Strategic Investor Radio

Mark Kosanke

Mark is a CPA and current Financial Advisor who specializes in alternative, direct investments.  This interview occurred at the ADISA Conference (the Alternative Direct Investment Securities Assoc) of which Mark is a past President and current active Board Member,  and discusses the various investment categories that make up the ADISA landscape.  For many investors, these categories will be new and not well known - Oil and Gas, Business Development Companies (BDC's), Closed End Interval Funds, Private Placement Real Estate Projects, et al.  Listen for a broadened awareness of alternative, direct investment opportunities.

RMB Group

Listen to this brief FreedomFest interview with Barry  Potekin, a presenter at the Conference.   RMB Group are commodities traders, managing money for investors in the Futures market -  Investments in Gold, Oil, Platinum, Agricultural products, other metals, U.S. and foreign Stock Indexes,  etc.  These investments can be long or short, meaning they can be profitable or unprofitable whether the market is rising or falling.  For many investors, this is an overlooked investment category.

Jade Rhino Ventures

Listen to this brief FreedomFest Conference interview with Hoyt Smith of Jade Rhino Ventures, a presenter at the conference.  They focus on medical Biotech, Big Data and enegry companies.  Their clients are typically pre-IPO and Jade Rhino brings them to the public arena.

Wall Street Research

In this FreedomFest Conference interview we talk briefly with Alan Stone, founder and CEO, a former research and fund manager on Wall Street, which publishes profiles, newsletters and research on emerging micro cap and small cap companies, who are often international companies.   They also put on investment forums for investors to be introduced to the companies that they have evaluated.

Macro Trend Strategies

Listen to Louis Llanes, founder of Macro Trend Strategies, discuss his investing strategies, which include fundamental, technical and behavioral approaches to create what he calls an evidence based investment management. With a background from investment management firms, hedge funds, banks and quantitative analysis, he uses traditional asset allocation plus absolute return strategies for his portfolios. He focuses heavily on the managed futures markets. Investors looking for broad diversification in their portfolios will find this interview to be very interesting.

ExchangeRight Real Estate

Warren Thomas, founder and CEO, explains the 1031 exchange approach to the sale and purchase of properties.  Their firm creates portfolios of properties for investors looking for replacement property options.  These properties are typically triple net lease arrangements, where there is little management and strong cash flow.  They purchase about $50 - 70 million of commercial properties every 90 days, and manage properties in 27 states.  This pooled approach to 1031 exchanges is called a Delaware Statutory Trust (DST).  Real Estate investors will find this interview to be very interesting.

DailyAlts.com

Brian Haskin, founder and Editor, explains what this unique website offers for investors. DailyAlts is focused on Alternative investment strategies and asset classes, providing valuable information to the private investor on this segment of investment opportunities. Brian's strong background in international investment product development for some major investment companies has positioned him well to access the opportunities of the liquid alternatives marketplace. At this site an investor can find, follow and analyze dozens to hundreds of liquid alternative investment strategies and asset classes. Investors, advisors, family offices or anyone can find categories of alternatives, news of such funds, research on the funds, etc. The site provides several new articles daily. This site is a significant source for liquid alternative investment information.

Eagle Mountain Advisors

Dudley Lehmer, founder and CEO of Eagle Mountain Advisors, explains their very unusual proprietary investment strategy for investing in the S&P 500 – They have developed algorithms designed to recognize patterns of daily US stock market behavior, then predicting the movement of the market on the following day. So, they invest in the S&P 500 for one day at a time, either Long, Neutral (cash) or Short (inverse funds). This is a unique strategy, executed on a rules based basis. For a very interesting investment strategy, unique to Eagle Mountain Advisors, listen to this interview.

Ntnl. Assoc of Real Estate Investment Trusts

Dr. Brad Case, an economist with NAREIT, which represents the REIT industry, explains this method of allowing the smaller investor to invest in real estate of all kinds of property types. There are two basic types of REIT's - Equity REIT's (about 90% of all REIT's) and Mortgage REIT's (about 10%), which are both designed to provide a steady flow of income to investors. Anyone interested in investing in real estate or generating cash flow will find this interview to be very interesting.

Dual Momentum Investing - by Gary Antonacci

Gary Antonacci is a Harvard MBA who has been in the investment industry since the 1970's, managing money as a hedge fund manager, trader, researcher, etc.  He semi-retired after about ten years and has continued to be active in investment management ever since.  Several years ago he began to create systems to do momentum investing, and has now written a book on his methodology, Dual Momentum Investing.  His system was awarded First Place in the Wagner Award competition by the National Assoc of Active Investment Managers.  Any investor interested in determining when to be in or out of various markets will find this interview to be very interesting.

Summary - ADISA and Angel Investors Network

This is a summary of the interviews - ADISA Executive Director and Greg Writer, CEO of Angel Investors Network.  We hope you enjoy them.

Angel Investors Network

Greg Writer, founder and CEO of Angel Investors Network, is a longtime investment banker, investor and entrepreneur.  One of Angel Investors Network’s founding partners is Kevin Harrington, one of the founding and original “Shark Tank” sharks.  Angel Investors Network  connects entrepreneurs with investors and is a resource to entrepreneurs to provide them the coaching, mentoring, direction and human capital needed to move their business forward.  The Network is contacted by dozens of entrepreneurs and budding businesses each week, allowing the Network to evaluate a quantity of opportunities that few others can match.  Crowd Funding is creating investment opportunities in these areas that investors can now consider.   This is a very unique firm and opportunity.  Don’t miss it.

