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

Listen to this 5 minute interviw on OCTR with Charley Wright on how he became convinced by listening to a podcast.  You'll be glad you heard this.  This is a story that needs to be heard.

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Former journalist and coumnist for "Heard on the Street" for the Wall Street Journal, plus author of several books, including "When Genius Failed" and "America's Bank: The Epic Struggle to Create the Federal Reserve," Roger shares insights and thoughts from his two plus decades of investigating, interviewing and writing about the financial industry.  You won't want to miss this.

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Listen to this interview with Robert, Co-Founder and CIO, discuss the strategies they have created.. With an approach that aggregating returns into Alpha and Beta, using Hedge Funds to generate Alpha while seeking to reduce systematic risk of Beta thru Futures and Options. They select Hedge Funds likely to produce Alpha and hedge out systematic risk with derivatives designed to achieve Market Neutral approach that isolates Alpha.  This is a most interesting approach to Alpha investing that listeners will find to be very interesting.

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After more than a decade on Wall Street, Landon started his own Hedge Fund/Asset Management firm to offer a productive investment management process and a quality client experience.  They are focused on Global Macro strategies, all four major asset classes on financial exchanges t/o the globe, and invest long and short. Using a variety of factors, they invest with a "Top Down" perspective, and select both markets and individual companies.  Landon offers some contrarian and very interesting approaches to asset management which every investor will want to hear. We feel sorry for anyone asked to debate Landon.  His comments and postions are compelling and we are sure that any investor will appreciate hearing them.

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Environmental, Social and Governance (ESG), which was formerly known as Socially Responsible Investing, is designed to align the investors values with their portfolios. As a leader and one of the early adopters of SRI/ESG investing, Gabelli's ESG Strategy uses measures of ESG to determine where to invest.  Moving from "Negative Screening" to being forward looking, the industry has developed metrics to measure the performance and committment of companies worldwide in key areas of sustainability, environment, socially advantageous activities, et al.  This ecosystem of information has allowed ESG focused strategies to more confidently identify those companies that are more worthy of support by investors with particular values and views. Having spent years in this industry, Christina discusses the changes in this industry.  Very interesting interview for any investor, as this is a growing and ever more popular segment of the investment world.

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Ray discusses the opportunities of private credit thru real estate bridge loans. Partnering with lenders throughout the country, AlphaFlow purchases existing real estate bridge loans of 6-12 months in duration, with 80-90 different loans in a pool for investors.  Most of these loans are to "Flippers" who purchase homes, renovate/rehab them, then sell them.  For Accredited Investors only, they raise funds from institutional investors and private, retail investors.   Any investor looking for higher than market yields (who isn't?) will find this to be very interesting.

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Tyler is a first time attendee at the SRI Conference, and discusses how friendly everyone is and how productive the networking has been.  Previously focused on institutional investors for the past 34 years, LIIF, a non-profit, now raises capital from private investors to invest in opportunities that reduce poverty thru financing projects in low income areas - i.e. affordable housing, healthcare clinics, child care facilites etc., with projects in 21 states.

The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.

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Foliofn Inc will be the producers of the SRI Conference going forward, and Steve discusses Foliofn's committment to SRI investing and community and to expanding its reach thru future conferences and other gatherings. Foliofn is a Broker Dealer and Custodian, offering expanded, deeper and more sophisticated services for investors and advisors, with a strong emphasis on customizing portfolios, including SRI investing. Steve is positioned  to have a significant impact on the SRI community thru the SRI annual conferences and other SRI focused gatherings in the future, so his insights are especially valuable for this community.

The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.

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With First Affirmative Financial Network, Steve has produced 22 of the 28 SRI Conferences, including this one.  He discusses what the attendees are saying about the conference, including the 300 first timers.  Providing insights into what SRI is all about, and how it offers socially positive impact while creating profits for investors, Steve offers a unique insight into this growing and ever more popular segment of investing opportunities.  Anyone interested in SRI investing will find this interview to be very interesting and valuable.

