E1: Introduction To Alternative Assets Alt Investing Made Easy podcast

Red Sun Creative, Austin, Texas

17:27

Why do so many of us get nervous when public speaking? Communication expert Lawrence Bernstein says the key to dealing with the pressure is as simple as having a casual chat. He introduces the "coffee shop test" as a way to help you overcome nerves, connect with your audience and deliver a message that truly resonates. After the talk, Modupe explains a similar approach in academia called the "Grandma test," and how public speaking can be as simple as a conversation with grandma. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at https://ted.com/join Learn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.…

Alt Investing Made Easy «
E1: Introduction to Alternative Assets

about a year ago 32:28

MP3•Episode home

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 that differ from traditional publicly registered securities. They clearly contrast between private and public securities, each with its registration requirements and ongoing disclosure obligations. This comparison aims to enlighten the audience about the intricacies of this part of the financial world. They also explore the benefits of private securities, such as the potential for small businesses to raise capital and the opportunity for mission-driven investments.

Takeaways

Alternative assets are financial assets that do not fall into conventional investment categories like publicly traded stocks, bonds, or cash.
Alternative assets include investments in hedge funds, private capital, real estate, natural resources, and infrastructure.
Private securities, which are associated with alternative assets, have less disclosure, greater complexity, and lower liquidity compared to public securities.
Alternative assets provide opportunities for mission-driven investments and the democratization of capital.
Viewers are encouraged to learn more about alternative assets and engage with their financial advisors.

Chapters

00:00 Introduction to Alternative Assets

05:06 The Three Main Classes of Alternative Assets

09:24 Asset Allocation and Diversification in Alternative Asset Investing

26:39 Understanding Securities and Alternative Assets

29:25 The Definition of a Security: Elements and Importance

31:51 Democratization of Capital: Investing in Alternative Assets

36:35 Aligning Values and Creating Value with Alternative Investments

39:30 Diversifying Investment Portfolios with Alternative Assets

Credits

Sponsored by
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Please visit us: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

41 episodes

E1: Introduction to Alternative Assets

Alt Investing Made Easy

published about a year ago

MP3•Episode home

Takeaways

Alternative assets are financial assets that do not fall into conventional investment categories like publicly traded stocks, bonds, or cash.
Alternative assets include investments in hedge funds, private capital, real estate, natural resources, and infrastructure.
Private securities, which are associated with alternative assets, have less disclosure, greater complexity, and lower liquidity compared to public securities.
Alternative assets provide opportunities for mission-driven investments and the democratization of capital.
Viewers are encouraged to learn more about alternative assets and engage with their financial advisors.

Chapters

00:00 Introduction to Alternative Assets

05:06 The Three Main Classes of Alternative Assets

09:24 Asset Allocation and Diversification in Alternative Asset Investing

26:39 Understanding Securities and Alternative Assets

29:25 The Definition of a Security: Elements and Importance

31:51 Democratization of Capital: Investing in Alternative Assets

36:35 Aligning Values and Creating Value with Alternative Investments

39:30 Diversifying Investment Portfolios with Alternative Assets

Credits

Sponsored by
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

Please visit us: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

41 episodes

All episodes

Alt Investing Made Easy

1
E41: A Conversation about the Five Capitals 46:47

2 days ago46:47

46:47

Summary In this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within families. The conversation highlights personal experiences and insights, illustrating how these capitals interconnect and contribute to a fulfilling life. Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways -Wealth encompasses more than just financial assets. -Human capital includes emotional well-being and relationships. -Intellectual capital is about knowledge and learning. -Social capital involves community relationships and networks. -Spiritual capital transcends individual interests and values. -Financial capital supports the growth of other capitals. -Curiosity drives intellectual development and growth. -Meditation can enhance spiritual well-being. -Generational wealth requires continuous growth in all capitals. -The five capitals framework encourages meaningful discussions. Chapters 00:00 Introduction to the Five Capitals 05:09 Exploring Human Capital 18:36 Understanding Intellectual Capital 24:07 Balancing Academics and Practical Skills 26:25 Understanding Social Capital 31:00 The Role of Spiritual Capital 39:20 Exploring Financial Capital 44:49 Concluding Thoughts on the Five Capitals Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E40: Meet Bryan Hancock and the Texas Freedom Fund 31:54

