Videos & Podcasts

Family offices and real estate investing

What happens when you set real estate investing to baseball metaphors and musical references? An interview with Deadhead and real estate executive Ken Munkacy, managing director at Kingbird Investment Management. (12/2020)

What to take into account while constructing 2021 real assets portfolios

After researching 200 asset classes and more than a dozen currencies, the team at J.P. Morgan Asset Management has published its 25th annual Long-Term Capital Market Assumptions report, which has plenty to say about the outlook for real assets. To review the organization’s conclusions for 2021, we are joined by Pulkit Sharma, global head of alternatives investment strategy and solutions at the $150 billion alternatives division for the famed Wall Street bank. (12/2020)

Next-generation infrastructure investing

What defines next-generation infrastructure investing? How does it differ from current infrastructure investing? What types of infrastructure are ripe for private investment? Two Brookfield Asset Management executives — Rob Bellinski, infrastructure investment specialist and senior analyst, and Leonardo Anguiano, managing director and portfolio manager — join the program to illuminate. (12/2020)

In Focus: Abby Rosenbaum on the resilience of grocery-anchored retail

Abby Rosenbaum, a director in the retail-focused real estate research group at Barings, discusses the characteristics that make brick-and-mortar retailers such as grocery stores so resilient in downturns, the main challenges facing this sector and the major trends investors should be aware of moving into 2021. (12/2020)

Trends driving data center real estate, part 1: Diversification strategies for private wealth advisers

Bryan Marsh, CEO at Strategic Data Center Fund Manager, explains why this technology-driven real estate proves to be essential for advisers. Look for Part 2 in January 2021. (12/2020) Read Open Vault’s Broadband Insights data consumption report as the pandemic began here.

Author Spotlight: The power of gamification in business, education, government and social impact

Kevin Werbach — professor at Wharton School and coauthor of For the Win: The Power of Gamification and Game Thinking in Business, Education, Government and Social Impact — joins the program to discuss the current state of gamification, where it’s making the biggest impact, how it is being used in financial services, and the six steps required for successfully implementing gamification. (11/2020)  

The role of custodians in the age of alternatives and digital assets

What is the role of the custodian for alternative assets? What about cryptocurrency and other product development trends? Digitalization? Automation? Straight-through processing? And what about the latest fraud risks facing custodians? We discuss these matters with Amy Small, senior vice president and executive director at UMB Bank, where she oversees institutional custody services. (11/2020)

Post-Election: What Lies Ahead for 1031 Exchanges

Moderator: John Grady, Partner, Practus, LLP Featured Speaker: Ryan McCormick, Senior Vice President & Counsel, The Real Estate Roundtable Education and Research Foundation Panelists: Larry Sullivan, President, Passco Companies, LLC; Dan Wagner, SVP Government Relations, The Inland Real Estate Group of Companies, Inc. Questions for the panel included: Why would 1031 find itself in the cross-hairs of Congress or the White House? What happened to 1031 in the 2017 Tax Cuts and Jobs Act of 2017 (TCJA)?  What might be different this time?…

How thousands of U.S.-based angel investors are staking their claim

There are more than 14,000 angel investors in the United States and more than 260 angel investing groups, and the billions of dollars they commit to startup companies yields returns of over 20 percent annually. Joining us to discuss this prolific group of early-stage investors is Patrick Gouhin, CEO of the Angel Capital Association. (10/2020)

Investment opportunities in the recovering oil and gas market

What is the current situation in energy and the timeline for recovery? What investment opportunities exist? How have the structure and style of direct energy investments evolved over the past several years? Our guests, Matt Iak, executive VP of U.S. Energy Development Corp., and Brad Updike, an attorney and director at Mick Law, offer their observations. (10/2020)

An interview with David Frame, CEO of J.P. Morgan’s U.S. Private Bank

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with David Frame, CEO of J.P. Morgan’s U.S. Private Bank. Frame's cover profile appears in the November 2020 edition of Real Assets Adviser. (10/2020)

The level of interest among investors in the infrastructure space

What infrastructure categories are showing the greatest need for private participation? Where do the greatest opportunities for returns appear to be? What has been the biggest disappointment in recent years? To answer those questions, we turn to Tommaso Albanese, head of infrastructure at UBS Asset Management. As a bonus, stick around until the end of the podcast for some recommendations on the best Italian restaurants in London and Liverpool. (10/2020)

Shop Talk: New Mexico smart-grid project turns to private investors

The State of New Mexico is launching a new “smart infrastructure” and carbon-neutral energy plan as part of its 2019 Energy Transition Act — and here is one of the best parts of the plan: The state aims to fund the entire $20 billion project with private investment. The so-called digital twin platform project is being pursued through a partnership between two companies, one named The Agile Fractal Grid, the other is named Cityzenith. Our guests are the chief executives…

Real estate alternatives 101: Preparing for the next decade of real estate investment

Real estate alternative sectors are top-of-mind today as investors seek to diversify and future-proof their real estate portfolios. This webinar will discuss three megatrends — a continued shift towards renting, a transformation of the U.S. healthcare system and a rise in the digital economy — that Nuveen expects to help drive the long-term outperformance of alternative housing, healthcare, and technology real estate properties. Learn about demand drivers impacting each subsector and our view of future opportunities. (10/2020) Moderator: Jonathan Schein,…

Inside the Edition: John Dowd, CEO of Fiduciary Trust International

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with John Dowd, CEO of Fiduciary Trust International. Dowd’s cover profile appears in the October 2020 edition of Real Assets Adviser. (10/2020)