Videos & Podcasts

Shop Talk: Investing in Midwestern hotel properties

What are the critical differences between the hotel markets in coastal cities vis-à-vis Midwestern cities? Do hotels in the Midwest typically serve a predominantly leisure or business audience? And how does an investor identify a good hotel property in a nation’s heartland? Our guest — Corey Maple, chairman of the Lodging Opportunity Fund, which creates investment funds that buy and sell Midwestern hotels — joins us to elaborate. (10/2017)

Shop Talk: Applying blockchain technology to financial services

Why are people who understand blockchain so excited about its prospects? What are its potential applications for the financial services business? Jaron Lukasiewicz — cofounder and CEO of WRKFLOW, a startup that offers broker/dealers, insurance companies and other enterprises workflow software based on blockchain technology to help automate and secure their business processes — explains how blockchain works and how it can be applied to the investment industry’s most vexing regulatory requirements. (10/2017)

Focus on Alternatives: Tom Embrogno on cyber security

Tom Embrogno, chief growth officer of Docupace Technologies, discusses cyber security, including where a firm should start when addressing the issue, key risks, policies, vendor risk assessment and more. (09/2017)

Shop Talk: IPA rolls out branding campaign

As the investment products available to retail investors expands, the Investment Program Association looks to make sense of the nomenclature used to identify those products. IPA chief executive Tony Chereso joins us to discuss the campaign. (09/2017)

Infrastructure Report: Investing opportunities in India

With a trillion dollars of infrastructure needs pending in India, private investors have an opportunity to get involved with a country committed to rapidly modernizing its economy and challenging China for economic supremacy in Asia. Rahul Mody, managing director and head of infrastructure at Ambit Corporate Finance, joins us from Mumbai to discuss. (09/2017)

Focus on Alternatives: Cory Johnson on commercial real estate debt investing

Cory Johnson, co-founder and managing director of Pender Capital, discusses commercial real estate debt investing, including its key traits, the state of the market, opportunities available, the effects of rising interest rates and more. (09/2017)

Shop Talk: The tech threat no one is talking about

In his latest book, Ric Edelman, founder and executive chairman of Edelman Financial Services, makes the case that there is a technology threat to financial advisers — no, not robo-advisers — that no one is talking about. Edelman elaborates on the threat and what financial advisory firms need to do to meet the challenge. (09/2017)

Focus on Alternatives: Jason DeBono on alternative custodians

Jason DeBono, vice president of NuView Trust Co., discusses the role of alternative custodians, why they have become increasingly popular, their legal requirements, the growth of the industry and more. (09/2017)

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)