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

Michael Klein, CEO of Freedom Financial Funds, explains how they provide debt and equity funding for Real Estate funding.  Raising capital from investors, FFF provides First Trust Deed loans for 12-18 months for bridge, build to suit, construction projects by Real Estate professionals.  In a world of low yield, any investor looking for cash flow or fixed income alternatives will find this interview to be very interesting. With decades of experience in the real estate lending industry, FFF finds projects through many, longtime connections.  With over 90% of their business coming from existing clients, Michael discusses what they do and how they do it.

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Listen to Ted, a Founder and Partner of Incline, discuss the two alpha engines in their investment strategy. Calling it the "Systemmatic Hybrid" - As in an auto with two engines - Incline seeks to create greater diversification for investors' portfolios.  It does this with their two part investment strategies - Combining individual equities (with a somewhat unique hedging strategy) and over 70 global futures markets. Looking for diversification?  Listen to this interview with Ted.

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RealtyMogul.com - An online source for active and passive Commercial Real Estate opportunities for the private investor, at low minimums, which is a relatively new and rare thing.  Real Estate operators come to them for capital, raised from investors, to fund their projects.  Their fund raising model is somewhat unique in the marketplace.  Listen to this interview to better understand the new opportunities available today to real estate investors.

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CLS, a 29 year Advisor to Advisors in Portfolio Management, works with thousands of Advisors to help manage their portfolios with a variety of Mutual Funds and Separately Managed Acct's.  Case manages their American Funds Porfolios, selecting the combination of  funds within American Funds that is viewed to be most advantageous during particular maket cycles.  Listen to Case explain the "Risk Budgeting" approach of CLS and their approach to allocating among various Mutual Funds. Visit CLS @ https://www.clsinvest.com/

 

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Patrick Delaney, who is responsible for corporate retirement plans for T. Rowe Price, discusses how Advisors can differentiate themselves by working with plan participants to pro-actively and credibly address financial wellness opportunities with the participants.  Today's demographics are very different from those of years past and there are significant needs of plan participants that can only be addressed thru focus and individual attention.  Patrick addresses the who, how and why of this new approach to retirement plan services and arms Advisors with talking points on how and why to proceed down this path.

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Dana is responsible for research and  portfolio engineering at Symmetry and discusses how they consider low and minimum volatility in creating portfolios.  She also discusses the importance of considering factor exposure in creating portfolios.

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Frank Maselli, panelist at the Conference and longtime Advisor coach and trainer, discusses the ever evolving role of the Wholesaler and the changes that have occurred in how they bring value to the Advisor clients.  He sees the wholesaling industry shrinking in the coming years and discusses other changes in the industry.

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Listen to Sherry Turkle, PhD, professor at MIT, author TED Talk giver, discusses her presentation "Reclaiming Conversation in the Financial Services Industry"  - Reminds the attendees of the importance of remembering that we are working with real people.  Listen to her take on the importance of retaining the human dimension.

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IMCA Conference - Recently appointed as the Financial Times Associate Editor Rana was Formerly the Economics Analyst at CNN, with Newsweek and Time, and spoke to the conference attendees on the topic of "Things that worry me and things that don't in the world economy."  Listen to what Rana sees as important and unimportant on the world stage.

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IMCA Conference - Nathan Harness, Professor of Financial Planning at Texas A&M, discusses the key characteristics of Millenials.  With more CFP's over 70 than under 30, with the average age of 54, and average client age is mid-sixties.  By 2025 Millenials will be 44% of the total population.  Dr. Harness tells us what we need to know about the Millenials.

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From the IMCA Conference - Michael, who writes about Financial Planning Strategies and Practice Management for Advisors, discusses the potential changes in the tax code in the near future.  

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At the IMCA Conference - Fee compression, Wrap Fee options, the DOL Fiduciary Rule, Robo Advisors have changed and are changing the world of Advisors.  Like a golfer who does not change their golf swing, Advisors need to adapt.  Jonathan's advice and direction can be invaluable.

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From the IMCA Conference - Fred Reish is a long time Compliance and ERISA attorney, typically representing employers and businesses in the world of financial regulation.  Fred discusses this  new "Rule" and its impact on the financial industry.  Every Registered Rep or Investment Advisor should be interested in this interview and Fred's views on this highly contentious subject.

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Devin Ekberg, the newly appointed Managing Director of Education for IMCA, tells about the educational components of IMCA.  For the more experienced, advance practicioners, IMCA offers designations, education, conferences, other events, webinars, white papers, etc.  With 11,000 certificants, in 30 countries, IMCA has a great impact on the investment industry, worldwide, and is expanding more so internationally. Anyone interested in IMCA would find this interview with Devin to be very interesting.  

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At the IMCA Annual Conference in San Diego, we interview Andy Hyer of Dorsey Wright, a long time research and investment firm, using and popularizing "Point and Figure" charting, modified with Relative Strength analysis, to recommend positions in markets and stocks.  Listen for a brief description of this successful firm, strategy and and funds.

