Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investments.

Publishing over 200 indexes, S-Network Global uses these indexes to provide the underlying investments for focused and specialty ETF's.  Gregg is responsible for developing those indexes that are used to create these custom ETF's with ESG focus and purpose.  This is certainly a timely topic, with Blackrock and now Walmart making policy decisions focused on ESG factors.  The world is changing, and those not at least following these changes can be left behind.  S-Network is, together with Reuters, in the forefront in creating opportunity in this specialty arena.  We hope you enjoy the interview. 

FYI for our listeners - S-Network is sponsoring the 6th Annual "Summer in the City CSR Investing Summit" in NYC on Wed, July 18.  Our listeners receive $100 off the Registration price by applying the Code  “OCTalkRadio” - The Conference website is www.csrinvstingsummit.org.

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The Portfolio Manager for the past 10 years for the Shelton International Select Equity Strategy, Andy discusses the unique analysis methodology of his and Shelton, focusing on and measuring redploying its own capital to create value for shareholders.  Focusing on asset growth and return on asset capital, they define 5 stages in a corporate life cycle, identify which stage a company is in at a particular time, and how the company is dealing with the issues they face.  Using GE and Netflix  as example, Andy applies their system of analysis to them and discusses how Shelton approaches these, and similar companies.  Focusing on international companies, he has taken on quite a challenge, which creates a very interesting investing analysis system and discusses it.  This is a different approach to company analysis and anyone interested in investing in inernational companies will find this discussion well worth the effort.

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A brainchild of Sal's, Teucrium is a family of Exchange Traded Products, all focused on agricultural commodities.  With heavy experience in ag commodity trading, including ethanol, he was involved in the establishment of the ethanol over the counter market.  He shows how farmers are the eternal optimists, and will plant until prices reach their cost of production.  Ag commodities have ever increasing uses, creating constant demand for a variety of uses, and the prices are seasonal, making it very consistent in price fluctuation.  This is fascinating stuff and recommend it to all listeners.  Sal tells a compelling story in a very intersting style.

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Listen to Eric, CEO and Chief Investment Officer, tell how Spider Rock uses Options strategies to reduce risk and solve other problems with portfolio construction.  Plain vanilla equities and fixed income strategies cannot do what Options can do.  Working with institutions, family offices and Advisors, they construct portfolios around risk mitigation and yield augmentation, and even much more sophisticated strategies. He discusses how to get paid while waiting for a market pullback and how to derisk a portfolio without being exposed to capital gains.  Not knowing Options today is a definite handicap to any investor and this interview deserves a listen by all investors.  

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KraneShares is a family of ETF's, all focused on China.  Brendan, the Chief Investment Officer, tells about the restructuring of the MSCI Emerging Market Index, to include mainland Chinese securities.  Index based ETF's, as passive investments, invest in those companies that are included in these indexes.  This means that those who invest in this index will now include those securities from Chinese exchanges, resulting in additional shares to be purchased of these companies.  This is somewhat historic, and could generate some significant changes in the value of these securities that will now be included in the index.  Very interesting interview for any investor.

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Josh discusses this conference and its opportunities for investors and entrepreneurs.

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Providing safety training, oversight and management to the construction and heavy machinery industries.  Using advanced software to provide training and direction, Nextwave is state of the art in providing their training and service. Timothy is the COO, and discusses the opportunities of Nextwave.

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A private merchant banking firm, with offices in Santa Monica, London and Sydney, Australia, they provide private equity, Venture Capital and advisory services to start ups and growing companies, focusing on Biotechnology, AI, Blockchain, Software and Precious Metals.  Rick discusses what he sees as the key to success in these ventures.

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Saveene.com arranges for the renting of yachts, luxury real estate and exotic cars.  In a fractional ownership model, this site provides a unique service to the luxury community.

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In the "Spirits" business (Alcoholic Beverages), specializing in independent premium producers and their own proprietary brews.  This market has changed substantially over the past years, and Blu Tango is looking to capitalize on this trend. 

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John discusses the background of Petvivo's new product used in the treatment of osteo arthritis for dogs and horses.  Unique in that it focuses on the cause, not just the relief of the pain and symptoms, this product will be offered thru Veterinarians.  He relates examples and stories of race horses that were greatly improved by the product.

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In his third start up, John tells the story of Purify Fuel, which is a nano technology based clean diesel fuel additive that reduces fuel usage and emissions.  Selling to the largest of diesel fuel consumers - US Govt, Railroads, etc.  Raising working capital to bring this product to market.

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Focused on Clerisy, an alternative method to take/ingest medications, George discusses this new method/technology.  They have produced a nose clip that contains the medication and thru breathing it releases the medication directly to the brain, providing a number of benefits to the person.  Created by neurologists, this method is now FDA approved, and Clerisy is raising funds to bring this product to market.

