Podcast
Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investments.
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Listen to Todd, founder and owner of Zinc Income Fund, a specialty lender in the residential rehab and resale business. These securitized loans are of less than 2 years duration, and pay Zinc’s investors monthly payouts. In a day of record low interest rates this strategy has a strong track record of above market payouts…
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Qualified Opportunity Zones – The Galena Fund – w/Dan Fullmer
Passed in 2017, as part of the tax reform act, Qualified Opportunity Zones present a unique opportunity to achieve partial Capital Gains Tax relief by re-investing gains into geographical areas that are typically less attractive to development projects. Listen to Dan Fullmer, Chief Investment Officer, to understand this new opportunity. Focusing on the Intermountain West’s…
2020 Economic Forecast – No Spin Forecast – w/Dr. Bob Dieli
Always to be counted on for applicable data, reliable forecasts and lots of opinions, Dr. Bob Dieli, PhD out of U. of Texas, publisher of his newsletter, No Spin Forecast, answers our questions re: the economy. It is always interesting to hear his views, comments and thoughts, which are definitely needed at this time. Sit…
Investing in Gold & Precious Metals – APMEX & OneGold- w/Ken Lewis
APMEX, the American Precious Metals Exchange, is twenty years old, does about $1 Billion in revenue yearly, w/over 200 employees, offers about 20,000 products in the precious metals space and is the dominant precious metals physical dealer in the country. Ken discusses the importance of having a portion of one’s portfolio in precious metals as…
Market and Stock Selection – Weiss Ratings – w/Mike Larson
Mike is the Senior Analyst @ Weiss Ratings and Editor of the “Safe Money Report,” the flagship publication of Weiss Ratings. He’s been making market and stock recommendations w/Weiss since 2003- In other words, he’s a brave man. Using fundamental and cyclical analysis in his evaluations, he uses their database of filters in their quantitatively…
Web-Based Subscriber & Investment Mgr Service – TimerTrac.com – w/Dave Garrett
Dave is the founder and owner of TimerTrac.com. They offer a website to subscribers/ investors/advisors that offers asset managers and their strategies, provides a description of their investment strategy and gives their performance record. TimerTrac can calculate the performance for as long as the asset manager has been w/TimerTrac. This is a distinct advantage for…
Tactical Credit Strategy – Shelton Capital Management – w/Guy Benstead
Guy is the Portfolio Manager of Shelton’s Tactical Credit Fund, and seeks to create Alpha thru active management of credit positions. With interest rates at super lows, and $15 Trillion in negative interest rates, to create profits in the credit marketplace has become exceptionally challenging. Guy discusses Shelton’s strategy, resulting from his thirty plus years…
Long/Short Strategy Investing – Invenomic Capital Management – w/Ali Motamed, CFA
Ali, a Harvard MBA, has been managing Long/Short strategies for over 17 years, and was awarded the Portfolio Manager of the Year in the Alternatives Category by Morningstar in 2014, and started Invenomic in 2016. Long/Short strategies can be a productive surrogate for fixed income investments in today’s low yield environment. To understand Long/Short strategies…
RITA Conference- 29 & 30 Oct, San Antonio, TX
The Fall Conference of RITA is coming soon, and those interested can receive info on it thru this promotional podcast. Trust companies, Investment Advisors and investors comprise the majority of the attendees are encouraged to attend.
Self-Directed IRA’s – The Retirement Industry Trust Assoc – w/Mary Mohr
Self-Directed IRA’s have existed for decades but their popularity continues to grow and create more participants and fans. They make investing in many non-traditional investments in IRA’s possible (private investments, private equity, metals, real estate, private enterprises, et al). Listen to Mary Mohr, founder of RITA, the association for the trustees who do the record…
Multi-Family Real Estate Investing In So. Calif Coastal Region – Beach City Capital – w/Jason Muller
Listen to Jason, founder of Beach City Capital, tell their story of their unique business model of partnering w/land owners w/existing multi-family units to replace and upgrade these units w/new and improved ones. Anyone interested in real estate in So. California will find Jason, BCC’s strategy of partnering w/current land owners, pre-lease arrangements and Opportunity…
Residential Real Estate Development w/Pre-Approved Lots – Triad Development Corp- w/Mike Cutbirth
With the lead time to develop, build and sell residential units in the 3-5 year range in California it is no wonder that the pace of residential development has slowed and that the housing shortage continues to escalate. Listen to Mike Cutbirth, founder and CEO of Triad, discuss their business model of purchasing land that…
AltsLA Conference 2019 – Incline Investment Management- w/Ted Parkhill
Ever the raconteur, previous guest Ted discusses the investment strategy of Incline – a systematic manager, combining futures and equity investing, agnostically, both long and short. Focused on diversification, they seek to reduce risk thru non-correlated investments. This is a very interesting conversation re: the commodities and their role in creating risk averse portfolios.
