Tag Archives: #AlternativeInvestments

Episode 199 – The Holy Grail of Investing: Exclusive Previews from the Upcoming Book with Christopher Zook

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , ,

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.

 

Resources: 

CAZ Investments

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 128 – NYC Pop-Up Podcast: Centering on the Individual Investor – With Michael Reisner

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Michael Reisner is the Co-President & Co-Chief Executive Officer of CION Investments. CION is a leading manager of alternative investment solutions designed to redefine the way investors can build their portfolios.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Michael discuss the model behind CION and how it allows them to create innovative fund structures.

They also discussed:

  • The potential benefits for the individual investor when thinking about including alternatives in their portfolio
  • The main alternative asset classes investors should consider
  • The 60/40 portfolio and its impact on individual investor and advisor’s interest in alternatives
  • What investors should know about private credit
  • How should investors think about alternatives in context of a traditional application
  • How COIN addresses the gap between individuals and institutions

Resources: 

CION Investments



Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 79 – The Importance of the Right Clearing House Partner – With Michael Scaplen and Brian King

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , , , , ,

Realto, through its partnership with Axos Clearing, became the first ever platform to have a fully electronic secondary transaction of an alternative investment. 

In today’s episode, Michael Scaplen, Senior Vice President of Sales at Axos Clearing, LLC, and Brian King, CEO and Co-Found of Realto again join Doug for a discussion about the importance of choosing the right partner for now and into the future.

  • Why do firms choose a specific clearing partner to suit their needs? 
  • How Axos is working to expand its FinTech capabilities
  • How far in advance Realto worked to get the right partner in place
  • How Axos invests in its clients by bringing in the correct resources to design solutions to meet their needs
  • The questions Realto needed answered as they searched for the correct clearing partner

Resources: Axos Clearing | Realto

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 76 – What Advisors Should Know About Alternatives – Douglas Blake

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , ,

Douglas Blake is the managing director of investment solutions at Kingswood U.S., An SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.

In this episode of Power Your Advice, Doug and Doug talk about one of the hottest asset classes around: alternatives. 

  • The basics of alternative investments – what they are & why people are crazy about them right now
  • Why they are an important resource for advisors to use in client portfolios
  • How Doug discovers and vets companies to put on the Kingswood platform, and how he monitors and manages the companies they work with
  • How advisors can equip themselves to deal with the onslaught of alternatives coming their way
  • What Doug sees coming in the alternative space

Resources:   Kingswood U.S.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 64 – Leading With Learning – With Matt Brown

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , ,

Matt Brown is the founder, chairman & chief executive officer at CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. 

Doug and Matt sat down at the MarketCounsel Summit and talked about how CAIS has evolved over the years and how they learned and grew through the pandemic. They also talk about

  • The tailwinds driving the boom for alternative investments
  • How can advisors be smart about exploring alternatives
  • How are alternative companies taking advantage of their spotlight
  • What can we as an industry do to better educate investors.
  • What Matt is excited for in 2022

Resources:   CAIS | FP Transitions

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 61 – Access Tomorrow’s IPOs – With Nick Worontzoff

Advisorpedia, Finance, Industry Innovators, Power Your Advice, , , , , , , , , , ,

Nick Worontzoff is the founder and managing partner of NW3 Access, a company that gives clients access to private markets in pre-IPOs, providing investors with superior asset allocation options within various industries and sectors, with the goal of improving a portfolio’s efficiency and risk-adjusted returns.

In today’s episode, Doug and Nick talk about how and why Nick founded NW3 Access, and the opportunity for advisors and investors in the pre-IPO space. They also discuss

  • The world of IPOs and why companies are waiting longer to go public
  • Whether or not there is a perfect time for companies to go public
  • What NW3 Access is making better in this space, and what the difference is going to be for the advisors they work with
  • The importance of building solid relationships
  • Why advisors should be interested in IPOs for their clients – where do they fit inside a client portfolio

Resources: NW3 Access

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 49 – Powering Alternative Investing Through Education and Data – with Mark Salameh

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , ,

Mark Salameh is the CEO of AltsAxis, which works to deliver the universe of the alternative investment ecosystem in one seamless, leading-edge and intuitive and secure platform. 

In this episode of Power Your Advice, Doug Heikkinen and Mark talk about the challenges presented to advisors by the alternative investment industry:

  • Why not much has changed in the alternatives space in the last 20 years
  • Why Mark created AltsAxis, and what it does
  • Three things advisors should do when looking into alternatives, and how AltsAxis can help
  • Why social networking is an important element of the AltsAxis offering
  • Where Mark sees technology and data in the alternative space going in the future

Resources: AltsAxis

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Episode 41 – Making Alternative Investments as Easy to Own as Mutual Funds – with Mat Dellorso

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , ,

Mat Dellorso is the Co-Founder of WealthForge, a fintech company that provides technology solutions developed by regulatory experts to streamline investments into alternative securities. Their Altigo platform enables marketplace connections and facilitates alternative investment transactions between advisors and sponsors. In this episode of Power Your Advice, Doug Heikkinen and Mat discuss how the alternatives landscape has evolved and how Altigo works to be the “easy button” to help advisors do alternative investing.

  • The challenges of investing in alternatives, and how Altigo helps make it easy for advisors
  • Altigo’s amazing growth since its 2019 launch
  • How Mat’s regulatory background helped shape the platform
  • How Altigo opens a whole new world in alternative investing for advisors

Resources: WealthForge

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More