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

Listen to Jan Brzeski, founder and CEO of Arixa Capital discuss their unique business model for generating high yield returns thru short term bridge loans on residential and commercial projects - AND discuss the coming Real Estate Symposium at UCLA, for which Arixa Capital is the organizer for the 11th consecutive year. Listen to hear about their unique investment model and reasons to attend this year's Conference.  

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For the last thirty plus years  the IMCA has served the Investment Management world with education, certifications, events, etc.  Partnering with the Wharton School to offer the CIMA designation (Certified Investment Management Analyst) IMCA educates investment analysts and managers on portfolio management for institutions and individuals.  Their annual conference for 2017 will be April 30 to May 3rd at the San Diego Convention Center and Sean tells about the opportunities for attendees.  With the myriad of challenges facing the Advisor community today this is a way to get and stay on top of one’s game.  Strategic Investor Radio will be in attendance and we look forward to seeing many of our listeners there.

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Eric Clark is the portfolio manager of Accuvest Alpha Brands Consumer Spending Index. This strategy is focused on three things. One, the consumer spending. Two, brand recognition. Three, stock performance. He discusses these in detail to show how this empowers the investor and makes a better investor.

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Ryan Ballantyne  of Reality Shares explains their unique proprietary evaluation system, DivCon. This seeks to identify companies that are going to raise their dividend or potentially cut their dividend. DIVY doesn't care what the market does today. It really only cares what that dividend is doing.

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Listen to Jeff Johnson, Founder and CEO of Epus Energy, discuss the opportunities of investing for cash flow thru oil production by investing in existing producing wells.  In his third Start-up, Jeff explains the unique business model of Epus - They seek to purchase good assets (currently producing wells) where the owner is in a distressed situation and needs to raise capital.  He believes that this is an opportune time to find quality assets at distressed prices and generate a strong yield for the investors.  These are producing assets, with a track record of production and costs.  Anyone interested in generating yield would be interested in the interview.

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Michael Roomberg, Portfolio Manager of Miller Howard, discusses their unique mutual fund - "Drill Bit to Burner Tip."  Invests in the entire North American energy chain.  It recognizes that the shale technology is a technological revolution which will create significant benefits to many ancillary companies and industries that are beneficiaries of this revolution. They look for companies in certain categories of energy that are quality, well run companies, but also have misspricing in their current stock value.  A unique view of energy investing that is not heard elsewhere.  Very interesting.

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Bill Sherman of The Sherman Sheet, and Paul Carroll of Pinnacle Sherman Funds, discuss the two funds created by Pinnacle to follow the signals of The Sherman Sheet.  The Sherman Sheet is a publication for Advisers that provides investment research and models to use for client investment portfolios.  Built upon trend identification of markets (not individual stocks), it constructs portfolios for applying the results of the research.  The Pinnacle Funds have created two mutual funds that follow the signals and models of The Sherman Sheet.  They buy and sell positions according to the signals of The Sherman Sheet.  Paul and Bill discuss these funds and the research that results in the positions they choose. Any investor or Adviser will find this to be very interesting.

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Eric Crittendon, Chief Investment Officer of Longboard Asset Management, discusses their two funds, both focused on low correlation with stocks and bonds.  Their Long/Short strategy is based on trend following, focused on long duration trends.  This rules based strategy holds long stocks but shorts index futures, a unique approach to long/short investing.  The desired result is a low beta investment, being net long higher trending stocks and synthetically net short the stocks NOT trending higher.  Their flagship program, Managed Futures strategy, uses similar trend following methodology to the Long/Short fund, and goes long and short for each market.  With a longer holding period than most Managed Futures strategies, Eric discusses the background and elements of their strategy and investment philosophy in Managed Futures.  These strategies are unique in the marketplace and Eric knows how to explain them. 

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iSelect Fund, a Venture Capital firm, raises funds from private investors and finds funds worthy of investment.  Investors can select those firms in which to invest or they can invest in eSelect's evergreen fund, which chooses the next twenty funds for investment.  Carter Williams, founder and CEO with a strong background in venture capital,  seeks to match  investors with middle America companies needing capital.   This portfolio diversifier allows a private investor to participate in vc investing at a lower amount with greater diversification than is usually possible.  Focused on middle America companies, as opposed to Silicon Valley, iSelect is on a mission to increse early stage funding for companies in non-Silicon Valley industries.  Investors and Advisers looking for investment diversifiers and ways to penetrate this historically productive investment asset class will find this interview to be very interesting.  

