Shows
Alternative Investments ChatHow Horses Became a $400 Billion Investment Market In this episode of Alternative Investments Chat, Erin and Erica saddle up for a lively deep dive into the world of equestrian investing. From high-stakes racehorse ownership to multi-purpose equestrian estates, they explore how horses can be more than just a hobby, they can be a lucrative and dynamic alternative asset. Whether you’re into syndicates, breeding, boarding, or even wedding venues on farmland, there’s a surprising range of opportunities in the $400+ billion global equestrian market. Listen to learn: The pros and cons of private vs. syndicate racehorse ownership How equestrian real estate brin...2025-07-2929 minAlternative Investments ChatInvesting in Classic Cars: What Most People Don’t Know In this episode of Alternative Investments Chat, Erin and Erica take a high-octane drive into the world of exotic car investing. They break down why rare cars like Ralph Lauren’s prized Bugattis and the one-off $19M La Voiture Noire can be more than just garage trophies, they might be smart financial moves. You’ll learn how brands, heritage, and collector demand drive value, what the Barrett-Jackson Effect is (and why it matters), and how you can get exposure to this market without shelling out seven figures. Whether through full ownership, fractional shares, blockchain tokens, or classic car funds, Erin...2025-07-2223 minAlternative Investments ChatFinding Hidden Value: How to Spot Undervalued Investments In this episode of Alternative Investments Chat, hosts Erica and Erin take you on a deep dive into the world of undervalued assets within alternative investments. But what exactly makes an asset undervalued? Simply put, it’s when an investment is priced below its intrinsic value, driven by key factors like cash flow, earnings, and growth potential, rather than temporary market sentiment. Tune in as they discuss how value investors identify these hidden gems, from foreclosures in real estate and distressed commodities to venture capital startups. They’ll explore specific markets like real estate and collectibles, where undervalued opportunities ofte...2025-07-1527 minAlternative Investments ChatBungalows, Treehouses, and Big Returns: Investing in Exotic Vacation Rentals Luxury travel is booming, and exotic vacation rentals are stealing the spotlight as a unique alternative investment. From over-water bungalows to desert retreats, these properties offer more than just a getaway, they’re a pathway to portfolio growth. In this episode of Alternative Investments Chats, hosts Erin and Erica explore the allure of luxury and offbeat vacation rentals, diving into why they’re capturing the attention of savvy investors. They break down the platforms, properties, and strategies that make this asset class shine, while highlighting the risks and rewards of owning a slice of paradise. Listen to Lear...2025-07-0830 minAlternative Investments ChatFrom Ponzi to Crypto Queen: Lessons from the Dark Side of FinanceNot all investments are created equal, and some are downright criminal. In this episode of Alternative Investments Chat, hosts Erica and Erin take you through the murky world of investment fraud, from Ancient Greece and Rome to modern-day Ponzi schemes, short squeezes, and crypto cons. Get a look at the underbelly of how scams evolve, how smart people still get caught up in them, and what you can do to protect your portfolio.Listen to Learn:Why even sophisticated investors like Steven Spielberg and Nobel Prize winners were scammed by Bernie MadoffWhat made the GameStop short...2025-07-0124 minAlternative Investments ChatWhen Alternative Investments Fail: Cautionary Tales from Beanie Babies to Busts Not every alternative investment is a win–some are cautionary tales in disguise. In this episode of the Alternative Investments Chat podcast, hosts Erica and Erin explore what happens when promising ideas fall flat, from Detroit’s overbuilt housing market and the Beanie Baby craze, to Juicero’s overfunded flop and the rare earth metals bust. Whether it’s poor planning, misplaced trust, or market volatility, these stories highlight the risks that come with chasing big returns, and why smart investors always, always, always have to do their homework. Listen to Learn: Why economic optimism...2025-06-2423 minAlternative Investments ChatPouring Profits: The Growing Investment in Vineyards and DistilleriesInvesting in alcohol production offers the appeal of owning physical assets, which some investors find more attractive than the volatile stock market. Tangible assets such as vineyards and distilleries provide more stability, especially as the demand for craft beverages rises. In this episode of Alternative Investments Chat, hosts Erin and Erica dive into the exciting and increasingly popular world of investing in alcohol production as an alternative asset. Specifically, they explore vineyards, meaderies, and distilleries, all of which are tangible asset opportunities that offer unique investments.Listen to Learn:Explore how vineyards and distilleries create diverse...2025-06-1720 minAlternative Investments ChatUntapping the Secrets of Fine Wine and Whiskey InvestmentsReady to turn your love for wine and beer into a profitable investment? In this episode of Alternative Investments