Shows
Alt Investing Made EasyE65: Alternative Investments 2025 Recap - Private Markets, Access, and Trends#AlternativeInvestments continue to reshape how capital is built, allocated, and preserved. In this year-end recap, the hosts of #AltInvestingMadeEasy reflect on key trends in #PrivateMarketInvesting, lessons from expert guests, and the growing importance of education, access, and disciplined deal evaluation. From venture capital and #PrivateSecurities to #506c offerings and investor advocacy, this episode demystifies complex ideas and equips #AccreditedInvestors with clearer frameworks for navigating #PrivateMarkets with confidence and intention.Top TakeawaysPrivate markets are where significant wealth creation is increasingly happening:Fewer companies are going public, shifting more growth, and opportunity, into...
2025-12-1720 min
Alt Investing Made EasyE64: How Planned Giving for Investors Cuts Taxes and Strengthens Your Legacy#PlannedGiving isn’t just about generosity, it’s a way for #HighNetWorth investors to align #CapitalAllocation, #TaxStrategy, #WealthPlanning, and #LegacyInvesting. In this episode of #AltInvesting Made Easy, attorney and entrepreneur Barry Resnick demystifies how charitable strategies, donor-advised funds, and #EstatePlanning tools help mid-stage investors deploy wealth with intention. Through real-world stories and practical frameworks, this #InvestorEducation conversation empowers listeners to make confident, values-driven decisions that go beyond accumulation and toward impact.About Our Guest: Barry Resnick, Attorney at FBFK LawBarry Resnick has been practicing law for 50 years and has...
2025-12-1035 min
Alt Investing Made EasyE63: Sports Investing Explained: NIL Money & Athlete WealthSports is no longer just entertainment; it’s an economic engine. In this episode, we explore how NIL deals, athlete branding, and “Athlete Family Offices” are reshaping wealth creation in the sports world. Elizabeth Quanaim of Robin Glenn joins us to explain the financial realities behind the headlines, from seven-figure college deals to managing short, high-earning careers. If you’re a mid-stage investor seeking differentiated insight into alternative investing strategies and emerging asset ecosystems, this episode offers a practical perspective into how the business of sports now intersects with serious wealth planning. This is not about betting on games; it’s abo...
2025-12-0338 min
Alt Investing Made EasyE62: Middle Market M&A: How Founders Maximize Exit Value with Tim MuellerDiscover how Middle Market M&A really works and what founders must do to maximize exit value in the $5M–$40M lower middle market. In this episode, M&A advisor Tim Mueller of IT ExchangeNet breaks down how private equity, search funds, and strategic buyers evaluate companies and negotiate deals. You’ll learn how to prepare for a sale, avoid earn-out pitfalls, and build a business that attracts top-tier buyers. We also explore the psychology of selling a founder-led company and the overlooked strategies that create generational wealth. Perfect for investors, founders, and anyone studying private equity deal flow.
2025-11-1929 min
Alt Investing Made Easy#61 Inside Ballard Global’s Private Credit Investing StrategyPrivate credit doesn’t have to be mysterious—or risky. In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders sit down with Mike Barker and Rick Parmiter of Ballard Global to uncover how private credit delivers consistent returns without the volatility of public markets. Learn how Ballard’s values-driven model, diversified sectors—from real estate and agribusiness to AI technology and consumer lending—and personal approach to investor relations have built a 24-year record of zero capital losses.About Our Guest: Rick Parmiter, Managing Director at Ballard GlobalRick Par...
2025-11-1235 min
Alt Investing Made EasyE60: Inside Dubai Deals - How Capital Actually Moves in the UAEFor Investors Exploring Cross-Border Opportunities: How Raising Capital in the UAE Really Works Dubai is often seen as a place of limitless wealth and easy capital—but the reality of raising money in the United Arab Emirates is far more structured and relationship-driven than most realize. In this episode, international attorney Sarah Florer sits down with Roland Wiederaenders to share her firsthand experience practicing law in Dubai, working inside government-linked private equity, and managing cross-border deals from the Middle East, Africa, India, and the U.S. We break down how DIFC and ADGM financial fre...
2025-11-0537 min
Alt Investing Made EasyE59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative InvestmentsDiscover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polare Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising for alternative investments, launching a non-traded REIT, or preparing for operational due diligence, this conversation shows exactly how to professionalize your processes, strengthen reporting, and tell a story investors trust. Mid-stage investors and fund managers will learn how to scale from boutique to institutional, improve communication, and position their funds fo...
