Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Thursday Jul 06, 2017
NAAIM Conference - Brad Hartman
Thursday Jul 06, 2017
Thursday Jul 06, 2017
A former Disney Imagineer turned Financial Planner in Santa Clarita, CA, Brad discusses his active investment strategies that he has developed for his clientele, which include tactical, options and other stragies to protect assets. He uses dividend stocks, Closed End Funds, Preferred Stock, ETF's and Mutual Funds, but no Short Selling. He imploys options and options spreads to create hedges for his portfolios.
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