Chat, hosts Erica and Erin uncork the secrets of investing in everything from fine wine to small-batch whiskey, sharing insider tips on how to spot a hidden gem, what makes a bottle worth its weight in gold, and how to grow your collection into a liquid asset. Whether you’re a wine connoisseur or a craft beer fan, we’ll show you how to make your passion work for you in the investment world.Listen to Learn:The...2025-06-1020 minAlternative Investments ChatThe Rise of Bank–Alt Investments Collabs: What It Means for Capital AccessTurns out, banks and alternative lenders aren’t enemies–they’re becoming finance’s newest power couple. In this episode of Alternative Investments Chat, hosts Erin and Erica dive into the unexpected bromance between traditional banks and alternative investment firms. They explore why banks are teaming up with private lenders, fintechs, and hedge funds–and what it means for your money. Learn how new finance models like private credit, structured lending, crowdfunding, and blockchain are transforming access to capital.Listen to Learn:Discover why private equity and regional banks are flocking to alternative lending–and what it means for...2025-06-0314 minAlternative Investments ChatFrom Cornfields to Crowdfunding: The Surprising Ways to Invest in FarmlandFarmland might not be the flashiest investment out there–but that’s exactly what makes it so interesting. With strong historical returns, low volatility, and built-in inflation protection, farmland is gaining traction with investors looking to diversify beyond traditional stocks and bonds. In this episode of Alternative Investments Chat, hosts Erin and Erica dig into the quiet power of farmland investing, exploring both direct ownership and lower-barrier options like crowdfunding platforms and RIETs.Listen to Learn:Why farmland offers long-term value with minimal correlation to the stock marketThe pros and cons of different ways to invest–no tra...2025-05-2722 minAlternative Investments ChatThe Shift of Family Offices in Alternative InvestingThe family office sector is experiencing a significant shift towards alternative investments, and it’s a trend you don’t want to miss. In this episode of Alternative Investments Chat, hosts Erin and Erica discuss how single-family offices (SFOs) are moving away from traditional wealth preservation strategies to focus on growth and higher returns. From highlighting the rise of private equity and venture capital involvement, hear why family offices seek more control and impact in their investments. Tune in now for valuable insights on how family offices are reshaping the alternative investment landscape.Listen to Learn:Why...2025-05-2014 minAlternative Investments ChatPlanes, Trains, and Profitable Gains: Investing in Transportation AssetsTransportation keeps the world moving–and it might just keep your portfolio growing, too. From planes to pipelines, these assets are often overlooked but full of potential. In this episode of Alternative Investments Chat podcast, hosts Erin and Erica break down the world of transportation assets. From planes and ports to scooters and drones, they explore why this sector is gaining traction with institutional investors and how infrastructures play a vital role in global commerce.Listen to Learn:Hear why transportation assets can be considered recession-resistant and cash-flowing investments.Understand major and emerging asset classes within th...2025-05-1318 minAlternative Investments ChatSchool’s In: Education Startups as a Possible InvestmentThe education sector isn’t usually top of mind when we talk about alternative investment ideas–but maybe it should be. With new capital models to support slower, mission-driven growth, education startups are getting a fresh look from forward-thinking investors. In this episode of Alternative Investments Chat, hosts Erin and Erica break down Michael B. Horn’s recent Forbes article, Beyond VC: Alternative Investment Models for Education Startups, while also exploring why traditional venture capital often misses the mark in this sector and what newer, more flexible funding models mean for entrepreneurs and investors alike.Listen to Learn...2025-05-0614 minAlternative Investments ChatThe Financial Impact of Conscious CapitalismThe business world is always evolving, and companies are increasingly adopting conscious capitalism as a path to sustainable success. This shift is reshaping industry standards and offering a new way to measure growth and profitability. In this episode of the Alternative Investments Chat podcast, hosts Erin and Erica dive into the powerful rise of conscious capitalism and its impact on business growth and direction. They explore how companies integrating ethical practices not only make a positive societal impact but also gain a competitive advantage in today’s marketplace.Listen to Learn:The evolution of conscious capitalism an...2025-04-2914 minAlternative Investments ChatWhat Constitutes a Wealth AdvisorManaging wealth isn’t just about growing assets–it’s about navigating risks, leveraging the right strategies, and working with the right advisors. But what does a great wealth advisor actually do? And how do high-net-worth investors structure their portfolios for long-term success? In this episode of Alternative Investments Chat, hosts Erin and Erica