Videos & Podcasts

In Focus: Brad Updike on conservation easements

Brad Updike, director, Mick Law P.C., discusses the definition of conservation easements and how they work in an investment program, what type of investor conservation easements are suitable for, the benefits and risks of investing in conservation easements and more. (10/2018)

Inside the Edition: Kathy Fisher, head of wealth and investment strategies, Bernstein Private Wealth Management

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Kathy Fisher, head of wealth and investment strategies, Bernstein Private Wealth Management. Fisher’s cover profile appears in the October 2018 edition of Real Assets Adviser. (10/2018)

Webinar – IPA/Real Assets Adviser: The Expanding Range of Liquidity Options Within Alternative Solutions, A Discussion with Mark Goldberg

Regulatory and market factors have combined to highlight the need for liquidity options in what has historically been illiquid securities. This fundamental client need has given rise to closed end interval funds and Daily NAV REITs in an asset class that has limited liquidity. This call will focus on these options and the tradeoff between liquidity and asset class exposure via an in-depth discussion between FactRight's Scott Smith and Griffin Capital Securities' Mark Goldberg. (07/2018)

Shop Talk: The CEO of GraniteShares on commodity ETFs

Will Rhind, founder and chief executive of GraniteShares, where just a dozen employees in WeWork office space are taking on ETF behemoths BlackRock, State Street and Vanguard, joins us to discuss his David vs. Goliaths tale, which has taken him from Scotland to London to Manhattan. (09/2018)

Shop Talk: Death of the traditional 60/40 portfolio

Executives at the RIA Halbert Hargrove came to the conclusions several years ago the traditional 60/40 stock-and-bond portfolio had become outdated and made the landmark decision to replace it with portfolios containing a more diverse set of asset classes. How did the decision come about? How was executed? What was the reaction from the firm’s advisers and clients? And how has the plan worked thus far? CEO Russ Hill and investment committee chief Brian Spinelli join the discussion. (09/2018)

In Focus: Matthew Iak on the oil and gas sector

Matthew Iak, executive vice president and director at U.S. Energy Development Corp., gives an update and overview of the status of the oil and gas markets, and where capital formation is trending at this point in time. (09/2018)

Shop Talk: Nuclear energy’s resurgent prospects in the age of climate change

Nuclear energy has long been a feared and decried power source in many circles, but with climate change threatening the planet in ways nuclear plants never have, a chorus of former naysayers are now pointing to nuclear energy as an essential technology for decarbonizing earth’s atmosphere. To discuss the industry’s outlook, nuclear energy expert John Kotek, an executive with the Nuclear Energy Institute and a former official with the U.S. Department of Energy, joins us. (09/2018)

A conversation with KBS's Chuck Schreiber

Geoff Dohrmann, president and CEO at Institutional Real Estate, Inc., sits down with Chuck Schreiber, CEO at KBS Realty Advisors, to discuss KBS's history and philosophy when it comes to investing. (09/2018)

Infrastructure Report: The impact of private investment and advanced technologies

What are the most positive and exciting projects and trends in the infrastructure space today? Our guest, Norm Anderson, CEO of CG/LA Infrastructure, takes us around the world and around many dimensions of the infrastructure backbone, and gives investors and rank-and-file citizens some reasons for renewed optimism. (08/2018)

Shop Talk: A progress report on integrating real estate into DC plans

Millions of Americans now depend on DC plans for a secure retirement.  The Defined Contribution Real Estate Council (DCREC) was launched with the goal of improving retirement plans through the use of direct commercial real estate and real estate securities in DC plans. Our guest is one of the organization’s co-presidents, Allan Swaringen, who is also CEO of Jones Lang LaSalle Income Property Trust. He joins us to offer an update on DCREC’s progress. (08/2018)

Inside the Edition: Rick Buoncore, managing partner, MAI Capital Management

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Rick Buoncore, managing partner of MAI Capital Management. Buoncore’s cover profile appears in the September 2018 edition of Real Assets Adviser. (08/2018)

Shop Talk: Advantages of adding separate accounts to investment portfolios

What exactly are separate accounts? When do they make sense for institutional and high-net-worth individuals and families? What do they typically contain, and what potential risks or special considerations do separate accounts pose? Karen Brennan, head of Americas custom and separate accounts at LaSalle, offers her experience and insights. (08/2018)

Shop Talk: Why so many RIAs still avoid alts and real assets

Why are so many wealth advisory firms still stuck on 60/40 stock-and-bond portfolios rather than adding alternatives and real assets to their menu of options? What’s involved in making the move to alternatives? And what advantages do alts and real assets offer RIAs and their clients? We get answers from Darren Whissen, founder and president of Atomi Financial Group, an investment management firm that, among other services, promotes endowment-style investment portfolios. (08/2018)

Shop Talk: The rise of Super OSJs

The extra large office of supervisory jurisdiction, or Super OSJ, is on the rise and offering a host of business and consulting services, and they’re earning tens of millions of dollars from their clientele. Joseph Kuo, president and managing partner of Haven Tower Group, which works with several Super OSJs, joins us by phone to discuss the trend. (08/2018)

Shop Talk: The Milken Institute on the evolution of fintech

Jackson Mueller, leader of the fintech program at the Milken Institute, joins us to discuss a recent federal report on fintech, the industry’s development, the prospects of major technology platforms — such as Amazon, Facebook and Google — getting into the finance business, and what his organization is doing to facilitate fintech’s overall progress. (08/2018)