2025-10-2936 min
Alt Investing Made EasyE58: Capital Raising Made Easy - How Real Advisers Capital Helps Issuers Attract InvestorsIn this episode, hosts Sarah Florer and Roland Wiederaenders unveil Real Advisers Capital—a new platform designed to simplify private capital raising. Together with marketing strategist Anthony Carrano and videographer Mark Caddell, they merge legal expertise, compliance, and digital marketing to help issuers attract and retain investors under Rule 506(c).Discover how Real Advisers Capital supports deal structuring, investor outreach, and transparency to ensure every good idea gets funded, and every investor stays informed.Start your next capital raise with Real Advisers Capital → [Book a Consultation].Top...
2025-10-2221 min
Alt Investing Made EasyE57: Estate Planning Simplified: Protecting Your Family, Your Legacy, and Your Peace of Mind with Eric Bean, FBFK LawDiscover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean.Estate Planning Made Easy: Protect Your Legacy and Family Peace of Mind Most people think estate planning is only for the ultra-wealthy. In this episode, Eric Bean, attorney at FBFK Law, breaks down how families under the $15M exemption can protect their assets, avoid conflict, and plan for both death and incapacity. From handwritten wills to guardianship nightmares, this conversation makes estate planning simple, relatable, and essential. If you c...
2025-10-1540 min
Alt Investing Made Easy#56: Maximize Returns with Legal Due Diligence - Reduce Risk, Close Better DealsLegal Due Diligence: Protecting Returns in Alternative Investing Legal due diligence isn’t just paperwork — it’s profit protection. In this episode, attorney Javier Aranda of FBFK Law joins hosts Sarah Florer and Roland Wiederaenders to explain how early legal strategy can prevent costly mistakes, protect investor capital, and strengthen deal structures. From NDAs to IP rights and procurement contracts, Javier shares how to think like a business-minded lawyer — so every investor can make smarter, safer decisions in the alternative investing world.About Our Guest: Javier Aranda, Technology and IP Transa...
2025-10-0840 min
Alt Investing Made Easy#55 Qualified Small Business Stock (QSBS) Explained: How Section 1202 Creates Tax-Free Business ExitsHow Qualified Small Business Stock Creates Tax-Free Business ExitsDiscover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202. Learn how to structure your investments, maximize capital gains exclusions, and avoid costly mistakes when selling your business or stock. Whether you’re planning an exit or building a growth-focused portfolio, this episode simplifies complex tax concepts into actionable insights to help you make smarter, more confident decisions....
2025-10-0135 min
Alt Investing Made Easy#54 Venture Capital Investing: How Women-Led Startups Drive Innovation & ReturnsSummaryHow True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital.In this episode of Alt Investing Made Easy, Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving environmental and human health. Discover why these startups statistically outperform, how overlooked markets like women's health and Silver Tech create massive opportunities, and why diversifying the venture capital ecosystem matters. Whether you're an investor, entrepreneur, or advocate for innovation, you'll gain powerful insights into how capital allocation can drive both profit and...
2025-09-2538 min
Alt Investing Made EasyE53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash FlowDiversify smarter: stable, passive income through commercial real estate funds.Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expanding your portfolio, you’ll learn a proven, values-driven approach to commercial real estate investing designed to create predictable returns and long-term wealth.About Our Guest: Zane Schartz, President at Freedom Commercial Real EstateZane Schartz is a real estate entrepreneur, investor, and former...
2025-09-1736 min
Alt Investing Made EasyE52: Opportunity Zones 2027 - Fund Strategies for Tax-Free GrowthDiscover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or exploring Opportunity Zone funds for real estate and operating businesses, you’ll gain the insights needed to confidently allocate capital for long-term, tax-free growth as OZ 2.0 rules arrive in 2027.About Our Guest:Gerald J. (Gerry) Reihsen III is a dynamic lega...
2025-09-1056 min
Alt Investing Made EasyUnlocking Wealth - The Power of Alternative Investments with Carlos LowenbergIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights on generational wealth, the role of independent advisors, and the unique opportunities present in mid-market private equity. The discussion emphasizes the need for intentional planning and the value of intellectual capital in achieving financial success.About Our Guest:Carlos Lowenberg is the founder of Masterpiece Capital...
2025-09-0441 min
Alt Investing Made EasyE:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial PartnersIn this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional growth and reflects on his journey from attorney to finance professional, highlighting the value of helping others in the industry.About Our Guest: Charles Heinzelman, CEO & Founder, C4 Financial PartnersCharles Heinzelman is a tax planning and premium finance specialist serving...