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Listen to Jason tell about Sunrise Capital and CalAlts.  Sunrise Cap dates back to the 1970's, one of the oldest Quant/Macro Funds in the industry, long before Hedge Funds started their ascent.  Their Sunrise Evolution strategy invests long and short across a diversified basket of assets.  They look for patterns, statistical trends and behavior, etc. They focus on Price, Volatility, Volume, etc., not the fundamentals of markets.  They invest in markets, not individual stocks, using the Futures and Equity Markets using ETF's.  They work with Advisors and directly with investors.

As Pres of CalAlts, the association for Hedge Funds in California, Jason discusses the association, its history, what it does, who belongs, etc.  Listen to Jason tell why, in the current investment environment, investors should consider the more sophisticated opportunities that exist in the Alternative Investment space. 

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Listen to Jan Brzeski, founder and CEO of Arixa Capital discuss their unique business model for generating high yield returns thru short term bridge loans on residential and commercial projects - AND discuss the coming Real Estate Symposium at UCLA, for which Arixa Capital is the organizer for the 11th consecutive year. Listen to hear about their unique investment model and reasons to attend this year's Conference.  

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For the last thirty plus years  the IMCA has served the Investment Management world with education, certifications, events, etc.  Partnering with the Wharton School to offer the CIMA designation (Certified Investment Management Analyst) IMCA educates investment analysts and managers on portfolio management for institutions and individuals.  Their annual conference for 2017 will be April 30 to May 3rd at the San Diego Convention Center and Sean tells about the opportunities for attendees.  With the myriad of challenges facing the Advisor community today this is a way to get and stay on top of one’s game.  Strategic Investor Radio will be in attendance and we look forward to seeing many of our listeners there.

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Eric Clark is the portfolio manager of Accuvest Alpha Brands Consumer Spending Index. This strategy is focused on three things. One, the consumer spending. Two, brand recognition. Three, stock performance. He discusses these in detail to show how this empowers the investor and makes a better investor.

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Ryan Ballantyne  of Reality Shares explains their unique proprietary evaluation system, DivCon. This seeks to identify companies that are going to raise their dividend or potentially cut their dividend. DIVY doesn't care what the market does today. It really only cares what that dividend is doing.

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Listen to Jeff Johnson, Founder and CEO of Epus Energy, discuss the opportunities of investing for cash flow thru oil production by investing in existing producing wells.  In his third Start-up, Jeff explains the unique business model of Epus - They seek to purchase good assets (currently producing wells) where the owner is in a distressed situation and needs to raise capital.  He believes that this is an opportune time to find quality assets at distressed prices and generate a strong yield for the investors.  These are producing assets, with a track record of production and costs.  Anyone interested in generating yield would be interested in the interview.

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Michael Roomberg, Portfolio Manager of Miller Howard, discusses their unique mutual fund - "Drill Bit to Burner Tip."  Invests in the entire North American energy chain.  It recognizes that the shale technology is a technological revolution which will create significant benefits to many ancillary companies and industries that are beneficiaries of this revolution. They look for companies in certain categories of energy that are quality, well run companies, but also have misspricing in their current stock value.  A unique view of energy investing that is not heard elsewhere.  Very interesting.

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Bill Sherman of The Sherman Sheet, and Paul Carroll of Pinnacle Sherman Funds, discuss the two funds created by Pinnacle to follow the signals of The Sherman Sheet.  The Sherman Sheet is a publication for Advisers that provides investment research and models to use for client investment portfolios.  Built upon trend identification of markets (not individual stocks), it constructs portfolios for applying the results of the research.  The Pinnacle Funds have created two mutual funds that follow the signals and models of The Sherman Sheet.  They buy and sell positions according to the signals of The Sherman Sheet.  Paul and Bill discuss these funds and the research that results in the positions they choose. Any investor or Adviser will find this to be very interesting.

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Eric Crittendon, Chief Investment Officer of Longboard Asset Management, discusses their two funds, both focused on low correlation with stocks and bonds.  Their Long/Short strategy is based on trend following, focused on long duration trends.  This rules based strategy holds long stocks but shorts index futures, a unique approach to long/short investing.  The desired result is a low beta investment, being net long higher trending stocks and synthetically net short the stocks NOT trending higher.  Their flagship program, Managed Futures strategy, uses similar trend following methodology to the Long/Short fund, and goes long and short for each market.  With a longer holding period than most Managed Futures strategies, Eric discusses the background and elements of their strategy and investment philosophy in Managed Futures.  These strategies are unique in the marketplace and Eric knows how to explain them. 

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iSelect Fund, a Venture Capital firm, raises funds from private investors and finds funds worthy of investment.  Investors can select those firms in which to invest or they can invest in eSelect's evergreen fund, which chooses the next twenty funds for investment.  Carter Williams, founder and CEO with a strong background in venture capital,  seeks to match  investors with middle America companies needing capital.   This portfolio diversifier allows a private investor to participate in vc investing at a lower amount with greater diversification than is usually possible.  Focused on middle America companies, as opposed to Silicon Valley, iSelect is on a mission to increse early stage funding for companies in non-Silicon Valley industries.  Investors and Advisers looking for investment diversifiers and ways to penetrate this historically productive investment asset class will find this interview to be very interesting.  

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