break down the real role of an advisor, the hidden pitfalls in wealth management, and the strategies ultra-successful investors use to protect and grow their fortunes.Listen to Learn:The key differences between wealth advisors and investment managersWhy the best advisors focus on str...2025-04-2317 minAlternative Investments ChatProtect Your Money: 7 Mistakes People Make When Hiring Financial AdvisorsHiring the wrong financial advisor can shrink your portfolio. Skip costly mistakes by knowing what to look for before you trust them with your wealth. Choosing the right advisor isn’t just about credentials, it’s about finding someone who aligns with your goals, communicates effectively, and has a proven track record. Listen as Erica and Erin break down the seven biggest mistakes people make when hiring a financial advisor and how to avoid them.Key Takeaways:Verify Credentials: CFP or CFA certifications matter, don’t skip this step.Understand Their Fee Structure: Know if the...2025-04-1521 minAlternative Investments ChatMaximize Your Portfolio: Exploring the Power of Self-Directed IRAsSelf-Directed IRAs (SD IRAs) allow you to diversify your retirement savings but one compliance mistake could leave you with hefty penalties. Are you willing to navigate the risks? The benefits of SD IRAs are that they offer more control and flexibility than traditional retirement accounts but they come with unique challenges and responsibilities. Erica and Erin explain how SD IRAs work, the investments they allow, and the compliance rules that can make or break your strategy.Here’s What You’ll Learn:What makes SD IRAs different from traditional and Roth IRAsThe types of alte...2025-04-0822 minAlternative Investments ChatRegulation Best Interest: Balancing Risk and Responsibility in Alternative InvestmentsDo you understand the complexities of Regulation Best Interest (Reg BI)? One misstep could cost your reputation and your client’s trust. It’s vital to understand the ways that it has reshaped the landscape for broker-dealers, especially when it comes to recommending alternative investments. Whether it's private equity, debt offerings, or real estate, advisors now face stricter requirements to ensure these higher-risk assets align with their clients' best interests. Listen to Erica and Erin break down Reg BI’s key obligations, compare them to fiduciary duty, and explore how they change the way professionals recommend alternative investments....2025-04-0116 minAlternative Investments ChatFilling the Funding Gap: How Middle Market Debt Empowers CompaniesNot all companies fit into the bank loan or venture capital model, so what’s the solution? Middle-market debt financing is a flexible, high-yield way forward for companies eager to grow. Middle-market companies, those with revenues between $10M and $1B, are often overlooked by traditional lenders, this opens up an opportunity for the alternative market and those interested in it. Listen as Erica and Erin break down how these deals work, the risks involved, and why they’re becoming an attractive option for alternative investors.Key Takeaways:How Business Development Companies (BDCs) provide capital and...2025-03-2517 minAlternative Investments ChatFilling the Funding Gap: How Middle Market Debt Empowers CompaniesNot all companies fit into the bank loan or venture capital model, so what’s the solution? Middle-market debt financing is a flexible, high-yield way forward for companies eager to grow. Middle-market companies, those with revenues between $10M and $1B, are often overlooked by traditional lenders, this opens up an opportunity for the alternative market and those interested in it. Listen as Erica and Erin break down how these deals work, the risks involved, and why they’re becoming an attractive option for alternative investors.Key Takeaways:How Business Development Companies (BDCs) provide capital and...2025-03-2517 minAlternative Investments ChatSolar Investments: Turning Sunlight into Long-Term GainsAs the world shifts toward renewable energy, solar has emerged as one of the most promising investment opportunities. But is it the right fit for your portfolio? In this episode, co-hosts Erin and Erica explore how advancements in technology, government incentives, and infrastructure development are making solar a compelling alternative asset. From solar stocks to debt financing, we break down the key opportunities, risks, and future trends shaping this fast-growing sector.What you’ll learn:The Growth of Solar Energy: How the industry evolved from its early days to a booming market.Ways to Invest: Stocks, in...2025-03-1819 minAlternative Investments ChatFine Art & Collectibles: Turning Passion into Portfolio GrowthCan passion-driven investments also be smart financial moves? With economic uncertainty on the rise, investors are looking beyond stocks and bonds to fine art, rare watches, luxury handbags, and sports memorabilia. But what makes these assets valuable—and how can investors take advantage of this booming market? In this episode, hosts Erin and Erica explore the world of fine art and collectibles, breaking down how cultural trends, digital platforms, and fractional ownership are making these alternative assets more accessible than ever.What you’ll learn:Why Alternative Assets? How fine art and collectibles hedge