2025-08-2930 min
Alt Investing Made EasyE49: Unlocking Small Business Success with Wade BruffeyIn this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his company in supporting entrepreneurs in their acquisition endeavors. The conversation underscores the significance of community impact and the opportunities available in the small business sector.About our Guest: Wade Bruffey - Main Street SecuritiesWade Bruffey is a registered representative with Main Street Securities LLC, a FINRA member broker-dealer based...
2025-08-2042 min
Alt Investing Made EasyE48: Unlocking the Secrets of Crypto Lending with Hunter AlbrightIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders engage in a comprehensive discussion with Hunter Albright from Salt Lending about the nuances of secured and unsecured lending, particularly in the context of cryptocurrency. They explore the importance of financial literacy in wealth building, the role of digital assets in modern finance, and the regulatory landscape surrounding crypto lending. Hunter shares insights on how Salt Lending operates, the benefits of borrowing against digital assets, and the critical aspects of custody and security in the crypto space. The conversation concludes with personal reflections on the future...
2025-08-1441 min
Alt Investing Made EasyE47: Fiduciary Duties with Dan BittingSummaryIn this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders interview Dan Bitting, an attorney and shareholder at FBFK Law, discussing the intricacies of fiduciary duties in law, particularly in the context of alternative investing. The conversation explores various aspects of fiduciary responsibilities, the importance of disclosure, and the dynamics of litigation. Dan shares insights from his extensive experience in legal practice, emphasizing the need for trust in legal relationships and the creative problem-solving required in law. The episode also touches on the judicial system's effectiveness and the global perspectives on litigation.
2025-08-0639 min
Alt Investing Made EasyE46: Investment Management Law with George Lee with FBFK LawSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview George T Lee, a seasoned attorney specializing in investment management and family offices. The conversation covers George's background as a third-generation attorney, the evolution and institutionalization of family offices, the complexities of SEC regulations, and the importance of investment advisors in protecting investors. They also discuss the challenges of navigating private securities and the potential future regulations surrounding the investment landscape.About Our GuestGeorge T. Lee is a highly respected corporate and securities...
2025-07-3034 min
Alt Investing Made EasyE45: Family Office Insights with Jonathan TuttleIn this episode of Alt Investing Made Easy, Jonathan Tuttle shares his experiences traveling through Southeast Asia and discusses the growing trend of family offices in the region. He delves into his background in real estate and podcasting, explaining how he became involved with family offices and the unique challenges they face. The conversation highlights investment trends among family offices, particularly in commercial real estate and emerging sectors like nuclear energy. Jonathan also shares his personal practices for maintaining focus and success in his entrepreneurial endeavors.About Our GuestJonathan Tuttle...
2025-07-2331 min
Alt Investing Made EasyE44: Fostering Community Among Real Estate Investors with Joe Fairless of Ashcroft CapitalSummary:In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Joe Fairless from Ashcroft Capital. Joe shares his journey from advertising to real estate, discussing the dynamics of the multifamily market, the impact of rising interest rates, and the importance of relationships in securing deals. He also highlights the Best Ever Conference, emphasizing its role in fostering community among real estate investors. Joe's philosophy of 'give to live and live to give' underscores his commitment to helping others in the industry.About Our Guest:...
2025-07-1833 min
Alt Investing Made EasyE43: Meet Kyle Ferguson and The FBFK WaySummary:In this episode of Alt Investing Made Easy, Kyle Ferguson, founder of FBFK Law, shares insights into the values and principles that guide his law firm. He discusses the importance of empathy, culture, and leadership in creating a successful legal practice. The conversation explores the FBFK Way, a set of principles that emphasize responsiveness, teamwork, and treating colleagues like family. Kyle reflects on his upbringing and how it shaped his desire to serve others, as well as his personal practices for maintaining balance and fulfillment in his professional life.About Our...
2025-07-0940 min
Counsel and CommentaryLegal Excellence in Alternative InvestmentsNavigating the maze of private securities and alternative investments requires more than just legal knowledge—it demands practical wisdom born from experience. In this enlightening conversation with Roland Wiederaenders and Sarah Florer of Grable Martin PLLC, we uncover the hidden complexities of raising capital in today's global marketplace.Did you know the private securities market vastly outweighs public markets, despite receiving far less attention? Roland and Sarah, with their decades of combined experience across multiple jurisdictions, reveal how entrepreneurs can effectively structure deals to attract investment while protecting themselves legally. Sarah's unique background—practicing in Texas, New York...
