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 Dec 28, 2016
Longboard's Long/Short and Managed Futures Strategies
Wednesday Dec 28, 2016
Wednesday Dec 28, 2016
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.
Wednesday Dec 28, 2016
Venture Capital for the Private Investor with Carter Williams
Wednesday Dec 28, 2016
Wednesday Dec 28, 2016
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.
Wednesday Dec 28, 2016
Real Estate Secured Loans with Evan Gentry
Wednesday Dec 28, 2016
Wednesday Dec 28, 2016
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.
Monday Dec 19, 2016
The Case for Managed Futures With Martin Bergin
Monday Dec 19, 2016
Monday Dec 19, 2016
Saturday Dec 17, 2016
Liquid Alternative Investments With Jeremy DeGroot
Saturday Dec 17, 2016
Saturday Dec 17, 2016
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.”
Friday Dec 16, 2016
Liquid and Transparent Hedge Fund Investing With Kurt Voldeng
Friday Dec 16, 2016
Friday Dec 16, 2016
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.
Wednesday Dec 14, 2016
Investing in Volatility With Taylor Lukof
Wednesday Dec 14, 2016
Wednesday Dec 14, 2016
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.
Tuesday Dec 13, 2016
Investing in a Policy Driven World With Ben Hunt
Tuesday Dec 13, 2016
Tuesday Dec 13, 2016
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.”
Thursday Dec 08, 2016
Event Driven Investing With Peter Lupoff
Thursday Dec 08, 2016
Thursday Dec 08, 2016
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.
Wednesday Dec 07, 2016
Bridging the Alternatives Gap With Lawrence Calcano
Wednesday Dec 07, 2016
Wednesday Dec 07, 2016
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.
Tuesday Dec 06, 2016
Adaptive Investing With Greg Rutherford of Cavalier Funds
Tuesday Dec 06, 2016
Tuesday Dec 06, 2016
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.
Monday Oct 31, 2016
Non-Listed REIT and BDC Research Insights With Michael Stubben
Monday Oct 31, 2016
Monday Oct 31, 2016
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.
Saturday Oct 29, 2016
The Proper Mindset for Successful Investing With David Scranton
Saturday Oct 29, 2016
Saturday Oct 29, 2016
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.
Friday Oct 28, 2016
Using Alternative Investments to Manage Risk With Don Robinson
Friday Oct 28, 2016
Friday Oct 28, 2016
Thursday Oct 27, 2016
Generating Income From Alternative Asset Classes With Eric Lutton
Thursday Oct 27, 2016
Thursday Oct 27, 2016
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.
Wednesday Oct 26, 2016
Rod Casilli Explains How to Crowdsource Top Trading Models
Wednesday Oct 26, 2016
Wednesday Oct 26, 2016
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.
Friday Sep 30, 2016
Garvin Jabush Discusses Sustainable Investing
Friday Sep 30, 2016
Friday Sep 30, 2016
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.
Wednesday Sep 28, 2016
Transforming Business Communications With Cloud Phone
Wednesday Sep 28, 2016
Wednesday Sep 28, 2016
Monday Sep 26, 2016
Trading the Trend With Dave Landry
Monday Sep 26, 2016
Monday Sep 26, 2016
Dave Landry is a stock-trading educator focusing on technical analysis. He offers a daily trading service with stock picks and money-management ideas at DaveLandry.com. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr. Landry, who disagrees with the notion that “you can’t time the market.” The market can only do three things – it can go up, down, or move sideways – and no matter your approach to trading, you have to capture the trend in order to make a profit.
Saturday Sep 24, 2016
Sean Wright of Carden Capital Discusses Systematic Investing
Saturday Sep 24, 2016
Saturday Sep 24, 2016
Friday Sep 23, 2016
Thomas Schumann Discusses the Opportunities for Investing in Water
Friday Sep 23, 2016
Friday Sep 23, 2016
In this episode of Strategic Investor Radio, host Charley Wright conducts an in-studio interview with Thomas Schumann, founder and CEO of Thomas Schumann Capital. Schumann’s focus is on investing in water, which he says is quickly rising as an asset class. Mr. Schumann isn’t alone in this view: In 2011, Citigroup’s chief economist said he believed water was becoming the most important physical commodity asset class in the world – ahead of oil, industrial metals, gold, and agricultural products.
