Podcast

Garvin Jabush and Jeremy Deems founded Green Alpha Advisors in 2007. Both men came from San Francisco-based Forward Funds, where they ran a “green” fund co-branded with the Sierra Club. That experience led them to develop a “more progressive” approach to environmental-impact investing that moved beyond “negative screening” of the “most objectionable” S&P 500 components. Today, Green…

In this episode of Strategic Investor Radio, host Charley Wright interviews Bryan Hertz, the CEO and co-founder of Voxox. Voxox is a “new type of phone company” that provides entrepreneurs and small- to medium-size businesses with easy-to-use and affordable phone systems. Mr. Hertz discusses his firm’s flagship product Cloud Phone, which turns any mobile device…

Dave Landry is a stock-trading educator focusing on technical analysis. He offers a daily trading service with stock picks and money-management ideas at DaveLandry.com. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr. Landry, who disagrees with the notion that “you can’t time the market.” The market can only do three things –…

In this episode of Strategic Investor Radio, host Charley Wright interviews Sean Wright – no relation – of Carden Capital. Sean is the founder and a Managing Partner of Carden, which is known for its unique investment strategies applied for institutions, mutual funds, private investors, and advisors.  Sean earned an MBA from Wharton and began his…

In this episode of Strategic Investor Radio, host Charley Wright conducts an in-studio interview with Thomas Schumann, founder and CEO of Thomas Schumann Capital. Schumann’s focus is on investing in water, which he says is quickly rising as an asset class. Mr. Schumann isn’t alone in this view: In 2011, Citigroup’s chief economist said he believed…

In this episode of Strategic Investor Radio, host Charley Wright interviews Paul Coan of Ploutos Wealth. Named for the Greek god of wealth and abundance, Indianapolis-based Ploutos develops and manages strategies for advisors to use in managing their clients’ assets. The firm currently offers eight portfolios, all in the alternatives space. Coan began his investment-industry career…

David Armstrong, portfolio manager for Cedar Capital, was Strategic Investor Radio’s very first guest when the program debuted in October 2014. In this episode, Mr. Armstrong is back with host Charley Wright, as the two men discuss Cedar Capital’s “unique and innovative investment strategies” and approach to portfolio construction. Cedar Capital works exclusively with investment…

In this episode of Strategic Investor Radio, host Charley Wright interviews Bill Kelly, the CEO of the Chartered Alternative Investment Analyst (“CAIA”) Association. Bill began his career as a CPA for Price Waterhouse before moving on to asset management, where he had a nearly 30-year career on the “buy side.” Ultimately, he was the founding…

In this episode of Strategic Investor Radio, host Charley Wright interviews Dr. Omar Shah of Boston Infomatix. Dr. Shah’s premier product is a trading platform and portfolio management system that combines data analysis, an algorithmic trading system, trade execution, and money management all in one. Dr. Shah’s system looks at seven different signals that, when…

In this episode of Strategic Investor Radio, host Charley Wright interviews Cathie Wood. Ms. Wood is the CEO and CIO of Ark Invest, which is headquartered in New York City. She has more than two decades worth of experience as an economist, equity research analyst, and portfolio manager. In 2014, Ms. Wood founded Ark Invest,…

In this episode of Strategic Investor Radio, host Charley Wright interviews Bob Hennessey of San Diego-based Coastal Capital. Bob started out in the 1990s as a financial planner and advisor, but then started wholesaling for a variety of asset management shops some years later. Around five years ago, he went into business for himself with…

In this episode of Strategic Investor Radio, host Charley Wright interviews Alan Stone of Wall Street Research. Mr. Stone’s firm, which is headquartered in Los Angeles, publishes newsletters and reports focused on small- and micro-cap stocks. These stocks may trade on major exchanges or over-the-counter, or they may be entirely private. Mr. Stone graduated from…

In this episode of Strategic Investor Radio, host Charley Wright talks with Taylor Garrett. Mr. Garrett is Managing Director of Central Trade & Transfer, a Salt Lake City-based firm that operates an “eBay-type” auction system for non-publically traded assets. Garrett explains that Central Trade & Transfer began as a marketplace for limited partnerships (“LPs”). Then,…

In this episode of Strategic Investor Radio, host Charley Wright interviews Sanford Coggins, the founder and president of VisionWise Capital. Mr. Coggins has over three decades worth of experience in commercial real estate and a background as a registered investment advisor (“RIA”). He combines his expertise from both fields to make VisionWise a sort-of “RIA…

In this episode of Strategic Investor Radio, host Charley Wright interviews Suneet Singal, founder and managing partner of First Capital Real Estate Investments, which is headquartered in New York City. Mr. Singal says he started working at age 11 and hasn’t looked back since. He began his career working for a Fortune 500 firm but…

In this episode of Strategic Investor Radio, host Charley Wright interviews Sandra Powers, Ark Global’s founder and CEO. Ms. Powers has close to two decades of experience in the financial services industry, with roughly half of that time spent at State Street Global Advisors, where she was responsible for marketing and communications related to the…

In this episode of Strategic Investor Radio, host Charley Wright interviews Tom Florence, president and CEO of 361 Capital. Mr. Florence began his career as an advisor with Merrill Lynch in 1985, before moving to Fidelity. Later, he had the pleasure of serving as managing director of Morningstar, working under company founder Joe Mansueto. Florence says…

Dick Pfister, founder and CEO of AlphaCore Capital, is Charley Wright’s guest on this episode of Strategic Investor Radio. Mr. Pfister has nearly a quarter-century of experience in alternative investments, starting as a floor trader in Chicago and later becoming a partner at Altegris, and he says he was inspired to start AlphaCore when he…

Listen to Brian Mitts who discusses the wide variety of investments offered by Highland to the marketplace and, more specifically their Healthcare BDC.  This interview was done at the ADISA Conference in San Diego

Randy Anderson discusses real estate opportunities for Griffin Capital Corp.  This interview was done at the ADISA Conference in San Diego.

Listen to Bill Passo, founder  and CEO of The  Passco Companies, is a longtime real estate investment firm.  This interview was done at the ADISA Conference in San Diego.  

Listen to John Grady, founder and president of Asset Management Advisory Co and President Elect of ADISA, discuss the agenda and important of ADISA.  This interview was done at the ADISA Conference.

Listen to Keith Lampi discuss the 1031 Exchange and DST market for Inland Private Capital Corp, during the ADISA Conference in San Diego.

Listen to Louis Rogers, founder and CEO, focusing on 1031 Exchanges and Delaware Startutory Trusts (DST’s).  This interview was done at the ADISA Conference in San Diego.