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

Karlin, a longtime contributor to a wide range of multifamily/real estate investment publications, including Kiplinger, Globest.com, Multi-Housing News, et al, and a Principal @ IMG, discusses value-added real estate opportunities.  They look to improve not only properties for residences, but also communities and neighborhoods.  Looking to grow over time, rather than the more immediate fix and flip strategy, IMG focuses on Multi-Family because they see continued opportunity there, like the risk reward ratios, and are experienced in this segment of the real estate world.  They focus on six to seven metropolitan areas, with facilities that are 150 - 350 units, w/equities of $12 - 18 million.  Listen to Karlin tell their story, discuss their challenges and work to temper investors' expectations.

Ted discusses the benefits of using Alternative Assets in IRA acct's - Millenium Trust custodies these typically illiquid assets, a service that the larger custodians often do not offer for the assets desired.  Examples of such investments are stock in private companies, trust deeds, commercial real estate, private credit, etc.  Any investor with funds in IRA's of any type will find this to be enlightening and interesting.  

Sanford, founder and CEO, discusses their value added strategy in real estate investing, primarily in Orange County.  With a narrow niche focus of 5-50 unit multi-family apartment buildings.  Buying units priced below market, upgrading, raising rents, managing for some months then selling is their Modus Operandi.  Anyone interested in real estate investing will find Sanford's insights and comments to be very interesting.  

BP Capital is the public arm of the investment strategies of Boon Pickens , with a focus on oil, natural gas, et al.  Toby, Managing Principal and Portfolio Manager for BP Capital, tells their story ( with a very pleasant southern drawl) discussing their unique approach to energy investing. With the energy sector playing such an important role in the U.S. economy and the investment community, and the opportunity to hear how Boon does things, you won't want to miss this. 

Tony is co-founder and president of Brandometry, which invests via the Brand Value Index, looking to benefit from investing in companies who have built/managed companies with strong brand recognition, which is now considered to be intangible assets.  Large Cap U.S. Equities are the components of the index, and includes about 50 companies, with a strategy that is long only, no leverage, and equal weight among the components.  This is a unique strategy that many investors who focus on mutual funds and ETF's will find to be very interesting.

Graham tells about Innovator ETF's unique Defined Outcome ETF's, designed to protect the assets from downside exposure while seeking to capture a significant portion of any upside.  This "Buffer" strategy follows the strategy used in Structured Notes and Equity Index Annuities, but with some significant differences.  Any investor concerned about losing principal value following a 10 year Bull Market should find this interview to be very interesting.

Listen to Dr. Paul Glance, a PhD in Engineering, following a career in automotive engineering, found a second career in creating investment strategies. For a couple of decades he provided Long & Short market timing signals for mutual funds and now he offers his portfolios and timing signals directly to advisors and investors. With performance of his trades confirmed and verified thru TimerTrac.com., he offers four different strategies, all using ETF's. For a deep dive into some very interesting strategies using Quantitative Analysis, Buckingham Pi Theorem and other complex signals, listen to this interview.

Dr. Anderson, with a Ph.D in Finance, and President of Griffin Capital Asset Management,  is focused on real estate investing, has a combination of real estate industry and academic experience, using research driven strategies, applying modeling, quantitative testing, and back testing in developing projects and investment vehicles, typically using REIT structures.  In addition, they invest in real estate securities, looking always to diversify investors' portfolios in the real estate area.  Listening to Randy is always a treat,  educational and enlightening. To learn about real estate investing, listen to Randy.

Listen to Dave, a Louisiana boy, discuss how he educates and coaches how to trade stocks and ETF's, with lots of personality and fun.  Having worked as a trader for Hedge Funds for years, given speeches and presentations t/o the world, and authored three books, he is able to lead his students to follow charting patterns and analysis.  A trend following/momentum, discretionary trader, he trades primarily stocks, with some ETF's, and known for his "Bow Tie" pattern.  Listen to Dave discuss market trading in a very interesting way, and receive a copy of one of his books.

Peter's been in the precious metals industry forever, and discusses the opportunities and challenges of this industry.  Gold has been in demand as an investment for thousands of years and many advisors have touted its productivity and place in investment portfolios for the typical investor for decades.  Peter knows the industry, the players and the products of precious metals and offers us his insights into this very important segment of the investment world.  

