Alternative Investments Chat
Alternative Investments Chat is a podcast where hosts and listeners explore industry news, innovative ideas, and trends in alternative investing. Each episode features discussions that sometimes uncover market-shaping developments and sometimes include expert guests. The show aims to make complex topics approachable for both investing professionals and newcomers. It encourages community engagement through questions and shared insights. The podcast is brought to you by Invessio.
Episodes
Pokémon at 30: From Childhood Hobby to Alternative Asset
What if one of the most surprising alternative investments in 2026 isn’t art, wine, or watches but Pokémon cards? In this episode of Alternative Investments Chat, Erica and Erin explore how Pokémon evolved from a childhood pastime into a multi-billion-dollar collectible market powered by nostalgia, scarcity, grading, and community demand. They break down the market’s biggest segments (vintage, mod
Mid‑Year Portfolio Check: Rebalancing with Alternatives
Halfway through 2026 is a perfect moment to pause, take stock, and realign your investments for the second half of the year. In this episode of Alternative Investments Chat, Erica and Erin walk through a clear, practical mid‑year rebalance playbook, covering why portfolios drift, when to act, how professionals think about risk mid‑year, and how to rebalance tax‑efficiently. They also discuss what
Investing During Earnings Season: What Public Markets Don’t Tell You
Earnings season doesn’t have to hijack your strategy. This episode of Alternative Investments Chat explains how investors stay calm amid quarterly noise while using both public stocks and private alternatives to work toward their long‑term goals. Erin and Erica unpack what earnings season is, why stocks can swing so sharply around quarterly results, and how investor emotions often amplify those mo
Private Credit, Higher for Longer
Are higher interest rates just a phase, or are we officially in our "higher for longer" era? In this episode of Alternative Investments Chat, Erin and Erica tackle the question of living rent-free in every investor's head. A couple of years ago, everyone thought rising rates were a quick detour, but today there’s a plot twist: borrowing is still expensive. We'll start with cash and T-bills, actual
Beyond Panels: The New Era of Solar Investing
What if solar investing in 2026 has less to do with rooftop panels and more to do with AI, advanced materials, and entire solar-powered communities? In this episode of Alternative Investments Chat, Erica and Erin revisit solar with a fresh lens, treating it as a fast-evolving infrastructure and innovation story rather than a niche “green-washed” add-on. They break down how costs have fallen, how e
Beyond the Hype: Where Innovation Capital Is Really Moving in 2026
Innovation in 2026 is about far more than chatbots, crypto headlines, or the latest “hot” stock. In this episode of Alternative Investments Chat, Erica and Erin unpack the Q2 landscape and where institutional capital is quietly flowing, and why those trends matter for both entrepreneurs and investors. From the rise of agentic AI and the data centers powering it, to defense and the emerging spac
International Equities Explained: Risk, Opportunity, and Global Growth
What if the biggest equity opportunities of this decade aren’t in the United States at all? In this episode of Alternative Investments Chat, Erin and Erica take their ongoing equities journey global with a deep dive into international stocks—what they are, why they matter, and how they might fit into a diversified portfolio in 2026. From developed markets like Japan, the UK, and Western Europe to
Preferred Stock Equities: Where Stability Meets Ownership
In this episode of Alternative Investments Chat, Erin and Erica crack open the often-overlooked world of preferred shares—that hybrid zone where equity ownership meets bond-like income. Blending humor, real examples, and accessible analogies (yes, even Prius jokes), they unpack what makes preferred stock such a unique fixture between stability and upside...at least when you’re working the math rig
Dividend-Paying Stocks: The Equity That Pays You to Wait
In this episode of Alternative Investments Chat, Erin and Erica break down the fundamentals of common shares; what they are, how ownership actually works, and why even a small stake can represent real participation in a company’s success. From opening a brokerage account to understanding ticker symbols, voting rights, and dividends, they make the process of buying and holding stock clear and relat
Common Shares Explained: The Equity that Built the Market
