Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investments.

KraneShares is a family of ETF's, all focused on China.  Brendan, the Chief Investment Officer, tells about the restructuring of the MSCI Emerging Market Index, to include mainland Chinese securities.  Index based ETF's, as passive investments, invest in those companies that are included in these indexes.  This means that those who invest in this index will now include those securities from Chinese exchanges, resulting in additional shares to be purchased of these companies.  This is somewhat historic, and could generate some significant changes in the value of these securities that will now be included in the index.  Very interesting interview for any investor.

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Josh discusses this conference and its opportunities for investors and entrepreneurs.

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Providing safety training, oversight and management to the construction and heavy machinery industries.  Using advanced software to provide training and direction, Nextwave is state of the art in providing their training and service. Timothy is the COO, and discusses the opportunities of Nextwave.

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A private merchant banking firm, with offices in Santa Monica, London and Sydney, Australia, they provide private equity, Venture Capital and advisory services to start ups and growing companies, focusing on Biotechnology, AI, Blockchain, Software and Precious Metals.  Rick discusses what he sees as the key to success in these ventures.

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Saveene.com arranges for the renting of yachts, luxury real estate and exotic cars.  In a fractional ownership model, this site provides a unique service to the luxury community.

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In the "Spirits" business (Alcoholic Beverages), specializing in independent premium producers and their own proprietary brews.  This market has changed substantially over the past years, and Blu Tango is looking to capitalize on this trend. 

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John discusses the background of Petvivo's new product used in the treatment of osteo arthritis for dogs and horses.  Unique in that it focuses on the cause, not just the relief of the pain and symptoms, this product will be offered thru Veterinarians.  He relates examples and stories of race horses that were greatly improved by the product.

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In his third start up, John tells the story of Purify Fuel, which is a nano technology based clean diesel fuel additive that reduces fuel usage and emissions.  Selling to the largest of diesel fuel consumers - US Govt, Railroads, etc.  Raising working capital to bring this product to market.

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Focused on Clerisy, an alternative method to take/ingest medications, George discusses this new method/technology.  They have produced a nose clip that contains the medication and thru breathing it releases the medication directly to the brain, providing a number of benefits to the person.  Created by neurologists, this method is now FDA approved, and Clerisy is raising funds to bring this product to market.

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Archangels is composed of members of family offices, angel and other investors who have joined together to view and evaluate capital raising efforts by smaller companies seeking private equity type capital.  Doug discusses the key elements that their group has learned to be the most important and telling in evaluating investment opportunities.  He addresses the need for evaluating the deal structure, as opposed to the company management or the solution that is being proposed.

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For over forty years, WSR has produced research reports, profiles and newsletters on both public and private companies.  These companies are typically in a capital raising phase, and they bring investors together to receive the presentations of the companies.  Having done many of these "RoadShow" gatherings their insights are very valuable for any investor or entrpreneural endeavor.

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Markets Group was the Producer of the conference, and Paul was responsible for it all.  He discusses here the conference, topics, categories of discussion, etc.  Sponsors of the conference were the local CFA Society, CAIA, CalAlts, and others, and Markets Group has taken this conference to other parts of the country, and discusses these additional conferences.

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Hedge Connection is a web based platform that  makes connections between asset allocators and Hedge Funds.  Lisa is the founder and CEO, and one of the sponsors of the conference.  A previous guest on Strategic Investor Radio, she shares her thoughts on the industry, the conference and the opportunities that they create.

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Eric is the Chief Investment Officer of Spider Rock, a firm focused on Options strategies.  A speaker at the conference, Eric shares some of what he spoke about at the conference re: the role that Options can play in portfolio protection and diversification.  Focusing on large RIA firms and family offices, they seek to create investment opportunities with risk management thru opton based strategies, ranging from the more simple to the more sophisticated ones.

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A speaker at the conference, Dan discusses how to create profits in a rising rate environment.  He briefly discusses M360's private credit commercial real estate bridge loans.

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Conducted at the AltsLA Conference in March, here is a brief interview with Bill Kelly re: Alternative investments, the industry and the role of CAIA.  Bill was a speaker and panel moderator at the conference, and always has interesting insights to offer.

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Since 1980, Louis has been analyzing and recommending investments for his newsletter subscribers, and managing investments for institutions and individuals since 1987. Using Fundamental and Quantitative Analysis in a bottom-up process. Louis recommends equity and other investments to his subscribers and in his investment management service.  Louis seeks to find the inefficiencies and anomalies in the markets, and recommends/uses these positions for his subscribers and clients. Never one to shy away from expressing an opinion, Louis discusses a variety of subjects re: the world of investing.  You won't want to miss this.

