Videos & Podcasts

Shop Talk: The future of investment product development

What is the biggest weakness in the current approach by sponsors to product development? What are the ramifications of those weaknesses? How will new regulations affect product development? With institutional players such as Blackstone, Brookfield and TH Real Estate moving into the private wealth space, how will they change product development for individual investors and family offices? Joining us to discuss those issues is Steve Kantor, CEO of S2K Financial, a New York City-based alternative investment firm. (11/2017)

Shop Talk: Ron Carson on the re-branding of his firm

The following podcast is an edited recording of a recent conversation between Real Assets Adviser editor Mike Consol and Ron Carson, founder and CEO of the Carson Group, regarding Carson Group’s recently completed Excell Conference and the recent re-branding of his firm. (11/2017)

Shop Talk: Debt investing in non-performing real estate

What are the various roles debt is playing in the current real estate market? How does an investor use debt to increase real estate values and produce income? What are the keys to successfully flipping a real estate asset? And are debt investing opportunities good during booms and busts? Andres Sandate, managing director of Cygnus Capital Real Estate Advisors, joins the program to discuss. (11/2017)

Shop Talk: What the data tells us about ultra-high-net-worth families

There are now enough ultra-high-net-worth families around the world to fill a football stadium, and the number of $30-million-plus families is expanding about 2 percent per year. Fifty percent of their portfolios, on average, are devoted to illiquid investments, and they hold five- to 10-times more cash than high-net-worth families. Bob Miller, CEO of Private Client Resources, which researches ultra-rich families, is our guest. (11/2017)

Shop Talk: A new real estate platform for accredited investors and advisers

KBS Realty Advisors, one of the industry’s largest owners of office space, has debuted an online real estate platform named KBSDirect.com for accredited investors and advisers to directly invest in the KBS Growth & Income REIT, a portfolio of institutional-grade commercial real estate properties — the first of what promises to be several real estate products added to the platform over time. Chuck Schreiber, CEO of KBS, joins us to explain the new venture. (11/2017)

In Focus: Despina Katsikakis on the impact of the workplace on business performance

Despina Katsikakis, international partner, head of occupier business performance at Cushman & Wakefield, discusses how productivity, effectiveness and engaging workplaces impact employees. (11/2017)

Shop Talk: Opportunities in corporate housing

What constitutes or qualifies as corporate housing? What purpose does it serve? What types of investors are attracted to corporate housing investment opportunities, and how do those deals come together? And how has corporate housing performed historically in terms of occupancy, rental rate trends and yield? To discuss, Terry Strongin, a managing member of Equity 24, LLC, joins us. (10/2017)

Shop Talk: Investing in Midwestern hotel properties

What are the critical differences between the hotel markets in coastal cities vis-à-vis Midwestern cities? Do hotels in the Midwest typically serve a predominantly leisure or business audience? And how does an investor identify a good hotel property in a nation’s heartland? Our guest — Corey Maple, chairman of the Lodging Opportunity Fund, which creates investment funds that buy and sell Midwestern hotels — joins us to elaborate. (10/2017)

Shop Talk: Applying blockchain technology to financial services

Why are people who understand blockchain so excited about its prospects? What are its potential applications for the financial services business? Jaron Lukasiewicz — cofounder and CEO of WRKFLOW, a startup that offers broker/dealers, insurance companies and other enterprises workflow software based on blockchain technology to help automate and secure their business processes — explains how blockchain works and how it can be applied to the investment industry’s most vexing regulatory requirements. (10/2017)

Focus on Alternatives: Tom Embrogno on cyber security

Tom Embrogno, chief growth officer of Docupace Technologies, discusses cyber security, including where a firm should start when addressing the issue, key risks, policies, vendor risk assessment and more. (09/2017)

Shop Talk: IPA rolls out branding campaign

As the investment products available to retail investors expands, the Investment Program Association looks to make sense of the nomenclature used to identify those products. IPA chief executive Tony Chereso joins us to discuss the campaign. (09/2017)

Infrastructure Report: Investing opportunities in India

With a trillion dollars of infrastructure needs pending in India, private investors have an opportunity to get involved with a country committed to rapidly modernizing its economy and challenging China for economic supremacy in Asia. Rahul Mody, managing director and head of infrastructure at Ambit Corporate Finance, joins us from Mumbai to discuss. (09/2017)

Focus on Alternatives: Cory Johnson on commercial real estate debt investing

Cory Johnson, co-founder and managing director of Pender Capital, discusses commercial real estate debt investing, including its key traits, the state of the market, opportunities available, the effects of rising interest rates and more. (09/2017)

Shop Talk: The tech threat no one is talking about

In his latest book, Ric Edelman, founder and executive chairman of Edelman Financial Services, makes the case that there is a technology threat to financial advisers — no, not robo-advisers — that no one is talking about. Edelman elaborates on the threat and what financial advisory firms need to do to meet the challenge. (09/2017)

Focus on Alternatives: Jason DeBono on alternative custodians

Jason DeBono, vice president of NuView Trust Co., discusses the role of alternative custodians, why they have become increasingly popular, their legal requirements, the growth of the industry and more. (09/2017)