Dividend stocks might not grab headlines like crypto or high tech, but for the patient investor, they can be a quiet workhorse building long-term wealth. In this episode, Erica and Erin break down how dividend-paying equities work, how they relate to everyday common shares, and why some of the world’s most established companies have paid them for over a century. They explain how owning common shar
Undeveloped But Not Overlooked: Raw Land as an Alternative Investment
Raw land may look empty, but for the right investor, it can be full of opportunity. In this episode, Erica and Erin break down one of the oldest yet most overlooked forms of real estate investing: undeveloped land. From rural acreage and farmland to desert parcels and city-edge expansion zones, raw land can offer low entry costs, long-term appreciation potential, and fewer day-to-day management he
Real Estate After 2008: How the Crash Changed Investing Forever
The Great Recession wasn’t just a housing crash, it was a financial chain reaction that reshaped how investors, lenders, and policymakers think about risk, leverage, and real estate forever. In this episode, Erica and Erin unpack how subprime lending, mortgage-backed securities, and complex financial products collided to trigger one of the most severe economic downturns in modern history, and what
The Buyer’s Market Explained: More Homes, More Leverage
A buyer’s market doesn’t make headlines, but it can build real wealth. In this episode, Erica and Erin break down what a buyer’s market looks like and why it may be one of the most overlooked opportunities in real estate. While seller’s markets often dominate headlines with bidding wars and soaring prices, buyer’s markets quietly shift the balance of power. More inventory, longer listing times, an
The Seller’s Market Explained: Housing, Policy, and Smart Money Moves
A seller’s market is often framed as a win for homeowners and a nightmare for everyone else, but that oversimplification misses the bigger picture. In this episode, Erica and Erin break down what a seller’s market is, what creates it, and how it reshapes strategy for buyers, investors, and institutions alike. From interest rates and zoning laws to tax policy and institutional capital, seller’s mar
Industrial Real Estate: The Backbone of Modern Commerce
Industrial real estate rarely gets the spotlight, but it’s one of the most essential and resilient asset classes in the global economy. From warehouses and distribution centers to logistics hubs and research facilities, industrial properties are where commerce works behind the scenes.In this episode, Erica and Erin break down what industrial real estate is, how it differs from traditional commerci
Commercial Real Estate Explained: The Businesses Rent, the Investors Win
Commercial real estate is everywhere, offices, restaurants, hospitals, warehouses, but most people don’t realize how it actually works behind the scenes. While businesses operate inside these buildings every day, they usually don’t own them. Instead, commercial real estate is typically owned by investors, private groups, REITs, or even government entities, all with very different goals and strateg
From House to Investment: How Residential Real Estate Builds Wealth
Residential real estate is often viewed simply as “buying a home,” but for investors, it represents one of the most accessible and powerful alternative investment strategies available. From long-term rentals to short-term stays, house hacking, and manufactured housing communities, residential real estate offers multiple ways to generate income, build equity, and diversify beyond traditional market
Investing in Water: Scarcity, Stability, and the Next Big Global Commodity
Water is no longer just a basic human necessity; it’s becoming one of the most important alternative investments of the modern era. As clean, accessible freshwater grows increasingly scarce and global demand accelerates, investors, institutions, and governments are beginning to treat water like the critical asset it is. In this episode, Erica and Erin break down why water is being called “the comm
High-Yield CDs: Safe returns without the Stock Market Roller Coaster
High-Yield certificates of deposit (CDs) may sound like your grandma’s favorite asset, but today they are having a serious comeback moment. In this episode, Erica and Erin break down high-yield CDs in plain language, explaining how they work, why banks are suddenly “thirsty” for your cash, and how you can lock in safe, FDIC-insured returns without stock-market swings. High-yield CDs are a low-dra
High Yield Savings Accounts: The Grown-up Piggy Bank
High-yield savings accounts (HYSA) may sound old fashioned, but in this episode, Erica and Erin show how they can actually be one of the easiest and most powerful starting points for building a solid savings plan. They explain what a HYSA is, how it differs from a regular savings account. They share personal stories about being late to hop on the HYSA bandwagon, and why a HYSA is like upgrading y
