Podcast

Listen to Eric, CEO and Chief Investment Officer, tell how Spider Rock uses Options strategies to reduce risk and solve other problems with portfolio construction.  Plain vanilla equities and fixed income strategies cannot do what Options can do.  Working with institutions, family offices and Advisors, they construct portfolios around risk mitigation and yield augmentation, and…

KraneShares is a family of ETF’s, all focused on China.  Brendan, the Chief Investment Officer, tells about the restructuring of the MSCI Emerging Market Index, to include mainland Chinese securities.  Index based ETF’s, as passive investments, invest in those companies that are included in these indexes.  This means that those who invest in this index…

Josh discusses this conference and its opportunities for investors and entrepreneurs.

Providing safety training, oversight and management to the construction and heavy machinery industries.  Using advanced software to provide training and direction, Nextwave is state of the art in providing their training and service. Timothy is the COO, and discusses the opportunities of Nextwave.

A private merchant banking firm, with offices in Santa Monica, London and Sydney, Australia, they provide private equity, Venture Capital and advisory services to start ups and growing companies, focusing on Biotechnology, AI, Blockchain, Software and Precious Metals.  Rick discusses what he sees as the key to success in these ventures.

Saveene.com arranges for the renting of yachts, luxury real estate and exotic cars.  In a fractional ownership model, this site provides a unique service to the luxury community.

In the “Spirits” business (Alcoholic Beverages), specializing in independent premium producers and their own proprietary brews.  This market has changed substantially over the past years, and Blu Tango is looking to capitalize on this trend. 

John discusses the background of Petvivo’s new product used in the treatment of osteo arthritis for dogs and horses.  Unique in that it focuses on the cause, not just the relief of the pain and symptoms, this product will be offered thru Veterinarians.  He relates examples and stories of race horses that were greatly improved…

In his third start up, John tells the story of Purify Fuel, which is a nano technology based clean diesel fuel additive that reduces fuel usage and emissions.  Selling to the largest of diesel fuel consumers – US Govt, Railroads, etc.  Raising working capital to bring this product to market.

Focused on Clerisy, an alternative method to take/ingest medications, George discusses this new method/technology.  They have produced a nose clip that contains the medication and thru breathing it releases the medication directly to the brain, providing a number of benefits to the person.  Created by neurologists, this method is now FDA approved, and Clerisy is raising…

Archangels is composed of members of family offices, angel and other investors who have joined together to view and evaluate capital raising efforts by smaller companies seeking private equity type capital.  Doug discusses the key elements that their group has learned to be the most important and telling in evaluating investment opportunities.  He addresses the…

For over forty years, WSR has produced research reports, profiles and newsletters on both public and private companies.  These companies are typically in a capital raising phase, and they bring investors together to receive the presentations of the companies.  Having done many of these “RoadShow” gatherings their insights are very valuable for any investor or…

Markets Group was the Producer of the conference, and Paul was responsible for it all.  He discusses here the conference, topics, categories of discussion, etc.  Sponsors of the conference were the local CFA Society, CAIA, CalAlts, and others, and Markets Group has taken this conference to other parts of the country, and discusses these additional…

Hedge Connection is a web based platform that  makes connections between asset allocators and Hedge Funds.  Lisa is the founder and CEO, and one of the sponsors of the conference.  A previous guest on Strategic Investor Radio, she shares her thoughts on the industry, the conference and the opportunities that they create.

Eric is the Chief Investment Officer of Spider Rock, a firm focused on Options strategies.  A speaker at the conference, Eric shares some of what he spoke about at the conference re: the role that Options can play in portfolio protection and diversification.  Focusing on large RIA firms and family offices, they seek to create…

A speaker at the conference, Dan discusses how to create profits in a rising rate environment.  He briefly discusses M360’s private credit commercial real estate bridge loans.

Conducted at the AltsLA Conference in March, here is a brief interview with Bill Kelly re: Alternative investments, the industry and the role of CAIA.  Bill was a speaker and panel moderator at the conference, and always has interesting insights to offer.

Since 1980, Louis has been analyzing and recommending investments for his newsletter subscribers, and managing investments for institutions and individuals since 1987. Using Fundamental and Quantitative Analysis in a bottom-up process. Louis recommends equity and other investments to his subscribers and in his investment management service.  Louis seeks to find the inefficiencies and anomalies in…

Ted learned the investmentment industry from John W. Henry, successful Commodities Trader who now owns the Boston Globe , Boston Red Sox, Liverpool Football Club, and other ventures.  In 2012 he formed Incline with his partner, and they created a unique strategy to combine equity investments together with Commodity Trading , and call it the…

Following stints at some of Wall Street’s largest and most prestigious investment firms – Goldman Sachs, Bridgewater Capital and AQR Hedge Fund – Nate started CAM with his partner to focus on little followed, niche markets in the Commodities markets, i.e. nickel, zinc, lead, palladium, aluminum and other even lesser known commodities.  Able to be…

David tells the story of CCM, an independent impact investment money management firm, speciallizing in fixed income (Bond investing), paying market rate returns, but they allow the investors to focus on particular geographical or impact themes in deploying their investment funds.  CCM started with banks and others covered by the Community Re:Investment Act in the…

The Director of Investor Relations, Paul discusses BP’s  L/S funds, especially the unique Emerging Markets L/S fund, part of their $100 Billion in Assets Under Management.  While L/S funds are fairly commong, few apply this strategy to international markets, especially Emerging Markets.  On a bottom up basis, they look for companies with rich valuations and…

As an early pioneer in Alternative Investments, Rick has had a focus on Alternative Investments for the 29 year life of their firm.  Having establish their Alternative Investments focused LASSO mutual fund twenty years ago, he is a frequent speaker in the industry and often a Co-Chair of conferences, and shares with us his views…