2025-06-2059 min
Alt Investing Made EasyE42: Invest in Buda Neighborhood Retail with Frank Navarro and Tim DowlingSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and conversation about Frank and Tim’s background in commercial real estate, and moves on to a discussion of the investment opportunity including this interesting asset class os mixed ‘neighborhood’ retail, which is community focused and includes community engagement efforts. Tim and Frank talk about the distinction between neighborhood retail and ordinary retail, and the fundraising process for t...
2025-06-2042 min
Alt Investing Made EasyE41: A Conversation about the Five CapitalsSummaryIn this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within families. The conversation highlights personal experiences and insights, illustrating how these capitals interconnect and contribute to a fulfilling life.Sponsored by:Real Advisers, Austin, TexasSpecial thanks to:Grable Martin PLLC Red Sun Creative, Austin, T...
2025-06-1346 min
Alt Investing Made EasyE40: Meet Bryan Hancock and the Texas Freedom FundSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Brian Hancock about his Texas Freedom Fund, an oil and gas investment fund. Brian shares his background in real estate and engineering, his transition into oil and gas investing, and the unique opportunities and tax benefits associated with this asset class. The conversation delves into the structure of the Texas Freedom Fund, emphasizing its accessibility for investors and the importance of due diligence in alternative investments. Brian also discusses his personal motivations for creating the fund and the principles that guide...
2025-06-0531 min
Alt Investing Made EasyE39: Passive Investing Mastery - Interview with Patrick GrimesSummaryIn this conversation Roland and Sarah from Alt Investing Made Easy introduce Patrick Grimes, of Passive Investing Mastery, who discusses his journey into alternative investments, emphasizing the importance of capital preservation and recession resilience. Patrick shares a passion with Sarah and Roland for providing education about alternative investing and in this conversation addresses the current economic upheaval and its impact on investment strategies, particularly in commercial real estate. The discussion also delves into litigation finance as a means to provide access to justice for individuals who cannot afford legal representation, highlighting the mission-driven aspect of alternative...
2025-05-2942 min
Alt Investing Made EasyE38: Invest with Commodore Group Holdings and Rohit SoodIn this mini-episode from Alt Investing Made Easy we meet Mr. Rohit Sood who presents accredited investors with an investment opportunity with Commodore Group Holdings LP, a Delaware limited partnership focused on long-only quality investing in high-quality US equities. Rohit discusses the investment philosophy of approaching shareholding while ‘Thinking like an Owner’ and the importance of a concentrated conviction portfolio. Additionally, he highlights Fintuative, a proprietary software platform designed to analyze real time business and financial data and inform investment decisions. The conversation concludes with details about the investment opportunity and the minimum investment requirements.Ro...
2025-05-2306 min
Alt Investing Made EasyE37: Think like an Owner: Meet Commodore Group Holdings and Rohit SoodSummaryHosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and investment banking. Rohit gives us insights into his investment philosophy and the emphasis he places on ‘Thinking like an Owner’ using a long-term holding strategy with a focus on how asset companies allocate capital. Rohit also introduces his tech venture Fintua...
2025-05-2138 min
Alt Investing Made EasyE36: Invest in Flex Industrial with Land Play by Alec McElhinnySummaryIn this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate.You can reach Alec McElhinny at: linkedin.com/in/alecjmcelhinny2027747777Sponsored by:Real Advisers Capital, Austin, TexasSpecial thanks to:Grable Martin PLLC Red S...
2025-05-1605 min
Alt Investing Made EasyE35: Flex Industrial - Meet Alec McElhinny with Land PlaySummaryIn this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate. Alec also provides insights into his investment strategy and projections for returns, including his approach to real estate investment, focusing on the importance of understanding cap rates, market projections...
2025-05-1538 min
Alt Investing Made EasyE34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory FrameworkSummaryIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of accredited investors, and the concept of materiality in disclosures. The conversation highlights the evolution of private placements and the significance of thorough risk assessment in investment opportunities, emphasizing the balance between consumer protection and market efficiency.Sponsored by:Real Advisers, Austin, TexasSpecial...
