Anastasia Amoroso serves as the Managing Director and Chief Investment Strategist at iCapital, a company dedicated to powering the world’s alternative investment marketplace.
In this podcast, Anastasia and Doug engage in a conversation regarding the 2024 Federal Reserve rate cuts and the potential consequences they may entail.
They also discussed:
Anastasia Amoroso’s journey to becoming the Managing Director and Chief Investment Strategist at iCapital.
The January Fed decision to hold interest rates and the expectations for future rate cuts.
The potential effects of a rate cut on the markets and historical trends.
The strength of the current economy and its resilience to higher interest rates.
Potential stress points in the markets, including refinancing challenges and US government debt.
Top investment ideas for the year, including opportunities in private equity, private credit, and venture capital.
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values.
Josh Crawford is the youngest member of the Matson Money executive team, serving as the Vice President of Training and Development.
In this episode, Josh walks us through why advisors are choosing Matson Money, as well as insights into their exclusive events on the horizon including the American Dream Experience and the Advanced Advisor Conference.
They also discussed:
Josh Crawford’s career journey, emphasizing personal breakthroughs and relentless pursuit of personal development.
Matson Money’s focus on human behavioral aspects and Nobel prize-winning investing principles to maximize returns for clients while maintaining discipline and prudence.
The American Dream Experience: A flagship event offering investors a transformative understanding of investing, leading to client empowerment and advisor success in growing assets under management.
The Science of Investing: Matson Money’s employment of Nobel prize-winning principles such as efficient market hypothesis, Fama French factor investing, and modern portfolio theory, backed by empirical testing.
The benefits of Advisors using Matson Money’s approach, providing valuable education to clients, ensuring portfolio discipline, and fostering client satisfaction and retention.
Educating clients about historical market performance and the importance of discipline to maintain client’s peace of mind amidst market volatility.
The Advanced Advisor Conference: A key event focusing on mindset, featuring speakers like Dr. David Eagleman, aimed at empowering advisors with leadership insights and transformative perspectives.
What Attendees can expect from the conference: gaining new business insights, client communication strategies, leadership skills, and a transformative shift in mindset towards success and empowerment.
This content is based on the views of Matson Money, Inc. This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.
This content includes the opinions, beliefs, or viewpoints of Matson Money. All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors. Both Co-Advisors and Solicitors are independent contractors, not employees or agents of Matson.
Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.
Matson Money Investment Philosophy Matson Money believes that the stock market is efficient and that free markets work. Based on this belief, Matson focuses on attempting to capture market returns utilizing asset class or structured funds, seeks to utilize broad diversification, and attempts to eliminate stock picking, track record investing, and market timing from the investment process.
Matson Money manages client investments utilizing a fund-of-funds strategy. Client accounts are invested in a mix of a proprietary series of mutual funds advised by Matson, which allocate investments across three broad asset classes: domestic equity, international equity, and fixed income. Matson-advised funds seek to allocate across these broad asset classes by investing in various mutual funds or ETFs. The specific target allocation of each client’s Matson-advised strategy depends on the individual investor’s risk tolerance and investment horizon, and is selected by the client at account opening. More information on mutual funds, ETFs, and associated fees, is available in fund prospectus documents, available online at: http://funddocs.filepoint.com/matsonmoney/.
www.nobelprize.org
The Nobel Memorial Prize in Economic Sciences, commonly referred to as the Nobel Prize in Economics, is an award for outstanding contributions to the field of economics, and generally regarded as the most prestigious award for that field.
Markowitz, Harry. “Portfolio Selection.” Journal of Finance. 1952.
Harry Max Markowitz is an American economist, and a recipient of the 1989 John von Neumann Theory Prize and the 1990 Nobel Memorial Prize in Economic Sciences. Markowitz is a professor of finance at the Rady School of Management at the University of California, San Diego.
Efficient Market Hypothesis, first explained by Dr. Eugene Fama in his 1965 doctoral thesis.
Eugene F. Fama, “Random Walks in Stock Market Prices,” Financial Analysts Journal, September/October 1965.
