Latest

A Big Vision For Silicon Valley Real Estate, With Erik Hayden

Erik Hayden

If you’re thinking “doom and gloom” when you think of California real estate, think again: Silicon Valley appears poised to ride a wave of growth for decades to come. Erik Hayden, founder of Urban Catalyst (plus one of Silicon Valley’s…

The Private Credit Revolution, With Nelson Chu

Nelson Chu

As the alts industry has amassed assets at an increasing pace, private equity often gets much of the attention, but private credit is a growth story in its own right. Nelson Chu, founder and CEO at Percent, joins Andy Hagans…

Trends In Interval Funds & Closed-End Funds, With Kim Flynn

Interval funds have seen incredible growth in the past five years, along with the growth in the broader alternatives industry. Kim Flynn, managing director at XA Investments, joins the show to discuss the interval fund “success story,” plus the challenges…

Hedge Fund ETFs vs. Hedge Funds, With Bob Elliott

Leading hedge funds have the capability to deliver enormous returns for investors, but their active management comes at a price. Bob Elliott, CEO at Unlimited, joins the show to discuss HFND’s unique alternative strategy, and why he believes alternative ETFs…

Liquid Alts 101, With Daniil Shapiro

With the rise of the alternatives industry and illiquid alts, liquid alts and alternative ETFs have grown apace. But which type of alternative offers better value to the investor? Daniil Shapiro, director of product development at Cerulli Associates, returns to…

Tax-Advantaged Real Estate Strategies, With Keith Lampi

Tax-advantaged real estate investments are a proven way to enhance triple-net returns for family offices and VHNW/UHNW investors. But which sectors and strategies have the most momentum in the current macro environment? Keith Lampi, president and CEO of Inland Private…

Opportunities In The Credit Gap, With Jamie Shulman

Jamie Shulman

As equity markets struggle, there’s an increased interest in the private credit market. But how can individual HNW investors participate to enjoy significant income, while mitigating their risk? Jamie Shulman, co-founder and fund manager at Meriwether Group Capital, joins the…

Beginnings

Jimmy Atkinson

Welcome to WealthChannel! We produce interactive events for accredited investors and the advisors who serve them. We will be publishing more content shortly, including a series of investor reports tailor-made for High Net Worth investors. Stay tuned!

Live At IMN Family Office Forum 2022: DJ Van Keuren

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. DJ Van Keuren, co-managing member of Evergreen Property Partners, joined Andy Hagans during the conference…

Live At IMN Family Office Forum 2022: Andy Hagans Of WealthChannel

Andy Hagans

The Real Estate Family Office and Private Wealth Management Forum (East) is organized annually by IMN, with the 2022 conference taking place in Miami, Florida. WealthChannel co-founder Andy Hagans joins Jimmy Atkinson with live reporting from this exciting event. Featured…

The Tipping Point For Alts, With iCapital’s Steve Houston

The alts industry has grown enormously in the past two decades, as leading fintech firms have addressed major “pain points” to help widen alternatives’ appeal. So just how big is the alternatives industry, and how much bigger can it get?…

Andy Hagans & Meb Faber: Is The Ivy Portfolio Still Relevant?

Meb Faber published his book, The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets, in 2011. The book details how an individual investor can mimic the famous (and relatively illiquid) portfolios of the Yale and…