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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)

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)

Shop Talk: The crowded real estate crowdfunding field

 Why has the number of crowdfunding platforms proliferated? Is a shakeout or consolidation coming? How have crowdfunding platforms performed thus far? What will the business look like in five or 10 years? Will it ever compete with tradition real estate funds? Jeff Holzmann, managing director of iintoo, a platform for real estate investments, joins us to discuss. (08/2018)

Shop Talk: The financial-service challenges faced by cannabis-related businesses

 Even as Congress is expected to soon legalize hemp as a crop — with implications for activities ranging from medical treatments and construction materials to fabrics and investment opportunities — cannabis businesses have effectively been shut out of the banking business, leaving them with piles of cash and few effective ways to secure and manage it. Our guest, Nathaniel Gurien, founder of FINCANN, connects pot-related business with the so-called Cannabis Banking Financial Network, joins us to discuss those issues. (08/2018)
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