Tag Archives: #Investing

Episode 143 – Rooting the Portfolio in Real Estate – With Ian Formigle

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

Ian Formigle is the Chief Investment Officer at CrowdStreet. CrowdStreet advisors give clients access to investments that are different from their traditional real estate holdings while helping them achieve their financial goals. Ian is a real estate professional and serial entrepreneur with over 25 years of experience in real estate, private equity startups, and options trading at CrowdStreet and serves as the key decision maker for all investments on its marketplace.

In this podcast, Doug and Ian discuss how CrowdStreet is helping advisors make real estate the foundation of clients’ portfolios and how advisors can push the opportunities this asset class provides their clients.

They also discussed:

  • What advisors need to know about the current market conditions
  • The importance for advisors to consider their clients from a foundational perspective, making real estate the foundation of portfolios
  • What advisors should know about the CrowdStreet REIT, a fund launched by the company this year
  • Where this type of real estate fits into client portfolios, and how advisors can position their clients to take advantage of these opportunities 
  • How advisors can best educate their clients about this asset class, and the opportunity it provides them

 

Resources: 

CrowdStreet

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Episode 133 – Building a Team of Shareholders: Fostering Collaboration and Wealth Creation – With Jim Gold

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Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. The firm, with their professionals, deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. The company has grown to oversee approximately $25 billion in client’s assets under management.

In this podcast, Doug and Jim discuss the building of Steward Partners infrastructure and business model, setting the company up for monetary success and an array of benefits for their advisors. 

They also discussed:

  • The firm’s tremendous growth rate over the past few years and how their team achieved so many milestones in such a short period of time
  • The impact of the recent investment by Pritzker into the firm
  • Steward Partners having all of their advisors and employees be equity owners
  • What is driving the movement of advisors
  • How Steward draws advisors away from their competitors and through their doors
  • The key to leading a successful firm

Resources: 

Steward Partners Global Advisory



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Episode 132 – Accessible Private Commercial Real Estate for the Masses – With Thomas McDonald

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

Thomas McDonald is the Director of Investment Product Development and Portfolio Management for CrowdStreet and serves as a member of the Investment Committee. CrowdStreet is the largest online private equity real estate investing platform, giving individual investors direct access to a range of investment opportunities and online tools needed to manage those investments.

In this podcast, Doug and Thomas discuss the investment opportunities within private commercial real estate and how CrowdStreet advisor’s are changing the accessibility of this asset class.

They also discussed:

  • The investment industry and its current market
  • How financial advisors should be approaching this high inflation and high interest rate environment
  • Why investors and their advisors should be considering private commercial real estate today and in the years to come as a long term investment
  • Where the opportunities are in commercial real estate today and how the CrowdStreet team is capturing them
  • The distinctions within the asset class of private commercial real estate and the investment strategies of core and core plus 
  • How CrowdStreet advisors are changing the accessibility of private commercial real estate investments

Resources: 

CrowdStreet



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Episode 131 – NYC Pop-Up Podcast: The Major Tenets of Value Investing – With Larry Pitkowsky

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

Larry Pitkowsky is.the Managing Partner and Portfolio Manager at GoodHaven Capital Management, LLC, an investment advisory firm managing separate accounts and a no-load mutual fund. GoodHaven believes value investing is owning quality businesses run by exceptional leadership that can be purchased at a price significantly below intrinsic value.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Larry delve into GoodHaven’s operation in the value investing field and the long-term oriented work the value investor should be prioritizing.

They also discussed:

  • The values behind GoodHaven Capital and how they think
  • What is and what is not value investing 
  • Being a value investor this year and if it’s been advantageous or unfavorable
  • The re-launch of GoodHaven in 2019 and its impact on the company overall
  • The current macro backdrop and the market volatility
  • What differentiates GoodHaven from competitors looking to partner with advisors 
  • Compelling stock ideas that GoodHaven owns and why

Resources: 

GoodHaven Risk Management, LLC



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Episode 126 – NYC Pop-Up Podcast: Building a Marketplace for Real Estate Investing – With Donal Mastrangelo

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

Donal Mastrangelo is the Head of Distribution at Lex markets. Lex is a new way to invest in real estate, turning individual buildings into public stocks. This offers a new way for investors to access the benefits of fully underwritten commercial real estate.

Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Donal discuss the business of real estate investing and how Lex Markets contributes to the industry. 