against inflation and...2025-03-1221 minAlternative Investments ChatOil & Gas Investing: Tapping into Energy for Portfolio GrowthOil and gas have powered economies for centuries, but do they still make sense as an investment today? With energy demand holding strong and market dynamics shifting, these commodities offer both opportunity and risk. In this episode, co-hosts Erin and Erica from M2i break down the role of oil and gas in alternative investments, exploring how investors can leverage this sector for diversification and long-term returns.What you’ll learn:Why Oil & Gas? The case for energy investments in a changing market.Market Volatility & Opportunity: How supply, demand, and geopolitics drive price swings.In...2025-03-0416 minAlternative Investments ChatSwap Till You Drop: The Tax Hack Real Estate Investors LoveMost investors (and their accountants) have never heard of this strategy but it could save you hundreds of thousands in taxes! Every real estate investor dreads the tax bill that comes with selling a property but what if you could legally avoid paying those taxes and keep reinvesting your profits? Sandy Simmons joins Erin and Erica to break down the powerful tax strategy wealthy investors use. Learn about:How 1031 exchanges let you defer capital gains taxes indefinitelyThe hidden risks and rewards of Delaware Statutory Trusts (DSTs)How to turn one property into a diversified...2025-02-2519 minAlternative Investments ChatLoaner or Owner: The Real Estate Investing Playbook You NeedReal estate isn’t just about owning property, it’s about making strategic moves that generate income, hedge inflation, and diversify your portfolio. But should you be a loaner or an owner? And how do different asset classes like hotels, self-storage, and senior housing, compare? In this episode of Alternative Investments Chat, hosts Erin and Erica sit down with real estate expert Sandy Simmons to break down the pros, cons, and hidden challenges of real estate investing.Listen to learn:🔹 The difference between being a loaner vs. an owner in real estate investing🔹...2025-02-1829 minAlternative Investments ChatBreaking Down Barriers: The Democratization of Alternative InvestmentsYour ticket to previously exclusive investments is here, are you ready? Technology and innovative financial products are transforming the alternative investment landscape. Hosts Erin and Erica explain how investors can now access investment opportunities like private equity, real estate, and art through new platforms and structures like feeder funds, interval funds, and tokenized shares. Learn about the ways industry giants are adapting their offerings to serve individual investors and the tools and platforms making alternative investments accessible to everyone.Why companies are staying private longer & what it means for investorsGame-changing platforms for fractional investments and crowdfundingNew...2025-02-1112 minAlternative Investments ChatBreaking the Boys' Club: Women's Rise in Wealth ManagementA massive $30 TRILLION wealth transfer is coming and women are taking the lead! In this episode, Erin and Erica discuss the biggest financial shift of this generation and what it means for the future of investing.Find out more about:Why millennial women are set to inherit the bulk of boomer wealthThe surprising truth about women's investing styles vs. men'sImpact investing trends that are reshaping portfoliosGreen bonds, affordable housing, and other alternative investments driving changeWhy the "women aren't interested in finance" myth isn't true The episode also addresses the historical barriers...2025-02-0414 minAlternative Investments ChatWhy Millennials Are Choosing Alternative Investments Over Traditional FinanceMillennials are ditching traditional investment strategies in favor of alternative options—but why? In this episode of Alternative Investments Chat, hosts Erin and Erica dive into the key factors driving this shift, from distrust in conventional institutions to a growing preference for crowdfunding, real estate, crypto, and socially responsible investing. Discover how technology empowers millennials to take control of their financial future and personalize their portfolios. Plus, we’ll highlight the platforms and leaders shaping this movement. Tune in now to learn how these trends could impact your own investment strategy!2025-01-2822 minAlternative Investments ChatReshaping Retirement Strategies: Gen X and Alternative InvestmentsIn this episode, Erin and Erica discuss the unique financial journey of those born between 1965 and 1980, Generation X. Often called "latchkey kids," Gen Xers grew up navigating economic uncertainty, soaring tuition costs, and fluctuating job markets. Today, they’re rethinking traditional retirement plans, balancing the challenges of supporting their children and aging parents, and adapting to rising costs of living and extended lifespans. Join us as we explore why Gen X is increasingly turning to alternative investments, from cryptocurrency and rental properties to socially responsible investing and private equity. Learn the keys to balancing risk and reward, managing portfolio li...2025-01-2121 minAlternative Investments ChatWomen Transforming Finance: Paving the Path to SuccessIn this episode, Erin and Erica shine a spotlight on the remarkable