Category Podcast

The Blue Vault Bowman Alts Summit, With Stacy Chitty

Stacy Chitty

As forward-thinking wealth advisors rethink the 60/40 portfolio and utilize alternative investments to protect and improve client portfolios, the Blue Vault Bowman Alts Summit 2023 is well-timed for advisors who are looking to grow their practices and improve client outcomes.…

Inside REIT ETFs, With David Auerbach

David Auerbach

REITs have been incredibly popular among High Net Worth investors in the past few decades. In recent years this momentum has continued for both non-traded REITs as well as publicly-traded REITs, although the latter type have been trading at a…

A Managed Futures Masterclass, With Andrew Beer

Andrew Beer

Managed futures may be a controversial asset class, but there’s no doubting their eye-popping performance over the past twelve months. Andrew Beer, co-founder at Dynamic Beta investments (DBi), returns to the show to discuss why managed futures deserve a place…

Liquid Alts 101, With Daniil Shapiro

With the rise of the alternatives industry and illiquid alts, liquid alts and alternative ETFs have grown apace. But which type of alternative offers better value to the investor? Daniil Shapiro, director of product development at Cerulli Associates, returns to…

Opportunities In The Credit Gap, With Jamie Shulman

As equity markets struggle, there’s an increased interest in the private credit market. But how can individual HNW investors participate to enjoy significant income, while mitigating their risk? Jamie Shulman, co-founder and fund manager at Meriwether Group Capital, joins the…