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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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E33: Invest in Private Equity with Mark Flickinger of BIP Capital
6:20
6:20
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Summary In this episode of Alt Investing Made Easy, Roland and Sarah interview Mark Flickinger, General Partner and COO of BIP Ventures. Mark discusses the launch of their new investment product, BIP Ventures Evergreen BDC, which aims to provide accredited investors with easier access to private equity markets. He elaborates on their investment phi…
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E32: Meet Mark Flickinger and the BIP Ventures Evergreen Funds
45:22
45:22
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Summary Today in this Episode of Alt Investing Made Easy hosts Sarah Florer and Roland Wiederaenders welcome Mark Flickinger from BIP Ventures to discuss investing in operating business through private equity, one of the classes of alternative investments. Mark is highly experienced and shares special insights developed from his background in compe…
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E31: Everything You Need to Know About the Capital Stack
39:54
39:54
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Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the concept of the capital stack, explaining its significance in investment decisions. They break down the layers of the capital stack, including debt, mezzanine debt, preferred equity, and common equity, discussing the risks and returns associated …
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E30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth Management
40:59
40:59
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40:59
Summary In this episode of Alt Investing Made Easy, Roland and Sarah speak with Carlos Cardenas from Austin Wealth Management, who discusses the critical role of strategic planning in wealth management, including in times of turbulence. He shares his journey from being an art dealer to becoming a wealth advisor, emphasizing the importance of unders…
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E29: Invest in Private Equity with Corn Board Manufacturing, Inc.
39:53
39:53
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39:53
Summary In this episode of Alt Investing Made Easy, Lane Segerstrom, CEO of Corn Board Manufacturing, shares his journey as an inventor and entrepreneur. He discusses the innovative process of creating corn board from agricultural byproducts, the environmental benefits of this sustainable material, and the unique business model of leasing pallets. …
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E28: Invest in Retail Commercial Real Estate - Interview with Dr. Ruchir Patel and Dr. Rahul Damani
41:37
41:37
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Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Dr. Rahul Damani and Dr. Ruchir Patel, both practicing physicians who have ventured into real estate investing through their company, Eureka Investing. They discuss their backgrounds, the journey that led them to invest in real estate, and th…
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E27: Invest in Sound Curves, led by NASA Apollo Engineer, Jim Skaggs
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36:36
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Summary In this episode, Jim Skaggs shares his extensive experience in leadership and entrepreneurship, discussing key lessons learned from his time on NASA’s Apollo Space program and his successful turnaround of various companies. He emphasizes the importance of decision-making, mentorship, and teamwork in leadership. Additionally, Jim introduces …
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E26: Revisit E1 Intro to Alternative Assets - Deep Dive into Due Diligence Basics
40:00
40:00
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Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the essentials of due diligence for alternative assets. They discuss the significance of the Private Placement Memorandum (PPM), the Operating Agreement, and the Subscription Agreement, emphasizing the importance of understanding the terms and condi…
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E25: Invest in Motorsports Racing with Ryan Shehan Racing
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49:58
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Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Ryan and Doug Sheehan of RBS Motorsports. They discuss Ryan's journey in racing, the dynamics of family involvement in business, and the investment opportunities available in motorsports. The conversation covers Ryan's growth as a driver, the i…
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E24: The Long Story Part 2 - Interview with Larry Powell of LP Institutional, Inc.
44:19
44:19
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Summary In this conversation, Larry Powell shares his insights on evaluating investment managers, emphasizing the importance of maintaining control over assets, understanding the differences between managed accounts and commingled funds, and the necessity of thorough due diligence. He discusses the evolution of investment platforms, the significanc…
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E 23: Revisit Intro to Alternative Assets - Deep Dive into Investment Structures
34:03
34:03
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Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders provide a comprehensive overview of alternative assets, focusing on various business entities and their implications for investors. They discuss the importance of understanding investment structures, including corporations, limited liability companies, limited…
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E22: Revisit Intro to Alternative Assets - Deep Dive into Securities
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32:30
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Summary In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders revist the topic from episode 1, and delve into the world of alternative assets, focusing on the definitions and types of securities, the distinctions between public and private securities, and the various categories of private investments. They emphas…
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E21: "The Long Story" Part 1 - Interview with Larry Powell of LP Institutional, Inc.