2025-05-0734 min
Alt Investing Made EasyE33: Invest in Private Equity with Mark Flickinger of BIP CapitalSummaryIn this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private equity markets. He elaborates on their investment philosophy, emphasizing their role as active business builders and partners with entrepreneurs. The conversation also highlights the fund's transparency and registration with the SEC, making it accessible through major platforms like Schwab and Fidelity.Further information on:Mark Flickinger
2025-04-3006 min
Alt Investing Made EasyE32: Meet Mark Flickinger and the BIP Ventures Evergreen FundsSummaryToday in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares special insights developed from his background in competitive rowing and its impact on his investment philosophy. The conversation covers BIP Ventures' unique approach to private equity investing using the concept of ‘having a right to win’, which focuses on seeking success through adding value by taking active involvement in portfolio companies promote their positive deve...
2025-04-3045 min
Alt Investing Made EasyE31: Everything You Need to Know About the Capital StackSummaryIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated with each. The conversation emphasizes the importance of understanding where an investment lies within the capital stack and how it impacts potential returns and risk levels. The hosts also highlight the need for investors to be proactive in asking questions about the capital stack and...
2025-04-2339 min
Alt Investing Made EasyE30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth ManagementSummaryIn this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of understanding his clients' values and goals. The conversation covers various aspects of financial planning, including fee structures, tailored strategies for diverse client needs, and the significance of peace of mind in financial decisions. Carlos also highlights the importance of due diligence and understanding...
2025-04-1640 min
Alt Investing Made EasyE29: Invest in Private Equity with Corn Board Manufacturing, Inc.SummaryIn this episode of Alt Investing Made Easy, Lane Segerstrom, CEO of Corn Board Manufacturing, shares his journey as an inventor and entrepreneur. He discusses the innovative process of creating corn board from agricultural byproducts, the environmental benefits of this sustainable material, and the unique business model of leasing pallets. Lane emphasizes the importance of persistence in entrepreneurship and outlines the investment opportunities available in his company as it scales production to meet demand from major clients like Frito-Lay. The conversation highlights the potential for positive impact on farmers, the environment, and the economy through innovative...
2025-04-0639 min
Alt Investing Made EasyE28: Invest in Retail Commercial Real Estate - Interview with Dr. Ruchir Patel and Dr. Rahul DamaniSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Dr. Rahul Damani and Dr. Ruchir Patel, both practicing physicians who have ventured into real estate investing through their company, Eureka Investing. They discuss their backgrounds, the journey that led them to invest in real estate, and their current investment opportunities, including the Tri-Valley Plaza and a new property in Mesa, Arizona. The conversation highlights their investment philosophy focused on capital preservation and the importance of having control over their investment processes. In this conversation, Dr. Rahul Damani and Dr...
2025-04-0141 min
Alt Investing Made EasyE27: Invest in Sound Curves, led by NASA Apollo Engineer, Jim SkaggsSummaryIn this episode, Jim Skaggs shares his extensive experience in leadership and entrepreneurship, discussing key lessons learned from his time on NASA’s Apollo Space program and his successful turnaround of various companies. He emphasizes the importance of decision-making, mentorship, and teamwork in leadership. Additionally, Jim introduces his current venture, Sound Curves, a music tech company focused on high-quality earbuds, and discusses investment opportunities for potential investors.If you are interested in this investment opportunity, please contact Roland or Sarah at the contact details below or reach out to Jim on Li...
2025-03-2636 min
The Executive Connect PodcastWhat Are Alternative Investments? A Beginner's Guide to Wealth Building (feat. Roland Wiederaenders & Sarah Florer)Wondering what are alternative investments and how you can use them to grow your wealth outside of a traditional 401(k)?This episode is your legal-savvy guide to the world of FinTech, equity crowdfunding, and impact investing.We sit down with legal pros Roland Wiederaenders and Sarah Florer to break down the rules.Learn how smart investors can take advantage of this evolving landscape in 2025, the latest on asset allocation, and the hidden tax benefits you need to know.Whether you're an accredited investor or just starting out, this conversation delivers...
2025-03-2450 min
Alt Investing Made EasyE26: Revisit E1 Intro to Alternative Assets - Deep Dive into Due Diligence BasicsSummaryIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the essentials of due diligence for alternative assets. They discuss the significance of the Private Placement Memorandum (PPM), the Operating Agreement, and the Subscription Agreement, emphasizing the importance of understanding the terms and conditions of each document. The conversation also covers evaluating the track record of investment managers, assessing team dynamics, and the necessity of clear communication regarding investment strategies and risks. The hosts encourage investors to ask probing questions and to be diligent in their research to make informed investment...