The exciting thing about investments in water, in Schumann’s view, is that they create “social, environmental, and financial impact” for the world’s 7 billion stakeholders. “There’s not one single human, environmental, or financial process on this Earth that isn’t driven by water,” says Schumann.
But how does one invest in water? Schumann says there are investment opportunities in companies and technology that provide water supply, improve water quality, and monitor water efficiency. Schumann’s eponymous firm is in the process of launching a specialist water fund, which will invest strictly in water and water-related companies.
Thursday Sep 22, 2016
Paul Coan of Ploutos Wealth Explains a New Model for RIAs
Thursday Sep 22, 2016
Thursday Sep 22, 2016
In this episode of Strategic Investor Radio, host Charley Wright interviews Paul Coan of Ploutos Wealth. Named for the Greek god of wealth and abundance, Indianapolis-based Ploutos develops and manages strategies for advisors to use in managing their clients’ assets. The firm currently offers eight portfolios, all in the alternatives space.
Friday Aug 26, 2016
Managing Alternative Investment Portfolios With David Armstrong
Friday Aug 26, 2016
Friday Aug 26, 2016
David Armstrong, portfolio manager for Cedar Capital, was Strategic Investor Radio’s very first guest when the program debuted in October 2014. In this episode, Mr. Armstrong is back with host Charley Wright, as the two men discuss Cedar Capital’s “unique and innovative investment strategies” and approach to portfolio construction.
Cedar Capital works exclusively with investment advisors who then maintain a personal relationship with clients. The firm’s Market Advantage Portfolios (“MAPs”) are held within separately managed accounts (“SMAs”) or investors can hold assets directly by copying Cedar Capital’s allocation weights. Those weights are based on models used by endowments and foundations, and generally break down to equal parts private equity (“PE”), absolute-return strategies, and commodity and real estate exposure. MAPs achieves or emulates those exposures through ETFs and mutual funds.
Thursday Aug 25, 2016
Alternative Investment Education With Bill Kelly
Thursday Aug 25, 2016
Thursday Aug 25, 2016
In this episode of Strategic Investor Radio, host Charley Wright interviews Bill Kelly, the CEO of the Chartered Alternative Investment Analyst (“CAIA”) Association. Bill began his career as a CPA for Price Waterhouse before moving on to asset management, where he had a nearly 30-year career on the “buy side.” Ultimately, he was the founding partner of an asset management firm that sold to Robeco, and he says this experience gave him a great deal of insight into how the industry runs.
Today, Bill is the CEO of the CAIA Association, and he says “our product is education.” The CAIA began conducting classes in 2003, when there were only 43 students – including previous Strategic Investor Radio guest Dick Pfister, who proudly boasts of his “#10” CAIA charter. Now the CAIA Association has more than 8,400 members in 90 different countries, and its annual class sizes are in the neighborhood of 6,000 students.
Wednesday Aug 24, 2016
Algorithmic Trading With Omar Shah
Wednesday Aug 24, 2016
Wednesday Aug 24, 2016
In this episode of Strategic Investor Radio, host Charley Wright interviews Dr. Omar Shah of Boston Infomatix. Dr. Shah’s premier product is a trading platform and portfolio management system that combines data analysis, an algorithmic trading system, trade execution, and money management all in one.
Dr. Shah’s system looks at seven different signals that, when aggregated, determine a suggested allocation percentage. For example, if the model’s output was “20,” this would mean investors should invest a 20% share of the capital they have allocated to the system in the broad U.S. stock market (i.e., the “SPY” ETF), and keep the remainder in cash. The system yields a new output every trading day, taking things like interest rates, market breadth, volatility, and volume into account.