1:13:51
1:13:51
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Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Larry Powell of LP Institutional, Inc., a seasoned investment management professional. The conversation delves into Larry's extensive background in the investment industry, his experiences with alternative assets, and the evolution of investment …
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E20: Reflections and Aspirations for 2025
1:09:02
1:09:02
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1:09:02
In this episode, Sarah Florer and Roland Wiederaenders reflect on their journey with the podcast 'Alt Investing Made Easy,' discussing their achievements, future goals, and the importance of building relationships in the realm of alternative investments. They explore the philosophy of wealth, emphasizing the significance of holistic wealth that enc…
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E19: Real Property and 1031 Exchange with Jason Gorman, Attorney
51:04
51:04
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51:04
In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders are joined by attorney Jason Gorman from Grable Martin PLLC. They discuss Jason's extensive background in real estate law, the intricacies of title insurance, and the importance of understanding 1031 exchanges in real estate transactions. The conversation delves…
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E18: Chattanooga Multifamily Investment with Chad King, CEO, Titan Capital
54:19
54:19
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54:19
In this episode of Alt Investing Made Easy, Chad King of Titan Capital shares his journey in real estate, emphasizing the importance of partnerships, effective marketing strategies, and the significance of selecting the right deals. He discusses his current investment opportunity in Chattanooga, Tennessee, and introduces the Deal Flow Creator softw…
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E17: Oil and Gas Alternative Investments with Jace Graham, CEO, Rising Phoenix Capital
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59:11
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59:11
In this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy inv…
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E16: Qualitative Estate Planning - Interview with David Claflin, Attorney
1:07:39
1:07:39
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In this conversation, Sarah Florer, David Claflin, and Roland Wiederaenders delve into the intricacies of estate planning, focusing on the qualitative aspects that often get overshadowed by quantitative measures. David shares his unique journey into estate planning, emphasizing the importance of understanding the 'why' behind wealth transfer. The d…
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E15: Charitable Giving - Interview with Julia Helgeson of the Joyful Child Foundation
5:57
5:57
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5:57
In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders discuss the importance of charitable giving, particularly during the holiday season, with Julia Helgeson from the Joyful Child Foundation. Julia shares her journey into nonprofit work, the foundation's mission to protect children, and the various programs they offer. …
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E14: AIME Management Entity FAQ - Organizing an Asset Management Company
10:25
10:25
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10:25
In this episode of Alt Investing Made Easy, hosts Roland and Sarah discuss the complexities of alternative investing, particularly in commercial real estate. They delve into the importance of selecting the right structure for the manager of the investment company, the implications of state tax laws, and the necessity of clear governance in manageme…
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E13: AIME Fund FAQs - Single Asset Syndication vs. Open-Ended Funds
32:56
32:56
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32:56
In this episode of Alt Investing Made Easy, hosts Roland and Sarah delve into the differences between open-ended funds and single asset funds, particularly in the context of commercial real estate. They discuss the advantages of open-ended funds, such as flexibility and diversification, while also addressing the importance of cash management, inves…
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E12: Mixed Use Investment Opportunity with Trevor Thompson of Massive Capital
52:31
52:31
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52:31
In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Trevor Thompson, Vice President of Investor Engagement at Massive Capital. The conversation explores Trevor's journey into real estate investing, the unique approach of Massive Capital in offering investment opportunities, and a new development project o…
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E11: Alternate Investing: Interview with Mitch Flax, CAIA
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55:28
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In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Mitch Flax,CAIA, Founder and Chief Investment Officer of Net Equity Capital, to explore the world of alternative investments. Mitch shares his extensive background in wealth management, the significance of the CHartered Alternative Investment Analyst…
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E10: Marina Investing with South Silver Group
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57:04
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57:04
In this episode of Alt Investing Made Easy, Roland and Sarah host Jay and Rebekah Personias from South Silver Group. Jay and Rebekah discuss their personal journeys into real estate, the legacy of a family lake-side resort, and the current investment opportunity in marinas around the country. The conversation covers the dynamics of marina investmen…
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In this episode of 'Alt Investing Made Easy', hosts Roland and Sarah discuss the complexities of alternative investments, focusing on private securities and the regulations surrounding who can offer and sell them. They explore the roles of broker dealers and other parties who can promote investments. They discuss the concept of democratization of c…
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E8: Distressed Assets with Mary Elizabeth Heard, Esq. and Eddie Martin, Esq.
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57:19
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57:19
In this episode of Alt Investing Made Easy, hosts Roland and Sarah, along with guests Mary Elizabeth Heard and Eddie Martin, delve into the world of distressed assets. They explore the definition of distressed assets, particularly in real estate, and discuss the current market cycle, highlighting the opportunities and challenges investors face. The…
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E7: Bankruptcy and Restructuring (Part 2) featuring Mary Elizabeth Heard, Esq.
33:23
33:23
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33:23
In this conversation, Mary Elizabeth Heard discusses the intricacies of bankruptcy law, focusing on pre-packaged bankruptcies, the broader concept of restructuring, and the impact of the Great Recession on these processes. She emphasizes the importance of a sound bankruptcy system in facilitating economic vibrancy and innovation. The discussion als…
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E6: Bankruptcy and Restructuring (Part 1) featuring Mary Elizabeth Heard, Esq.
27:41
27:41
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27:41
In this episode of Alt Investing Made Easy, hosts Roland Wiederaenders and Sarah Florer discuss the complexities of bankruptcy law with attorney and expert Mary Elizabeth Heard. They explore the significance of bankruptcy in the investment landscape, particularly for small businesses and innovation. The conversation delves into the different types …
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E5: Public Securities vs. Private Securities featuring Eddie Martin, Esq.
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36:18
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36:18
In this episode of Alt Investing Made Easy, hosts Roland and Sarah interview attorney Eddie Martin and altogether they discuss the complexities of alternative investments, focusing on the differences between public and private securities. They explore the costs associated with going public, the regulatory framework that governs public companies, an…
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E4: Who can invest in Alternative Assets?
51:32
51:32
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In this conversation, Sarah Florer and Roland Wiederaenders discuss the topic of accredited investors in the alternative asset space. They explore the reasons behind the restrictions on who can invest in alternative assets and the legal basis for these requirements. They highlight three reasons that limiting investment in alternative assets to accr…
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In this conversation, attorneys Roland Wiederaenders and Sarah Florer invite the audience to join them in understanding the distinction between public and private securities and how risk is managed differently. They explain the concept of liquidity risk and how it varies depending on the type of alternative asset. They also emphasize the importance…
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In this conversation, attorneys Sarah Florer and Roland Wiederaenders explore private securities and their role in the world of alternative assets. They define private securities as investments in alternative assets, not traditional publicly registered securities. They explain that private securities are subject to different regulations and disclos…
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In this episode, attorneys Roland Wiederaenders and Sarah Florer delve into the world of private securities and their significance in the world of alternative assets. They stress the importance of defining terms to ensure a comprehensive understanding of private securities and explain that private securities are investments in alternative assets th…
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