Videos & Podcasts

Inside the Edition: Clare Golla, Bernstein Private Wealth Management

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Clare Golla, managing director and head of endowment and foundation advisory services at Bernstein Private Wealth Management. Golla’s cover profile appears in the October 2019 edition of Real Assets Adviser. (09/2019)

Inside the Edition: The real estate opportunities being created by esports

What is esports (or electronic sports) and why is it being played by millions around the world, including in custom sports venues? What are the implications for real estate developers and investors, and how might smaller-scale esports venues be integrated into traditional and lifestyle malls, as well as other retail spaces? Chi Bhatia, a senior designer with the sports and entertainment division of the architecture firm HKS, is our guest on the subject. (09/2019)

Shop Talk: The real estate opportunities in a rebuilding Puerto Rico

You might be surprised to learn that virtually all of Puerto Rico is a qualified opportunity zone for investors. Or that 80,000 housing units are needed, as well as many mixed-use, hospitality and infrastructure projects. Ricardo Alvarez-Diaz, co-founder and CEO of Alvarez-Diaz & Villalon, an architecture firm with offices in San Juan and Miami, joins the program to explain what is possible for real estate developers and investors. (09/2019)

Shop Talk: The ‘Warren Buffett method' of generational wealth transfer

It seems more wealthy families are choosing to give the bulk of their fortunes to philanthropic causes rather than their children. Why this trend? To what causes are the wealthy contributing? What are the characteristics of the New Philanthropy? We discuss these questions with Brook Lester, chief wealth strategist with the Memphis office of Diversified Trust. (09/2019)

In Focus: John Paul Ruiz on moving assets in the retirement space

John Paul Ruiz, director of professional development at The Entrust Group, discusses why it is important and the benefits of having an investment adviser when moving assets in the retirement space. (09/2019)

Shop Talk: Blockchain, cryptocurrencies and dawn of internet 3.0

Josh Rogers and Jeremy Epstein, executives with Crypto Futura Fund, a cryptocurrency hedge fund that invests in a diversified portfolio of cryptocurrencies, join the program to explode some misconceptions about cryptocurrencies and their future in the investing and business arena. They also make the argument that blockchain represents internet 3.0 — a successor to the current version dominated by social media. (08/2019)

Shop Talk: A case study in RIA acquisitions

It has been M&A mania among RIAs for several years, and among the players has been Beacon Pointe Advisors, making a dozen acquisitions during the past decade — including its acquisition of Heller Wealth Advisors earlier this year. Shannon Eusey, founder and CEO of Beacon Pointe, and Matt Cooper, president and founding partner of the firm, join us to discuss the M&A trend and process. (08/2019)

In Focus: Scott Klososky on the evolution of technology

CION Investments recently sat down with Scott Klososky, technologist and author, to hear his thoughts on the evolution of technology in the advisor space. (08/2019)

Shop Talk: The rationale behind real estate investing in secondary markets

As prices in primary markets have spiraled, many U.S. and foreign investors have turned to secondary markets to find less expensive deals, bigger yields and the opportunity to achieve market dominance. Our guests on this program — Ryan Swehla and Joe Muratore, co-founders of Graceada Partners — discuss the opportunities and risks associated with secondary market investing. (07/2019)

Shop Talk: Real estate disposition and tax optimization

Kerry Scanlon, senior vice president of Platform Ventures, joins the program to discuss how retail investors can turn their real estate holdings liquid while deferring and minimizing their tax liabilities through the use of opportunity zone funds and 1031 exchange funds. (07/2019)

Author Spotlight: The longevity economy and its implications

Joseph Coughlin, founder and director of the AgeLab at MIT, and author of The Longevity Economy: Inside the World's Fastest Growing, Most Misunderstood Market, joins the program to offer his insights on senior housing trends, modern aging, and why the baby boom generation is living and aging like non-other before it. (07/2019)

In Focus: Jan Brzeski on non-bank real estate lending

Jan Brzeski, managing director and CIO at Arixa Capital Advisors, discusses non-bank real estate lending as an investment strategy, why RIAs and other wealth managers consider it and how to conduct due diligence on investment managers in this space. (06/2019)

Shop Talk: The chaotic state of the California cannabis business

A stew of byzantine licensing protocols, high taxes and the inability to use the banking system has hobbled California’s cannabis industry. Those issues and others have resulted in the state collecting a mere one-third of anticipated revenues from the legalization of cannabis. Several bills to mitigate these problems have been proposed by legislators, but their fate is undetermined at this stage. John Oram, CEO of NUG, joins the program to walk us through the litany of issues. (06/2019)

Shop Talk: Cannabis fundraising with ‘road warrior’ Smoke Wallin

Vertical, a vertically-integrated cannabis company, recently closed its Series A fundraising round at $58 million, $23 million more than its initial target, composed of small investments from many high-net-worth individuals and families. The driving force behind the fundraise was company president Smoke Wallin, who was on the road for months running a political-style fundraising campaign. He joins us to talk about the roadshow and the lessons learned. (06/2019)

Shop Talk: Real estate investing in secondary and tertiary markets

How do you define secondary and tertiary markets? What are the top markets in each category? What are the prime opportunities in those markets for real estate investors? What are the risks? What is the difference between investing in those markets today versus 10 or 20 years ago? To cover those subjects we are joined by Pat Jackson, founder and CEO of Sabal Capital Holdings, a financial services firm specializing in commercial real estate investing. (06/2019)