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Archangels is composed of members of family offices, angel and other investors who have joined together to view and evaluate capital raising efforts by smaller companies seeking private equity type capital.  Doug discusses the key elements that their group has learned to be the most important and telling in evaluating investment opportunities.  He addresses the need for evaluating the deal structure, as opposed to the company management or the solution that is being proposed.

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For over forty years, WSR has produced research reports, profiles and newsletters on both public and private companies.  These companies are typically in a capital raising phase, and they bring investors together to receive the presentations of the companies.  Having done many of these "RoadShow" gatherings their insights are very valuable for any investor or entrpreneural endeavor.

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Markets Group was the Producer of the conference, and Paul was responsible for it all.  He discusses here the conference, topics, categories of discussion, etc.  Sponsors of the conference were the local CFA Society, CAIA, CalAlts, and others, and Markets Group has taken this conference to other parts of the country, and discusses these additional conferences.

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Hedge Connection is a web based platform that  makes connections between asset allocators and Hedge Funds.  Lisa is the founder and CEO, and one of the sponsors of the conference.  A previous guest on Strategic Investor Radio, she shares her thoughts on the industry, the conference and the opportunities that they create.

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Eric is the Chief Investment Officer of Spider Rock, a firm focused on Options strategies.  A speaker at the conference, Eric shares some of what he spoke about at the conference re: the role that Options can play in portfolio protection and diversification.  Focusing on large RIA firms and family offices, they seek to create investment opportunities with risk management thru opton based strategies, ranging from the more simple to the more sophisticated ones.

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A speaker at the conference, Dan discusses how to create profits in a rising rate environment.  He briefly discusses M360's private credit commercial real estate bridge loans.

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Conducted at the AltsLA Conference in March, here is a brief interview with Bill Kelly re: Alternative investments, the industry and the role of CAIA.  Bill was a speaker and panel moderator at the conference, and always has interesting insights to offer.

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Since 1980, Louis has been analyzing and recommending investments for his newsletter subscribers, and managing investments for institutions and individuals since 1987. Using Fundamental and Quantitative Analysis in a bottom-up process. Louis recommends equity and other investments to his subscribers and in his investment management service.  Louis seeks to find the inefficiencies and anomalies in the markets, and recommends/uses these positions for his subscribers and clients. Never one to shy away from expressing an opinion, Louis discusses a variety of subjects re: the world of investing.  You won't want to miss this.

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Ted learned the investmentment industry from John W. Henry, successful Commodities Trader who now owns the Boston Globe , Boston Red Sox, Liverpool Football Club, and other ventures.  In 2012 he formed Incline with his partner, and they created a unique strategy to combine equity investments together with Commodity Trading , and call it the Systematic Hybrid Investment Strategy.  You will enjoy this conversation about a unique way to invest in both of these markets.  He reveals a key trait of JWH that everyone in the investment world should remember.  Listen to this interview. 

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Following stints at some of Wall Street's largest and most prestigious investment firms - Goldman Sachs, Bridgewater Capital and AQR Hedge Fund - Nate started CAM with his partner to focus on little followed, niche markets in the Commodities markets, i.e. nickel, zinc, lead, palladium, aluminum and other even lesser known commodities.  Able to be long or short, mostly in the Futures market, they use fundamental analysis and quantitative metrics, and do not pursue trend following, which is the more typical approach for commodities trading.  Investors today often seek a low-correlated investment for their portfolio, and many are turning to commodities for diversification from equity and fixed income markets.  Listen to this conversation to learn about this unique way to add diversification to a portfolio, and able to create profits in rising or declining markets.

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David tells the story of CCM, an independent impact investment money management firm, speciallizing in fixed income (Bond investing), paying market rate returns, but they allow the investors to focus on particular geographical or impact themes in deploying their investment funds.  CCM started with banks and others covered by the Community Re:Investment Act in the 1990's, moving into the Foundations and other institutional investors, and now wealth management world and other private investors.  He discusses the themes and locales of some of their projects, as well as the goals and desires of the investors.  For many investors, it is very important to align their investments with their values, and David tells this story as well as anyone, providing specific examples of projects that listeners will find to be very interesting.

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The Director of Investor Relations, Paul discusses BP's  L/S funds, especially the unique Emerging Markets L/S fund, part of their $100 Billion in Assets Under Management.  While L/S funds are fairly commong, few apply this strategy to international markets, especially Emerging Markets.  On a bottom up basis, they look for companies with rich valuations and potential catalysts to move the price, both on the long and short side.  They allow the market to determine the net exposure, with the short side usually between 30-70% of the Long side.  He also discusses the unique challenges and features of the opportunities in Emerging Markets.  An enlightening interview on a subject receiving much less attention than most in the financial markets.

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