From AI to Private Credit: Alternative Investment Trends to Watch in 2026
Alternative investments are entering a new era, and 2026 may be the turning point. In this episode, Erica and Erin break down the biggest trends shaping the future of alternatives, from AI-driven investing and private credit expansion to geopolitical shifts and inflation resilience. Drawing on insights from JP Morgan, BlackRock, Franklin Templeton, and other major institutions, they translate comp
Leveraged Buyouts: Risk, Reward & the Real Story Behind the Headlines
Leveraged buyouts often make headlines for their massive dollar figures and dramatic outcomes but what is really happening behind the scenes? In this episode, Erin and Erica break down leveraged buyouts (LBOs) in plain language, separating financial reality from hype. From iconic success stories like Hilton Hotels to cautionary tales like Toys “R” Us and TXU Energy, they explore why private equity
From Speculation to Strategy: Crypto Trends for 2026
Crypto has come a long way from its early days on the fringe of finance. In this episode of Alternative Investments Chat, Erin and Erica unpack the biggest crypto trends shaping 2026, and why this next phase may look very different from the boom-and-bust cycles of the past. Drawing on research from Forbes, Nasdaq, and industry experts, they explore how institutional adoption, stablecoins, tokeniza
Is Crypto Here to Stay? Understanding the Risks, the Hype, and the Reality of Digital Currency
Whether you love it or hate it, crypto has crossed the point of no return. What began as a niche experiment in 2009 has grown into a global asset class with over 560 million users, major banks integrating digital assets, and new legislation reshaping how stablecoins are regulated. In this episode, Erica and Erin break down how crypto became embedded in the fabric of the global financial system, an
Crypto Horror Stories: Billion-Dollar Pizza, Landfill Treasure Hunts, and Shocking Scams
In this episode of Alternative Investments Chat, Erica and Erin dive into the unbelievable, yet completely true, stories that shaped crypto culture. From the programmer who spent what would now be over a billion dollars on pizza, to meme-coins like Dogecoin taking over the world, to the devastating rug pulls and pump-and-dumps that drained millions from hopeful investors, this episode explores bot
Mapping the Money: The Global Hotspots Redefining Alternative Investing
The global alternative investments market is exploding and it’s not isolated to New York and London anymore. In today’s episode, Erica and Erin take you on a worldwide tour of the fast-growing alts ecosystem, unpacking where the biggest opportunities are emerging, what’s driving global investor interest, and the risks you must understand before venturing beyond U.S. borders.Perfect for beginners a
Locked Up for a Profit: The Truth About the Illiquidity Premium
Ever wonder why some investors willingly tie up their money for years—and still call it a win? In this episode, Erica and Erin unpack the concept of the illiquidity premium, a core principle behind many alternative investments like private equity, venture capital, and real estate funds. They explain why locking up your money can sometimes be the smartest move you make—and when it can backfire.
Trust But Verify: A Practical Guide to Vetting Alternative Investments
Before you wire a single dollar, you need to know what, and who, you’re investing in. In this episode, Erica and Erin unpack one of the most critical steps in any investment process: vetting alternative investments. They walk listeners through how to evaluate sponsors, structures, assets, and numbers so you can protect your capital, avoid scams, and invest with confidence. Perfect for beginner inv
Why We Buy the Shiny Things: The Psychology of Alternative Investing
Alternative investments aren’t only about returns; they’re also about identity, story, and emotion. This episode digs into the psychology that drives people toward collectibles, private deals, altcoins, and other non-traditional assets. We explore why scarcity and exclusivity trigger powerful buying impulses, how generational tastes influence what gets bought, and why emotional attachment can both
Death, Taxes, and Investments: The Case for Life Settlements
Life insurance is usually seen as protection, not profit. But the growing life settlement market is changing that perception, creating an alternative investment class worth billions. In this episode of Alternative Investments Chat, hosts Erica and Erin unpack how selling life insurance policies works, why seniors are increasingly considering it, and what investors need to weigh before stepping in.
