Podcast

Listen to James Cordier, founder and CEO, discuss their strategies for selling options on the Futures Market.  Author of “The Complete Guide to Options Selling” and “Option Selling on Steroids” James offers a unique way to invest thru selling deep out of the money puts and calls on commodities, metals, etc.  This is indeed fascinating…

David Gurwitz, Managing Director of Charles Nenner Research, discusses their system for prognosticating markets and price targets thru cycles.  They analyze various markets and estimate where they are going in the near and further future.  They base their research and recommendations  thru cycles in various markets.  Ever interesting, David discusses the various elements that go…

Listen to Evan Rapoport discuss this unique way to invest in Hedge Funds. There are thousands of Hedge Funds intended to offer investment strategies to mitigate risk thru a variety of sophisticated methodologies. Yet, their high minimums, lack of liquidity, lack of transparency and other barriers have made Hedge Funds unavailable to the individual investor…

Brendan Ahern of KraneShares discusses the often under reported aspects of China’s economy, urbanization of China, currency issues, the re-composition of the MSCI Index and other aspects of investing in China. He discusses the coming MSCI Index re-composition which will include dozens of additional Chinese companies being added to the Index, and he believes will…

Mindy McClure, the Co-Founder and Managing Principal of Freedom Capital Investment Management, explains that the goal and purpose of Freedom Capital’s fund, which is a Business Development Company (BDC), is to invest in companies that promote prosperity, security and freedom in the U.S. Some of the industries that they focus on are those that promote…

Thomas Voekler, Managing Partner of KVCF law firm in Richmond, Virginia, and current President of ADISA, discusses ADISA and the opportunities for the small investor in the direct investment marketplace. He also discusses Regulation “A” of the Jobs Act of 2012, and the opportunities it will offer to investors.

Listen to Deborah Froling, attorney with Arent Fox in Washington D.C., discuss the legal environment of the Direct Investment industry. Deborah is a former SEC attorney and discusses the changing world of regulation in the direct investment industry. This interview was taken at the annual ADISA conference.

Listen to Paul Dunn describe the rather unique real estate investment opportunities that Bluerock offers. Bluerock is an institutional real estate firm that develops, buys and manages large real estate projects in major U.S. cities. These types of properties are typically owned by institutional investors (pension funds, endowments, etc.) and Bluerock makes them available to…

Tony Grego, Director of Business Development for ADISA discusses ADISA and the benefits and opportunities it offers.

A professor at Tulane University, Peter established the Burkenroad Reports, a twenty-two year old program, where the students visit and evaluate small companies located in the south, with the reports being published for investors.  Peter was a speaker at the ADISA Conference and has a very interesting interview. Please note that at the time of…

John Isakson discusses the environment for opportunities in the  apartment communities investing.  PAC is a publicly traded REIT (Real Estate Investment Trust) that operates apartment complexes throughout the country.  He makes a strong case for the need for the productive acquisition and management of such properties today. Please note that at the time of this interview,…

Mark is a CPA and current Financial Advisor who specializes in alternative, direct investments.  This interview occurred at the ADISA Conference (the Alternative Direct Investment Securities Assoc) of which Mark is a past President and current active Board Member,  and discusses the various investment categories that make up the ADISA landscape.  For many investors, these categories…

Listen to this brief FreedomFest interview with Barry  Potekin, a presenter at the Conference.   RMB Group are commodities traders, managing money for investors in the Futures market –  Investments in Gold, Oil, Platinum, Agricultural products, other metals, U.S. and foreign Stock Indexes,  etc.  These investments can be long or short, meaning they can be profitable or…

Listen to this brief FreedomFest Conference interview with Hoyt Smith of Jade Rhino Ventures, a presenter at the conference.  They focus on medical Biotech, Big Data and enegry companies.  Their clients are typically pre-IPO and Jade Rhino brings them to the public arena.

In this FreedomFest Conference interview we talk briefly with Alan Stone, founder and CEO, a former research and fund manager on Wall Street, which publishes profiles, newsletters and research on emerging micro cap and small cap companies, who are often international companies.   They also put on investment forums for investors to be introduced to the companies that they have…

Listen to Louis Llanes, founder of Macro Trend Strategies, discuss his investing strategies, which include fundamental, technical and behavioral approaches to create what he calls an evidence based investment management. With a background from investment management firms, hedge funds, banks and quantitative analysis, he uses traditional asset allocation plus absolute return strategies for his portfolios….

Warren Thomas, founder and CEO, explains the 1031 exchange approach to the sale and purchase of properties.  Their firm creates portfolios of properties for investors looking for replacement property options.  These properties are typically triple net lease arrangements, where there is little management and strong cash flow.  They purchase about $50 – 70 million of commercial properties…

Brian Haskin, founder and Editor, explains what this unique website offers for investors. DailyAlts is focused on Alternative investment strategies and asset classes, providing valuable information to the private investor on this segment of investment opportunities. Brian’s strong background in international investment product development for some major investment companies has positioned him well to access…

Dudley Lehmer, founder and CEO of Eagle Mountain Advisors, explains their very unusual proprietary investment strategy for investing in the S&P 500 – They have developed algorithms designed to recognize patterns of daily US stock market behavior, then predicting the movement of the market on the following day. So, they invest in the S&P 500…

Dr. Brad Case, an economist with NAREIT, which represents the REIT industry, explains this method of allowing the smaller investor to invest in real estate of all kinds of property types. There are two basic types of REIT’s – Equity REIT’s (about 90% of all REIT’s) and Mortgage REIT’s (about 10%), which are both designed…

Gary Antonacci is a Harvard MBA who has been in the investment industry since the 1970’s, managing money as a hedge fund manager, trader, researcher, etc.  He semi-retired after about ten years and has continued to be active in investment management ever since.  Several years ago he began to create systems to do momentum investing,…

This is a summary of the interviews – ADISA Executive Director and Greg Writer, CEO of Angel Investors Network.  We hope you enjoy them.

Greg Writer, founder and CEO of Angel Investors Network, is a longtime investment banker, investor and entrepreneur.  One of Angel Investors Network’s founding partners is Kevin Harrington, one of the founding and original “Shark Tank” sharks.  Angel Investors Network  connects entrepreneurs with investors and is a resource to entrepreneurs to provide them the coaching, mentoring,…

Rick Rule, Pres and CEO of Sprott, discusses Natural Resource Investing.  Such investing includes mining, forestry, energy, farming, fisheries, what we eat, etc., all pursued on an international basis.    Investors are able to invest in these categories thru ETF’s, Separately Managed Accounts, pooled accounts, direct investments, etc.  Rick, and Sprott Global, are the leaders in…