Podcast

Former journalist and coumnist for “Heard on the Street” for the Wall Street Journal, plus author of several books, including “When Genius Failed” and “America’s Bank: The Epic Struggle to Create the Federal Reserve,” Roger shares insights and thoughts from his two plus decades of investigating, interviewing and writing about the financial industry.  You won’t…

Listen to this interview with Robert, Co-Founder and CIO, discuss the strategies they have created.. With an approach that aggregating returns into Alpha and Beta, using Hedge Funds to generate Alpha while seeking to reduce systematic risk of Beta thru Futures and Options. They select Hedge Funds likely to produce Alpha and hedge out systematic…

After more than a decade on Wall Street, Landon started his own Hedge Fund/Asset Management firm to offer a productive investment management process and a quality client experience.  They are focused on Global Macro strategies, all four major asset classes on financial exchanges t/o the globe, and invest long and short. Using a variety of…

Environmental, Social and Governance (ESG), which was formerly known as Socially Responsible Investing, is designed to align the investors values with their portfolios. As a leader and one of the early adopters of SRI/ESG investing, Gabelli’s ESG Strategy uses measures of ESG to determine where to invest.  Moving from “Negative Screening” to being forward looking,…

Ray discusses the opportunities of private credit thru real estate bridge loans. Partnering with lenders throughout the country, AlphaFlow purchases existing real estate bridge loans of 6-12 months in duration, with 80-90 different loans in a pool for investors.  Most of these loans are to “Flippers” who purchase homes, renovate/rehab them, then sell them.  For…

Tyler is a first time attendee at the SRI Conference, and discusses how friendly everyone is and how productive the networking has been.  Previously focused on institutional investors for the past 34 years, LIIF, a non-profit, now raises capital from private investors to invest in opportunities that reduce poverty thru financing projects in low income…

Foliofn Inc will be the producers of the SRI Conference going forward, and Steve discusses Foliofn’s committment to SRI investing and community and to expanding its reach thru future conferences and other gatherings. Foliofn is a Broker Dealer and Custodian, offering expanded, deeper and more sophisticated services for investors and advisors, with a strong emphasis…

With First Affirmative Financial Network, Steve has produced 22 of the 28 SRI Conferences, including this one.  He discusses what the attendees are saying about the conference, including the 300 first timers.  Providing insights into what SRI is all about, and how it offers socially positive impact while creating profits for investors, Steve offers a…

While Advisor Partners has been attendees/exhibitors at about a dozen previous SRI conferences, this is Rahul’s first.  He is their Portfolio Manager for their SRI investment strategies.  He provides his insights into the conference as a first timer, and focuses on its educational benefits and the unique benefits that the SRI Conference offers to attendees…

Listen to Liz Sessler, co-founder of ImpactUS Marketplace, tell about her experience at 7 SRI conferences and what she gains by repeated attendance.  She tells about her passion for Impacting Investing and how it offers to investors opportunities that make a positive social impact. ImpactUS Marketplace is focused on private, direct, alternative investments that have…

As the Founder and CEO, David tells why they keep coming to the SRI Conference year after year and how it has helped to build their business.  Involved in organic farming, IVF provides insight into how they impact the agriculture industry thru leasing land to farmers for organic farming.   The Sustainable, Responsible, Impact Investment…

At his first SRI Conference, Ryan provides insight into SRI, the conference, discusses his view that SRI is in the early innings of this movement.  He also discusses the commercial solar market and Sunwealth’s role in that industry.  He tells how they are democratizing commercial solar, working with retail and institutional investors.   The Sustainable,…

Burl discusses this uniquely focused Real Estate Securities marketplace strategy.  A Long/Short strategy focused on companies that are able to have a monopolistic pricing model, enabling them to raise prices more often than usual.  An example is the cell phone tower business, with less price competition, limited suppliers, and barrier to exit, and secular demand drivers,…

Listen to Mahmood Motani, founder Highclere Group, explain the mortgage note buying and selling marketplace.  As a former real estate entrepreneur, Mahmood discusses how Highclere buys and sells mortgage notes.  Secured by real estate, these mortgage notes require no management and create positive cash flow.  Buying non-performing notes at a discount nationwide, Highclere seeks to…

Listen to Ryan, an engineer and entrepreneur, describe the dual faceted methodology of Meson Capital in helping strong companies  grow while using Machine Learning to identify potential Short positions in the public markets.  Looking to build small companies (typically public companies) thru deep value evaluation, they have found that the impediment to growth of small…

Since 1981, FPI has been providing actively managed accounts to investment advisors for their clients, with over 100 active strategies currently and over 20,000 investor accounts.  With “Rules Based” systems, using Separately Managed Accounts,  FPI actively manages positions, allowing for discretionary deployment of cash,  often tailored to a specific asset class, with defensive measures and…

This will be the 28th Annual SRI Conference, which stands for Sustainable, Responsible, Impact Investments Conference, to be held in San Diego.  Steve is the producer and host of the conference and discusses this $8 Trillion industry and its seminal conference.  This community is dedicated to adding the dimension of a sustainable future to investing….

As a China focused family of ETF’s, Krane Shares has launched a new ETF, based upon the massive development called the “One Belt One Road” Initiative.  Chief Investment Officer, Brendan Ahern, discusses this initiative and fund.  Under the new majority ownership by the China International Capital Corporation, Krane Shares has created an ETF to invest…

After a Harvard MBA, Ali joined Boston Partners and was Co-Portfolio Manager of their Long Short Equity Fund, being named Manager of the Year by Morningstar for the “Alternative” category in 2014. Ali explains why he likes Long Short strategies (Balter Invenomic Fund, BIVIX)and how he approaches the markets.  He uses Fundamental Analysis and focuses…

After spending many years managing investments for Family Offices, Jawad now works with Boustead to raise capital for middle market firms thru private equity investments, focused primarily on the Technology and Real Estate sectors.  He discusses the institutional investment marketplace and the role it plays in the investment world. Jawad discusses what private equity investors…

With a PhD and 2 Masters Degrees in engineering, Dr. Glance has become an investment strategy developer.  Although he has never worked on Wall Street, he has developed timing signals that several mutual funds have used for over 20 years.  Focusing on several indicators, including the “Put and Call” volumes and ratios and other pattern…

Sherri, a second generation veteran in the industry, previously on the Compliance side, started AI Insight in 2005 to provide education, training and compliance assistance to BD’s and RIA’s to better serve their clients in Alternative Investments.  Sherri discusses the potential for investors and Financial Advisors that Alternative Investments offer and contributes valuable insights into…

Bob Dieli, PhD in Economics, was an economist and portfolio manager for decades and now is a consultant and publisher of the “No Spin Forecast” newsletter.  Listen as he explains the business cycle and why he feels confident to forecast economic activity as far as a year ahead.  Very interesting discussion that any investor would…

Listen to Matt, Founder and CEO of Fairway American,  discuss Small Balance Real Estate capital raising and investing.  They have created a connection that facilitates the flow of capital from high networth investors to worthy SBRE projects and entrepreneurs, with projects in many real estate asset classes that are geographically diverse in the domestic marketplace….