Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Wednesday Nov 29, 2017
SRI Conference 2017 - Conference Producer Steve Schueth
Wednesday Nov 29, 2017
Wednesday Nov 29, 2017
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.
Wednesday Nov 29, 2017
SRI Conference 2017 - Advisor Partners - with Rahul Agrawal
Wednesday Nov 29, 2017
Wednesday Nov 29, 2017
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.
Wednesday Nov 29, 2017
SRI Conference 2017 - ImpactUS Marketplace - with Liz Sessler
Wednesday Nov 29, 2017
Wednesday Nov 29, 2017
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.
Wednesday Nov 29, 2017
SRI Conference 2017 - Iroquois Valley Farms - with David Miller
Wednesday Nov 29, 2017
Wednesday Nov 29, 2017
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.
Wednesday Nov 29, 2017
SRI Conference 2017 - Sunwealth - with Ryan Dings
Wednesday Nov 29, 2017
Wednesday Nov 29, 2017
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.
Friday Nov 10, 2017
Opportunistic Real Estate - Altegris/AACA - with Burl East
Friday Nov 10, 2017
Friday Nov 10, 2017
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.
Monday Nov 06, 2017
Investing in Mortgage Notes - Highclere Group - with Mahmood Motani
Monday Nov 06, 2017
Monday Nov 06, 2017
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.
Monday Oct 30, 2017
Hedge Fund - Meson Capital - with Ryan Morris
Monday Oct 30, 2017
Monday Oct 30, 2017
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.
Saturday Oct 21, 2017
Actively Managed Funds - Flexible Plan Investments - with Peter Mauthe
Saturday Oct 21, 2017
Saturday Oct 21, 2017
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.
Saturday Oct 21, 2017
SRI Conference in San Diego - with Steve Schueth
Saturday Oct 21, 2017
Saturday Oct 21, 2017
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.
Thursday Oct 19, 2017
China's "One Belt One Road" Fund - Krane shares - with Brendan Ahern
Thursday Oct 19, 2017
Thursday Oct 19, 2017
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.
Thursday Oct 19, 2017
Variable Long Short Investing - Balter Invenomic Fund - with Ali Motamed
Thursday Oct 19, 2017
Thursday Oct 19, 2017
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.
Thursday Oct 19, 2017
Thursday Oct 19, 2017
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.
Thursday Oct 12, 2017
Thursday Oct 12, 2017
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.
Wednesday Oct 04, 2017
The Role of Alternative Investments - AI Insight - with Sherri Cooke
Wednesday Oct 04, 2017
Wednesday Oct 04, 2017
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.
Wednesday Oct 04, 2017
Economic Forecasts - "No Spin Forecasts" - With Dr. Bob Dieli
Wednesday Oct 04, 2017
Wednesday Oct 04, 2017
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.
Friday Sep 29, 2017
Investing in Small Balance Real Estate - Fairway America - with Matt Burk
Friday Sep 29, 2017
Friday Sep 29, 2017
Listen to Matt, Founder and CEO of Fairway American, discuss Small Balance Real Estate capital raising and investing. They have created a connection that facilitates the flow of capital from high networth investors to worthy SBRE projects and entrepreneurs, with projects in many real estate asset classes that are geographically diverse in the domestic marketplace. Investors can select among individual projects or can invest in FA's "Fund" to invest in a pool of several projects. Matt also discusses his book, "Capital Attraction: The Small Balance Real Estate Entrepreneur's Essential Guide to Raising Capital" - Anyone interested in Real Estate investing should find this interview to be very valuable.
Wednesday Sep 20, 2017
Wednesday Sep 20, 2017
Jerry Parker, one of the original "Turtle Traders" trained by Richard Dennis, discusses his strategy and his career as a commodities trader since the mid 1980's. Jerry provides a brief history of the "Turtle Traders" and discusses his trend following system in currencies, commodities, equities, etc., in markets around the world. He talks about the common mistakes in futures market trading and the common misconceptions he finds by investors. Trading is a major challenge and Jerry helps us better understand the Futures marketplace.
Friday Sep 15, 2017
VC Investing in Tech Start ups - Coastal Grove Partners - with Ali Mahrouyan
Friday Sep 15, 2017
Friday Sep 15, 2017
Ali, Managing Director of CGP, discusses the rapidly increasing investing opportunities in Tech investing in So. Calif. Ali sees the So. Cal area as being able to surpass the Silicon Valley for Tech Start ups. Having been in Tech VC investing in Silicon Valley for over 20 years, with a Family Office and with VC firms, after 10 years in So. Cal Ali recognizes the tremendous growth in this industry in recent years and sees it cotinuing, and increasing. CGP's unique business model, fund of funds in the VC space, looks to take advantage of their relationships and insights and contacts in this area. In 2010 the So. Cal VC Tech investments totalled $400 million. In 2015 it totalled about $5 Billion. Listen to Ali tell this fascinating story.
