))
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 ...
…
continue reading
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
…
continue reading
The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this website to document my study notes, and I hope you find them helpful in your own preparation. "Open Exam Prep" is your ultimate companion for mastering the exam. Designed for aspiring financial professionals, this podcast breaks down complex topics into clear, digestible episodes, covering everything from tax planning and estate strategies to retirement so ...
…
continue reading
Welcome to the Slay Your Financial Giants Podcast, a show where personal finance meets purpose with financial planner and author Trent Benedetti. A career spanning decades in the financial world, Trent brings unique blends of modern financial principles and deep Biblical wisdom, helping listeners conquer their biggest financial challenges while staying true to their core beliefs. Trent Benedetti, the founder of Benedetti Financial, is a licensed Certified Public Accountant and Certified Fina ...
…
continue reading
1
E36: Invest in Flex Industrial with Land Play by Alec McElhinny
5:32
5:32
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
E35: Flex Industrial - Meet Alec McElhinny with Land Play
38:52
38:52
Play later
Play later
Lists
Like
Liked
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 in…
…
continue reading
1
Unlock Hidden Portfolio Wealth with Private Life Insurance with Riccardo Gambineri and Frank Seneco
1:12:44
1:12:44
Play later
Play later
Lists
Like
Liked
1:12:44
In this episode of ReSolve Riffs, host Rodrigo Gordillo is joined by Riccardo Gambineri, President at Crown Global Life Insurance Group, and Frank Seneco, President at Seneco Global Advisors. The discussion delves into sophisticated wealth planning solutions with a focus on private placement life insurance, comparing U.S., U.K., and offshore produc…
…
continue reading
1
E34: Revisit Episode 1: Intro to Alternative Assets - Deep Dive into the Regulatory Framework
34:04
34:04
Play later
Play later
Lists
Like
Liked
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 disclo…
…
continue reading
1
E33: Invest in Private Equity with Mark Flickinger of BIP Capital
6:20
6:20
Play later
Play later
Lists
Like
Liked
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 phi…
…
continue reading
1
E32: Meet Mark Flickinger and the BIP Ventures Evergreen Funds
45:22
45:22
Play later
Play later
Lists
Like
Liked
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 compe…
…
continue reading
1
E31: Everything You Need to Know About the Capital Stack
39:54
39:54
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
1
E30: Wealth Planning - Interview with Carlos Cardenas of Austin Wealth Management
40:59
40:59
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
Guides investment decisions by outlining client objectives, risk tolerance, and constraints. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Cont…
…
continue reading
Bonds convertible into predetermined shares, offering potential for equity upside. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Visit:…
…
continue reading
Uses net operating income and capitalization rate to determine property value. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Visit: htt…
…
continue reading
Include CDs, Treasury Bills, and commercial paper, each providing short-term liquidity with low risk. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam …
…
continue reading
Combines equity and debt features, providing fixed dividends without maturity dates. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Visi…
…
continue reading
Governed by acts like the Securities Act of 1933 and 1934, regulating primary and secondary markets. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam P…
…
continue reading
Strategy that matches bond durations to investment time horizons to reduce interest rate risk. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Co…
…
continue reading
Ex-dividend date determines eligibility for dividends; stocks must be purchased before this date to qualify. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- Mor…
…
continue reading
Increase shares and reduce stock price, affecting the number of shares and price per share post-split. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam…
…
continue reading
Explain yield curve shapes based on liquidity preference, market segmentation, and interest rate expectations. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- M…
…
continue reading
Bonds issued below par must accrete the discount annually for tax purposes. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Visit: https:…
…
continue reading
1
[Investment] 17, Capital Asset Pricing Model (CAPM)
3:48
3:48
Play later
Play later
Lists
Like
Liked
3:48
Relates risk and return using beta, helping in asset pricing and portfolio management. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Vi…
…
continue reading
1
[Investment] 18, Portfolio Performance Measures
3:46
3:46
Play later
Play later
Lists
Like
Liked
3:46
Include Sharpe, Treynor, and Jensen's Alpha, evaluating risk-adjusted returns. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Visit: htt…
…
continue reading
Include coupon rate, current yield, and yield to maturity, each providing different insights into bond returns. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- …
…
continue reading
Buyers of bonds pay sellers for interest accrued since the last coupon payment. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Visit: ht…
…
continue reading