Eugene F. Fama, 2013 Nobel laureate in Economic Sciences; is widely recognized as the ”father of modern finance.” His research is well known in both the academic and investment communities. He is strongly identified with research on markets, particularly the Efficient Market Hypothesis.
Additional disclosures are recorded within the podcast.
Carlos Legaspy is the President and CEO of InSight Securities, a global brokerage and money management firm serving high-net-worth individual’s retirement, corporate, and trust accounts since 1970.
In this podcast, Legaspy provides insights into recent developments and legal battles surrounding a major financial fraud, offering lessons in resilience and strategic defense in the face of adversity.
Also discussed:
Updates on pending cases related to the financial fraud detailed in Legaspy’s’ book, “Going for Broke,” including the arrest and guilty pleas of perpetrators.
The process of expunging claims against his firm through arbitration, addressing the impact of public allegations on reputation.
The arbitration process and the rarity of explained awards.
A significant arbitration case against Raymond James, highlighting corrupt practices and eventual vindication.
The concept of poetic justice and the lessons learned from Carlos’ experiences, emphasizing the importance of strategic defense.
Legaspy pursuing claims against financial institutions like Deutsche Bank and State Street, aiming to hold them accountable for their roles in the fraud.
Looking ahead, Carlos discusses rebuilding and expanding InSight Securities while inspiring others through his journey of resilience.
Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments, a curator of unique investing opportunities with $6B in current assets under management.
Christopher brings us an exciting preview of his upcoming book “The Holy Grail of Investing,” co-authored with #1 NY Times bestseller, Tony Robins, aiming to educate investors on alternative investments – out February 13, 2024.
Also discussed:
CAZ Investments’ unique approach to alternative investing, with the ability to invest in diverse opportunities globally.
The alignment of CAZ Investments with its investors, with over 3,100 investors in all 50 states and 13 countries.
An overview of Christopher Zook’s upcoming book, “The Holy Grail of Investing,” co-authored with Tony Robbins, aiming to educate investors on alternative investments.
The importance of democratizing access to alternative investments beyond traditional avenues.
The Holy Grail of Investing concept, focusing on diversified asset allocation to reduce risk and increase returns.
Key alternative investment strategies such as investing in private asset management firms and professional sports teams.
The insights from interviews with top asset managers, emphasizing curiosity, rigorous discipline, and repeatable processes as keys to success in investing.
Brendan McLaughlin is the Senior Vice President & National Sales Manager of True Life Capital, a Denver-based company on a mission to solve the supply/demand imbalance in the housing market for the next generation of home buyers.
In this conversation, Doug and Brendan explore True Life Capital’s distinct role under the parent company, The True Life Companies, and delve into their strategies for acquiring, entitling/designing, and selling properties.
They also discussed:
True Life’s mission to address the supply-demand imbalance in the housing market for the next generation of homebuyers.
Brendan’s role within True Life Capital, including raising money for funds and working with financial advisors.
The relationship between True Life Capital and its parent company, True Life Companies.
The market opportunity True Life Capital is based upon, focusing on the supply and demand imbalance in residential real estate.
True Life Capital’s strategies: acquire, entitle/design, and sell, with a focus on repurposing obsolete properties in specific cities.
The 1-3-5 path to liquidity, a unique growth strategy offering predictable returns to investors within the first year, full investment return by the third year, and completion of the fund by the fifth year.
Recent successes with the fund, highlighting two properties in Silicon Valley and Orange County with impressive IRR (Internal Rate of Return) percentages.
True Life Capital is a division of The True Life Companies, LLC (“The True Life Companies”). Securities offered through Orchard Securities, LLC (“Orchard Securities”). Member FINRA/SIPC. The True Life Companies and Orchard Securities are not affiliated companies. The purchase of securities in The True Life Companies is limited to accredited investors.
Investment opportunities available through True Life Capital are speculative, illiquid, and involve a high degree of risk. It is impossible to accurately predict the results of an investment in any of True Life Capital’s programs. Prospective investors should carefully consider all risks and consult with their own legal, tax, and financial advisors prior to investing. Prospective investors should be able to afford the loss of all or a substantial part of their investment. There are no assurances that any of the objectives outlined here can be achieved. Past performance is not a guarantee of future results.