10 days ago31:54

31:54

Summary In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview Brian Hancock about his Texas Freedom Fund, an oil and gas investment fund. Brian shares his background in real estate and engineering, his transition into oil and gas investing, and the unique opportunities and tax benefits associated with this asset class. The conversation delves into the structure of the Texas Freedom Fund, emphasizing its accessibility for investors and the importance of due diligence in alternative investments. Brian also discusses his personal motivations for creating the fund and the principles that guide his investment philosophy. Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways Brian Hancock has a diverse background in engineering and real estate. The Texas Freedom Fund aims to make oil and gas investments accessible. Investing in oil and gas offers significant tax benefits. The fund allows for lower minimum investments compared to traditional deals. Due diligence is crucial in alternative investing. The risk in oil and gas investing is often tied to oil prices. Brian emphasizes the importance of understanding the operators behind investments. The fund is structured to provide diversification across multiple projects. Investors can expect returns within a few years and ongoing income thereafter. Brian's personal motivation is to help others achieve financial freedom. Chapters 00:00 Introduction to Alternative Investing and Brian Hancock 06:02 Understanding Oil and Gas Investing 11:58 The Texas Freedom Fund Overview 17:50 Investment Structure and Tax Benefits 24:10 Personal Insights and Motivation Behind Investing Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E39: Passive Investing Mastery - Interview with Patrick Grimes 42:55

18 days ago42:55

42:55

Summary In this conversation Roland and Sarah from Alt Investing Made Easy introduce Patrick Grimes, of Passive Investing Mastery, who discusses his journey into alternative investments, emphasizing the importance of capital preservation and recession resilience. Patrick shares a passion with Sarah and Roland for providing education about alternative investing and in this conversation addresses the current economic upheaval and its impact on investment strategies, particularly in commercial real estate. The discussion also delves into litigation finance as a means to provide access to justice for individuals who cannot afford legal representation, highlighting the mission-driven aspect of alternative investments and the relevance of investing in alternative assets that do not track with the market cycles. Overall, the conversation underscores the significance of diversifying investments and understanding market fundamentals to navigate uncertain economic times. Patrick also discusses his approach to real estate investing, focusing on small balance commercial properties and the importance of cash purchases. He emphasizes the value of alternative investments and the need for financial education in navigating these opportunities. Patrick also shares insights on building a resilient investment portfolio and the significance of empowering others through education in alternative investing. Patrick is the founder of Passive Investing Mastery, a program that provides education about alternative investments. You can find more information at: passiveinvestingmastery.com/alternative . You can reach Patrick through the above site, or at https://www.linkedin.com/in/patricksgrimes . Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways Patrick Grimes emphasizes the importance of capital preservation in investing. Investing in non-correlated assets can help mitigate risks during economic downturns. The concept of recession resilience is crucial for long-term investment strategies. Litigation finance can provide access to justice for individuals who cannot afford it. Investors can achieve risk-adjusted returns while supporting mission-driven initiatives. Understanding market fundamentals is key to making informed investment decisions. Diversifying investments across various asset classes can enhance portfolio stability. Historical examples show the impact of litigation finance on social change. Investing in essential industries can provide stability during economic fluctuations. Community-oriented investments can create positive societal impacts. The importance of exploring multiple properties before making offers. Identifying recession-resilient markets for investment opportunities. The benefits of cash purchases in real estate. The rise of private credit in a high interest rate environment. The significance of financial education in alternative investments. Creating efficiencies by integrating different investment strategies. The value of building a diversified portfolio. Using alternative investments to achieve financial freedom. The role of community in learning about investment strategies. The importance of planning and accountability in business. Chapters 00:00 Introduction to Passive Investing Mastery 02:22 The Journey into Alternative Investments 04:37 Understanding Market Upheaval and Investment Strategies 07:57 Recession Resilience in Investing 10:20 Exploring Litigation Finance 16:22 The Mission-Driven Aspect of Alternative Investments 22:16 Navigating Real Estate Opportunities 30:49 The Power of Alternative Investments 35:09 Building a Resilient Investment Portfolio 39:19 Empowering Others Through Education Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”…

