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ATLalts

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ATLalts

Andres Sandate

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ATLalts is a podcast for those interested in learning about alternative investments and alternative asset classes through interviews with investors, asset owners, and industry practitioners. ATLalts explores venture capital, private equity, real estate, credit, private debt, distressed, hedge funds, commodities, FX, currencies, infrastructure, structured products, digital assets, multi-alternatives, secondaries, collectibles, farmland, timberland, and more specialized alternative assets such ...
 
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show series
 
Hello Podcast listeners,Today is very special episode with Perrie Weiner, Partner in Charge of Baker McKenzie’s Los Angeles Office. He is also the Chair of the Firm’s North America Securities Litigation Group. Perrie represents a wide array of clients in securities litigation and enforcement matters, and in complex business litigation. He earned hi…
 
1:12 Jason's backstory as a Founder, Author, Angel Investor, Advisor, and Accelerator CEO 3:47 Chris's backstory as a former professional athlete to entrepreneur, professional coach, and advisor 8:36 Jason discusses the goals and objectives of Prepare4VC and where they focus on startup founders 10:42 Chris describes what makes Prepare4VC different …
 
Hello Podcast listeners,Today is a very special episode with Guy Perelmuter, Founder at GRIDS Capital and the author of “Present Future: Business, Science and the Deep Tech Revolution”. Before founding GRIDS Capital, Guy was the Chief Risk Officer at Vinci Partners. Guy earned his MS in Artificial Intelligence and his BS in Computer Engineering fro…
 
00:50 Introduction to Anthony 2:37 From underperforming student to college entrepreneur 7:20 What it was like at an Ivy League school and having the entrepreneurial bug 8:58 Selling sunglasses and sweatshirts and entering commercial real estate 10:28 One of the pivotal books that got me interested in real estate 12:14 Going all in January 2020 with…
 
Hello Podcast listeners,Today is a very special episode with Matthew Koelliker, President of M360 Advisors. Matthew earned his MBA from the Anderson School of Management and is a CFA Charterholder. In today's episode Matthew and Natalie discuss M360's unique approach to commercial real estate investing.This episode was hosted by Natalie Wu.Enjoy an…
 
1:12 Background 8:42 The rise of the fractional CFO 14:02 Indications it may be time to consider a fractional CFO 17:34 The typical engagement and what we do as fractional CFOs 24:35 The skill sets of an executive team and where a fractional CFO makes sense 29:06 Bringing a different perspective than the founders 35:04 Discussion of VC and PE-backe…
 
00:30 Mark shares his background 1:29 Journey to becoming a VC 5:06 The ups and downs of forming a VC firm 7:59 Building a network and the value of relationships 12:59 Getting confident in your own ideas 15:19 Why so many startups fail? 18:35 Investing in founders and their well being 23:37 Financial, relational, and intellectual capital 26:48 The …
 
3:23 Greg gives background on Rubicon Crypto 10:39 Greg gives his experience of 9/11 having lived and worked in the NYC area and on Wall Street 18:40 Greg's entrepreneurial journey and the formation of Rubicon 24:28 The digital divide 28:22 Digital assets, cryptocurrency, blockchain discussion 33:56 How individuals are engaging with digital assets …
 
Hello Podcast listeners,Today is a very special episode with Scott Miller, Executive Vice President of Thought Leadership at Franklin Covey. Scott hosts The On Leadership Podcast, which is the world’s largest and fastest growing podcast devoted to leadership. Before joining Franklin Covey, Scott served as the General Manager of the Central Region, …
 
Hello Podcast listeners,Today is a very special episode with Michael Skillman, CEO at Faith Investor Services. Before this, he was CEO at Cadence Capital Management and President of Pacific Global ETF Trust. Michael earned his BS in Business Administration and Finance from California State University-Chico. In today’s episode we discuss the growing…
 
Hello Podcast listeners,Today is a very special episode with Dr. Robert Eccles. Robert is the Founding Chairman of the Sustainability Accounting Standards Board and visiting Professor of Management Practice at the Saiid Business School. Robert earned his PhD in Sociology from Harvard University. In today’s episode he discusses the state of ESG Repo…
 
Hello podcast listeners,Today is a very special episode with Richard Pzena, Founder, Managing Principal, Co-Chief Investment Officer and Portfolio Manager at Pzena Investment Management. Before this, Mr. Pzena worked at Sanford C. Berstein where he was director of U.S. equity investments, chief research officer of small cap equities, and an oil ind…
 
Hello Podcast listeners,Today is a very special episode with Jeremy Schwartz, Executive Vice President and Global Head of Research at WisdomTree Asset Management. He joined WisdomTree in 2005 as a Senior Analyst. Before this, he was Head Research Assistant for Professor Jeremy Siegel and helped with the research and writing of Stocks for the Long R…
 
Hello Podcast listeners,Today is a very special episode with Jeff Dorman, CIO at Arca. Before this, Jeff was an Advisor and COO at Harvest Exchange Corp. He brings over 17 years of trading and asset management experience having worked at Merrill Lynch and Citadel Securities, where he oversaw trading of over 100 million in proprietary capital. Jeff …
 
