Hagans to discuss the unique advantages…

How To Sell A Business With An Investment Bank, With Matt Tortora

Selling a business can be a life-changing event for many entrepreneurs, but the process is also very stressful, with many potential pitfalls along the way. Matt Tortora, managing director at BMI Mergers, joins Andy Hagans to discuss the different options…

Neil Patel’s Journey To Legacy Wealth

As an entrepreneur, Neil Patel has created and scaled a group of businesses that generate massive monthly cash flow. Along the way, he re-invested much of this income into alternative investments to grow generational wealth, and create a legacy for…

Lessons From Institutional Investors, With Melanie Pickett

Institutional investors have helped lead the way in the alternative investment space for decades now. Along the way, they have learned the best practices for success when it comes to illiquid and private investments. Melanie Pickett, executive vice president at…

The Late Stage Market Cycle, With Anastasia Amoroso

Many investors and family offices have been frustrated by the 2023 market. As interest rates rise and inflation begins to abate, certain asset classes are nevertheless slow to reprice. Anastasia Amoroso, managing director and chief investment strategist at iCapital, joins…

How To Start Your Own ETF, With Springer Harris

The ETF universe has exploded in popularity in the past decade, and increasing numbers of independent ETF issuers are joining the fray with unique new products. Springer Harris, head of ETF solutions at Teucrium, joins WealthChannel’s Andy Hagans to discuss…

Why Capital Preservation Maximizes Returns, With Darren Schuringa

Alternative strategies have grown increasingly popular with High Net Worth investors, and especially strategies that limit drawdowns during periods of market volatility. Darren Schuringa, CEO at ASYMmetric ETFs, joins WealthChannel’s Andy Hagans to discuss his firm’s unique ETF offerings, and…

Inside A Global Family Office, With Dany Roizman

Dany Roizman

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…

The Case For Closed-End Funds, With John Cole Scott

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,…

The Queen Of Alternatives, With Shana Sissel

Shana Sissel

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…

Venture Capital Investments In Robotics And AI, With Lisa Chai

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…

1031 Exchanges & A 2023 CRE Market Update, With Edward Fernandez

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, And Learning To Fly, With Adam Carlson

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…

Removing Barriers To VC And Angel Investing, With Gale Wilkinson

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…

How To Build A Business To IPO, With Cole Shephard

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…

A Liquidity Revolution In Venture Capital, With Dave Thornton

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…

Using Technology To Build Enterprise Value, With Brian Thibault

Brian Thibault

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…

Are Bonds The New Stocks? With Colin McBurnette

Colin McBurnette

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…