Dakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore

Dakota Live! Podcast

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Eric Gerster, Chief Investment Strategist at AlphaCore Wealth Advisory. With nearly three decades of experience in the financial industry, Eric shares insights into his impressive background in long/short and long only equity management, having worked with notable firms like Point72, Guggenheim, and T. Rowe Price.
AlphaCore is a wealth advisory firm dedicated to helping clients build and preserve their wealth. The firm combines sophisticated wealth planning techniques with investment management services.
This episode delves into AlphaCore’s innovative approach to manager selection and portfolio construction, focusing on alternative investments, including hedge funds, venture capital, and private equity.
Join us as we explore the following topics:
✅ AlphaCore’s differentiated approach to building portfolios by integrating alternative assets like private equity and real estate credit
✅ How AlphaCore tailors client portfolios with a focus on income generation and long-term growth
✅ Why learning from past mistakes and protecting against downside risk leads to more consistent, long-term returns
Eric also explores how AlphaCore identifies and partners with emerging managers, offering a fresh perspective on sourcing talent in venture capital and alternative asset classes.
Join us for an engaging conversation about the complexities of manager selection, AlphaCore's role in helping clients navigate a diversified investment landscape, and the exciting opportunities emerging in venture capital and alternative credit markets.