2025-03-1240 min
Alt Investing Made EasyE25: Invest in Motorsports Racing with Ryan Shehan RacingSummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Ryan and Doug Sheehan of RBS Motorsports. They discuss Ryan's journey in racing, the dynamics of family involvement in business, and the investment opportunities available in motorsports. The conversation covers Ryan's growth as a driver, the importance of sponsorships, and the establishment of the Sheehan Strong nonprofit. They also delve into Ryan's training regimen, the financial strategies for the racing team, and the unique experiences offered to investors.Learn more about Ryan Shehan Racing and RBS...
2025-03-0549 min
Alt Investing Made EasyE24: The Long Story Part 2 - Interview with Larry Powell of LP Institutional, Inc.SummaryIn this conversation, Larry Powell shares his insights on evaluating investment managers, emphasizing the importance of maintaining control over assets, understanding the differences between managed accounts and commingled funds, and the necessity of thorough due diligence. He discusses the evolution of investment platforms, the significance of a manager's location, and the value of geographic diversification in investment strategies. Larry stresses that investors should not solely rely on consultants but should conduct their own research to mitigate risks, especially in the context of potential fraud.Sponsored by:Real Advisers, Austin, Texas
2025-02-2644 min
Alt Investing Made EasyE 23: Revisit Intro to Alternative Assets - Deep Dive into Investment StructuresSummaryIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders provide a comprehensive overview of alternative assets, focusing on various business entities and their implications for investors. They discuss the importance of understanding investment structures, including corporations, limited liability companies, limited partnerships, and general partnerships. The conversation also covers management fees, carried interest, and the significance of investor rights and control in private securities deals.Sponsored by:Real Advisers, Austin, TexasSpecial thanks to:Grable Martin PLLC Red Sun Creative, Austin, Texas
2025-02-1934 min
Alt Investing Made EasyE22: Revisit Intro to Alternative Assets - Deep Dive into SecuritiesSummaryIn this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders revist the topic from episode 1, and delve into the world of alternative assets, focusing on the definitions and types of securities, the distinctions between public and private securities, and the various categories of private investments. They emphasize the importance of understanding liquidity in private investments and highlight the significance of commercial real estate as a stable investment option. The episode concludes with a discussion on future topics and the role of accredited investors in private securities.Sponsored by:
2025-02-1232 min
Alt Investing Made EasyE21: "The Long Story" Part 1 - Interview with Larry Powell of LP Institutional, Inc.SummaryIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Larry Powell of LP Institutional, Inc., a seasoned investment management professional. The conversation delves into Larry's extensive background in the investment industry, his experiences with alternative assets, and the evolution of investment strategies over the years. Larry shares valuable insights on manager selection, the importance of due diligence, and the lessons learned from his early career. The discussion also highlights the changes in the investment landscape, particularly at the Texas Teachers Retirement System, where Larry played a pivotal role in shaping the...
2025-02-051h 13
Alt Investing Made EasyE20: Reflections and Aspirations for 2025In this episode, Sarah Florer and Roland Wiederaenders reflect on their journey with the podcast 'Alt Investing Made Easy,' discussing their achievements, future goals, and the importance of building relationships in the realm of alternative investments. They explore the philosophy of wealth, emphasizing the significance of holistic wealth that encompasses not just financial capital but also social, intellectual, and spiritual dimensions. The conversation highlights the value of community, personal growth, and the importance of a win-win mentality in both professional and personal contexts. In this conversation, Roland and Sarah discuss the importance of building relationships with wealth managers...
2025-01-291h 09
Alt Investing Made EasyE19: Real Property and 1031 Exchange with Jason Gorman, AttorneyIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders are joined by attorney Jason Gorman from Grable Martin PLLC. They discuss Jason's extensive background in real estate law, the intricacies of title insurance, and the importance of understanding 1031 exchanges in real estate transactions. The conversation delves into the requirements for 1031 exchanges, the role of qualified intermediaries, and how to effectively integrate 1031 money into syndications. The episode emphasizes the need for education and proactive planning in real estate investments.Credits and Contacts:Please reach out to Jason Gorman at jgorman...
2025-01-2251 min
Alt Investing Made EasyE18: Chattanooga Multifamily Investment with Chad King, CEO, Titan CapitalIn this episode of Alt Investing Made Easy, Chad King of Titan Capital shares his journey in real estate, emphasizing the importance of partnerships, effective marketing strategies, and the significance of selecting the right deals. He discusses his current investment opportunity in Chattanooga, Tennessee, and introduces the Deal Flow Creator software designed to help investors connect directly with property sellers. The conversation highlights the potential for financial freedom through commercial real estate investment and the critical factors to consider when entering this space. In this conversation, Chad discusses the emotional aspects of real estate transactions, emphasizing the importance of...
