Videos & Podcasts

Focus on Alternatives: Chris Clement on the latest in renewable energy investing

Chris Clement, partner with IronOak Energy, discusses the latest in the once-considered niche investment market of renewable energy, including investment myths, trends and investment opportunities the space has to offer. (02/2018)

Report from Latin America: Real estate investing opportunities in Brazil

Why should investors be paying attention to Brazil at this juncture? What are the prime real estate investment plays in Brazil’s still-emerging economy? Our guest, Joseph Williams, founder and CEO of InDev Capital, makes the case. (02/2018)

Shop Talk: Revising the hedge fund space

Hedge funds appear to be back in favor, having returned 10.5 percent during 2017, according to the Barclay Hedge Fund Index, and off to a good start for 2018. Michael Tiedemann — CEO, CIO and chairman of Tiedemann Wealth Management — joins us to discuss some of the changes he has witnessed since his father founded a still-operating hedge fund in 1980. (02/2018)

Focus on Alternatives: Charles Reiling on independent broker-dealer merger mania

Charles Reiling, president of Coastal Equities, discusses the research behind the merger activity in the independent broker-dealer channel, including numerical data for large and small firms, what’s contributing to the activity, and how alternative investments fit into the picture. (02/2018)

Focus on Alternatives: Vali Nasr on RIA/BD mergers & technology

Vali Nasr, CEO and founder of ClaraPHI Advisory Network, discusses the movement of RIAs throughout the industry, the strategy of business operations on a commission basis versus an advisory basis, why traditional brokers are buying advisory practices, the move by RIAs to join RIA networks, and more. (02/2018)

In Focus: Jacques Gordon on the outlook for 2018 and the years beyond

Jacques Gordon, global head of research and strategy at LaSalle Investment Management, discusses how the Goldilocks bedtime story relates to the different bears in the economy and how that will affect 2018 and the years to come. (02/2018)

Focus on Alternatives: Investing in technology

Jason Kavanaugh, president and CEO at Concorde Investment Services, discusses the role technology plays today for broker-dealers and RIAs, including evaluating the options available, what progress has been made for alternative investments, how to integrate systems with financial advisers, and more. (01/2018)

Shop Talk: Where CRE execs would invest a theoretical $1 billion

The 2018 Real Confidence Executive Survey — which asks participating executives where they would allocate a theoretical $1 billion in CRE investments to maximize their 2018 returns — has been released by Altus Group. Chuck DiRocco, director of research for the Washington, D.C., firm joins us to review the results. (01/2018)

Focus on Alternatives: Jennifer Simon on adapting to alternative investment industry trends

Jennifer Simon, executive vice president and COO of Al Insight, discusses ways broker-dealers and advisers can adapt to shifts in the alternative investment industry that occurred as a result of recent regulatory changes. (01/2018)

Webinar: IPA/Real Assets Adviser: Understanding and Maximizing the Rise of Closed End Interval Funds

This call, moderated by Mike Consol, editor of Real Assets Adviser, focuses on expanding our collective due diligence capabilities by examining major differences between closed end fund structures. We examine different types of closed end funds and take a closer look at the assets inside the structure. Panelists are Randy Anderson, chief economist at Griffin Capital Corp., John Guthery, managing director, product and marketing at Provasi Capital Partners, and Justin Milberg, managing director at Resource Financial Fund Management. (01/2018)

Inside the Edition: Richard Todd, co-founder and CEO, Innovest Portfolio Solutions

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Richard Todd, co-founder and CEO of Innovest Portfolio Solutions. Todd’s cover profile appears in the February 2018 edition of Real Assets Adviser. (01/2018)

Focus on Alternatives: Cheri Tree on BANKCODE

Cheri Tree, founder and CEO of BANKCODE, and author of Why They Buy, discusses the concept of the B.A.N.K. acronym, how using it has affected her practice, the science behind the methodology, how you can find out your own code, and more. (01/2018)

Shop Talk: North American real estate forecast 2018

Indy Karlekar, head of global research at Principal Real Estate Investors, and Doug Poutasse, executive vice president and head of strategy and research at Bentall Kennedy, offer their prognostications on how the real estate sector will perform in 2018 and beyond, as well as where the best opportunities are likely to be found. (01/2018)

Shop Talk: Turning millennials into financial advisers

Some 43 percent of financial advisers are older than 55, and the ranks of advisers in the United States has plummeted from 325,000 to 285,000 in just six years, a 12 percent decline. Young people simply have not been attracted to the industry in sufficient numbers. Max Winthrop, the 29-year-old CEO of Winthrop Wealth Management, and brother Lucas Winthrop, the firm's 27-year-old COO, discuss the problem — and its solution. (01/2018)

Focus on Alternatives: Michael Komenda on NAV REITs

Michael Komenda, head of product strategy at Cole Capital, discusses NAV REITs, including how they differ from traditional non-traded REITs, their valuation process, enhanced liquidity feature, and more. (01/2018)