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Opportunity Zone Pitch Day - March 23rd

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Opportunity Zone Pitch Day - March 23rd

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WealthChannel
  • The Alternative Investment Podcast

Building Generational Wealth With Alts – Keynote By Andy Hagans

Andy Hagans

WealthChannel co-founder Andy Hagans was the featured keynote speaker at OZ Pitch Day Spring 2023, hosted by Jimmy Atkinson. In this “fireside chat” keynote interview, Jimmy and Andy discuss how family offices and High Net…

  • Andy Hagans
  • March 24, 2023
  • The Alternative Investment Podcast

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,…

  • Andy Hagans
  • March 22, 2023
  • The Alternative Investment Podcast

Generating Alpha With A Rising Rates Strategy, With George Lucaci

Many investors have large allocations to fixed income, and their portfolios have therefore suffered considerably in the current higher-inflation, higher-interest rate environment. George Lucaci, global head of distribution at FolioBeyond, joins Andy Hagans to discuss…

  • Andy Hagans
  • March 21, 2023
  • The Alternative Investment Podcast

The Queen Of Alternatives (And Alts For All), With 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…

  • Andy Hagans
  • March 20, 2023
  • Educational Webinars

Educational Webinar: Generating Greater Income With Less Risk

On March 15, 2023, WealthChannel co-founder Jimmy Atkinson hosted Darren Schuringa, CEO at ASYMmetric ETFs, on a live one-hour educational webinar for financial advisors and High Net Worth investors. The webinar detailed ASYMmetric’s innovative new…

  • Jimmy Atkinson
  • March 16, 2023
  • The Alternative Investment Podcast

Adventures In Private Equity & Entrepreneurship – Andy Hagans w/ Billy Keels

WealthChannel co-founder Andy Hagans recently joined the Going Long Podcast with Billy Keels, to discuss his journey from creating and selling four different startup companies, to the world private equity. The replay of their conversation…

  • Andy Hagans
  • March 16, 2023
  • The Alternative Investment Podcast

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…

  • Andy Hagans
  • March 15, 2023
  • The Alternative Investment Podcast

A New Approach To Private Equity, With Rami Cassis

The world of private equity is opaque, and arguably suffers from an “image problem.” But a new generation of private equity leaders are redefining the space, including how PE managers interact with their portfolio companies.…

  • Andy Hagans
  • March 14, 2023
  • The Alternative Investment Podcast

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…

  • Andy Hagans
  • March 13, 2023
  • The Alternative Investment Podcast

Live From Blue Vault Bowman Alts Summit 2023, With Stacy Chitty

Stacy Chitty

As forward-thinking wealth advisors rethink the 60/40 portfolio and utilize alternative investments to protect and improve client portfolios, the Blue Vault Bowman Alts Summit 2023 was a “must-attend event” for advisors looking to grow their…

  • Jimmy Atkinson
  • March 9, 2023
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