VC-backed companies can often afford to invest heavily in technology, but how can bootstrapped or private equity-backed companies do the same, with a relative lack of capital? Brian Thibault, co-founder at DevRefactory, joins Andy Hagans to discuss how privately-financed businesses can leverage technology to build enterprise value. Watch On YouTube Episode Highlights Background on Brian’s career, and his skillset as a technologist. How Brian’s company DevRefactory serves enterprise-level clients by solving hard technology problems. Why VC-funded companies can afford to approach technology fr ..read more

Branding used to be overlooked by many in the asset management industry, but those days are largely over. Executives at financial companies of all sizes are increasingly embracing the need to have a “brand story” to differentiate themselves in a competitive landscape. Tarek El Moussa, star of hit TV shows “Flip or Flip” and “Flipping 101” (as well as the founder of TEM Capital), joins the show to discuss how to break through the noise with a story that resonates. Watch On YouTube Episode Highlights An update on Tarek’s TV projects, including his new upcoming show on HGTV. How Tarek got his s ..read more

In this panel from Multifamily Investor Expo 2023, four experts discuss wealth development strategies using multifamily. The panel was moderated by Andy Hagans of AltsDb and WealthChannel; panelists include Ashley Tison of OZ Pros, DJ Van Keuren of Evergreen Property Partners, and James Hance of Green Bison Capital. Watch On YouTube Episode Highlights Why multifamily presents a long term capital growth opportunity. What makes multifamily investments attractive to family offices and ultra high net worth investors. Overview of tax efficient strategies that can enhance multifamily returns. Expl ..read more

If you’re thinking “doom and gloom” when you think of California real estate, think again: Silicon Valley appears poised to ride a wave of growth for decades to come. Erik Hayden, founder of Urban Catalyst (plus one of Silicon Valley’s 100 most powerful people) joins the show to discuss how Silicon Valley can create generational wealth for long term real estate investors. Watch On YouTube Episode Highlights The story of Erik’s career, and how he got the idea to found Urban Catalyst and invest in Silicon Valley. Why founders and investors should focus on big projects and big goals, rather tha ..read more

As the alts industry has amassed assets at an increasing pace, private equity often gets much of the attention, but private credit is a growth story in its own right. Nelson Chu, founder and CEO at Percent, joins AltsDb’s Andy Hagans to discuss the Percent private credit platform, and how individual HNW investors and RIAs can take advantage of opportunities in private credit. Watch On YouTube Episode Highlights Background on Nelson’s career, and how he got started in finance. An overview of the private credit asset class. Whether private credit should be considered as a substitute for fixed ..read more

Interval funds have seen incredible growth in the past five years, along with the growth in the broader alternatives industry. Kim Flynn, managing director at XA Investments, joins the show to discuss the interval fund “success story,” plus the challenges and opportunities that sponsors are facing right now. Watch On YouTube Episode Highlights Details on Kim’s background in the industry, including her time at Nuveen where she helped develop over 40 closed-end funds. A “crash course” on closed-end funds, and what types of assets they typically hold. An overview of the interval fund space, and ..read more

On February 8, AltsDb co-founder Jimmy Atkinson hosted Jay Hatfield, founder and CEO at InfraCap, on a live one-hour webinar for financial advisors. The webinar detailed income investing strategies for today’s macroeconomic environment. Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit. Presenters Jimmy Atkinson, AltsDb Jay Hatfield, InfraCap Topics Covered How to create a portfolio with substantial yield to create cash flow that can be reinvested during periods of market turmoil. How to minimize the risk of larger losses by investing in larger capitalization co ..read more

For financial advisors, alternative investments have the potential to enhance client portfolios, and to improve business outcomes. But alternatives can be a complex “beast,” and the education gap remains a significant challenge in the advisor community. Aaron Filbeck, managing director and head of UniFi at CAIA, joins the show to discuss how CAIA Association is helping to close the education gap for advisors with the mission to ultimately improve outcomes for clients and society at large. Watch On YouTube Episode Highlights Background on CAIA (the Chartered Alternative Investment Analyst Ass ..read more

Due diligence is a key step for financial advisors who allocate client funds to alternatives. But a fast-changing alts landscape, along with a volatile economy, has created new challenges for wealth managers in recent years. Brad Updike, attorney at Mick Law P.C. LLO, joins the show to discuss due diligence and alts investing for advisors amidst the current turbulent economy. Watch On YouTube Episode Highlights An overview of Mick Law, and the services it provides to financial advisors. How due diligence in the alts landscape differs from that in the publicly-traded sphere. Details on the du ..read more

Leading hedge funds have the capability to deliver enormous returns for investors, but their active management comes at a price. Bob Elliott, CEO at Unlimited, joins the show to discuss HFND’s unique alternative strategy, and why he believes alternative ETFs have the potential to outperform hedge funds, net of fees. Watch On YouTube Episode Highlights Bob’s educational background, and how he got his start in the hedge fund industry. How a macro hedge fund works (and why the best hedge fund managers only “get it right” approximately 55% of the time). How hedge funds performed in 2022 as a gro ..read more