Tag Archives: #RIAs

Episode 52 – Making Alternatives Accessible Through Technology – with Brian King

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

Brian King is the Co-Founder and CEO of Rialto, a next generation marketplace that unlocks opportunities in the real estate and other secondary investment markets. We’re connecting buyers and sellers like never before and modernizing their portfolio with less volatile, more versatile investment options. 

In today’s episode, Doug & Brian talk about Brian’s long-term interest in private markets and entrepreneurism, and how it drove him to found Realto. They also discuss:

  • Why interest in alternatives continues to grow
  • How Realto is different from other companies popping up in the alternative space
  • How Realto defines real estate opportunities
  • Why Realto wants to work side-by-side with advisors
  • How Brian started a business during the pandemic
  • What the future might hold for Realto

Resources: Realto

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Episode 51 – Moving Investment Banking into the Future – with Richard Rappaport

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Richard Rappaport is the founder of WestPark Capital Group, A full service investment banking and securities brokerage firm which serves the needs of both private and public companies worldwide, as well as individual and institutional investors.

In today’s episode, Doug & Richard talk about investment banking and what the future holds for the industry. They also discuss:

  • Why it’s getting more difficult for individual investors to participate in investment banking
  • How investment banking is becoming more international, and what countries Richard is working with
  • Is increased regulation affecting investment banking
  • What WestPark Capital Group focuses on, and how that benefits their clients
  • Where Richard is seeing an increase in transactions
  • How the last 18 months affected WestPark Capital Group
  • What the future holds for investment banking and WestPark Capital Group

Resources: WestPark Capital

 

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Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild

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We are honored to have Julie Littlechild as our 50th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their clients to evolve and enhance the client experience, identify unmet needs and increase referrals. She is also the author of The Pursuit of Absolute Engagement, and host of her own podcast, Becoming Referable.

In today’s episode, Doug & Julie talk about Absolute Engagement’s latest research on the advisor client experience. They also discuss:

  • Are advisor conversations with their clients better virtually or in person
  • What Julie thinks effective client engagement will look like going forward
  • Ways in which advisors can educate themselves to evolve with the changing landscape
  • What “co-creating the client experience” means and why it is important
  • Internal barriers that get in the way of developing a deeply engaging and profoundly human client experience
  • Conversations advisors need to be prepared to have with clients

Thank you to all our podcast guest and listeners. We have learned so much from our first 50 podcasts & can’t wait to see what the next 50 will bring!

Resources: Absolute Engagement | 2021 Investor Report |Becoming Referable Podcast

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

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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

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Episode 48 – Building Advisor Businesses Through Partnership – with Val Peters Rayevskiy

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​​Val Peters Rayevskiy is the Chief Operating Officer of Kingswood U.S., an SEC-registered RIA and a FINRA-licensed broker/dealer with over $2B in assets under management, that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.

In this episode of Power Your Advice, Doug Heikkinen and Val talk about his background, what drew him to financial services and why Kingswood U.S. is unique:

  • Why advisors should consider Kingswood, and why now
  • Why Kingswood works so hard to deliver personal touch and service to their advisors
  • How Kingswood’s culture of partnership drives everything they do
  • What the future holds for Kingswood U.S.

Resources: Kingswood U.S.

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Episode 38 -Insurance is Insurance Until You Have a Claim – with Bobby Hotaling

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​​Bobby Hotaling is the founder of Hotaling Insurance Services, a full-service risk management firm and a global leader in managing the specific risks of the entertainment and sporting industries. In this episode of Power Your Advice, Doug Heikkinen and Bobby discuss how Bobby built the firm from scratch and why advisors should take the time to learn more about insurance for themselves and their clients.

  • Why Hotaling Insurance focuses on a broad gamut of risk management solutions
  • Why advisors and their clients must have a broad understanding of insurance
  • How Hotaling Insurance began working with professional athletes, and why he and his team enjoy working with them
  • How Bobby thinks the new administration’s changes to gifting and estate laws is going to affect individuals and business in general
  • What Bobby sees as in the future of the insurance industry

Resources: Hotaling Insurance Services | Hotaling Insurance Services

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Episode 37 – Democratizing Access to Late-Stage Venture-Backed Companies – with Christian Munafo

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​​Christian Munafo is the chief investment officer of Liberty Street Advisors, Inc., and the portfolio manager of the Private Shares Fund (PRIVX, PIIVX), which offers individuals, family offices, and institutions an effective means to access the venture-backed asset class. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss late-stage venture capital investing and why you should consider it for your clients.

  • What late-stage venture capital investing and secondary strategies are
  • Why late-stage venture capital investing is a unique opportunity
  • Why private assets are staying private for longer
  • The types of opportunities on which the Private Shares Fund focuses
  • How Liberty Street Advisors and the Private Shares Fund democratize access to these types of investments

Resources: The Private Shares Fund | Liberty Street Advisors, Inc.

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Episode 36 – The Opportunity in Commercial Real Estate – with Matthew Gorelik

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​​Matthew Gorelik is the Founder, Chairman and CEO of Township Capital, a Los Angeles-based real estate investment manager focused of making programmatic equity investments alongside best-in-class sponsors and institutional equity investors nationwide. He & his team are unique in their ability to identify and invest in opportunities throughout the commercial real estate capital stack and across various market conditions. In this episode of Power Your Advice, Doug Heikkinen and Matthew discuss what is going on across the different sectors of commercial real estate

  • How investing in commercial real estate has changed over the past two decades
  • Trends Matthew sees in commercial real estate today
  • The opportunity presented by student housing
  • What is going on with multifamily housing and post-pandemic migration patterns
  • Is senior living making a comeback after the pandemic
  • What Matthew and Township Capital are excited about in the near future

Resources: Township Capital

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Episode 35 – Differentiate Your Advice with Direct Indexing – with Barrett Ayers

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Barrett Ayers is the President of Adhesion Wealth, a leading provider in outsourced managed account solutions.  In this episode of Power Your Advice, Doug Heikkinen and Barrett discuss direct indexing – what it is, how it works, and why you should consider it for your clients’ portfolios.

  • The history of direct indexing, and how it has become available outside pooled vehicles
  • The potential tax benefits of utilizing a direct index within a Unified Managed Account (UMA)
  • An overview of Adhesion Wealth’s Personal Index solution, and why Barrett is so excited about it
  • How leveraging direct indexing can help your clients and bolster your value proposition

Resources: Adhesion Wealth

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Episode 34 – Crypto: No Longer Something You Can Ignore – with Matt Hougan

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​​Matt Hougan is the chief investment officer of Bitwise Asset Management, pioneer of the first cryptocurrency index fund and a leading provider of rules-based exposure to the cryptoasset space. He also co-authored the CFA Institute’s research foundation brief, Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals.  In this episode of Power Your Advice, Doug Heikkinen and Matt discuss the growth of the cryptoasset space, and why you can’t afford to ignore it.

  • When an ordinary investor should consider cryptocurrency
  • How crypto is currently regulated
  • Basics of decentralized finance (DeFi)
  • What a Bitcoin ETF would mean to the market
  • What’s going on with NFTs
  • What Matt sees coming next

Resources: Bitwise | Cryptoassets: The Guide to Bitcoin, Blockchain and Cryptocurrency for Investment Professionals

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