Videos & Podcasts

Viewing All

Author Spotlight: Tom Morris on "The Oasis Within"

What is the "oasis within"? What is the world's "strangest gift of all"? What lesson is learned by looking into the opposite end of a telescope? And what applications do these and other lessons have to leadership and business? Tom Morris, who for 15 years was the most popular professor at the University of Notre Dame, has just authored his 21st book titled "The Oasis Within" and joins us to answer those and other questions. (12/2015)

Inside the Edition: Will Braman, CIO, Ballentine Partners

This is an edited version of a cover profile interview with Will Braman, chief investment officer of Ballentine Partners, a $5.2 billion wealth advisory firm based in the Boston suburb of Waltham, Mass. His cover profile appears in the December 2015 edition of Real Assets Adviser. (12/2015)

Report from Europe: Assessing the alternatives

Michael Haddock — senior director for Europe, the Middle East and Africa at CBRE — elaborates on the “Assessing the Alternatives” article he wrote for December 2015 edition of Institutional Real Estate Europe (a sister publication to Real Assets Adviser). Haddock, in his article and during this discussion, deals with this question: Is it a smart move to start making commitments to high-yield real estate investments, or is that strategy too risky in the current environment? (12/2015)

Shop Talk: New indices from NCREIF

Peter Steil, CEO of the National Council of Real Estate Investment Fiduciaries, joins us to discuss his organization's newest indices, including its Daily Priced Fund Index, which is geared to make direct investments in private real estate more feasible and liquid for the retail wealth adviser and investor. (11/2015)

Shop Talk: The presidential politics of homeownership

Jonathan Schein, an executive with Institutional Real Estate, Inc. (the parent company of Real Assets Adviser magazine), offers an analysis of homeownership among past presidential contenders. Could the right level of homeownership smooth one's path to the White House? (11/2015)

Shop Talk: Investing in listed infrastructure

We are joined by Todd Briddell, CEO and chief investment officer of CenterSquare Investment Management, an organization that has traditionally dealt with institutional investors such as pension funds, foundations and endowments, but more recently has been moving into the retail space, with fund offerings for high-net-worth and ultra-high-net-worth individuals and family offices. (11/2015)

Shop Talk: Investing in emerging markets

Nate Suppaiah, managing director of the Emerging Market Investors Association (www.emia.org), joins us to discuss why wealth advisers and their clients should be investing overseas, and how to make those foreign adventures a success. (10/2015)

Infrastructure Report: U.S.-India Infrastructure Roundtable

The big headline from this conference was an announcement by U.S. deputy secretary of commerce Bruce Andrews that the United States will be making infrastructure trade missions to India, creating opportunities for U.S. investors. Michael Likosky, head of infrastructure at 32 Advisors, joins us to report on the conference and its import. (10/2015)

Inside the Edition: Peter Raimondi, president of Boston Private Wealth

Listen to this slightly edited recording of the magazine's cover profile interview with Peter Raimondi, president of Boston Private Wealth, as he discusses the organization's recent merger, its expansion plans, and the formative relationship he had with his father and mentor. (09/2015)

Inside the Edition: Ed Keon, managing director of QMA

This is an edited version of an interview with Ed Keon, managing director of QMA, formerly known as Quantitative Management Associates, which is a wholly owned subsidiary of Prudential. The interview was conducted for the cover profile about Mr. Keon and QMA on the cover of the September 2015 edition of Real Assets Adviser. (09/2015)

Shop Talk: Property assessed clean energy financing

Real estate veteran and investment management professional Robert Johnson, managing director of PACE Equity, discusses this new form of financing to retrofit buildings to boost their energy efficiency and market value. (09/2015)

Shop Talk: Tom Livergood and the Family Wealth Alliance

By the third generation, most wealthy families have seen a good deal of their wealth vanish. The ability to sustain — let alone expand — wealth is significantly influenced by human longevity and inadequate succession planning. Enter the founder and CEO of the Family Wealth Alliance, Tom Livergood, who shares his organization's research and insights regarding these issues. (08/2015)

Infrastructure Report: Private investors and the reconstruction of LaGuardia Airport

The Big Apple's three major international airports have been decried for their dilapidated Third World conditions. Finally, a plan is underway to reconstruct LaGuardia Airport to modern standards and capacity. Our guest, Stephen Sigmund is executive director of Global Gateway Alliance, a coalition of leaders in business, government, academia and labor dedicated to addressing the major challenges facing the New York metropolitan region’s airports and related infrastructure. Sigmund joins us to discuss the massive LaGuardia project. (08/2015)
Forgot your username or password?