Alt Investing Made Easy

1
E38: Invest with Commodore Group Holdings and Rohit Sood 6:13

23 days ago6:13

6:13

In this mini-episode from Alt Investing Made Easy we meet Mr. Rohit Sood who presents accredited investors with an investment opportunity with Commodore Group Holdings LP, a Delaware limited partnership focused on long-only quality investing in high-quality US equities. Rohit discusses the investment philosophy of approaching shareholding while ‘Thinking like an Owner’ and the importance of a concentrated conviction portfolio. Additionally, he highlights Fintuative, a proprietary software platform designed to analyze real time business and financial data and inform investment decisions. The conversation concludes with details about the investment opportunity and the minimum investment requirements. Rohit recommends that anyone interested in investing read the following article: https://business.columbia.edu/cgi-finance/chazen-global-insights/superinvestors-graham-and-doddsville Rohit can be reached at: linkedin.com/in/rohit-sood commodoregrp.com Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways Commodore Group Holdings focuses on high-quality US equities. The investment strategy is long-only and avoids speculative investments. A concentrated conviction portfolio is essential for quality investing. High-quality companies are defined by profitability and market leadership. Fintuative is a proprietary tool for financial analysis. The minimum investment is $250,000 for accredited investors. The average investment size is over a million dollars. Investing like an owner is a core philosophy. Rohit emphasizes shareholder-friendly management teams. The partnership is long-term focused. Chapters 00:00 Introduction to Commodore Group Holdings 02:14 Investment Philosophy and Strategy 02:48 Fintuative: The Software Behind the Strategy 04:06 Investment Details and Conclusion Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E37: Think like an Owner: Meet Commodore Group Holdings and Rohit Sood 38:16

25 days ago38:16

38:16

Summary Hosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and investment banking. Rohit gives us insights into his investment philosophy and the emphasis he places on ‘Thinking like an Owner’ using a long-term holding strategy with a focus on how asset companies allocate capital. Rohit also introduces his tech venture Fintuative, which is a proprietary tool for financial analysis that he and his team created and built in-house to provide real-time information to help assess business quality in investment decisions. The conversation also covers the current investment opportunities Rohit makes available to accredited investors, his commitment to a long-only strategy, and insights into the scalability of his fund. The episode concludes with Rohit’s personal reflections on approaching investing with rationality and the importance of continuous learning in investing Rohit recommends that anyone interested in investing read the following article: https://business.columbia.edu/cgi-finance/chazen-global-insights/superinvestors-graham-and-doddsville Rohit can be reached at: linkedin.com/in/rohit-sood commodoregrp.com Takeaways Rohit Sood transitioned from engineering to finance, emphasizing a unique investment philosophy. He believes in long-term ownership of high-quality businesses without short positions. Fintuative is a proprietary tool that automates financial analysis for better investment decisions. Capital allocation is crucial for a company's success and should be analyzed carefully. Rohit focuses on a concentrated investment strategy with a limited number of positions. The investment partnership aims for 5% compounded returns over the long term. Rohit emphasizes the importance of rational thinking in investing. He encourages continuous learning and reading to enhance investment knowledge. The fund is scalable, focusing on large-cap companies with significant market presence. Rohit's personal motto revolves around being rational and channeling efforts effectively. Chapters 00:00 Introduction to Alternative Investing 02:01 Rohit Sood's Background and Career Path 09:01 Transition to Investment Management 12:18 The Fintuative Platform and Its Functionality 17:32 Capital Allocation and Business Quality 21:01 Investment Philosophy: Long-Only Strategy 23:56 Overview of Commodore Group Holdings 26:31 Performance and Track Record 29:20 Scalability and Future Outlook 31:48 Personal Insights and Philosophy Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E36: Invest in Flex Industrial with Land Play by Alec McElhinny 5:32

30 days ago5:32

5:32

Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares an investment deal he is offering in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate. You can reach Alec McElhinny at: linkedin.com/in/alecjmcelhinny2027747777 Sponsored by: Real Advisers Capital, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E35: Flex Industrial - Meet Alec McElhinny with Land Play 38:52