2025-01-1554 min
Alt Investing Made EasyE17: Oil and Gas Alternative Investments with Jace Graham, CEO, Rising Phoenix CapitalIn this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy investments and outlines the various investment strategies offered by Rising Phoenix Capital, including the use of self-directed retirement accounts for private investments. Jace Graham, Sarah Florer, and Roland Wiederaenders discuss various aspects of the oil and gas industry, focusing on shale plays, mineral ownership, and the future of...
2025-01-0959 min
Alt Investing Made EasyE16: Qualitative Estate Planning - Interview with David Claflin, AttorneyIn this conversation, Sarah Florer, David Claflin, and Roland Wiederaenders delve into the intricacies of estate planning, focusing on the qualitative aspects that often get overshadowed by quantitative measures. David shares his unique journey into estate planning, emphasizing the importance of understanding the 'why' behind wealth transfer. The discussion explores the generational challenges of wealth, the significance of communication within families, and how cultural perspectives shape our understanding of wealth management. They also touch on the influence of media portrayals of wealth and family dynamics, highlighting the need for a more holistic approach to estate planning that considers emotional...
2024-12-181h 07
Alt Investing Made EasyE15: Charitable Giving - Interview with Julia Helgeson of the Joyful Child FoundationIn this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. The conversation also covers the legal aspects of charitable contributions, the significance of 501(c)(3) status, and strategies for effective charitable giving, including tax benefits and diverse ways to contribute.Three Key Takeaways for charitable giving to discuss with your tax advisor:You...
2024-12-1205 min
Alt Investing Made EasyE14: AIME Management Entity FAQ - Organizing an Asset Management CompanyIn this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in management entities. The conversation emphasizes the need for proper planning and transparency to ensure successful investment outcomes.Credits and Contacts:Sponsored by:Real Advisers, Austin, TexasSpecial thanks to:Grable Martin...
2024-12-1210 min
Alt Investing Made EasyE13: AIME Fund FAQs - Single Asset Syndication vs. Open-Ended FundsIn this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, investor contributions, and transparency in disclosures. The conversation emphasizes the need for a solid investment strategy and the significance of maintaining trust with investors through honest communication about past performance. The episode concludes with insights on fund duration, liquidity terms, and the broader applicability of open-ended funds beyond...
2024-11-2732 min
Alt Investing Made EasyE12: Mixed Use Investment Opportunity with Trevor Thompson of Massive CapitalIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Trevor Thompson, Vice President of Investor Engagement at Massive Capital. The conversation explores Trevor's journey into real estate investing, the unique approach of Massive Capital in offering investment opportunities, and a new development project offered by Massive Capital in Richmond, Texas. The discussion also delves into the importance of financial education, the structure of investment deals, and the significance of aligning interests between investors and sponsors. In this conversation, the speakers delve into the complexities of investment regulations, the importance of trust in investor...
2024-11-2152 min
Alt Investing Made EasyE11: Alternate Investing: Interview with Mitch Flax, CAIAIn this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Mitch Flax,CAIA, Founder and Chief Investment Officer of Net Equity Capital, to explore the world of alternative investments. Mitch shares his extensive background in wealth management, the significance of the CHartered Alternative Investment Analyst (CAIA) designation, and information about certain metrics used to evaluate alternative investments. The conversation delves into the intricacies of 1031 exchanges, qualitative assessments in investing, and the current economic outlook. Mitch also discusses his podcast that is focused on sports betting, showcasing his analytical approach to investment strategies.
2024-11-1355 min
Alt Investing Made EasyE10: Marina Investing with South Silver GroupIn this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investments, including cap rates, revenue streams, and insights on how they plan to stabilize revenue through annual leases and the potential for significant returns in the marina space. In this conversation, the speakers discuss the intricacies of investing in marinas through a fund-of-funds strategy. They...
2024-11-0757 min
Alt Investing Made EasyE9: Who Can Promote Alternative Assets?In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments. They discuss the concept of democratization of capital, emphasizing the need for legal compliance in the investment process. The conversation aims to provide listeners with a deeper understanding of the securities landscape and the various entities involved in alternative investing. In this conversation, Roland and Sarah discuss the complexities of agency problems in bu...