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Founder and CEO of Money360, Evan Gentry discusses their unique business model of making loans secured by income producing real estate.  With hundreds of investors, and having made about $150 million in loans, they make two year bridge loans on real estate.  Investors can select the properties they can invest in, or can invest in a fund offered by Money360.  He compares their model to mortage and real estate REIT's.  This is a very interesting alternative to generate yield for investors.  

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Martin Bergin is president and owner of DUNN Capital, a Commodity Trading Advisor (“CTA”) firm based in Florida. In this episode of Strategic Investor Radio, Mr. Bergin and host Charley Wright discuss DUNN Capital’s history – including that of its colorful founder – as well as the firm’s trading methodology and how the futures market works in general.
 
DUNN Capital boasts a research team that includes four PhDs. The firm trades in 54 different futures markets across seven sectors: energy, metals, currencies, interest rates, bond indices, equity indices, and agricultural products. Bergin says he does not recommend individual investors buy or sell futures contracts themselves – since only a deposit of 10% is required in most cases, a move of greater than 10% in the wrong direction could incur a loss of greater than 100% of the initial investment. Instead, he recommends investing with quality CTA firms, which are able to diversify risk across a multitude of markets and contracts.
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In this episode of Strategic Investor Radio, host Charley Wright interviews Jeremy DeGroot of Litman Gregory Asset Management. Mr. DeGroot is Chief Investment Officer and Principal of the firm, which provides investment research to over 4,000 advisors, institutions, and clients; as well as operating several multi-manager, sub-advised mutual funds. In this interview, Charley and DeGroot focus on one fund in particular: the Litman Gregory Masters Alternative Strategies Fund. The Fund is available in institutional shares under the ticker “MASFX,” and to individual investors under ticker “MASNX.”

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In this episode of Strategic Investor Radio, host Charley Wright interviews Kurt Voldeng of Commerce Asset Management. Mr. Voldeng is both the COO and the CIO of the Memphis-based firm, which specializes in hedge-fund replication strategies. The company replicates hedge-fund strategies without actually owning hedge funds or even their underlying assets. Instead, Commerce categorizes each of the 800+ hedge funds in the HFR Index into one of 26 groups, and then determines the publically traded ETFs that best correlate to the performance of each of those groups. From there, a portfolio of ETFs is built to emulate the weighted performance of all 26 groups, with holdings rebalanced every month.

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In this episode of Strategic Investor Radio, host Charley Wright interviews Taylor Lukof, founder and CEO of ABR Dynamic Funds. Mr. Lukof got his investment-industry start in the early 2000s as the youngest member of the American Stock Exchange, where he was a floor specialist for equity options. This experience obviously taught Lukof to appreciate volatility, which he now considers an important asset class onto itself. Indeed, Lukof says now is an important time for investors to look outside the normal investment spectrum of stocks, bonds, and real estate – and volatility is a good place to look.

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Dr. Ben Hunt joins host Charley Wright in this episode of Strategic Investor Radio. Dr. Hunt had a great deal of success in his life prior to stepping into the investment arena in 2003: After earning a Harvard PhD in Government, Dr. Hunt was a tenured Political Science professor at NYU and the author of two academic books. From there, he caught the business bug and founded two technology companies and a software firm, before shifting to investment management and serving as portfolio manager of a long/short equity hedge fund. In 2013, Dr. Hunt joined Salient Partners, where he combines his experience as a risk manager, entrepreneur, game theorist, and econometrician. He says his wife jokes that “he can’t keep a job.”

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Peter Lupoff is the founder and CIO of Tiburon Capital Management, a New York City-based event-driven strategy manager and the sub-advisor of the Balter Event-Driven Fund (BEVIX). According to Morningstar, that fund generated five-year annualized returns of 4.86% for the period ending November 30, 2016 – a whopping 193 basis points better than the category average. In this episode of Strategic Investor Radio, host Charley Wright discusses event-driven strategies with Mr. Lupoff, as well as Lupoff’s background in working with “hedge fund legends” like Marty Whitman and Izzy Englander.