women shaping the financial sector: Cathie Wood, the driving force behind ARK Invest’s focus on disruptive innovation; Abigail Johnson, the trailblazing CEO of Fidelity Investments who introduced cryptocurrency in its early days to one of the most traditional firms in the field; and Sallie Krawcheck, co-founder of Ellevest, a platform empowering women to close the gender investment gap. Join us as we discuss their groundbreaking contributions, how they’ve redefined the industry, and what their success means for the future of women in finance.2025-01-1420 minAlternative Investments ChatDebt Offerings: Separating Fact from FictionJoin hosts Erin and Erica as they dive into the world of debt offerings, debunking five of the most common misconceptions about this form of financing. They start by clarifying that debt offerings are not exclusive to large corporations, all sizes of companies can benefit. While the process may seem complex or costly, seeking legal guidance to ensure compliance can make it manageable and advantageous. Contrary to the myth that debt overburdens companies, the hosts explain how “good debt” can strategically fuel growth when used wisely. Dispelling the notion that debt limits financial freedom, Erin and Erica highlight the flex...2025-01-0721 minAlternative Investments ChatMarketing Debt Offerings: Strategies for Attracting Investors and Securing SuccessIn this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from institutional players to high-net-worth individuals and personal connections, and how to effectively communicate the benefits of the offering. The conversation also covers practical marketing techniques, including networking, roadshows, leveraging social media, and crafting compelling narratives to highlight your offering’s unique value. Along wi...2024-12-3129 minAlternative Investments ChatProfit with Purpose: A Guide to Socially Responsible Investing (SRI)In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from institutional players to high-net-worth individuals and personal connections, and how to effectively communicate the benefits of the offering. The conversation also covers practical marketing techniques, including networking, roadshows, leveraging social media, and crafting compelling narratives to highlight your offering’s unique value. Along wi...2024-12-2423 minAlternative Investments ChatBuilding a Retirement Strategy: Balancing Growth, Security, and LifestyleIn this episode, hosts Erin and Erica dive into the essentials of retirement planning, sharing expert insights to help you secure your financial future. They break down everything from understanding Social Security benefits and retirement age options to creating a balanced investment portfolio that evolves with your needs. Erin and Erica explore traditional and alternative investment strategies, including 401(k)s, IRAs, real estate, and bonds, highlighting how these tools can provide stability and growth. Whether you’re just starting to save or reevaluating your strategy, this episode offers actionable advice to help you build a plan tailored to your go...2024-12-1824 minAlternative Investments ChatRaw Materials, Big Impact: How Commodities Drive the World’s EconomyDive into the world of commodities in this insightful episode! Learn what commodities are, from raw materials like metals and energy to agricultural goods like wheat and coffee. Erin and Erica break down the categories: energy, agriculture, and metals, and explore how markets like the Chicago Board of Trade and the New York Mercantile revolutionized global trading. Discover the role of futures contracts, the benefits and risks of investing in commodities, and how they can hedge against inflation and market volatility. Whether you're curious about gold, oil, or even avocado toast, this episode has something for everyone!2024-12-1026 minAlternative Investments ChatEarn Without Owning: The Power of REITsJoin hosts Erin and Erica as they break down Real Estate Investment Trusts (REITs), which are companies that own or finance income-generating properties like apartments, offices, and warehouses. Modeled after mutual funds, REITs let interested parties invest in real estate and earn passive income without owning or managing properties. The legislation creating REITs was a breakthrough that allowed the average American to have the option to build wealth in ways previously only reserved for the ultra-rich. Listen to learn about different types of REITs, how they work, and why they can be a great way to diversify your portfolio!2024-12-0330 minAlternative Investments ChatHow Regulation CF and Regulation A Empower Small BusinessesHave you ever wondered how crowdfunding works? Follow along as Erin and Erica break down Regulation CF and Regulation A, the SEC rules that have revolutionized the way small businesses and startups raise capital. These alternative pathways to capital formation offer access to financing that is often difficult for small to medium businesses to acquire. Explore how these rules streamline the fundraising process, providing flexibility and market access for emerging businesses while ensuring compliance.2024-11-2619 minAlternative Investments ChatCapital Planning: It’s Critical Function in Your BusinessIn this episode, Erin and Erica explore capital planning, a vital process