Wednesday Sep 06, 2017
FinTech Investing thru Mobi724 - with Marcel Vienneau
Wednesday Sep 06, 2017
Wednesday Sep 06, 2017
Founder and CEO of Mobi724,headquartered in Montreal, Marcel discusses how this innovative company is changing the world of loyalty rewards and incentive programs by banks and financial institutions. As a publicly traded FinTech company, they are replacing outdated loyalty reward programs' delivery methods with FinTch technologies that reduce expenses and increase revenues. Focusing on financial institutions worldwide, they reduce costs and create additional transactions thru their new delivery methodology. Investors will find this to be a very interesting conversation and potential investment opportunity.
Wednesday Sep 06, 2017
Investing in Convertibles - SSI Investment Management - with George Douglas, CFA
Wednesday Sep 06, 2017
Wednesday Sep 06, 2017
SSI started in the '70's as one of the original firms to offer market neutral strategies, and George has been the Chief Investment Officer of SSI for the past two decades, following stints with Credit Suisse, Drexel Burnham and managing money for Sir John Templeton. Focusing on Convertible Securities thru long only and Convertible Arbitrage strategies, George discusses Convertibles - how they work, where they fit in a portfolio, what benefits and disadvantages they offer, etc. With 45% of the Convertible market is in Health Care and Technology, he discusses how this is a market niche opportunity. He provides specific examples of where Convertibles have worked well, how they performed in the credit crisis in 2008 and how they recovered, as well as market periods that are typcially not advantageous for Convertibles. This is an excellent introduction to Convertibles by one of the leaders in the industry in this space and every investor should find it enlightening and interesting.
Wednesday Sep 06, 2017
Wednesday Sep 06, 2017
Danielle, founder of Money Strong LLC, following several years on Wall Street in the trenches then as a columnist for the Dallas Morning News, worked for the Dallas Fed for 9 years, advising Richard Fisher (the resident maverick of Fed Chairmen at that time), and reveals in her book her insider's view of this opaque yet powerful organization. Armed with unique opportunities and skills allowing her to observe, perceive and describe the inner workings of the organization that moves markets, she holds nothing back in describing an organization that she views as out of touch with reality in a number of ways. This is fascinating and we know that anyone who follows the financial world and news will find her insights and opinions to be well worth hearing and provacative. Her book was released earlier this year, and has created significant attention and controversy in the media and the financial world.
Wednesday Sep 06, 2017
Rastegar Equity Partners - Commercial Real Estate Investing - With Ari Rastegar
Wednesday Sep 06, 2017
Wednesday Sep 06, 2017
Listen to Ari, founder and CEO, discuss the keys to success in commercial real estate investing. Starting while in law school building residential housing, then moving on to commercial facilities, they are now focused on a variety of asset classes of real estate, including self storage facilities. While still at a young age Ari has created a very successful real estate investment company. He explains that "...great businesses solve a problem," then explains how his firm does that by being creative in tertiary geographical markets throughout the country. They stay away from prime properties in major cities and "Boom and Bust" areas. Anyone interested in real estate investing will find this to be very interesting.
Monday Aug 21, 2017
RealtyShares.com - Online Real Estate Marketplace - with Amy Kirsch
Monday Aug 21, 2017
Monday Aug 21, 2017
Resulting from the changes in regulations due to the Job Act of 2012, RealtyShares.com is able to offer intitutional level real estate projects to investors at a very low minimum, with broad selection of real estate opportunities. Listen to Amy discuss this opportunity and unique model for the investor. She discusses the vetting process of the real estate opportunities they offer. They are diversified in geography in real estate type and in geography. She addresses the misconceptions and primary concerns of investors investing with their system and provides an example of how a paid off project performed. Investors interested in institutional real estate should find this be very interesting.
Friday Aug 18, 2017
Friday Aug 18, 2017
Jeff, experienced CEO of public energy companies, discusses the unique business model of Epus. By following a unique model of raising funds directly from private investors, then investing into existing wells that are currently in production (as opposed to exploring for new wells, with its inherent risk and potential outsized rewards), Epus looks to create value for its investors. In his third Start-up, Jeff 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. This should be a very interesting interview for investors looking to generate yield in today's low yield environment.