Patents, Trademarks, and Profits: Investing in the World of Ideas
Intellectual property (IP) is more than just legal paperwork; it’s one of the fastest-growing alternative asset classes shaping today’s economy. In this episode, Erica and Erin explore how patents, trademarks, copyrights, and trade secrets can generate serious returns, from royalties and licensing to litigation wins. Whether you’re an investor seeking portfolio diversification, a founder exploring
Litigation Finance: Turning Lawsuits into Investment Opportunities
Litigation finance is exactly what it sounds like. It’s all about investing in lawsuits and the outcomes of litigation. This episode breaks down how investors, law firms, and even plaintiffs use third-party funding to manage the high costs of legal cases and share in the potential rewards. From multi-million-dollar corporate disputes to individual settlements, litigation finance is becoming a seri
How AI Is Reshaping the Alternative Investment Landscape
In this episode of Alternative Investments Chat, Erica and Erin explore how AI is revolutionizing the landscape of alternative investing. From venture capital and private credit to NFTs and wine funds, artificial intelligence is no longer just for tech giants, it’s powering smarter decisions, speeding up processes, and opening new doors for investors of all kinds.Cutting through technical jargon,
Understanding Crypto: The Basics of Blockchain, Mining, and More
In this episode of Alternative Investments Chat, Erica and Erin break down the vast—and sometimes dizzying—world of cryptocurrency. What makes crypto distinct from traditional currencies? It’s decentralized, runs on blockchain technology, and operates outside of government control. Here, we cut through the jargon to highlight key features of crypto: decentralization, security via cryptography, ra
From Fans to Financiers: Demystifying Sports Club Ownership
In this episode of Alternative Investments Chat, Erica and Erin take on the high-stakes, high-glamour world of sports club investing. They unpack how buying into a team—whether it’s a storied English football club, a cutting-edge pickleball league, or a U.S. franchise—has evolved from a billionaires-only arena to a topic for everyday investors. We explore routes into ownership, from major shares t
From Pavement to Profit: Unlocking Income with Parking Investments
Discover the unexpected world of parking as an alternative investment! In this episode of Alternative Investments Chat, Erica and Erin break down how parking lots, garages, and even individual parking spaces can generate reliable returns with surprisingly low maintenance. From the latest tech platforms to urban growth trends, learn why parking has become a popular—yet often overlooked—asset class
Demystifying Derivatives as Alternative Investments
Derivatives might sound intimidating, but they’re more common than you think. In this episode of Alterative Investments Chat, Erin and Erica unpack the world of derivatives, showing how these complex financial tools can play a strategic role in alternative investing. From futures and options to swaps and straddles, you'll learn how derivatives are used to manage risk, amplify returns, and build cu
Coin Collecting to Coin Investing: More Than Just Pocket Change
Not just pocket change, coins are a surprisingly strategic play in the world of alternative investments. In this episode of Alternative Investments Chat, hosts Erica and Erin explore how coins, from bullion to rare collectibles, offer more than nostalgia. With a blend of historical intrigue, precious metal content, and scarcity, coin investing can bring both tangible value and portfolio diversific
Structured Investment Products: Investing’s Secret Combo Meal
Structured Investment Products (SIPs) are trending, but are they smart or sketchy? In this episode of Alternative Investments Chat, Erin and Erica break down the truth behind these pre-packaged combos of bonds, stocks, and derivatives. Using analogies from Build-a-Bear to budget airlines, they unpack how SIPs promise custom strategies, downside protection, and potentially higher returns, even when
The Glittering Truth About Precious Metals: Smart, Shiny, and Surprisingly Strategic
Shiny, rare, and surprisingly strategic—precious metals are more than just jewelry and pirate treasure. In this glittering episode of Alternative Investments Chat, Erin and Erica dig deep into gold, silver, platinum, and palladium to reveal why these age-old assets still matter in modern portfolios. From historical safe havens to industrial workhorses, precious metals can offer stability, inflatio
Tuning Into Royalties: Investing in Music as an Alternative Asset
From TikTok hits to 80s classics making surprise comebacks, music isn't just entertainment, it's an investment opportunity. In this episode of Alternative Investments Chat, hosts Erin and Erica break down how everyday investors can earn passive income through music royalties. They explain how platforms like Royalty Exchange and SongVest work, what types of royalties exist (like performance, mechan
How Horses Became a $400 Billion Investment Market
In this episode of Alternative Investments Chat, Erin and Erica saddle up for a lively deep dive into the world of equestrian investing. From high-stakes racehorse ownership to multi-purpose equestrian estates, they explore how horses can be more than just a hobby, they can be a lucrative and dynamic alternative asset. Whether you’re into syndicates, breeding, boarding, or even wedding venues on f
Investing in Classic Cars: What Most People Don’t Know