that involves budgeting a company's financial resources for long-term goals and growth. Forecasting market trends, infrastructure needs, and upcoming project expenditures are all crucial pieces of the puzzle. Knowing how and where to allocate resources, allows you to maximize growth, increase shareholder value, and maintain a competitive edge. This episode unpacks the importance of capital planning in businesses today.2024-11-1915 minAlternative Investments ChatUnderstanding Regulation D: Private Investment Exemptions and Capital RaisingThis episode is a guide to Regulation D. Erin and Erica explain the SEC rules that are designed to simplify the capital-raising process for private companies. They explain the criteria for each rule and how investors and companies benefit from these exemptions. Depending on the rule applied, Reg D opens investment opportunities to a broader range of investors, including both accredited and certain non-accredited investors.2024-11-1216 minAlternative Investments ChatAccredited vs. Non-Accredited: What it Means to InvestorsThis episode covers the origins of investor accreditation, what it means today, and the evolving opportunities for both accredited and non-accredited investors. Learn the criteria for accredited status and how non-accredited investors are finding new ways to invest in private investments as a group. We also provide insight into private equity, venture capital, and ICOs, and explore how the world of alternative investments is changing.2024-11-0514 minAlternative Investments ChatDebt Offerings: Raising Capital Without Giving Up OwnershipIn this episode, we explore the world of debt offerings—a way for companies to raise capital without sacrificing ownership or control. Learn how businesses can borrow money from investors with a promise to pay it back with interest, and discover the various forms of debt securities, including bonds and promissory notes. Discover the difference between debt and equity, the benefits of keeping full ownership, and how companies like Apple use debt to fuel growth.2024-10-2916 minAlternative Investments ChatEquity Investments 101: One Way to Raise Capital for Your BusinessIn this episode, we dive into the world of equity investments, breaking down how businesses can raise capital by offering a stake in their company. Using “Shark Tank” as a real-world example, we explore the benefits of equity financing, such as gaining strategic partners, expanding networks, and sharing risk. We also discuss the potential downsides, including the dilution of ownership and the costs involved.2024-10-2222 minAlternative Investments ChatThe Critical Role of Due Diligence for Non-Accredited InvestorsUnderstanding how to navigate alternative investments as a non-accredited investor starts with due diligence. In this episode, we break down what due diligence really means, how to research investment opportunities, and why it's essential to align your financial goals with the right investments! Learn how to assess risks, explore platforms for non-accredited investors, and take the first steps toward building a smart, diversified portfolio.2024-10-1520 minAlternative Investments ChatExploring Alternative Investment Options for Non-Accredited InvestorsNon-accredited investors may feel limited when it comes to alternative investments, but there several growth opportunities available. This discussion covers the challenges faced by non-accredited investors, how changing regulations and technology are creating more options, and specific platforms like crowdfunding and real estate that are now accessible. Tune in and learn how to navigate these investment avenues, assess risk, and make informed decisions to diversify your portfolio.2024-10-0812 minAlternative Investments ChatBreaking Down the Tech and Rules Behind Managing Alternative InvestmentsManaging alternative investments can overwhelm advisors with manual processes, data overload, and strict regulatory requirements. In this episode, we explore the key operational and compliance challenges that come with these investments and offer practical solutions to streamline your workflow.2024-10-0113 minAlternative Investments ChatNavigating the Complexities of Alternative Investments for AdvisorsIn this episode, we tackle the unique challenges Advisors face when educating and guiding clients through the complex world of Alternative Investments. Learn how to simplify explanations, address common misconceptions, and offer tailored solutions that diversify portfolios and maximize returns. Tune in to ensure you’re equipped with the knowledge and strategies to stay ahead in the investment game!2024-09-2414 minAlternative Investments ChatDemystifying Alternative Investments: The Basics You Need to KnowStruggling to diversify your portfolio or feeling stuck in traditional investments? In our very first episode of Alternative Investments Chat, we break down the basics of Alternative Investments and why they might be the key to unlocking higher returns and greater stability in your financial future. From private equity to debt offerings and REITs, learn how to navigate this often-overlooked asset class and discover opportunities you didn’t know existed. Tune in and start your journey to making informed decisions about your financial growth today!2024-09-1722 min