4 weeks ago38:52

38:52

Summary In this episode of ALT Investing Made Easy, Alec McElhinny shares his journey from being an actuary to becoming a commercial real estate investor. He discusses his current project in New Braunfels, Texas, focusing on flex industrial space and its advantages. The conversation explores the growth potential of New Braunfels, the benefits of investing in flex space, and the importance of lease structures in commercial real estate. Alec also provides insights into his investment strategy and projections for returns, including his approach to real estate investment, focusing on the importance of understanding cap rates, market projections, and cost-saving strategies in construction. He emphasizes the significance of operational control in development and highlights the unique selling points of industrial flex spaces. Alec shares his personal motivations for pursuing a career in real estate and the importance of capital formation in the industry. The discussion concludes with insights on investment goals and future collaborations. You can reach Alec McElhinny at: linkedin.com/in/alecjmcelhinny2027747777 Sponsored by: Real Advisers Capital, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways Alec transitioned from an actuary to real estate investing due to dissatisfaction with traditional career paths. Understanding interest rates is crucial for achieving retirement goals. Flex industrial space offers flexible use and is considered recession-proof. New Braunfels is strategically located for real estate development between Austin and San Antonio. Alec's current project focuses on building flex space with quick approval timelines. FlexSpace can be built quickly, often within four to six months. Investors can expect a 12% preferred return and a target IRR of 22%. Triple net leases are advantageous for property owners as tenants cover additional costs. Projections in real estate should be approached with caution and not seen as guarantees. The growth of the I-35 corridor presents significant opportunities for real estate investment. Cap rates are essential for making educated investment decisions. Market projections can be conservative to ensure investor safety. Sourcing materials and negotiating prices can lead to significant savings. Operational control is crucial in real estate development. Finding the right brokers can make a difference in leasing success. Flex spaces are in high demand and offer unique opportunities. Planning ahead is vital for successful investment projects. Personal motivations can drive success in real estate. Capital formation is facilitated by favorable securities laws in the US. Collaboration and responsiveness are key in real estate partnerships. Chapters 00:00 Introduction to ALT Investing and Alec's Background 02:54 Alec's Journey from Actuary to Real Estate Investor 05:47 Exploring Flex Industrial Space and Its Benefits 08:53 The Growth of New Braunfels and Its Real Estate Potential 12:00 Overview of Alec's Current Project in New Braunfels 14:52 Understanding FlexSpace and Its Market Viability 17:49 Investment Opportunities and Project Projections 21:01 The Importance of Lease Structures in Commercial Real Estate 23:58 Understanding Cap Rates and Market Projections 24:52 Cost-Saving Strategies in Construction 26:45 Operational Control in Real Estate Development 28:42 Unique Selling Points of Flex Spaces 30:18 Investment Goals and Project Overview 32:31 Personal Motivations in Real Estate 35:17 The Importance of Capital Formation 36:42 Closing Thoughts and Future Collaborations Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory Framework 34:04

6 weeks ago34:04

34:04

Summary In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders delve into the regulatory framework governing securities, focusing on the Securities Act of 1933 and its implications for private offerings. They discuss the importance of Regulation D, the role of accredited investors, and the concept of materiality in disclosures. The conversation highlights the evolution of private placements and the significance of thorough risk assessment in investment opportunities, emphasizing the balance between consumer protection and market efficiency. Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways All securities must be registered, with exceptions for private securities. Regulation D is vital for private offerings, allowing exemptions from registration. A significant majority of private offerings rely on Regulation D. Accredited investors are typically wealthier individuals who can bear investment risks. Materiality in disclosures is subjective and context-dependent. Disclosure requirements protect both investors and deal sponsors. The process of preparing a Private Placement Memorandum (PPM) is educational for sponsors. Understanding state laws, known as blue sky laws, is essential for compliance. The balance between regulation and market efficiency is crucial. The democratization of capital is necessary for a healthy economy. Chapters 00:00 Introduction to Alternative Assets and Regulatory Framework 07:41 Understanding Regulation D and Its Importance 12:33 The Role of Accredited Investors in Private Offerings 18:14 Private Placements and Changes in Securities Law 24:15 Materiality and Disclosure Requirements in Securities 30:51 Conclusion and Legal Disclaimer Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E33: Invest in Private Equity with Mark Flickinger of BIP Capital 6:20

