Webinar - IPA/Real Assets Adviser: Accessing Credit Offerings through Portfolio Diversifying Investments In a quest for less correlation and a more diversified portfolio, financial advisers are increasingly looking to private credit offerings. To effectively leverage private credit in a client's portfolio, however, asset level evaluation of the investment thesis is of critical importance. This call will look exclusively at private credit investments and how to effectively evaluate the strategy inside the wrapper and capture the benefits of the private credit asset class. (06/2018)
Shop Talk: The outlook for the growth of real assets More investors are expanding their investment portfolios into real assets, with 19 percent of institutional investors planning to “significantly increase” their allocations. What is driving the expansion? What advantages do they offer a portfolio? Which real assets are showing the greatest promise? Prashant Tewari and Steve Cummings, executives from the Townsend Group and Aon, respectively, join the program to analyze the trend. (06/2018)
Shop Talk: A vertical, hyper-local approach to real estate investing Larry Taylor, founder and president of Christina Development Corp., says handing off any phase of real estate investing and management to a third party “makes no sense,” that real estate organizations need to be vertically integrated, and investment activity must be tightly focused geographically to truly understand nuances of the market. He joins us to discuss his 44 years in the business. (06/2018)
Shop Talk: Retail report from RECon 2018 RECon 2018 — the Global Retail Real Estate Convention — was held May 20-23 at the Las Vegas Convention Center, and real estate developers, investors and retailers came together to make deals and consider the fast-changing future of retail. Stephanie Cegielski, an executive with the International Council of Shopping Centers, joins us to discuss the convention's outcome. (05/2018)
Inside the Edition: Jon Stein, founder and CEO of Betterment This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Jon Stein, founder and CEO of Betterment. Stein’s cover profile appears in the June 2018 edition of the magazine. (05/2018)
Shop Talk: Will cryptocurrencies become a trillion-dollar asset class? Are cryptocurrencies a passing fad or destined to become yet another major asset class for investors? What are security token offerings, or STOs, and why are they creating excitement? Why are financial players such as Goldman Sachs getting involved? Fresh from her speaking engagement at the Crypto Invest Summit, Dara Albright, founder of Dara Albright Media and FinTech Revolution TV, joins the program to discuss the temperature and insights from the conference. (05/2018)
In Focus: Tom Masthay on Texas Municipal Retirement System's portfolio Tom Masthay, director of real assets at Texas Municipal Retirement System, gives an update on the retirement system's portfolio, real asset strategies, investment plans for 2018 and more. (05/2018)
Shop Talk: The state of venture capital investing What types of companies and technologies are drawing the most VC funding these days? What timeframe are VCs targeting for a liquidity event? Have investments in VC funds risen or fallen in recent years? Are VCs taking bigger or smaller risks these days? And what kind of returns can investors expect from their VC commitments? Kirsten Morin, co-head of global venture capital at Aberdeen, offers enlightenment on those questions. (05/2018)
Focus on Alternatives: Frank Muller on closed-end funds Frank Muller discusses the three types of closed-end funds, examines the potential risk versus return when it comes to illiquidity, reviews the performance of each type and more. (05/2018)
Focus on Alternatives: Darryl Steinhause on capital formation Darryl Steinhause, partner with DLA Piper, discusses capital formation in alternative investments, including what makes small offerings popular and what structure may attract investors. He also provides an explanation of private placement and Reg D offerings, as well as an update on crowdfunding. (04/2018)