Videos & Podcasts

Focus on Alternatives: Randy Anderson on interval funds

Dr. Randy Anderson, president with Griffin Capital Asset Management, discusses interval funds, including structure, trends, and predictions for what will come next. (01/2019)

Shop Talk: Thematic investing — what it is and how it works

How is thematic investing defined? What economic themes comprise thematic investing? What are the advantages to thematic investing — as well as the pitfalls? How often does thematic investing need to be reassessed and potentially refreshed? We discuss those questions with Spencer Smith, head of institutional investments at Chevy Chase Trust, and co-manager of the global thematic focused portfolio, which is the organization’s flagship portfolio. (01/2019)

Focus on Alternatives: David Becker on contrarian investing

David Becker, managing director at Time Equities, discusses contrarian investing when it comes to real estate, including myths and conceptions, opportunities in today's market and the challenges that contrarian investors may face. (01/2019)

Focus on Alternatives: John Grady on advertising rules for Reg D investments

John Grady, partner at DLA Piper, discusses advertising rules for Reg D investments, including the filing requirements for solicitation and advertising materials, how to navigate press materials and seminars, and the differences between 506b and 506c private offerings. (01/2019)

Shop Talk: The outlook for oil production and investor fortunes

Will global oil supplies be plentiful in 2019 and prices low? How will investors with energy holdings fare during the new year? What affect has the reinstatement of U.S. sanctions against Iran had on the available world oil supply? What about recent announcements from Saudi Arabia and Russia that they will cut production? We discuss these issues and others with Matt Badiali, senior resource analyst for Banyan Hill Publishing. (12/2018)

Focus on Alternatives: Matt Malone on liquidity events

Matt Malone, senior vice president, due diligence, at FS Investments, discusses the types of liquidity events, what makes them successful and the key risks that investors should be focusing on. (12/2018)

Focus on Alternatives: Daniel Oschin on Reg D vs. Reg A Investments

Daniel Oschin, chief strategy officer at Shopoff Realty Investments, discusses Reg D and Reg A investments, including what they are, why a company may choose one structure over the other, how a financial adviser should evaluate each vehicle option and more. (12/2018)

Focus on Alternatives: Streamlining alternative investments

Brad West, chief information officer at FS Investments, discusses how technology has improved the alternative investments experience for advisors and their investors, how members in the industry can help continue technology’s progress, what tools should be put into use, and more. (12/2018)

Shop Talk: Dodge Data & Analytics economist on the construction outlook for 2019

As we close the books on 2018, how did construction perform this year versus 2017 and historically? What are the current levels in construction activity in the multifamily and commercial real estate sectors? Which markets are seeing the most activity? What effects will interest rate hikes, rising costs of materials and the shortage of skilled labor have on development activity? And, of course, what is the construction outlook for 2019? Robert Murray, chief economist at Dodge Data & Analytics —…

Shop Talk: Will industrial retain its crown as ‘property type of the year’ in 2019?

How will industrial perform in 2019? Will it be resilient during an economic downturn? What is the industry’s potential Achilles’ heel? How is the industrial real estate category evolving? How are automation, robotics and artificial intelligence being factored into new and future industrial projects? What are the hallmarks of a truly successful industrial or warehouse project? Jon Pharris, co-founder and president of CapRock Partners, joins us to tackle those questions. (11/2018)