Jan, founder, Managing Director and Chief Investment Officer, tells the story of Arixa, who makes real estate secured bridge loans to home and commercial renovators.  With over 800 transactions totaling over $700 million, Arixa focuses on coastal California's major urban markets, with loans of less than two year duration and a margin of safety of about 40%.  He also discusses the new "Opportunity Zones" program recently established by the U.S. Congress.  Anyone interested in credit/fixed income investing should find this interview to be of significant interest.

 

 

 

Bernard, co-founder and Chief Investment Officer, discusses their unique strategy to mitigate risk while seeking to benefit from capital growth. Focusing on mitigating the downside risk, the 90/10 strategy applies 90% of the portfolio very safe, short maturity fixed income for maximum safety and applies 10% to higher risk positions.  Hence, only 10% is at risk, using Call Options to maximize potential return.  This is a very interesting approach to investing that is quite unique in the marketplace that most investors will find to be very interesting.

Listen to Troy, who analyzes the expected future movement of the U.S. Stock Market.  Using Fundamental and Technical Analysis plus leveraged ETF's, Troy seeks to exceed returns of a "Buy and Hold" approach to investing by identifying when to use leveraged ETF's and when to exit to Cash.  He divides the market into Long Term, Intermediate Term and Short term, and recommends accordingly.  In addition, he quantifies the historical price changes during various time periods following breakouts and breakdowns of various sectors, etc.  The results are very specific and can be very helpful and often defy conventional thinking.  A very interesting conversation re: a subject of interest of most every investor.

Listen to John, Portfolio Manager of the Tactical Credit Fund, discuss this unique fund strategy, starting with the whirlwind days of the credit crisis of 2008.  Using  four asset buckets - High Yield - Bank Debt - Convertible Bonds - Investment Grade Bonds, they tactically invest into each according to the opportunities that they see in each, including Long/Short opportunities, with varying time frames.  Focused on higher than usual volatility and yield, they repeatedly apply their "Rotational Trade" seeking to achieve higher than market yields and returns.  In this day of rising interest rates and low yields this type of strategy should be very interesting to investors and advisors.  

Joe founded and is the CEO of Synergy, services other RIA firms by providing 18  investment strategies, a Hedge Fund, marketing and practice management.  Joe discusses their "Sailboat" strategy, a rules based tactical allocation/Sector Rotation model, using about a dozen signals, and its role in their array of strategies. For Advisors, he also discusses the "E-Myth" principle of working on a business as opposed to working in a business.  

Listen to Joe, Director of Education & Business Development @ the OIC, w/over 24 years in the Options industry as a market maker, w/Options Express, Schwab, et al,  educating institutions on risk mitigation and enhanced performance using Options.  Since 1992 the OIC has provided increased awareness, education and promotion of exchange listed Options for investors, Advisors and institutions. Joe discusses strategy diversification thru Options vs. product diversification. Retail investors, Investment Advisors and institutions are using Options at a rapid rate of increase year over year.  Using Options, one can: 1) Decrease Risk w/o increasing capital; 2) Leverage assets, define and balance the risk; 3) Apply tools to solve problems that could not be solved in other ways.  This is a very interesting conversation that investors/Advisors should find to be well worth the listen.

Listen to Bob, CEO of Equinox Funds, a family of Mutual Funds using Commodity Trading Advisors and their strategies, expanding into equity strategies.  Their initial fund, the Frontier Fund, was the original Managed Futures category offered thru the format of a liquid, low minimum Mutual Fund, and later launching the first portfolio of multi-strategy CTA's in a Mutual Fund.  We discuss the opportunity to  diversify into Commodities, and their approach to invest into them without having to liquidate fixed income and equities. We also discuss their unique fee arrangement for their Ampersand Fund.  Anyone looking for diversification and possible enhanced returns thru Commodities should find this interview to be very interesting.

Arthur Lipper, entrepreuner, author, lecturer at many universities, investor, consultant, discusses a new way to provide working capital to private, early stage businesses, called Revenue Royalties.  He discusses his e-book - "Revenue Royalties" - www.RexRevenueRoyalties.com., which is an alternative for these businesses to raise working capital thru Royalties based on Revenues, as opposed to selling an equity portion of the busines.  A fascinating idea of Arthur's that is a unique way to provide this needed resource and funding opportunity.  Certainly cutting edge, we are sure our listeners will find it to be very interesting and thought provoking.

