Best Interval Funds Podcasts (2024)

1
Wealth Management INVEST: Assessing Active ETFs, Live from the Morningstar Investor Conference with Jack Shannon 43:28

2h ago43:28

43:28

David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on thei…

1
What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness 50:58

6h ago50:58

50:58

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic 42:33

16d ago42:33

42:33

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Wealth Management INVEST: Investing in Private Markets with a Fiduciary-First Approach 29:37

1M ago29:37

29:37

WealthManagement.com’s David Bodamer speaks with Jake Miller, Co-Founder and Chief Solutions Officer at Opto Investments, about the evolving landscape of private markets and how RIAs can leverage new strategies to benefit their clients. They touch on the opportunities and challenges within private equity, private credit, infrastructure, and real es…

1
What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons 40:12

1M ago40:12

40:12

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan 51:18

2M ago51:18

51:18

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments 26:52

2M ago26:52

26:52

WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments. Doug focuses on: What is the trend of democratization in alternative investments and increased invest…

1
What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green 56:46

2M ago56:46

56:46

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn 58:34

3M ago58:34

58:34

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
WealthManagement INVEST: Bridging the Gap in Fixed Income Opportunities 24:51

3M ago24:51

24:51

Listen in as David Bodamer sits down with Karen Veraa, Head of iShares US Fixed Income Strategy, to discuss fixed-income ETFs. Karen shares insight on navigating the current market complexities, from managing inflation impacts to exploring strategic investment avenues. Karen focuses on: The current state and future prospects of fixed-income markets…

1
WealthManagement INVEST: Trends and Innovations in Alternative Investments 30:58

3M ago30:58

30:58

Listen in as David Bodamer sits down with Lawrence Calcano, Chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alt space, examine recent developments at iCapital, and discuss how advisors are integrating these assets into their offerings f…

1
Wealth Management INVEST: Exploring Private Market Strategies with Tony Davidow 26:05

4M ago26:05

26:05

WealthManagement.com’s 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 on the increasing accessibility of alternative strategies and the role of private credit, private equity, and real estate in diversified portfolios. He …

1
What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak 45:23

4M ago45:23

45:23

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios 21:16

5M ago21:16

21:16

WealthManagement.com’s 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. They explore the recent overhaul of the CAIA’s core program, designed to equip industry experts with a thorough grasp of alternative investment approache…

1
What's the Alternative? | Episode 7 | Achieving Alts for All By Leveraging Technology Featuring Steve Zuschin 59:03

5M ago59:03

59:03

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Wealth Management INVEST: How Private Markets Are Becoming More Accessible 25:28

6M ago25:28

25:28

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 Lane, joined David Bodamer to discuss the state of private investments and Hamilton Lane’s path to developing private wealth strategies. Steve focuses…

1
What's the Alternative? | Episode 6 | Private Credit 101 featuring Jamie Shulman 42:15

6M ago42:15

42:15

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
What's the Alternative? | Episode 5 | Venture Capital Reimagined featuring Dave Thornton 45:17

7M ago45:17

45:17

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
REPLAY! WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers 38:34

8M ago38:34

38:34

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 pool capital into a fund. Qualified Opportunity Zone funds allow investors to defer capital gains from any previous investments. In this episode, Davi…

1
WMRE Common Area: Exploring Interval Funds With Ramin Kamfar 24:31

9M ago24:31

24:31

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 creating offerings meant to increase access to other asset types and investment structures. In this episode, David Bodamer speaks with Ramin Kamfar, CEO…

1
WMRE Common Area: Transforming Real Estate Investment through Fintech Innovation With Ryan Williams 26:21

9M ago26:21

26:21

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 tools to change the investment experience. It also aims to provide access to real estate investment opportunities previously unavailable to some investor…

1
What's the Alternative? | Episode 4 | Diversification with Liquid Alternatives featuring Bill DeRoche 48:12

9M ago48:12

48:12

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller 27:01

10M ago27:01

27:01

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 company’s focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for ave…

1
What's the Alternative? | Episode 3 | Building Portfolios with a Third Wire featuring Dan Harms 42:06

10M ago42:06

42:06

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
WMRE Common Area: Diversifying Portfolios with Commodity ETFs With John Love 25:12

11M ago25:12

25:12

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. In this episode, David Bodamer speaks with John Love, president and CEO of USCF, on the role of commodities in investment portfolios. They explore t…

1
What's the Alternative? | Episode 2 | A Guided Legacy featuring Josh Kanter 46:55

11M ago46:55

46:55

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Real Estate Investment Options Demystified: Exploring REITs, Equity Funds, TICs, DSTs, and Crowdfunding 14:58

12M ago14:58

14:58

Whether you're a seasoned investor or just starting, this podcast will help you navigate the diverse landscape of passive real estate investments. Tune in and take your real estate investment knowledge to new heights with Perch Wealth. Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://pe…

1
Unlocking the Benefits of Investing in DSTs 7:20

12M ago7:20

7:20

Gain valuable insights into DSTs' ability to generate income, mitigate risk, and provide access to high-quality assets. Contact Perch Wealth to unlock the potential of DSTs and make informed investment decisions. Thanks for tuning in! Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://per…

1
What's the Alternative? | Episode 1 | The Trend is Your Friend featuring Phil Toews 35:10

12M ago35:10

35:10

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Why are DSTs so Popular? 14:33

1y ago14:33

14:33

Gain valuable insights into the reasons behind the increasing preference for DSTs and how they can enhance your investment portfolio. Contact Perch Wealth to explore DST opportunities and maximize your investment potential. Thank you for tuning in! Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealt…

