Videos & Podcasts

Author Spotlight: One man's quest to transform American energy

Russell Gold, Wall Street Journal reporter and author of Superpower: One Man’s Quest to Transform American Energy, tells the story of Michael Skelly who began working on wind energy in 2000 when many considered the industry a joke. Eight years later, Skelly helped build the second largest U.S. wind power company, which he sold for $2 billion. Wind power is no longer the butt of energy jokes, and Skelly is not done working on converting the U.S. power grid from…

Shop Talk: A wholistic investment concept for affordable housing

Affordable housing remains a huge and growing problem in the United States, despite significant efforts to alleviate the situation. Our guest, Inna Khidekel, a partner in capital markets at Bridge Investment Group, points out the lack of affordable housing, which now affects more than 60 percent of the population, is turning out to be a major investment opportunity, provided investors move beyond traditional approaches. Bridge and other investment managers are taking an entirely new approach that involves partnering with social…

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)