In this episode of Alternative Investments Chat, Erin and Erica take a high-octane drive into the world of exotic car investing. They break down why rare cars like Ralph Lauren’s prized Bugattis and the one-off $19M La Voiture Noire can be more than just garage trophies, they might be smart financial moves. You’ll learn how brands, heritage, and collector demand drive value, what the Barrett-Jacks
Finding Hidden Value: How to Spot Undervalued Investments
In this episode of Alternative Investments Chat, hosts Erica and Erin take you on a deep dive into the world of undervalued assets within alternative investments. But what exactly makes an asset undervalued? Simply put, it’s when an investment is priced below its intrinsic value, driven by key factors like cash flow, earnings, and growth potential, rather than temporary market sentiment. Tune in a
Bungalows, Treehouses, and Big Returns: Investing in Exotic Vacation Rentals
Luxury travel is booming, and exotic vacation rentals are stealing the spotlight as a unique alternative investment. From over-water bungalows to desert retreats, these properties offer more than just a getaway, they’re a pathway to portfolio growth. In this episode of Alternative Investments Chats, hosts Erin and Erica explore the allure of luxury and offbeat vacation rentals, diving into why the
From Ponzi to Crypto Queen: Lessons from the Dark Side of Finance
Not all investments are created equal, and some are downright criminal. In this episode of Alternative Investments Chat, hosts Erica and Erin take you through the murky world of investment fraud, from Ancient Greece and Rome to modern-day Ponzi schemes, short squeezes, and crypto cons. Get a look at the underbelly of how scams evolve, how smart people still get caught up in them, and what you can
When Alternative Investments Fail: Cautionary Tales from Beanie Babies to Busts
Not every alternative investment is a win–some are cautionary tales in disguise. In this episode of the Alternative Investments Chat podcast, hosts Erica and Erin explore what happens when promising ideas fall flat, from Detroit’s overbuilt housing market and the Beanie Baby craze, to Juicero’s overfunded flop and the rare earth metals bust. Whether it’s poor planning, misplaced trust, or market v
Pouring Profits: The Growing Investment in Vineyards and Distilleries
Investing in alcohol production offers the appeal of owning physical assets, which some investors find more attractive than the volatile stock market. Tangible assets such as vineyards and distilleries provide more stability, especially as the demand for craft beverages rises. In this episode of Alternative Investments Chat, hosts Erin and Erica dive into the exciting and increasingly popular worl
Untapping the Secrets of Fine Wine and Whiskey Investments
Ready to turn your love for wine and beer into a profitable investment? In this episode of Alternative Investments Chat, hosts Erica and Erin uncork the secrets of investing in everything from fine wine to small-batch whiskey, sharing insider tips on how to spot a hidden gem, what makes a bottle worth its weight in gold, and how to grow your collection into a liquid asset. Whether you’re a wine co
The Rise of Bank–Alt Investments Collabs: What It Means for Capital Access
Turns out, banks and alternative lenders aren’t enemies–they’re becoming finance’s newest power couple. In this episode of Alternative Investments Chat, hosts Erin and Erica dive into the unexpected bromance between traditional banks and alternative investment firms. They explore why banks are teaming up with private lenders, fintechs, and hedge funds–and what it means for your money. Learn how ne
From Cornfields to Crowdfunding: The Surprising Ways to Invest in Farmland
Farmland might not be the flashiest investment out there–but that’s exactly what makes it so interesting. With strong historical returns, low volatility, and built-in inflation protection, farmland is gaining traction with investors looking to diversify beyond traditional stocks and bonds. In this episode of Alternative Investments Chat, hosts Erin and Erica dig into the quiet power of farmland in
The Shift of Family Offices in Alternative Investing
The family office sector is experiencing a significant shift towards alternative investments, and it’s a trend you don’t want to miss. In this episode of Alternative Investments Chat, hosts Erin and Erica discuss how single-family offices (SFOs) are moving away from traditional wealth preservation strategies to focus on growth and higher returns. From highlighting the rise of private equity and ve
Planes, Trains, and Profitable Gains: Investing in Transportation Assets
Transportation keeps the world moving–and it might just keep your portfolio growing, too. From planes to pipelines, these assets are often overlooked but full of potential. In this episode of Alternative Investments Chat podcast, hosts Erin and Erica break down the world of transportation assets. From planes and ports to scooters and drones, they explore why this sector is gaining traction with in
School’s In: Education Startups as a Possible Investment
The education sector isn’t usually top of mind when we talk about alternative investment ideas–but maybe it should be. With new capital models to support slower, mission-driven growth, education startups are getting a fresh look from forward-thinking investors. In this episode of Alternative Investments Chat, hosts Erin and Erica break down Michael B. Horn’s recent Forbes article, Beyond VC: Alter
The Financial Impact of Conscious Capitalism
