Investing is highly personal, especially when it comes to one’s own money. And within the world of alternative investments, an investor’s personal passions and experiences will often attract them to a specific asset class. Shana Sissel, founder and CEO at…
Family offices have historically used alternative investments to protect and grow their wealth, but alts are now going “mainstream” with many more self-directed High Net Worth investors. Ben Fraser, managing director at Aspen Funds, joins Andy Hagans to discuss how…
As disruption continues in the fixed income market, many family offices are maintaining and even increasing their allocation to private credit. Brad Conger, deputy CIO at Hirtle Callaghan, joins Andy Hagans to discuss why private credit and other select asset…
Twenty years ago, many executives in finance and asset management firms scoffed at the idea of marketing’s importance. But the world has moved on, and many leading firms have now placed marketing at the forefront of their growth strategy. Why? Because…
The world of private equity can be slow to change, but sometimes a big idea can create transformation faster than anyone might predict. Rachel Vass and Kelly Winget, co-founders of the EPIC family of funds, join Andy Hagans to discuss…
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…
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…
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…
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…
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…
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…
Wealth management has historically been a highly fragmented industry, where the best interests of the client were not always the top priority. Bill Kelly, president and CEO at CAIA, joins Andy Hagans to discuss whether the financial industry can arrive…
A rising tide lifts all boats, and real estate asset managers performed well nearly across the board up in the years leading up 2022. The headwinds of the past 12 months however have created clear winners and losers, for investors…
It’s been often said that “you can make money in any market.” So where’s the opportunity in 2023 commercial real estate, given the current economic headwinds? Daniel Farber, CEO of HLC Equity, joins Andy Hagans to discuss how his firm’s…
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…
Alternatives have already been in the limelight several times in the Biden Administration, but the current market and regulatory landscape may represent the “calm before the storm.” Anya Coverman and Doyle Bartlett joined WealthChannel’s Andy Hagans to discuss the upcoming…
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…
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…