Videos & Podcasts

Focus on Alternatives: Deborah Froling on women in financial services

Deborah Froling, partner at Kutak Rock, discusses how the role of women in financial services has grown throughout her career and can continue to increase through mentoring and sponsorship. She also discusses the role clients play in this dialogue. (07/2017)

Shop Talk: Goodbye to globalization, hello to a tri-polar economic order

Globalization’s ship has sailed and the party is over. Emerging in its place is a new tri-polar economic order composed of major trading blocks in the Americas, Asia and Europe. So says Jay Pelosky of Pelosky Global Strategies. He joins us to discuss why globalization is waning, regionalism waxing, and what the consequences will be. (07/2017)

Focus on Alternatives: Holly Greer on business development companies

Holly Greer, chief operating officer at CNL Financial Group, discusses the hows and whys of business development companies, including their origin, function, qualifications, differentiating factors and more. (07/2017)

The Dohrmann Report: July 2017

Geoffrey Dohrmann, founder and CEO of Institutional Real Estate Inc. and Real Assets Adviser magazine, discusses the current marketing freeze in the institutional and private wealth markets, as organizations grapple with pending federal regulations and uncertainty about the staying power of the economic recovery. He reviews the miscalculations firms often make in these situations, as well as the principles behind successful branding campaigns. (07/2017)

Focus on Alternatives: Richard Gann on share classes

Richard Gann, chief products officer at Steadfast Capital Markets Group, discusses the different share class structures in non-traded alternative investments, including the basics of A, T, and R/I shares, differences in pricing and distribution yields, fee structures and more. (07/2017)

Shop Talk: Using the 1031 exchange for oil, gas and mineral rights

The United States is the only country in the world that allows private citizens to own mineral rights, and this can be a boon for investors. While the 1031 exchange is well known by most investors and advisers, far fewer are familiar with the prospects of using that tax code provision to buy a stake in the natural resources marketplace. We are joined by Angus Baker, an executive with Montego Minerals, to explain how it works. (07/2017)

Focus on Alternatives: Craig Rollins on how RIAs use alternative investments

Craig Rollins of LJCooper Wealth Advisors discusses the use of alternative investments by RIAs to diversify a client’s portfolio, the identification of proper custodians, key considerations when analyzing a potential investment and more. (06/2017)

Shop Talk: Investing in water technologies and infrastructure

Hubert Aarts, co-portfolio manager for Impax Asset Management, a firm whose water investment strategy includes positions in about 250 companies with a combined market capitalization of more than $800 billion, comes on the program to discuss his perspectives on how investors can capitalize on the precious natural resource. (06/2017)

Shop Talk: A record year for student housing investments

2016 was the biggest year ever for commitments to student housing, with more than $10 billion pumped into the property sector. Why is student housing so hot, and what type of due diligence is required? Michael Orsak, senior vice president of investments at Campus Advantage, one of the largest student housing owners and operators in the United States, joins us to elaborate. (06/2017)

Focus on Alternatives: Al Haworth on preferred stock

Al Haworth, CEO of Preferred Capital Securities, discusses preferred stock, including its features, potential dividend schedules, risks, potential investors and more. (06/2017)

Shop Talk: Investment perspectives on oil and gas

A look back at the recently completed Mick Law Energy & Global Alts Symposium in Dallas. Bryan Mick and Brad Updike of Mick Law offer a retrospective on the symposium, the sponsors who presented, and the current climate for operating and investing in the oil and gas space. (06/2017)

Focus on Alternatives: Kevin Gannon on what's trending in alternative investments

Kevin Gannon, president and managing director at Robert A. Stanger & Co., discusses the biggest trends in alternative investments, including the focus on transparency, liquidity and fees, regulatory events, technology and more. (6/2017)

Focus on Alternatives: Marci Rossell on how economic forces affect alternative direct investments

Marci Rossell, Ph.D., former chief economist, CNBC, discusses how different economic forces, such as the Internet, labor markets and behavior of the U.S. dollar, can affect alternative direct investments. (06/2017)

Inside the Edition: America's deteriorating water infrastructure

The development of properly updated infrastructure to both deliver and store clean water is a basic — and now critical — need that has been neglected for the past 40 years. So writes Burl East, CEO of American Assets Capital Advisers, in the June edition of Real Assets Adviser. He joins us to discuss the dimensions of the problem and why it exists. (06/2017)

Author Spotlight: The historic challenge facing agricultural investors

Imagine having to harvest more food in the next 40 years than humanity has harvested during the previous 10,000 years. That is  the situation outlined by author Joel Bourne in his book “The End of Plenty.” With an expanding world population, tightening grain supplies, and the prospect of climate change rendering half of global farmland useless by the end of the century, the situation for farmers and investors is urgent. Mr. Bourne outlines the situation. (06/2017)