AltsLA Conference 2019 – Commercial Real Estate Lending – Freedom Financial – w/Michael Klein
Former bankers, Freedom Financial makes first position loans to Real Estate professionals who bring value added commercial projects to the community and returns to investors. Bringing their expertise to the western U.S., he discusses the opportunities and value that exist in this geography and why clients come to finance companies such as theirs as opposed…
AltsLA 2019 Conference – Millennium Trust for Tax Qualified Asset Custody – w/Ted Parker
Millennium Trust is the Custodian of over $26 Billion in Alternative Investments, held in trust and valued as required by the IRS. Listen to this 5 minute interview w/Ted as he tells us stories of their clients and services.
AltsLA Conference 2019- Venture Capital Investing thru Crypto CurrencyTokens- Bardi Credit – w/George Salapa
Listen to this 5 minute interview w/George, out of Switzerland, discusses opportunities to invest in Venture Capital thru Blockchain and cryptocurrency tokens, allowing investors to invest small amounts into these funds and projects in a liquid investments. They offer a very interesting business model that does not follow any traditional path.
AltsLA 2019 Conference – CAIA – w/Bill Kelly
Listen to this 5 minute interview with Bill Kelly, CEO of the Chartered Alternative Investment Analyst Association, discusses Alternative Investments, CAIA and the opportunities they bring to the investment world. Bill is always interesting and a delight to listen to.
Drug Delivery Technology Investing – Cure Pharmaceutical- w/Rob Davidson
Listen to Rob, CEO, and previous CEO multiple times plus corporate board member for several companies in the industry, discuss this niche in the pharma world. A publicly traded company, focusing on the delivery system of medications, w/systems offering less toxicology and fewer side effects. W/a proprietary system they offer a delivery system that is…
Gold & Precious Metals Investing – Sprott Asset Management – w/Ed Coyne
Trained as an architect, Ed transitioned into the world of investments over 25 years ago, w/some major and high profile asset management firms. Focusing primarily on Gold, Ed discusses the place for this precious metal in investors’ asset allocation. W/over $10 Billion in assets, Sprott offers some tax advantaged opportunities in certain situations. There are…
Long/Short Growth Strategy – Cognios Capital – w/Francisco Bido
An Engineer and mathematician by background, Francisco has spent the past 20 plus years applying the skills and experience to investing that he learned from the technical and analytical background for which he had been trained. Focusing on the process of evaluating stock selection thru Fundamentals and Momentum, they analyze the earnings and revenues acceleration…
Institutional Level Multi-Family Real Estate – The Investment Management Group – w/Karlin Conklin
Karlin, a longtime contributor to a wide range of multifamily/real estate investment publications, including Kiplinger, Globest.com, Multi-Housing News, et al, and a Principal @ IMG, discusses value-added real estate opportunities. They look to improve not only properties for residences, but also communities and neighborhoods. Looking to grow over time, rather than the more immediate fix and flip…
Alternative Assets for IRA Acct’s – Millenium Trust – w/ Ted Parker
Ted discusses the benefits of using Alternative Assets in IRA acct’s – Millenium Trust custodies these typically illiquid assets, a service that the larger custodians often do not offer for the assets desired. Examples of such investments are stock in private companies, trust deeds, commercial real estate, private credit, etc. Any investor with funds in…
5-50 Unit Multi-Family Real Estate Investing in Orange County – Vision Wise Capital – with Sanford Coggins
Sanford, founder and CEO, discusses their value added strategy in real estate investing, primarily in Orange County. With a narrow niche focus of 5-50 unit multi-family apartment buildings. Buying units priced below market, upgrading, raising rents, managing for some months then selling is their Modus Operandi. Anyone interested in real estate investing will find Sanford’s…
Energy Investing like T. Boon Pickens – BP Capital – W/Toby Loftin
BP Capital is the public arm of the investment strategies of Boon Pickens , with a focus on oil, natural gas, et al. Toby, Managing Principal and Portfolio Manager for BP Capital, tells their story ( with a very pleasant southern drawl) discussing their unique approach to energy investing. With the energy sector playing such…
Intangible Assets Investing – Brandometry – with Tony Wenzel
Tony is co-founder and president of Brandometry, which invests via the Brand Value Index, looking to benefit from investing in companies who have built/managed companies with strong brand recognition, which is now considered to be intangible assets. Large Cap U.S. Equities are the components of the index, and includes about 50 companies, with a strategy…