With a couple of decades experience behind him in trading and investment management, Brian discusses trading in today's markets.  As the author of the book, "Technical Analysis Thru Multiple Time Frames," Brian looks at the importance of several pricnicples in trading:

  1-"Risk/Reward or Perceived Edge;"

  2 - The importance of Magnitude over Frequency of profitable trading;

  3- The importance of Support & Resistance and the time frames he uses;

  4 - The price ranges of stocks that he likes to trade, and why;

  5 - How to deal with Earnings Report periods as a trader;

This is a very interesting conversation that anyone interested in trading would find to be interesting and insightful.

You can catch Brian on Youtube, under the  title of "Thermal1" - Hope you enjoy it.

As a researcher, Brett evaluates investment opportunities to invest for a steady income stream.  His published "The Contrarian Income Report" and "Hidden Yields" reports identify Closed End Funds, REIT's, and other investments that offer outsized yields.  Cherry picking opportunities among stocks in these and similar areas, Brett offers yields that are not often seen today.  Looking to generate income thru yields while seeking to increase the equity value as well, he discusses their methods of identifying those stocks who are likely to have an increasing stock price in addition to the outsized dividends.  Anyone interested in cash flow investing should listen to this interview.

As part of the Arbor family of companies, including the 30 year old publicly traded mortgage REIT, Arbor Realty Trust (ABR), ArborCrowd offers real estate investing opportunites to Accrdited Investors online. Adam is Co-Founder and Managing Director of ArborCrowd, and they are able to leverage their connections and experience in the mortgage real estate industry to offer investment opportunities to investors.  In a unique position to build upon the relationships, network and opportunities that they find thru their mortgage business, they seek to select among the best opportunities in these real estate investing projects and offer them to investors thru ArborCrowd.  Due to the Jobs Act of 2012, this opportunity is now available.  Focusing on secondary and tertiary markets, they seek to offer value add work force/multi-family properties to investors.  For the fixed income portion of one's portfolio, listeners will find this interview to be most interesting.

Listen to Edward, responsible for investor relations, discuss their unique strategy to create profits for investors thru short term bridge loans on real estate.  For Accredited Investors, they receive referrals from banks on cases where the banks cannot lend, they make loans on properties (often owner occupied), secured by the real estate thru a first trust deed, with a typical shorter term duration of 1-3 years.  Compared to the risk/reward ratio of traditional fixed income investments, most investors needing income investments should be very interested in this conversation.

Dr. Ball, with a PhD in Economics from MIT and the current Dept. of Economics Chair @ Johns Hopkins University,  wrote his book to address the Lehman Brothers failure, which was the pivotal event in triggering the financial crisis of 2008.  Addressing a continuing controversy of whether Lehman should have been rescued or allowed to fail, he spent four years researching a plethora of public records to determine if the legal and political climates would/should have allowed for the rescue of Lehman. His insights are very interesting re: this critical and pivotal event, the genesis of a market development that contributed to a major financial crisis.  We thoroughly enjoyed doing the interview and are confident that our listeners will find it to be enlightening, balanced, and insightful on this historic and impactful event.

Welcome back Dave - Dave was the very first guest that we had on Strategic Investor Radio, back in October, 2014.  His patience with us in those early days was greatly appreciated and we are always glad to be the beneficiaries of his insights into the world of investing.  He has an MBA from U. of Chicago and is the Portfolio Manager for Cedar Capital, specializing in portfolio construction, typically within a quantitative framework and the ways in which Alternative Investments work within a portfolio.  Using a recently created index by Thomson Reuters, focused on Venture Capital and Private Equity investments, with about 6000 Private Equity firms and 28,000 Venture Capital firms, this index offers diversification into these markets typically not available to the private investor. Any investor will find this conversation to be not only interesting but focused on a subject that is very helpful and important to them.

As President and Chief Investment Officer.  Using their proprietary investment strategy they call ROTAROME. Focused on investing vs. speculating, he much prefers investing over speculating. He is fcused on the business, vs. the stock price, which he considers to be investing, as opposed to speculation, which would be a focus on the stock price.   He uses the ROTAROME method of stock analysis as a metric to determine which businesses to focus on and purchase.  ROTA measures the business itself and ROME seeks to evaluate and measure the relative "Cheap or Expensive" current price of the stock. They seek a high number in each over a period of time.  This is a very interesting method of analysis and interview.  We hope you enjoy it.