7 weeks ago6:20

6:20

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 philosophy, emphasizing their role as active business builders and partners with entrepreneurs. The conversation also highlights the fund's transparency and registration with the SEC, making it accessible through major platforms like Schwab and Fidelit y. Further information on: Mark Flickinger In his role as General Partner and Chief Operating Officer of BIP Capital, Mark Flickinger oversees the operations of the firm with a focus on fundraising and investor success. Before joining BIP Capital, Mark held leadership roles for startup consulting firm 4th Strand before and after it was acquired by Intertek. Mark's experience also includes a biotech startup developing therapeutics for cancer and autoimmune diseases. He recently served as the Chairman of the Board for Venture Atlanta and has served on several company boards. Mark earned an MBA in General Management and Entrepreneurship from The University of North Carolina Kenan-Flagler Business School and a BSE in Mechanical Engineering from Princeton University. He was a member of the US National Rowing Team from 2001-2008. Mark’s LinkedIn: https://www.linkedin.com/in/mark-flickinger-24295538/ BIP Capital BIP Capital is an integrated private market investment platform that offers traditional venture anchor funds through BIP Ventures, an evergreen equity BDC through the BIP Ventures Evergreen BDC, and access to LAGO Evergreen Credit, a private credit BDC through partnership with LAGO Asset Management. With a distinctive multi-stage, multi-sector investment approach and a growing array of capital offerings, we support advisors and deliver wealth preservation and growth opportunities for thousands of investors. BIP Ventures Evergreen Funds: https://www.bipevergreenfunds.com/ BIP Ventures: https://www.bipventures.vc/ BIP Capital Alternative Assets Webinars (Q2 2025): https://info.bipcapital.com/webinars Contact BIP Capital: investorcommunications@bipcapital.com Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E32: Meet Mark Flickinger and the BIP Ventures Evergreen Funds 45:22

7 weeks ago45:22

45:22

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 competitive rowing and its impact on his investment philosophy. The conversation covers BIP Ventures' unique approach to private equity investing using the concept of ‘having a right to win’, which focuses on seeking success through adding value by taking active involvement in portfolio companies promote their positive development. Further, in continuing with the concept of democratization of capital that we have developed on Alt Investing Made Easy, Mark discusses the need for individual investors to have access to private markets and the recent developments in SEC regulations that support this shift. Further information on: Mark Flickinger In his role as General Partner and Chief Operating Officer of BIP Capital, Mark Flickinger oversees the operations of the firm with a focus on fundraising and investor success. Before joining BIP Capital, Mark held leadership roles for startup consulting firm 4th Strand before and after it was acquired by Intertek. Mark's experience also includes a biotech startup developing therapeutics for cancer and autoimmune diseases. He recently served as the Chairman of the Board for Venture Atlanta and has served on several company boards. Mark earned an MBA in General Management and Entrepreneurship from The University of North Carolina Kenan-Flagler Business School and a BSE in Mechanical Engineering from Princeton University. He was a member of the US National Rowing Team from 2001-2008. Mark’s LinkedIn: https://www.linkedin.com/in/mark-flickinger-24295538/ BIP Capital BIP Capital is an integrated private market investment platform that offers traditional venture anchor funds through BIP Ventures, an evergreen equity BDC through the BIP Ventures Evergreen BDC, and access to LAGO Evergreen Credit, a private credit BDC through partnership with LAGO Asset Management. With a distinctive multi-stage, multi-sector investment approach and a growing array of capital offerings, we support advisors and deliver wealth preservation and growth opportunities for thousands of investors. BIP Ventures Evergreen Funds: https://www.bipevergreenfunds.com/ BIP Ventures: https://www.bipventures.vc/ BIP Capital Alternative Assets Webinars (Q2 2025): https://info.bipcapital.com/webinars Contact BIP Capital: investorcommunications@bipcapital.com Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways Mark Flickinger emphasizes the importance of teamwork in both sports and business. Athletics taught Mark valuable lessons about perseverance and success. BIP Ventures focuses on long-term investments in promising companies. The firm aims to democratize access to private markets for individual investors. Mark's investment strategy involves active involvement in portfolio companies. The Evergreen Fund model allows for lower minimum investments and greater accessibility. Investors should consider the track record and management of investment firms. The SEC is evolving to allow broader access to private investments. Mark shares a success story about Play On Sports and its growth. Investing in private markets can provide diversification and potential for higher returns. Chapters 00:00 Introduction to Alternative Investments 04:52 Mark Flickinger's Athletic Background and Its Influence 10:00 Overview of BIP Ventures and Investment Philosophy 15:04 The Importance of Active Involvement in Investments 20:11 Success Stories and Practical Examples 24:51 Details on Investment Funds and Accessibility 30:00 Democratization of Capital and SEC Developments 35:08 Final Thoughts and Encouragement to Invest Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E31: Everything You Need to Know About the Capital Stack 39:54