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Lawrence Calcano is the CEO of iCaptial Network, a New York City-based firm specializing in alternative investments. In this episode of Strategic Investor Radio, Mr. Calcano explains to host Charley Wright how his firm “provides a bridge connecting two groups of people who really want to be together” – by this, he means high-net worth investors and alternative investment managers.

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In this episode of Strategic Investor Radio, host Charley Wright sits down with Greg Rutherford, co-founder and CEO of Cavalier Funds. Cavalier operates a family of seven mutual funds each managed by sub-advisors. The fund family consists of five equity and two fixed-income funds, each of which aim to capture benchmark returns in rising markets, while protecting assets in declining markets.

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In this episode of Strategic Investor Radio, host Charley wright interviews Michael Stubben, founder and president of Phoenix-based Summit Real Estate Advisory Services. Summit produces analytical research reports, primarily for financial advisors, on mostly non-listed REITs and BDCs (business development companies). The firm covers some publically traded REITs that were previously unlisted and haven’t gained much analyst coverage yet. Summit’s quarterly reports cover all 71 non-listed REITs that file with the SEC – they are pretty much alone in their field.

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David Scranton is the founder and President of Sound Income Strategies, a New York-based RIA firm focused on income investing. He’s also the author of a new book: Return on Principle: 7 Core Values to Help Protect Your Money in Good Times and Bad, and the host of a Newsmax program called “The Income Generation.” Host Charley Wright interviews Mr. Scranton in this episode of Strategic Investor Radio.

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In this episode of Strategic Investor Radio, host Charley Wright interviews Don Robinson, CEO and CIO of Philadelphia-based Palladiem. The firm offers risk-managed strategies to investors and advisors. These strategies include absolute return, global macro, multi-strategy, and endowment models. Palladiem’s name is a portmanteau of Palladio, the Italian Renaissance architect; and diem, as in “seize the day.” Robinson jokes that coming up with a unique name was “the hardest thing” about starting the firm.
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In this episode of Strategic Investor Radio, host Charley Wright interviews Eric Lutton, Chief Investment Officer of Sound Income Strategies. Eric is a Chartered Financial Analyst, and his job as CIO of Sound Income Strategies is to generate investment income – this is particularly difficult in today’s low-yield environment, as Charley points out. With investment-grade bond yields at rock-bottom lows, Eric looks to alternative assets like REITs, MLPs, BDCs, and preferred stock in pursuit of portfolio income.

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Collective2.com is a website that allows everyone from professional money managers to “housewives in Mexico City” to publish their own trading systems and publically track the results. Moreover, these “trade leaders” can offer subscription alerts and even broker-synced automated trading services to paying subscribers, with the subscription revenue shared by the trade leader and Collective2. In this episode of Strategic Investor Radio, host Charley Wright interviews Rod Casilli, Collective2’s Head of Product.

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Garvin Jabush and Jeremy Deems founded Green Alpha Advisors in 2007. Both men came from San Francisco-based Forward Funds, where they ran a “green” fund co-branded with the Sierra Club. That experience led them to develop a “more progressive” approach to environmental-impact investing that moved beyond “negative screening” of the “most objectionable” S&P 500 components. Today, Green Alpha runs four separately managed account strategies plus one mutual fund – the Shelton Green Alpha Fund (NEXTX) – which are modeled on what they see as the future, sustainable economy. Mr. Jabush sits down with host Charley Wright in this episode of Strategic Investor Radio.

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In this episode of Strategic Investor Radio, host Charley Wright interviews Bryan Hertz, the CEO and co-founder of Voxox. Voxox is a “new type of phone company” that provides entrepreneurs and small- to medium-size businesses with easy-to-use and affordable phone systems. Mr. Hertz discusses his firm’s flagship product Cloud Phone, which turns any mobile device into a business phone system in under three minutes.

Hertz founded Voxox with his father and brother as an investor-backed, family business. The founders’ dream was to bring “powerful, unified communications to the masses.” Today, Voxox’s Cloud Phone allows entrepreneurs and solo practitioners like lawyers, doctors, and real estate professionals to have a phone system “in their pocket.” In Hertz’s words, Cloud Phone “literally turns your cell phone into a business phone system, and it allows coworkers from anywhere in the world to work together utilizing this phone system, to make and receive calls as if they were in the same city.”
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