Indicates a bond's sensitivity to interest rate changes, with higher duration implying greater volatility. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More …
…
continue reading
1
[Investment] 19, Efficient Market Hypothesis
4:00
4:00
Play later
Play later
Lists
Like
Liked
4:00
Assumes markets efficiently reflect all available information, making consistent outperformance challenging. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- Mor…
…
continue reading
Indicates how two assets move relative to each other, aiding diversification strategies. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content …
…
continue reading
Measures systematic risk, or sensitivity to market movements, relative to the market. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Vis…
…
continue reading
1
[Investment] 15, Systematic vs. Unsystematic Risk
3:42
3:42
Play later
Play later
Lists
Like
Liked
3:42
Systematic risk is market-wide and undiversifiable; unsystematic risk is firm-specific and diversifiable. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More E…
…
continue reading
Focuses on maximizing returns for a given risk level, using concepts like the efficient frontier. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep…
…
continue reading
Measures total risk of a portfolio, indicating volatility and risk level. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Visit: https://…
…
continue reading
Derivative securities providing the right to buy (call) or sell (put) an asset at a specified price. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam P…
…
continue reading
Assesses risk per unit of return, useful for comparing investments with different returns. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Conten…
…
continue reading
Include open-end, closed-end, and unit investment trusts, each with unique characteristics. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Conte…
…
continue reading
In this discussion, Adam Butler, CIO of ReSolve Asset Management Global, a seasoned expert in multi‑asset carry strategies, walks through his latest research comparing two implementations of a carry strategy. He explains the fundamentals of carry in diverse asset classes and explores a wide range of topics including carry fundamentals, market liqui…
…
continue reading
1
E29: Invest in Private Equity with Corn Board Manufacturing, Inc.
39:53
39:53
Play later
Play later
Lists
Like
Liked
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. …
…
continue reading
1
Moritz & Moritz from Takahe on the New School of Old School Trend-Following
1:11:49
1:11:49
Play later
Play later
Lists
Like
Liked
1:11:49
In this episode of ReSolve Riffs, host Adam Butler is joined by two special guests from Takahē Capital – founder, CEO, and chief bottle washer Moritz Seibert, and head of quantitative research, Moritz Heiden. They offer an in‐depth look into systematic trading within managed futures, exploring topics such as commodity markets, trend following, risk…
…
continue reading
1
E28: Invest in Retail Commercial Real Estate - Interview with Dr. Ruchir Patel and Dr. Rahul Damani
41:37
41:37
Play later
Play later
Lists
Like
Liked
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 th…
…
continue reading
Initial margin is the equity needed to start a trade; maintenance margin is the minimum equity to avoid a margin call. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparati…
…
continue reading
Value Line ranks stocks, while Morningstar ranks mutual funds and stocks, aiding investment decisions. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam…
…
continue reading
Involves selling borrowed stocks hoping to buy them back at a lower price, requiring a margin account. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam…
…
continue reading
Includes stocks, bonds, derivatives, and pooled investments, each offering different risk and return profiles. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- M…
…
continue reading
1
E27: Invest in Sound Curves, led by NASA Apollo Engineer, Jim Skaggs
36:36
36:36
Play later
Play later
Lists
Like
Liked
36:36
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 …
…
continue reading
Includes retirement, disability, and survivor benefits, with eligibility based on work credits. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep C…
…
continue reading
Provides income replacement, with definitions like "own occupation" affecting coverage and premiums. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam P…
…
continue reading
Covers various care types, with tax-deductible premiums and benefits for qualified policies. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Cont…
…
continue reading
Allows continuation of group health coverage after employment changes, with specific eligibility criteria. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More …
…
continue reading
Requires high deductible health plan, with tax-free distributions for qualified medical expenses. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep…
…
continue reading
Mandates essential benefits, prohibits lifetime limits, and offers plan categories like Bronze and Silver. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More …
…
continue reading
Major medical covers hospitalization and physician fees, with deductibles and coinsurance affecting costs. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More …
…
continue reading
Offers flexible premiums and death benefits, with cash value used to cover costs. -- The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation. -- More Exam Prep Content Visit: …
…
continue reading