The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.

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While Advisor Partners has been attendees/exhibitors at about a dozen previous SRI conferences, this is Rahul's first.  He is their Portfolio Manager for their SRI investment strategies.  He provides his insights into the conference as a first timer, and focuses on its educational benefits and the unique benefits that the SRI Conference offers to attendees that are not always available to attendees at other conferences. He tells about Advisor Partners, who have a dual focus: SRI investing and minimum tax impact.  They provide customized solutions according to the investor's SRI desires and goals, and they seek to minimize the taxable consequences of these investments.

The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.

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Listen to Liz Sessler, co-founder of ImpactUS Marketplace, tell about her experience at 7 SRI conferences and what she gains by repeated attendance.  She tells about her passion for Impacting Investing and how it offers to investors opportunities that make a positive social impact. ImpactUS Marketplace is focused on private, direct, alternative investments that have both social and financial return objectives and connect investors and Financial Advisors with investments that offer these potential benefits.  Making it easier to find these products, they offer web-based tools to help find and evaluate these products.

The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.

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As the Founder and CEO, David tells why they keep coming to the SRI Conference year after year and how it has helped to build their business.  Involved in organic farming, IVF provides insight into how they impact the agriculture industry thru leasing land to farmers for organic farming.  

The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.  

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At his first SRI Conference, Ryan provides insight into SRI, the conference, discusses his view that SRI is in the early innings of this movement.  He also discusses the commercial solar market and Sunwealth's role in that industry.  He tells how they are democratizing commercial solar, working with retail and institutional investors.  

The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.

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Burl discusses this uniquely focused Real Estate Securities marketplace strategy.  A Long/Short strategy focused on companies that are able to have a monopolistic pricing model, enabling them to raise prices more often than usual.  An example is the cell phone tower business, with less price competition, limited suppliers, and barrier to exit, and secular demand drivers, and seek to hedge with the short positions.  They like to invest in real estate that invests in the internet of things.  Looking to benefit from "Pricing Power."  This is indeed a most interesting interview that you won't want to miss.

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Listen to Mahmood Motani, founder Highclere Group, explain the mortgage note buying and selling marketplace.  As a former real estate entrepreneur, Mahmood discusses how Highclere buys and sells mortgage notes.  Secured by real estate, these mortgage notes require no management and create positive cash flow.  Buying non-performing notes at a discount nationwide, Highclere seeks to keep people in their homes while generating positive cash flow for the investors.  This is a somewhat unique strategy for most investors and an interesting interview.  We hope you enjoy it.

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Listen to Ken Goodman, co-founder of Altcoin, is a former Quantitative Developer at Golman Sachs and  mathematics graduate in two years, applies mathematical techniques and Machine Learning to cryptocurrencies.  Altcoin  seeks to use statistical arbitrage in trading cryptocurrencies.  Listen to this very interesting interview on a fascinating subject.  

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Listen to Ryan, an engineer and entrepreneur, describe the dual faceted methodology of Meson Capital in helping strong companies  grow while using Machine Learning to identify potential Short positions in the public markets.  Looking to build small companies (typically public companies) thru deep value evaluation, they have found that the impediment to growth of small companies with low valuations  is usually poor managment, they look to improve/replace management to improve the company and stock price.  With a core competency in identifying what drives change in companies and industries, they use this strength to increase the productivity and value of the company.  Their second strategy is to apply Machine Learning to identifying potential short positions.  This dual strategy can create opportunities in most any market condition.  Listen to this very interesting conversation on the combination of activist investing and Machine Learning promtped shorting.

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Since 1981, FPI has been providing actively managed accounts to investment advisors for their clients, with over 100 active strategies currently and over 20,000 investor accounts.  With "Rules Based" systems, using Separately Managed Accounts,  FPI actively manages positions, allowing for discretionary deployment of cash,  often tailored to a specific asset class, with defensive measures and other active opportunities, then combining these strategies into an investor's portfolio according to the needs and desires of the investor.  He addresses some of the myths that he sees are often key to the "Active vs. Passive" investment management debate.  This is a very interesting interview, especially for those who who may be focused on  the "Active vs. Passive" investment management debate.

