Wealth Management Invest

Wealth Management Invest


Latest Episodes

Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow
March 18, 2024

WealthManagement.coms David Bodamer is joined by Tony Davidow, Senior Alternatives Investment Strategist with Franklin Templeton Institute. With over 35 years in the industry, Tony shares insights o

Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios
February 19, 2024

WealthManagement.coms David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes to the education surrounding alternative investments. The

Wealth Management INVEST: How Private Markets Are Becoming More Accessible
January 29, 2024

Innovations in product development have increased access to private markets for financial advisors and their clients. Steve Brennan, managing director and head of Private Wealth Solutions at Hamilton

REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers
December 11, 2023

Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to

WMRE Common Area: Exploring Interval Funds With Ramin Kamfar
November 13, 2023

For many individual investors, the traditional 60/40 portfolio focused on stocks and bonds was the only option they had for investment plans. Bluerock is among a group of alternative asset managers cr

WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams
October 16, 2023

Real estate investment has historically not been the most innovative space when it comes to using new technologies. But Cadre is aiming to change that. The firm uses predictive models and workflow too

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller
September 18, 2023

Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at Forum Investment Group, exploring the companys fo

WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love
August 28, 2023

Commodities have long been recognized as a valuable diversification tool, but their complexities and limited accessibility have often deterred average investors from including them in their portfolios

WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb
July 17, 2023

Despite the challenges faced by some parts of the commercial real estate industry, the fundamentals of many sectors remain strong and there remains plenty of opportunity for investment. In this episo

WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton
June 20, 2023

While trends within real estate rise and fall, there are always themes and strategies that can be used in future markets when looking for investment opportunities. In this episode, David Bodamer speak