2024-10-3057 min
Alt Investing Made EasyE8: Distressed Assets with Mary Elizabeth Heard, Esq. and Eddie Martin, Esq.In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The conversation emphasizes the importance of having the right advisors and understanding the investment process, including the critical decision between investing in debt and equity. The episode also touches on the potential for repurposing distressed assets in various sectors, including commercial real estate and other industries. In...
2024-10-2357 min
Alt Investing Made EasyE7: Bankruptcy and Restructuring (Part 2) featuring Mary Elizabeth Heard, Esq.In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion also covers the 363 sale process, which allows for the sale of assets free and clear of liens, and highlights the creative aspects of bankruptcy law that can lead to successful outcomes for distressed companies.TakeawaysRestructuring work can be done before filing for bankruptcy.Pre-packaged bankruptcy allows...
2024-10-1633 min
Alt Investing Made EasyE6: Bankruptcy and Restructuring (Part 1) featuring Mary Elizabeth Heard, Esq.In this episode of Alt Investing Made Easy, hosts Roland Wiederaenders and Sarah Florer discuss the complexities of bankruptcy law with attorney and expert Mary Elizabeth Heard. They explore the significance of bankruptcy in the investment landscape, particularly for small businesses and innovation. The conversation delves into the different types of bankruptcy, the role of bankruptcy courts, and the implications for investors regarding debt and equity during bankruptcy proceedings. The episode emphasizes the importance of understanding bankruptcy as a tool for financial recovery and innovation in the business world.TakeawaysAmerica's economy is...
2024-10-0927 min
Alt Investing Made EasyE5: Public Securities vs. Private Securities featuring Eddie Martin, Esq.In this episode of Alt Investing Made Easy, hosts Roland and Sarah interview attorney Eddie Martin and altogether they discuss the complexities of alternative investments, focusing on the differences between public and private securities. They explore the costs associated with going public, the regulatory framework that governs public companies, and the historical context of securities regulation. The conversation also highlights the rise of private securities, the benefits and drawbacks of being a public company, and the role of the SEC in protecting investors. The episode concludes with insights on the future of alternative investments and the importance of understanding...
2024-10-0336 min
Alt Investing Made EasyE4: Who can invest in Alternative Assets?In this conversation, Sarah Florer and Roland Wiederaenders discuss the topic of accredited investors in the alternative asset space. They explore the reasons behind the restrictions on who can invest in alternative assets and the legal basis for these requirements. They highlight three reasons that limiting investment in alternative assets to accredited investors makes sense: 1) accredited investors have a higher tolerance for risk of loss, 2) accredited investors have resources to hire advisors, and 3) accredited investors can invest larger tranches of money, which supports the management of investments with a smaller group of investors. They also discuss the criteria for...
2024-09-2551 min
Alt Investing Made EasyE3: Introduction to RiskIn this conversation, attorneys Roland Wiederaenders and Sarah Florer invite the audience to join them in understanding the distinction between public and private securities and how risk is managed differently. They explain the concept of liquidity risk and how it varies depending on the type of alternative asset. They also emphasize the importance of considering the time horizon and return calculations when investing in alternative investments. The conversation touches on the qualifications for investing in alternative assets and the role of accredited investors in managing risk. In this conversation, Sarah and Roland discuss the risks of investing in alternative...
2024-09-0345 min
Alt Investing Made EasyE2: What are Private Securities?In this conversation, attorneys Sarah Florer and Roland Wiederaenders explore private securities and their role in the world of alternative assets. They define private securities as investments in alternative assets, not traditional publicly registered securities. They explain that private securities are subject to different regulations and disclosure requirements than public securities. The conversation highlights the benefits of private securities, such as the ability for small businesses to raise capital and the potential for investors to support mission-driven projects. They also emphasize the crucial role of financial education in empowering investors to make decisions about private investments and how this...
2024-09-0339 min
Alt Investing Made EasyE1: Introduction to Alternative AssetsIn this episode, attorneys Roland Wiederaenders and Sarah Florer delve into the world of private securities and their significance in the world of alternative assets. They stress the importance of defining terms to ensure a comprehensive understanding of private securities and explain that private securities are investments in alternative assets that differ from traditional publicly registered securities. They clearly contrast between private and public securities, each with its registration requirements and ongoing disclosure obligations. This comparison aims to enlighten the audience about the intricacies of this part of the financial world. They also explore the benefits of private securities...
2024-08-2732 min