The business world is always evolving, and companies are increasingly adopting conscious capitalism as a path to sustainable success. This shift is reshaping industry standards and offering a new way to measure growth and profitability. In this episode of the Alternative Investments Chat podcast, hosts Erin and Erica dive into the powerful rise of conscious capitalism and its impact on business gr
What Constitutes a Wealth Advisor
Managing wealth isn’t just about growing assets–it’s about navigating risks, leveraging the right strategies, and working with the right advisors. But what does a great wealth advisor actually do? And how do high-net-worth investors structure their portfolios for long-term success? In this episode of Alternative Investments Chat, hosts Erin and Erica break down the real role of an advisor, the hid
Protect Your Money: 7 Mistakes People Make When Hiring Financial Advisors
Hiring the wrong financial advisor can shrink your portfolio. Skip costly mistakes by knowing what to look for before you trust them with your wealth. Choosing the right advisor isn’t just about credentials, it’s about finding someone who aligns with your goals, communicates effectively, and has a proven track record. Listen as Erica and Erin break down the seven biggest mistakes people make when
Maximize Your Portfolio: Exploring the Power of Self-Directed IRAs
Self-Directed IRAs (SD IRAs) allow you to diversify your retirement savings but one compliance mistake could leave you with hefty penalties. Are you willing to navigate the risks? The benefits of SD IRAs are that they offer more control and flexibility than traditional retirement accounts but they come with unique challenges and responsibilities. Erica and Erin explain how SD IRAs work, the invest
Regulation Best Interest: Balancing Risk and Responsibility in Alternative Investments
Do you understand the complexities of Regulation Best Interest (Reg BI)? One misstep could cost your reputation and your client’s trust. It’s vital to understand the ways that it has reshaped the landscape for broker-dealers, especially when it comes to recommending alternative investments. Whether it's private equity, debt offerings, or real estate, advisors now face stricter requirements to ensu
Filling the Funding Gap: How Middle Market Debt Empowers Companies
Not all companies fit into the bank loan or venture capital model, so what’s the solution? Middle-market debt financing is a flexible, high-yield way forward for companies eager to grow. Middle-market companies, those with revenues between $10M and $1B, are often overlooked by traditional lenders, this opens up an opportunity for the alternative market and those interested in it. Listen as Erica a
Solar Investments: Turning Sunlight into Long-Term Gains
As the world shifts toward renewable energy, solar has emerged as one of the most promising investment opportunities. But is it the right fit for your portfolio? In this episode, co-hosts Erin and Erica explore how advancements in technology, government incentives, and infrastructure development are making solar a compelling alternative asset. From solar stocks to debt financing, we break down the
Fine Art & Collectibles: Turning Passion into Portfolio Growth
Can passion-driven investments also be smart financial moves? With economic uncertainty on the rise, investors are looking beyond stocks and bonds to fine art, rare watches, luxury handbags, and sports memorabilia. But what makes these assets valuable—and how can investors take advantage of this booming market? In this episode, hosts Erin and Erica explore the world of fine art and collectibles, b
Oil & Gas Investing: Tapping into Energy for Portfolio Growth
Oil and gas have powered economies for centuries, but do they still make sense as an investment today? With energy demand holding strong and market dynamics shifting, these commodities offer both opportunity and risk. In this episode, co-hosts Erin and Erica from M2i break down the role of oil and gas in alternative investments, exploring how investors can leverage this sector for diversification
Swap Till You Drop: The Tax Hack Real Estate Investors Love
Most investors (and their accountants) have never heard of this strategy but it could save you hundreds of thousands in taxes! Every real estate investor dreads the tax bill that comes with selling a property but what if you could legally avoid paying those taxes and keep reinvesting your profits? Sandy Simmons joins Erin and Erica to break down the powerful tax strategy wealthy investors use. Lea
Loaner or Owner: The Real Estate Investing Playbook You Need
Real estate isn’t just about owning property, it’s about making strategic moves that generate income, hedge inflation, and diversify your portfolio. But should you be a loaner or an owner? And how do different asset classes like hotels, self-storage, and senior housing, compare? In this episode of Alternative Investments Chat, hosts Erin and Erica sit down with real estate expert Sandy Simmons to
Breaking Down Barriers: The Democratization of Alternative Investments
Your ticket to previously exclusive investments is here, are you ready? Technology and innovative financial products are transforming the alternative investment landscape. Hosts Erin and Erica explain how investors can now access investment opportunities like private equity, real estate, and art through new platforms and structures like feeder funds, interval funds, and tokenized shares. Learn abo
Breaking the Boys' Club: Women's Rise in Wealth Management