1
Finding the Right DST Broker: Unleashing Investment Potential 8:00

1y ago8:00

8:00

Tune in to gain insights that will empower you to choose a trusted broker who will guide you through your investment journey. Contact Perch Wealth today to explore options and maximize your investment potential. Thank you for listening! Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://p…

1
Mastering the Seven Deadly Sins of DSTs: Unlocking Passive Real Estate Investment Opportunities 9:08

1y ago9:08

9:08

Discover why DSTs limit capital contributions, borrower authority, lease negotiations, and reinvestment of proceeds. Uncover the benefits of investing in DSTs, including diversification and the opportunity to transition from active to passive real estate investments. Our experts provide practical guidance on due diligence, selecting trustworthy spo…

1
WMRE Common Area: Navigating Private Real Estate Opportunities for Investor Portfolios With Elizabeth Wohlleb 26:17

1y ago26:17

26:17

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 episode, David Bodamer is joined by Elizabeth Wohlleb, managing director and head of Real Estate Capital Markets with Cresset Partners, to discuss how the g…

1
Exploring Alternative Investment Options: Real Estate for Today's Challenging Market 13:06

1y ago13:06

13:06

Discover the potential of commercial real estate syndicates, Delaware Statutory Trusts (DSTs), Real Estate Investment Trusts (REITs), interval funds, and real estate income funds. Tune in to learn more about high-yield real estate funds and their potential benefits. Contact Perch Wealth to explore available investment options tailored to your inves…

1
The History and Rise of Delaware Statutory Trusts (DSTs) in Commercial Real Estate Investment 10:45

1y ago10:45

10:45

Contact Perch Wealth today to learn more about DSTs and their potential benefits for accredited investors. Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter Instagram…

1
Navigating the 1031 Exchange: Simplifying Property Identification Rules 5:37

1y ago5:37

5:37

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Ehud Gersten, Perch Wealth

1
Unleashing the Potential of Retail Real Estate Investment 10:27

1y ago10:27

10:27

Whether you're an experienced investor or new to retail real estate, Perch Wealth provides expert guidance to help you navigate this profitable investment sector. Contact Perch Wealth today to explore your retail real estate investment opportunities. Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wea…

1
Senior Housing: A Lucrative Investment Opportunity 6:30

1y ago6:30

6:30

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Ehud Gersten, Perch Wealth

1
Navigating the Changing Landscape of Retail Real Estate 7:22

1y ago7:22

7:22

Gain insights into the future of retail, including the rebounding job market and strong valuations of retail properties. Learn about the advantages of retail investments, such as monthly dividends and turnover rents. Join us to navigate the evolving retail market and make informed investment decisions. Contact Perch Wealth for retail investment opp…

1
Insights on the Post Pandemic Multi Family Market 12:23

1y ago12:23

12:23

At Perch Wealth, we believe in empowering investors to make informed decisions about their finances. In this podcast, we explore the potential benefits and risks of multifamily investments in our current economic climate. From the impact of the 2020 recession to emerging trends in the post-pandemic market, we provide valuable insights to help inves…

1
WMRE Common Area: Current Themes Within the Real Estate Market With Mike Acton 24:48

1y ago24:48

24:48

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 speaks with Michael Acton, Managing Director of AEW Capital Management, on what he sees happening within the current real estate market and how investors ……

1
Unveiling the Potential of Manufactured Housing Investments 11:14

1y ago11:14

11:14

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Ehud Gersten, Perch Wealth

1
Unlocking the Storage Fortune: The Untapped Potential of Self-Storage Investing 12:37

1y ago12:37

12:37

Discover the pros and cons of investing in self-storage real estate, including its low-maintenance nature, stable cash flow potential, diversification opportunities, recession resilience, and competitive financing options. However, we also shed light on challenges such as short-term leases, oversupply risks, and demand fluctuations based on hyper-l…

1
1031 Exchange Secrets Revealed: Understanding the Function and Mechanism of Cooperation Clauses 12:37

1y ago12:37

12:37

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Perch Wealth, Ehud Gersten

1
Inflation-Proof Your Portfolio: Unveiling the Secrets of Real Estate Investments 13:33

1y ago13:33

13:33

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Perch Wealth, Ehud Gersten

1
Riding the Energy Wave: Investing in America's Thriving Oil and Gas Real Estate 10:52

1y ago10:52

10:52

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Perch Wealth, Ehud Gersten

1
Navigating Opportunities: Top Real Estate Assets for Today's Market 11:09

1y ago11:09

11:09

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Ehud Gersten, Perch Wealth

1
WMRE Common Area: Creating Balance Between Strong Income and Capital Appreciation With Rick Schaupp 26:52

1y ago26:52

26:52

Real estate investments aren’t new to portfolio planning. How does Clarion take the next step in providing alternative real estate investments that provide attractive yields and portfolio diversity? In this episode, David Bodamer speaks with Rick Schaupp, Managing Director at Clarion Partners, about the Clarion Partners Real Estate Income Fund, how…

1
Unlocking Opportunities: Exploring the Booming Manufactured Housing Market 11:36

1y ago11:36

11:36

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Perch Wealth, Ehud Gersten

1
Unleashing Opportunities: Exploring QOZs, 1031 Exchanges, and DSTs for Tax-Smart Investing 11:01

1y ago11:01

11:01

Read more investing insights here: https://perchwealth.com/insights.html Learn more about Perch Wealth: https://perchwealth.com/index.html Follow Perch Wealth on Social for more insights: Linkedin Facebook Youtube Twitter InstagramBy Ehud Gersten

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