8 weeks ago39:54

39:54

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 with each. The conversation emphasizes the importance of understanding where an investment lies within the capital stack and how it impacts potential returns and risk levels. The hosts also highlight the need for investors to be proactive in asking questions about the capital stack and to be aware of the complexities involved in different investment deals. Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways The capital stack determines who gets paid first in a deal. Debt is generally safer but offers lower returns. Equity holders have higher risk but potential for greater returns. Understanding the capital stack is crucial for investors. Mezzanine debt can combine elements of debt and equity. Preferred equity is considered at-risk capital. Common equity represents the highest risk and return potential. Investors should regularly inquire about the capital stack. Every investment deal is unique and requires careful analysis. Financial education is key to navigating investment opportunities. Chapters 00:00 Understanding the Capital Stack 07:00 Layers of the Capital Stack 15:34 Mezzanine Debt Explained 21:01 Preferred Equity Insights 25:31 Common Equity and Its Implications 30:09 Navigating Complex Capital Structures Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

1
E30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth Management 40:59

9 weeks ago40:59

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 understanding his clients' values and goals. The conversation covers various aspects of financial planning, including fee structures, tailored strategies for diverse client needs, and the significance of peace of mind in financial decisions. Carlos also highlights the importance of due diligence and understanding risk in investment decisions, particularly in real estate. The episode concludes with Carlos sharing his personal investment philosophy and the value of having a coach in the wealth-building journey. You may reach Carlos at: carlos@austinwealthmgmt.com https://www.linkedin.com/in/carloscardenastx Austin Wealth Management: https://austinwealthmgmt.com ‘The Psychology of Money’ by Morgan Housel https://bookshop.org/p/books/the-psychology-of-money-timeless-lessons-on-wealth-greed-and-happiness/ Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways Strategic planning is essential for effective wealth management. Understanding clients' values and goals is crucial. Fee structures can vary; planning fees are important. Tailored strategies are necessary for diverse client needs. Peace of mind is a key component of financial planning. Investors must understand the risks involved in investments. Due diligence is critical when evaluating investment opportunities. Building trust with investment sponsors is vital. Long-term wealth building requires a slow and steady approach. Having a coach can significantly improve investment outcomes. Chapters 00:00 Introduction to Strategic Wealth Planning 02:59 Carlos Cardenas: A Journey Through Wealth Management 06:00 The Role of Fiduciary Duty in Wealth Management 09:10 Understanding Fee Structures in Wealth Advisory 11:47 Case Studies: Tailored Wealth Strategies 14:56 The Importance of Peace of Mind in Wealth Management 17:59 Real Estate Investment Strategies and Risks 21:42 The Emotional Side of Investing 24:52 Evaluating Investment Sponsors 27:34 The Importance of Team in Investments 29:04 Understanding Client Profiles 30:36 The Slow and Steady Approach to Wealth 32:35 The Role of Coaches in Financial Success 33:09 Personal Investment Preferences 35:59 Balancing Alternative and Traditional Investments Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

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E29: Invest in Private Equity with Corn Board Manufacturing, Inc. 39:53