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This will be the 28th Annual SRI Conference, which stands for Sustainable, Responsible, Impact Investments Conference, to be held in San Diego.  Steve is the producer and host of the conference and discusses this $8 Trillion industry and its seminal conference.  This community is dedicated to adding the dimension of a sustainable future to investing.  With public, private and alternative investments available in the SRI community, the Conference will have about 800 attendees and provide an unending opportunity to find and apply SRI investments and services.  He discusses SDG's (Sustainable Development Goals) and the impact they are having on businesses currently.  Listen to gain a greater appreciation of SRI investing and to learn about the Conference.

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As a China focused family of ETF's, Krane Shares has launched a new ETF, based upon the massive development called the "One Belt One Road" Initiative.  Chief Investment Officer, Brendan Ahern, discusses this initiative and fund.  Under the new majority ownership by the China International Capital Corporation, Krane Shares has created an ETF to invest into companies expected to participate in the OBOR Initiative, involving 69 countries developing infrastructure and expected to spend over $6 Trillion (not a misprint). This conversation is not only interesting but on the cutting edge of one of the most ambitious projects in the history of commerce.  This is interesting stuff that you will not want to miss.

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After a Harvard MBA, Ali joined Boston Partners and was Co-Portfolio Manager of their Long Short Equity Fund, being named Manager of the Year by Morningstar for the "Alternative" category in 2014. Ali explains why he likes Long Short strategies (Balter Invenomic Fund, BIVIX)and how he approaches the markets.  He uses Fundamental Analysis and focuses on a longer term timeframe, seeking to avoid "Value Traps" and other hazzards of shorter term investing.  He runs a disciplined process with a fluctuating short book, hence the term Variable Long Short.  He discusses short selling and its uniqueness in portfolio management as well as misconceptions of long short strategies.  Ali's views and experience in this strategy are well worth hearing for any investor or advisor.

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After spending many years managing investments for Family Offices, Jawad now works with Boustead to raise capital for middle market firms thru private equity investments, focused primarily on the Technology and Real Estate sectors.  He discusses the institutional investment marketplace and the role it plays in the investment world. Jawad discusses what private equity investors look for in their investment opportunities and the elements that make a deal work - Management team, customers of the company, price and terms, etc., as well as the mistakes and unrealistic expectations of both sides. This is a subject and conversation that is rare for our show and we are confident that anyone interested in the private equity space will enjoy it.

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With a PhD and 2 Masters Degrees in engineering, Dr. Glance has become an investment strategy developer.  Although he has never worked on Wall Street, he has developed timing signals that several mutual funds have used for over 20 years.  Focusing on several indicators, including the "Put and Call" volumes and ratios and other pattern recognition systems, Dr. Glance has developed several "Rules Based" non-discretionary trading systems, which are located and tracked on TimerTrac and Theta Research.  The methodology is to create signals of market change and reversals thru pattern recognition that can be tracked on these systems.  Anyone looking to actively trade, or invest in an actively traded system, should find this interview to be very interesting.

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Sherri, a second generation veteran in the industry, previously on the Compliance side, started AI Insight in 2005 to provide education, training and compliance assistance to BD's and RIA's to better serve their clients in Alternative Investments.  Sherri discusses the potential for investors and Financial Advisors that Alternative Investments offer and contributes valuable insights into these investments from a number of perspectives.  Anyone interested in Alternative Investments would find this to be an important dialogue on a significant subject for investors and Advisors.

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Bob Dieli, PhD in Economics, was an economist and portfolio manager for decades and now is a consultant and publisher of the "No Spin Forecast" newsletter.  Listen as he explains the business cycle and why he feels confident to forecast economic activity as far as a year ahead.  Very interesting discussion that any investor would not want to miss.

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