Family offices have historically used alternative investments to protect and grow their wealth, but alts are now going "mainstream" with many more self-directed High Net Worth investors. Ben Fraser, managing director at Aspen Funds, joins Andy Hagans to discuss how everyday accredited investors can invest like a billionaire. Show notes: https://wealthchannel.com/2023/06/ben-fraser-144 ..read more

There may be no tougher job in the NFL than playing center on the offensive line of the Cleveland Browns. Jeff Faine, founder of Enhanced Funding Solutions, joins Andy Hagans to discuss how his approach to playing football has informed his passion for helping investors and others. Show notes: https://wealthchannel.com/2023/05/jeff-faine-143 ..read more

As disruption continues in the fixed income market, many family offices are maintaining and even increasing their allocation to private credit. Brad Conger, deputy CIO at Hirtle Callaghan, joins Andy Hagans to discuss why private credit and other select asset classes are so appealing to family offices right now. Show notes: https://wealthchannel.com/2023/05/brad-conger-142 ..read more

Twenty years ago, many executives in finance and asset management firms scoffed at the idea of marketing’s importance. But the world has moved on, and many leading firms have now placed marketing at the forefront of their growth strategy. Why? Because great marketing is all about data, and execs are learning that great marketing can complement great operations to create a revenue-generating growth machine. Angela S. Hwang, Chief Marketing Officer at First National Realty Partners, joins Andy Hagans to discuss the marketing revolution that’s occurring in the world of private equity. S ..read more

As equity markets struggle, there's an increased interest in the private credit market. But how can individual HNW investors participate to enjoy significant income, while mitigating their risk? Jamie Shulman, co-founder and fund manager at Meriwether Group Capital, joins the show to discuss the private credit market, and the unique niche that his firm occupies. Show notes: https://wealthchannel.com/2023/01/jamie-shulman-081 ..read more

Shana Sissel, Kelly Winget, and Nelson Chu join moderator Andy Hagans for a panel at Alts Expo discussing the myriad of income investing strategies available to HNW investors in the current environment.  Show notes: https://wealthchannel.com/2023/05/income-investing ..read more

Josh Cantwell, Dany Roizman, and DJ Van Keuren joined moderator Andy Hagans at Alts Expo in May 2023 for a discussion about capital preservation strategies in the current environment. Show notes: https://wealthchannel.com/2023/05/capital-preservation ..read more

As asset managers raise increasing amounts of capital in the direct channel, the huge value of branding and communications can no longer by ignored. Chris Sullivan, president at Craft & Capital, joins Andy Hagans to discuss the incredible power of storytelling, and how asset managers can stand out in a crowded marketplace. Show notes: https://wealthchannel.com/2023/05/chris-sullivan-137 ..read more

There is an extreme shortage of safe, quality and affordable housing in the United States. According to Sam Sells, CEO at Wild Mountain Capital, the key to the solution is creating good incentives. Sam joins WealthChannel's Andy Hagans to discuss how his company is working to address the affordable housing shortage in a way that benefits communities and investors alike. Show notes: https://wealthchannel.com/2023/05/sam-sells-136 ..read more

Real estate investors are conditioned to the use of leverage in their investments, but a debt-free strategy can open up surprising opportunities for CRE investors. Chay Lapin, co-founder of Cove Capital Investments, joins Andy Hagans to discuss the unique advantages of debt-free real estate investing. Show notes: https://wealthchannel.com/2023/04/chay-lapin-135 ..read more