10 weeks ago39:53

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. Lane emphasizes the importance of persistence in entrepreneurship and outlines the investment opportunities available in his company as it scales production to meet demand from major clients like Frito-Lay. The conversation highlights the potential for positive impact on farmers, the environment, and the economy through innovative and localized manufacturing practices. For more information, please contact Lane Segerstrom at https://www.linkedin.com/in/lane-segerstrom-6b1a765/ Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways Persistence is a key advantage in entrepreneurship. The journey of an inventor often starts with a simple idea. Corn stover is a valuable agricultural byproduct. The manufacturing process of corn board is innovative and sustainable. Leasing pallets can save companies money and reduce waste. Investing in corn board manufacturing supports local economies. Environmental benefits include carbon sequestration and improved soil health. The market for pallets is vast and growing. Corn board can compete with traditional wood products. Innovation in manufacturing can lead to better resource utilization. Chapters 00:00 Introduction to Corn Board Manufacturing 02:47 Lane Segerstrom's Journey and Background 06:11 The Importance of Persistence in Entrepreneurship 09:05 The Inventor's Mindset and Journey 12:06 Understanding Corn Stover and Its Uses 14:59 Environmental Benefits and Farmer Relationships 17:55 The Leasing Model for Pallets 20:54 Market Opportunities and Customer Relationships 24:00 The Future of Corn Board Manufacturing 27:02 Investment Opportunities and Closing Thoughts Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

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E28: Invest in Retail Commercial Real Estate - Interview with Dr. Ruchir Patel and Dr. Rahul Damani 41:37

11 weeks ago41:37

41:37

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 their current investment opportunities, including the Tri-Valley Plaza and a new property in Mesa, Arizona. The conversation highlights their investment philosophy focused on capital preservation and the importance of having control over their investment processes. In this conversation, Dr. Rahul Damani and Dr. Ruchir Patel discuss their approach to real estate investing, emphasizing the importance of negotiation, asset management, and financial literacy. They share insights on their investment strategies, the significance of being methodical in their processes, and the passion that drives their work. The discussion also highlights the need for educating investors, particularly in the medical field, about financial decisions and investment opportunities. More information on the Mesa investment opportunity is available at the following link: Eureka Investor Portal: https://eurekainvesting.invportal.com/app/offering-detail/67c61f7c45abed63f9b5acc5 Sponsored by: Real Advisers, Austin, Texas Special thanks to: Grable Martin PLLC Red Sun Creative, Austin, Texas For more information: AltInvestingMadeEasy.com Please contact us: info@AltIvestingMadeEasy.com Roland Wiederanders: Roland@grablemartin.com Sarah Florer: sflorer@grablemartin.com Takeaways Both guests are practicing physicians with a passion for investing. They aim to help fellow physicians navigate investment opportunities. Their first deal, Tri-Valley Plaza, has been highly successful. They emphasize the importance of capital preservation in investing. The duo has shifted to managing their own deals for better control. They have developed strong relationships with brokers for off-market deals. The new Mesa property is anchored by Goodwill, ensuring foot traffic. Negotiation skills were crucial in securing seller credits for property improvements. They focus on purchasing properties below replacement cost. Their investment strategy prioritizes realistic underwriting and cash flow predictability. Negotiating seller credits requires a thoughtful approach. Asset management is crucial for successful real estate investing. Passion for finance can lead to better investment outcomes. Educating investors is essential for making informed decisions. Investment opportunities should be clearly communicated to potential investors. A minimum investment of $50,000 is typical for their projects. Balancing a medical career with investing is possible when you have a passion for investing. A methodical approach is key to successful real estate deals. Understanding compounding can lead to inevitable success in investing. Patience is vital in waiting for the right investment opportunities. Chapters 00:00 Introduction to Eureka Investing 02:09 Background of the Physicians 03:54 The Journey into Real Estate Investing 05:34 Overview of Tri-Valley Plaza 09:15 Investment Philosophy and Strategy 14:44 New Investment Opportunity in Mesa 18:55 Details of the Mesa Property Deal 25:20 Negotiating Seller Credits and Due Diligence 26:10 The Importance of Asset Management 28:12 Passion for Finance and Investing 30:36 Educating Investors on Financial Literacy 32:32 Investment Opportunities and Project Details 34:38 Balancing Passion and Professional Life 36:58 Methodical Approach to Real Estate Investing 39:10 The Value of Patience in Investing Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.” © 2025 AltInvestingMade Easy.com LLC All rights reserved…

Alt Investing Made Easy

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E27: Invest in Sound Curves, led by NASA Apollo Engineer, Jim Skaggs 36:36

12 weeks ago36:36