Videos & Podcasts

Focus on Alternatives: Vali Nasr on alternative investments from the RIA perspective

Vali Nasr, chairman and CEO of Claraphi Advisory Network, discusses alternative investments from the RIA’s perspective, including an RIA’s approach to alternative investments, the percentage of investment types used in each client’s account, the use of nontraded vs. traded products, the growth of alternatives as part of client portfolios and more. (09/2017)

Inside the Edition: Investment opportunities in hydropower plants

Although wind and solar are today’s poster children for renewable energy, hydropower has been around much longer and boasts plants that have been operating reliably for more than 100 years, some of them with original equipment. What’s more, it can offer high rates of return, with most new hydropower being built today serving emerging markets with relatively high electricity prices and power demand growing in excess of 5 percent annually, 10 times the projected U.S. growth rate. Greg Morris, a…

In Focus: Richard Roscelli on managed futures

Richard Roscelli, investment adviser at BelPointe Wealth Management, discusses managed futures, how they work, how to access them and much more. (08/2017)

Focus on Alternatives: Keith Lampi on Section 1031 exchange due diligence

Keith Lampi, COO at Inland Private Capital Corporation president and ADISA president-elect, discusses the due diligence aspect of Section 1031 exchanges, including underwriting, financial assumptions, financing, asset management, exit strategies and more. (08/2017)

Focus on Alternatives: Matthew Iak on oil and gas investing – part 2

Matthew Iak, executive vice president of U.S. Energy, discusses where prices in oil and gas are now, where they're headed, opportunities for investors, potential pitfalls to avoid, and more. (08/2017)

Inside the Edition: Investing in collectibles

Collectibles ranging from fine art and classic cars to rare coins, antiques and wine run into the hundreds of billions of dollars, and they often yield double-digit returns. Whether for pure profit motive or based on personal passion for the class of items being accumulated, high-net-worth investors with the money and patience often pay in collectibles. Dale Krueger (pictured) and Joe Earle, managing partners at Tangible Asset LLC, join us to offer their perspective on the subject. (08/2017)

Focus on Alternatives: Thomas Scott on private equity investing 201

Thomas Scott, managing partner at Triton Pacific Capital Partners, dives deeper into private equity, explaining how this market compares to the public market, the selection process a firm goes through in choosing investments, the approach to portfolio management and how it fits in a retail investor’s portfolio. (08/2017)

Shop Talk: The promise of micro-grids

What is a micro-grid and how does it work? What do micro-grids promise to do for commercial and residential energy systems? Are micro-grids a threat to power utilities? What are the opportunities for private investors? How will micro-grids be different in five or 10 years? Scott Kessler, an executive with LO3 Energy, illuminates. (08/2017)

Shop Talk: The current status and future of U.S. water quality

Did you know that U.S. water consumption peaked in 1971 and has been declining for decades? Or that water purity used to be measured in parts-per-million and is now measured in parts-per-trillion? Don’t let the unsavory scent or discoloration fool you, our water quality is better than ever. So says, Chris Franklin, CEO of water utility Aqua America. He joins us to discuss that state of water quality and its future. (09/2017)

Inside the Edition: Michael Tiedemann, CEO, Tiedemann Wealth Management

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Michael Tiedemann, CEO of Tiedemann Wealth Management. Tiedemann’s cover profile appears in the August 2017 edition of Real Assets Adviser. (08/2017)

Focus on Alternatives: Craig Faggen on private equity investing 101

Craig Faggen, chairman and CEO of Triton Pacific Capital Partners, discusses the basics of private equity, including what it is, how it is used, the different types of managers in the asset class and more. (08/2017)

In Focus: Jeremy Anagnos on listed infrastructure and the outlook in the asset class

Jeremy Anagnos, chief investment officer at CBRE Clarion Securities, discusses post-election investor interest in the infrastructure asset class, President Trump's proposed $1 trillion infrastructure program and different ways investors can access the infrastructure asset class. (08/2017)

Focus on Alternatives: Tom Voekler on creating an alternative offering

Tom Voekler, partner with Kaplan Voekler Cunningham & Frank PLC, discusses the elements involved in creating an alternative offering, including the industry’s recent growth, different offering sizes, raising capital, regulatory changes and more. (08/2017)

Focus on Alternatives: Bill Shopoff on investing in land

Bill Shopoff, president and chief executive officer of Shopoff Realty Investments, provides an overview of land investing, including what types of investment vehicles may be used, how value can be created, risks involved, and more. (07/2017)

Shop Talk: The big data revolution in real estate

The escalation and application of computing power to real estate portfolios and their performance is promising a supercharged new era better decision making and high-speed transactions. Think in terms of daily — or even hourly — updates on net asset value of private equity real estate properties and portfolios. Think also in terms of institutional-grade real estate accessible to high-net-worth individuals, and even 401(k) plans. We get up to speed on things with Bob Courteau, CEO of Altus Group. (07/2017)