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…
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…
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…
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…
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…
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 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…
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…
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!
Inflows into alternative investments set new records in 2020 and 2021, in a variety of segments and “wrappers.” On alternative investment platform CAIS, one of the highest-growth areas in the past few years has been the structured notes segment. CAIS’s…
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…
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 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?…
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…