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

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.

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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.

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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.

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Listen to Bryan, Portfolio Manager for the Infrastrucure Fund, focusing on utilities, telecom, energy, transportation/Logistics, which are all part of this fund.  These highly regulated sectors represent about 25% of the U.S. economy, and are becoming more key to the economy and political landscapes.  Expecting these assets to become more valuable in the near and longer term future, Bryan makes compelling points re: the future opportunities of this space.  Loaded with misperceptions by investors, Bryan addresses the need to be focused on this strategy.

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Publishing over 200 indexes, S-Network Global uses these indexes to provide the underlying investments for focused and specialty ETF's.  Gregg is responsible for developing those indexes that are used to create these custom ETF's with ESG focus and purpose.  This is certainly a timely topic, with Blackrock and now Walmart making policy decisions focused on ESG factors.  The world is changing, and those not at least following these changes can be left behind.  S-Network is, together with Reuters, in the forefront in creating opportunity in this specialty arena.  We hope you enjoy the interview. 

FYI for our listeners - S-Network is sponsoring the 6th Annual "Summer in the City CSR Investing Summit" in NYC on Wed, July 18.  Our listeners receive $100 off the Registration price by applying the Code  “OCTalkRadio” - The Conference website is www.csrinvstingsummit.org.

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The Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for shareholders.  Focusing on asset growth and return on asset capital, they define 5 stages in a corporate life cycle, identify which stage a company is in at a particular time, and how the company is dealing with the issues they face.  Using GE and Netflix  as example, Andy applies their system of analysis to them and discusses how Shelton approaches these, and similar companies.  Focusing on international companies, he has taken on quite a challenge, which creates a very interesting investing analysis system and discusses it.  This is a different approach to company analysis and anyone interested in investing in inernational companies will find this discussion well worth the effort.

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A brainchild of Sal's, Teucrium is a family of Exchange Traded Products, all focused on agricultural commodities.  With heavy experience in ag commodity trading, including ethanol, he was involved in the establishment of the ethanol over the counter market.  He shows how farmers are the eternal optimists, and will plant until prices reach their cost of production.  Ag commodities have ever increasing uses, creating constant demand for a variety of uses, and the prices are seasonal, making it very consistent in price fluctuation.  This is fascinating stuff and recommend it to all listeners.  Sal tells a compelling story in a very intersting style.

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Listen to Eric, CEO and Chief Investment Officer, tell how Spider Rock uses Options strategies to reduce risk and solve other problems with portfolio construction.  Plain vanilla equities and fixed income strategies cannot do what Options can do.  Working with institutions, family offices and Advisors, they construct portfolios around risk mitigation and yield augmentation, and even much more sophisticated strategies. He discusses how to get paid while waiting for a market pullback and how to derisk a portfolio without being exposed to capital gains.  Not knowing Options today is a definite handicap to any investor and this interview deserves a listen by all investors.  

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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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