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Ted learned the investmentment industry from John W. Henry, successful Commodities Trader who now owns the Boston Globe , Boston Red Sox, Liverpool Football Club, and other ventures.  In 2012 he formed Incline with his partner, and they created a unique strategy to combine equity investments together with Commodity Trading , and call it the Systematic Hybrid Investment Strategy.  You will enjoy this conversation about a unique way to invest in both of these markets.  He reveals a key trait of JWH that everyone in the investment world should remember.  Listen to this interview. 

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Following stints at some of Wall Street's largest and most prestigious investment firms - Goldman Sachs, Bridgewater Capital and AQR Hedge Fund - Nate started CAM with his partner to focus on little followed, niche markets in the Commodities markets, i.e. nickel, zinc, lead, palladium, aluminum and other even lesser known commodities.  Able to be long or short, mostly in the Futures market, they use fundamental analysis and quantitative metrics, and do not pursue trend following, which is the more typical approach for commodities trading.  Investors today often seek a low-correlated investment for their portfolio, and many are turning to commodities for diversification from equity and fixed income markets.  Listen to this conversation to learn about this unique way to add diversification to a portfolio, and able to create profits in rising or declining markets.

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David tells the story of CCM, an independent impact investment money management firm, speciallizing in fixed income (Bond investing), paying market rate returns, but they allow the investors to focus on particular geographical or impact themes in deploying their investment funds.  CCM started with banks and others covered by the Community Re:Investment Act in the 1990's, moving into the Foundations and other institutional investors, and now wealth management world and other private investors.  He discusses the themes and locales of some of their projects, as well as the goals and desires of the investors.  For many investors, it is very important to align their investments with their values, and David tells this story as well as anyone, providing specific examples of projects that listeners will find to be very interesting.

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The Director of Investor Relations, Paul discusses BP's  L/S funds, especially the unique Emerging Markets L/S fund, part of their $100 Billion in Assets Under Management.  While L/S funds are fairly commong, few apply this strategy to international markets, especially Emerging Markets.  On a bottom up basis, they look for companies with rich valuations and potential catalysts to move the price, both on the long and short side.  They allow the market to determine the net exposure, with the short side usually between 30-70% of the Long side.  He also discusses the unique challenges and features of the opportunities in Emerging Markets.  An enlightening interview on a subject receiving much less attention than most in the financial markets.

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As an early pioneer in Alternative Investments, Rick has had a focus on Alternative Investments for the 29 year life of their firm.  Having establish their Alternative Investments focused LASSO mutual fund twenty years ago, he is a frequent speaker in the industry and often a Co-Chair of conferences, and shares with us his views of the industry, current conditions of the financial markets, and other insights in this investment space.  Rick's experience in this segment of the financial world for several decades creates a rich background for him to hold forth on this important subject. 

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As an insider in the world of Fixed Income securities management on Wall Street  prior to, during , and since the 2008 credit crisis, Mark has had a view of this epoch period as few others (as he tells us, he had dealings with each of the four parties whose stories are told in the book and movie "The Big Short).  He identifies what he sees as the major causes of the crisis, and shares insights and unique views that few can claim to have from that period. We loved doing this and are sure you will enjoy it as well.

 

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Listen to Sal, Chief Investment Officer and responsible for investment strategies for the twenty plus ETF's at IndexIQ, a New York Life company, as he discusses their various factor based Alternative Investment ETF's.  He discusses the core competencies needed in this area of investing.  A combination of Fundamental, Technical and Quantitative Analysis, these strategies are multi faceted and anything but buy and hold, simple strategies.  He also discusses their Merger Arbitrage strategy, and the opportunities and challenges in creating a set of rules for managing these assets.  Anyone interested in factor based investing will find this interview to be very interesting.

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As the Managing Director and Senior Portfolio Manager over Real Estate securities strategies @ Salient Partners, Joel is responsible for their investments into listed stocks whose underlying business is commercial real estate investment and management.  Focused on the rent collecting commercial property development and management market, thru REIT's and stocks, Joel discusses the benefits of investing into this space.  Joel has seen this industry grow from $6 Billion to almost $ 1 Trillion in assets over almost thirty years and offers unique and valuable insights into this market.  

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