A massive $30 TRILLION wealth transfer is coming and women are taking the lead! In this episode, Erin and Erica discuss the biggest financial shift of this generation and what it means for the future of investing.Find out more about:Why millennial women are set to inherit the bulk of boomer wealthThe surprising truth about women's investing styles vs. men'sImpact investing trends that are reshapin
Why Millennials Are Choosing Alternative Investments Over Traditional Finance
Millennials are ditching traditional investment strategies in favor of alternative options—but why? In this episode of Alternative Investments Chat, hosts Erin and Erica dive into the key factors driving this shift, from distrust in conventional institutions to a growing preference for crowdfunding, real estate, crypto, and socially responsible investing. Discover how technology empowers millennia
Reshaping Retirement Strategies: Gen X and Alternative Investments
In this episode, Erin and Erica discuss the unique financial journey of those born between 1965 and 1980, Generation X. Often called "latchkey kids," Gen Xers grew up navigating economic uncertainty, soaring tuition costs, and fluctuating job markets. Today, they’re rethinking traditional retirement plans, balancing the challenges of supporting their children and aging parents, and adapting to ris
Women Transforming Finance: Paving the Path to Success
In this episode, Erin and Erica shine a spotlight on the remarkable women shaping the financial sector: Cathie Wood, the driving force behind ARK Invest’s focus on disruptive innovation; Abigail Johnson, the trailblazing CEO of Fidelity Investments who introduced cryptocurrency in its early days to one of the most traditional firms in the field; and Sallie Krawcheck, co-founder of Ellevest, a plat
Debt Offerings: Separating Fact from Fiction
Join hosts Erin and Erica as they dive into the world of debt offerings, debunking five of the most common misconceptions about this form of financing. They start by clarifying that debt offerings are not exclusive to large corporations, all sizes of companies can benefit. While the process may seem complex or costly, seeking legal guidance to ensure compliance can make it manageable and advantage
Marketing Debt Offerings: Strategies for Attracting Investors and Securing Success
In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from
Profit with Purpose: A Guide to Socially Responsible Investing (SRI)
In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from
Building a Retirement Strategy: Balancing Growth, Security, and Lifestyle
In this episode, hosts Erin and Erica dive into the essentials of retirement planning, sharing expert insights to help you secure your financial future. They break down everything from understanding Social Security benefits and retirement age options to creating a balanced investment portfolio that evolves with your needs. Erin and Erica explore traditional and alternative investment strategies, i
Raw Materials, Big Impact: How Commodities Drive the World’s Economy
Dive into the world of commodities in this insightful episode! Learn what commodities are, from raw materials like metals and energy to agricultural goods like wheat and coffee. Erin and Erica break down the categories: energy, agriculture, and metals, and explore how markets like the Chicago Board of Trade and the New York Mercantile revolutionized global trading. Discover the role of futures con
Earn Without Owning: The Power of REITs
Join hosts Erin and Erica as they break down Real Estate Investment Trusts (REITs), which are companies that own or finance income-generating properties like apartments, offices, and warehouses. Modeled after mutual funds, REITs let interested parties invest in real estate and earn passive income without owning or managing properties. The legislation creating REITs was a breakthrough that allowed
How Regulation CF and Regulation A Empower Small Businesses
Have you ever wondered how crowdfunding works? Follow along as Erin and Erica break down Regulation CF and Regulation A, the SEC rules that have revolutionized the way small businesses and startups raise capital. These alternative pathways to capital formation offer access to financing that is often difficult for small to medium businesses to acquire. Explore how these rules streamline the fundrai
Capital Planning: It’s Critical Function in Your Business
In this episode, Erin and Erica explore capital planning, a vital process that involves budgeting a company's financial resources for long-term goals and growth. Forecasting market trends, infrastructure needs, and upcoming project expenditures are all crucial pieces of the puzzle. Knowing how and where to allocate resources, allows you to maximize growth, increase shareholder value, and maintain
Understanding Regulation D: Private Investment Exemptions and Capital Raising
This episode is a guide to Regulation D. Erin and Erica explain the SEC rules that are designed to simplify the capital-raising process for private companies. They explain the criteria for each rule and how investors and companies benefit from these exemptions. Depending on the rule applied, Reg D opens investment opportunities to a broader range of investors, including both accredited and certain
Accredited vs. Non-Accredited: What it Means to Investors
This episode covers the origins of investor accreditation, what it means today, and the evolving opportunities for both accredited and non-accredited investors. Learn the criteria for accredited status and how non-accredited investors are finding new ways to invest in private investments as a group. We also provide insight into private equity, venture capital, and ICOs, and explore how the world o
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