Episodios

  • The End Of Alts? | CAIA's Aaron Filbeck

    The End Of Alts? | CAIA's Aaron Filbeck
    Jan 24 2024
    The world's most sophisticated investors are moving beyond the concept of "alternative investments," to focus instead on the risk/return profile of each investment's underlying asset class. Aaron Filbeck, managing director and head of UniFi at CAIA, joins Andy Hagans to discuss why investors need to move beyond the superficial label of "alternative investment," plus how CAIA is helping to address the industry's education gap. Show notes & transcript: https://wealthchannel.com/2024/01/aaron-filbeck-174/
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    39 m
  • A Liquid Market For Illiquid Alternatives, With Brian King

    A Liquid Market For Illiquid Alternatives, With Brian King
    Dec 28 2023
    As the alternative investment market has grown, structural changes have gradually improved the "user experience" for LPs and advisors. Brian King, founder and CEO at LODAS Markets, joins Andy Hagans to discuss how his firm is providing liquidity in a traditionally illiquid space, creating value for both investors and sponsors.
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    47 m
  • Inside Circuit City's Private Equity-Backed Relaunch, With Ronny Shmoel

    Inside Circuit City's Private Equity-Backed Relaunch, With Ronny Shmoel
    Dec 7 2023
    Circuit City was a storied electronics retail brand, that peaked, struggled, and eventually declared bankruptcy in the 2000s. Now, under the leadership of an innovative private equity team, the brand has relaunched and is gaining ground in the consumer electronics market. Ronny Shmoel, CEO at Circuit City, joins Andy Hagans to discuss how his team is able to compete with Amazon -- and win.
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    40 m
  • Family Office Investment Strategies For 2024 & Beyond

    Family Office Investment Strategies For 2024 & Beyond
    Nov 30 2023
    Kunal Merchant, Dany Roizman, and Kirk Walton join Andy Hagans to discuss family office investment strategies heading into 2024.
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    41 m
  • Tax Efficient Investing Strategies, An Alts Expo Panel

    Tax Efficient Investing Strategies, An Alts Expo Panel
    Nov 22 2023
    Michael Johnston, Sarah Sullivan, and Ashley Tison join WealthChannel's Andy Hagans to discuss tax advantaged investment strategies.
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    41 m
  • Investments In Litigation Finance, With Eva Shang

    Investments In Litigation Finance, With Eva Shang
    Nov 16 2023
    Litigation finance is a sector can fulfill one of the most important promises of alternative assets: non-correlation to the broader financial markets. Eva Shang, CEO at Legalist, joins Andy Hagans to discuss the unique benefits of investing in litigation finance, and how her firm has found success in this niche.
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    34 m
  • The Future Of Alternative Investments, With iCapital's Steve Houston

    The Future Of Alternative Investments, With iCapital's Steve Houston
    Oct 31 2023
    New research from iCapital shows increased adoption of alternatives among financial advisors, but plenty of growth still lies ahead. Steve Houston, managing director & head of enterprise solutions and investment solutions at iCapital, joins WealthChannel's Andy Hagans to discuss where the alts industry is in 2023, and where it can go in the future.
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    46 m
  • Innovations In Diamond Commodity Investing, With Cormac Kinney

    Innovations In Diamond Commodity Investing, With Cormac Kinney
    Oct 31 2023
    The diamond commodity is a $1.2 trillion dollar asset class, but to date, very few investors have allocated any capital to it whatsoever. Cormac Kinney, founder and CEO at Diamond Standard, joins Andy Hagans to discuss the company's innovations in the diamond investment market.
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    41 m