They also discussed:

  • Commercial real estate’s historical access problem and its role in, or lack thereof, client portfolios
  • Where the idea for Lex came from and how it evolved
  • The due diligence and structuring of the business
  • How to align client interests with those of the sponsor
  • The registration process with the SEC
  • If advisors can get tax benefits by leveraging amortization or depreciation to minimize their client’s tax burdens

Resources: 

Lex Markets

Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a securities offering. This investment may not be suitable for all investors. Distributions and liquidity not guaranteed. Property performance and performance of property tenants not guaranteed. Diversification does not eliminate the risk of experiencing investment loss.



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Episode 122 – The Cash Environment and How Advisors Can Bring Value to It – With Morgan Ludovico and Todd Blackburn

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

Morgan Ludovico, a Vice President at StoneCastle Cash Management as well as Todd Blackburn, President of the Burns-Blackburn Group both join Doug Heikkinen for today’s podcast.

In this episode, Doug, Morgan, and Todd discuss the cash phenomenon, and how it has served advisors so well in increasing AUM, while enhancing client value. 

They also discussed: 

  • Why cash has become so important for advisors
  • The impact of new cash conversations with clients and how to approach those conversations
  • How FICA for advisors solution can be considered a market of one

Resources: Stonecastle



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Episode 121 – Finding the Balance Between the Advisor and the Client – With Emily Keagle

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

Emily Keagle is the Managing Member and Investment Advisor at Financial Transparency. This is a firm working to help advisors answer their clients questions; supporting the advisors while creating a better financial world for their clients. 

In this episode, Doug and Emily talk about the business of working with both advisors and individual clients to promote communication about investments and financial planning.

They also discussed: 

  • Keagle’s background and the path they followed to become involved in financial services, eventually creating her own venture
  • The expectations of creating one’s own firm versus Keagle’s reality
  • Emily’s work with both individual clients as well as advisors and how to find a balance between the two
  • The tech stack Keagle uses to make her business possible
  • What is financial transparency?

Resources: Financial Transparency



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Episode 118 – Keeping Focus on the Long Term Trends – With Ed Butowsky

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

Ed Butowsky, the managing partner of Chapwood Investments, has been helping high net worth clients protect and grow their wealth for over 25 years to promote even more success.

Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Ed discuss investing with a focus on the long term outcomes and the importance of an education in money management.

Also discussed:

  • How Chapwood Investments evaluates portfolios differently and efficiently
  • The trends investors should be looking out for
  • The impacts on inflation and the housing market
  • Ed Bustowsky’s youtube series titled “Making Sense with Ed Butowsky” and its benefits to their clients
  • Opinions on cryptocurrency 
  • Recognizing the direction of trends as an investor, with a focus on the long term 
  • Working in the world of sports and how to Ed approaches money management for athletes
  • How to teach the next generation about investing and saving for their future

Resources: Chapwood Investments



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Episode 115 – A Quantitative Approach to Investing – With Art Day

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

Art Day is  a partner for Day Hagen Asset Management, an asset manager that provides disciplined, quantitative scientific and unemotional, model-based approach to investing.

Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Art discuss the quantitative models of the Day Hagen Asset Management firm, and the multitude of different platforms they provide.

Also discussed:

  • The peaks and troughs in regards to all types of cyclicality in the industry, specifically with the impacts of inflation
  • How to read through the puzzles of the markets
  • How the war in Ukraine impacts the way asset managers think
  • How their firm approaches investment committees
  • Advice for those interested in the markets just starting out today

Resources: 

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Episode 108 – Tech Solutions that Grow Your Firm – With Robert Teaney

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

Robert Teaney is the Director at ViewTrade., a firm creating a smoother, faster and more efficient straight through trading process for non-U.S. firms seeking access to the U.S. equity & option market. They provide turnkey white-labeled retail brokerage, technology, content, customer engagement and advisor solutions to brokerage firms, banks, and financial firms worldwide.

Doug and Robert talked about what Robert learned regarding advisors through his time visiting practices and the problems they continue to face.

They also discussed:

  • Robert’s journey and decision to join ViewTrade
  • An overview of ViewTrade and what its trying to accomplish
  • The recent release of OneView and how it helps advisors
  • The feedback from advisors who are using OneView
  • What is next for ViewTrade

Resources: ViewTrade



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