Sprott Global Resource Investments

Rick Rule, Pres and CEO of Sprott, discusses Natural Resource Investing.  Such investing includes mining, forestry, energy, farming, fisheries, what we eat, etc., all pursued on an international basis.    Investors are able to invest in these categories thru ETF’s, Separately Managed Accounts, pooled accounts, direct investments, etc.  Rick, and Sprott Global, are the leaders in this arena, which offers true counter cyclical or non-correlated investments for investors.  He discusses infrastructure investing, water ETF’s, and other such natural resource investments.  Sprott manages investments for some of the largest institutions in the country as well as for individuals.  Those investors looking for investments with low correlation with the usual stock, bond, real estate allocation will find Rick’s views to be very interesting.

The Wealth Research Institute

Lou Petrossi, author and investment researcher, explains his approach to investment success in long term investing and in Private Equity investing.  He discusses “Late Stage” Private Equity investing for the small investor and the way to approach it.  He believes heavily in asset allocation and a disciplined approach to investing and discusses his personal asset allocation formula.  Lou provides valuable input re: Investing opportunities.

Sumary of interviews with Sprott Global and Wealth Research Institute

Here is the short summary of the interviews with Sprott Global and Wealth Research Institute.

ADISA - The Alternative Direct Investment Securities Assoc

John Harrison, the Executive Director of ADISA, tells about their association and the coming conference in Las Vegas.  Strategic Investor Radio will be broadcasting from the conference.  ADISA is a national trade association of decision makers that influence over 30,000 professionals who offer and manage alternative direct investments. These typically include non-traded REITs, real estate partnerships, real estate income and development funds, tenant-in-common interests, oil and gas interests, and other securitized real estate investments.

 

FairCap Partners

James Song is on a mission.  He and his firm, FairCap Partners, has quite a story.  He was a medical researcher from Harvard who went to London for research and took the road to managing a Hedge Fund focused on Bio Tech research.  His connection with an orphanage in Myanmar (formerly Burma) led him to investment opportunities in Myanmar, which he firmly believes is the last frontier for capitalistic, economically dynamic territory in the world.  This interview is fascinating, with a bright, focused, devoted, experienced investment manager.  Listen and you’ll definitely be glad that you did.

 

 

TrimTabs Investment Research

Charles Biderman, founder and CEO of TrimTabs, has developed a   proprietary investment strategy based upon investor behavior and supply and demand between buyers and sellers in the U.S. stock market, using 21 factors in evaluating market movements.  This strategy is used by dozens of Hedge Funds and many large institutions, and is now available to the private investor.  This former Harvard M.B.A. has created a very interesting set of metrics to read the market’s demand and supply of buyers and sellers.  Any investor will find this to be very interesting.  At the date of this recording, some Partnervest Advisory Services client accounts had an ownership position in TTFS, an AdvisorShares ETF subadvised by TrimTabs and discussed in this interview.

 

Buy gold and Silver Safely

Doug Eberhardt, founder and owner of “Buy Gold and Silver Safely,” discusses how an investor can purchase gold and silver in a cost-effective way.  Investors can often pay substantial fees and charges in such purchases, and Doug’s insights are very helpful in this regard.  This interview is for any investor who wants to have an allocation of gold or silver in their portfolio.

AlphaCore Capital

Dick Pfister, founder and CEO, provides a compelling story re: opportunities in investment strategies that are non-mainstream.  These strategies are often called “Alternatives” and are available thru a variety of asset managers with their own unique strategy.  AlphaCore specializes in  these “Alternative” investment strategies, managed by independent asset managers.  Anyone with an IRA or other liquid investments would find this interview to be very interesting.

Wealth Empire

Ross Givens offers his insight for stock selection based upon the “13-F Filing” of Hedge Funds, which show the positions in which these Hedge Funds are invested.  This approach allows investors to participate in the same trades and investments that these Hedge Funds use.  He publishes a report and daily blog, focusing on about 25 Hedge Funds’ high conviction investments and informing his followers on how these Hedge Funds are investing.  This is a unique methodology in investing and is a most interesting interview for any investor.

Summary of Interviews with National Retail Properties and Turk Capital

This is a summary of these two interviews.  Both are very interesting.

Turk Capital

Turk Capital is a Commodities Trading Advisor (CTA) and a Registered Investment Advisor (RIA).  Their investment strategy is based completely on signals provided by Trimtabs Investment Research, who have a proprietary investment strategy based upon investor behavior and supply and demand between buyers and sellers in the U.S. stock market, using 21 factors in evaluating market movements.  They invest in the S&P 500  and can be long, short, cash, or leveraged.  This is a very interesting model that any investor will find to be worth knowing about.

 

NOTE:  The guest in this interview discusses some performance returns which provide one snapshot of performance.   Past performance is not indicative or predicative of future performance.  For more complete performance figures, visit www.turkcapital.com. 

National Retail Properties (NNN)

Chris Barry, VP of Corporate Communications for National Retail Properties, a publicly traded Real Estate Investment Trust (REIT).  NRP’s business model is to purchase stand alone, single occupancy retail stores and charge the occupant on a “Triple Net Lease” basis.  They own over 2000 properties in 47 states and are all cash buyers of these properties, and have been in business for over thirty years.  Anyone interested in commercial real estate investing will find this to be a very interesting interview.

 

NOTE:  This interview is not a solicitation to sell NNN.  As of the date of this interview, some Partnervest client accounts own shares of NNN.  These accounts are managed by an outside advisor, and not directly by Partnervest.  

Swiss Infinity Global

Natalie Caldalari discusses Swiss Infinity Global's role in benefiting U.S. investors by holding their investments in Switzerland and investing globally from a Swiss perspective.