Videos & Podcasts

The big picture on infrastructure investing in energy, transportation, broadband and water

Stephen Dowd, CIO of private infrastructure strategies for CBRE Investment Management, brings investors up to date on some of the biggest and most gainful categories of infrastructure commitments. (09/2023)

RIAs still challenged in effort to add alternatives to client portfolios

Dick Pfister, founder and CEO of AlphaCore Wealth Advisory, says RIAs are still struggling to diversify portfolios with alternatives and real assets. Among the culprits: the media, regulators, insufficient education, and the RIAs themselves. (09/2023)

Advances in farming and agriculture offer investors expanding opportunities

Alvaro Aguirre, a founding member and managing partner of Folium Capital, brings his experience in timber, natural resources, farming, and agricultural technology to the program. His background includes stints at Harvard Management Co. and UBS Global Asset Management. (08/2023)

The opportunities in distressed real estate — and the red flags investors must respect

Shlomo Chopp, managing partner at Terra Strategies, an asset management firm founded to capitalize on distressed real estate investment opportunities, is our guest. He discusses where distress is happening, how to access deals, the risk tolerance required to play in the space, potential returns and, of course, the red flags that could spell financial ruin. (08/2023)

The fascinating and fast-growing market for undersea cables

There is no internet without undersea cables, which carry 99 percent of financial transaction and communication traffic. It’s a business expected to hit $11.5 billion by 2025. To illuminate on this invisible backbone of data infrastructure, the program is joined by Nicole Starosielski, NYU professor and author of the book The Undersea Network, and Lane Burdette, a research analyst at TeleGeography, an organization that consults with companies involved in undersea cable businesses. (08/2023)

CenterSquare strategist: Public REITs poised to perform for investor portfolios

Uma Moriarity, senior investment strategist and a member of the listed real estate investment team at CenterSquare Investment Management, joins the program to make the case that public REITs are better positioned today than during prior recessions, including the aftermath of the global financial crisis. (08/2023)

UBS portfolio manager: The time is opportune for private real estate investing

Paul Guest, senior portfolio manager at UBS asset management, takes the microphone to explain why now’s the time to invest in private real estate. We discuss the property types that are flashing green, those that are flashing yellow, and which niche property types are on the rise, among other topics. (08/2023)

Warning: Water can be hazardous to your health and good for your investment portfolio

Water expert and investor Seth Siegel — author, lawyer, activist and serial entrepreneur — discusses the current state of the world’s water travails, where investment needs to be made, and how water shortages and pollution are threatening human health. (07/2023)

The drive to network and boost VC-backed women entrepreneurship

Venture capitalist Julie Castro Abrams — CEO and chair of How Women Lead and general partner of How Women Invest — takes the microphone to discuss the surprising data (both positive and negative) surrounding the wealth women control, their access to capital, their approach to investing, and how they differ constitutionally from their male counterparts. (07/2023)

The powerhouse industrial sector is finally hitting speed bumps

David Greek, managing partner of Greek Development, reports that industrial transactions are slowing as investors and buyers face uncertain and challenging market conditions. Indeed, sales volume during first-quarter 2023 was its lowest since 2016. (07/2023)

The new age of building materials and factory-built structures

Dan Metzler, co-founder of Exceler Building Solutions, takes us inside the factory for a peek at the components of pre-fabricated commercial construction, as well as offering some insights regarding current and future advances being made for more durable and sustainable construction materials. (07/2023)

Build-to-rent homes or new construction? Here’s the difference

Dan Choquette — senior managing director at Cerberus Capital Management, and founding member and chairman of FirstKey Homes, a provider of single-family rental homes in the United States — takes a turn at the microphone to discuss the finer points of build-to-rent single-family-home communities as compared with the construction of new rental homes in neighborhoods across his organization’s 30 U.S. markets. (06/2023)

An assessment of investor appetites for residential housing in the current environment

David Reynolds, president of investment management at Mill Creek Residential, a developer and investor in residential housing, is our guest during this episode to discuss residential housing in general and build-to-rent single-family communities specifically. Thus far, Mill Creek has participated in the development of more than 275,000 rental homes over three decades, executing more than $25 billion in transactions since 1993. (06/2023)

Author Spotlight: The great economic and investment transition

Emmanuel Daniel, author of “The Great Transition: The Personalization of Finance is Here,” says financial advisers are already in trouble, in part because investment portfolios will cease to exist as we know them, as wealth inherited by next generations will be self-managed, highly personalized, networked and multi-dimensional. Daniel — an entrepreneur and founder of The Asian Banker (a company that provides information for the financial services industry in the form of publications and online materials) — is our guest during…

A debate about the future of office buildings

Bruce Stachenfeld, Manhattan real estate attorney and chairman of the law firm Adler & Stachenfeld, returns to the program for a back and forth with podcast host Mike Consol regarding the future of office. Is the office sector forever diminished by the aftermath of the COVID-19 pandemic? Or could there actually be an office shortage looming? And are investors being too skittish about office to their own detriment? (06/2023)