Brian Adams 01:43 Brian shares his professional journey and background Brian Adams 02:57 Brian discusses his aha moment Brian Adams 06:36 Stopping full press to pursue Excelsior Capital Andres Sandate 06:57 Background of alternative investment population in the U.S. Brian Adams 08:45 Getting started Brian Adams 12:35 How I got meetings initially an…
 
Good morning listeners,Today is a very special episode with the founder of ValueWorks, Charles Lemonides. He founded Valueworks back in 2001. He began his career with Gruntal and Co in their research department. He then joined Sterling Advisors, an investment advisory unit of Gruntal and Co. He has his Bachelors in History from Vassar College and p…
 
01:13 Debunking the mythical startup origin story 04:09 Why startup founders are not all happy - the fake narrative. The realities of raising money as a founder and what many founders often don't hear about the process. 09:05 The VC track, alternatives, and the most important thing in any company 12:47 One important lesson to be learned from Steve …
 
00:00 Andres introduces Jen Hicks, Client Development Director at Capital Fund Law Group, a boutique law firm focused on alternative investment management fund formation across hedge, private equity, real estate, private placements, digital assets, and more. 02:30 Jen discusses her transition from a career in law enforcement to a career in alternat…
 
Hello Podcast listeners,Today is a very special episode with Joseph M. Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners. He has been their Chief Market Strategist since 2009. Joe developed the Terranova US Quality Momentum Index (VTUSQM) which launched and began publicly pricing in August 2020. Before th…
 
00:00 Intro - Erik Bullen discusses importance of execution and self awareness for Founders/CEOs 4:47-9:52 Erik Bullen's background and journey to VC and the corporate innovation space 11:14 Erik Bullen talks about his portfolio approach and making the transition from the corporate arena to the startup/angel investment/VC space 16:20 Erik Bullen di…
 
Hello Podcast listeners,Today is a very special episode with Kristof Gleich, President and CIO of Harbor Capital. Prior to this, he was Managing Director and Global Head of Manager Selection at JP Morgan. He also worked as a Fund Manager at Architas and worked as an Executive Director at Goldman Sachs. Kristof earned his Bachelor of Science in Phys…
 
Hello Podcast listeners,Today is a very special episode with Maurits Pot, Founder and CEO of Dawn Global. Before this he was Partner at Kingsway Capital, a frontier market specialist with over 2 billion AUM. He began his career at Goldman Sachs in Mergers and Acquisitions. Maurits earned his Bachelor’s in Economics from Middlebury College. In today…
 
Good morning listeners,Today is a very special episode with Joseph Cioffi, Author of Credit Chronometer and Partner at Davis + Gilbert where he is Chair of the Insolvency, Creditor’s Rights & Financial Products Practice Group. He recently released the 3rd edition 360 degree report that gauges expectations that encompasses all subprime auto particip…
 
Hello Podcast listeners,Today is a very special episode with Gabriel Thoumi, Head of Plastics Program and Director of Financial Markets at Planet Tracker, President 2 degree investing initiative US, adjunct professor at John Hopkins ESG Integration and Spatial Finance. Gabriel brings over 15 years of experience with extensive technical knowledge on…
 
Hello Podcast listeners,Today is a very special episode with Colin Lancaster, a 25-year Wall Street Professional. He was Head of Macro Strategies at Citadel and before that he was Head of Macro at Balyasny Asset Management. Colin is a graduate of Princeton University and is a lawyer by original training. In today’s episode we discuss his recent boo…
 
Hello Podcast listeners,Today is a very special episode with Zachary Karabell is an author and columnist, the founder of the Progress Network at New America, and president of River Twice Research and River Twice Capital. Before this, he was Head of Global Strategies at Envestnet, a publicly traded financial services firm. Prior to that, he was Pres…
 
Hello Podcast listeners,Today is a very special episode with John Hagel, Trusted Advisor, Global Speaker, Futurist and Author. John founded Beyond Our Edge, LLC where their goal is to motivate institutions and individuals to come together and move beyond our edge, overcome obstacles, and address significant emerging opportunities to create real imp…
 
Hello Podcast listeners,Today is a very special episode with Dr. Josef Schuster, founder of IPOX Schuster and Chief Architect of the IPOX Indexes. Before this, Dr. Schuster pursued his academic work on European IPOs in the Financial Markets Group at the London School of Economics where he earned his Master in Science and PhD. In today’s episode we …
 
Hello Podcast listeners,Today is a very special episode with Spuds Powell, Managing Director at Kayne Anderson Rudnick. Before joining Kayne Anderson Rudnick, Spuds worked as the National Mid-Plan Sales Manager for Financial Engines. Prior to this, he was a Retirement Plan Consultant for Retirement Plan Strategies. He earned his BS in Industrial an…
 
Hello Podcast listeners,Today is a very special episode with Amit Anand, Co-Founder of INDF, the first pure-play India Financials ETF listed on the NYSE. Previously Amit Co-Founded Adi Capital Management and was an analyst at Axial Management, a “Tiger Cub”. He started his career at Merrill Lynch in New York. In today’s episode we discuss his appro…
 
Neil Takemoto is the Founding Director of Be The Change Cooperative based in Washington D.C. Neil is also the founder of CSPM Group. In this episode Neil discusses community cooperative development and the inspirations behind the movement including his Hawaiian upbringing, Burning Man, the Jobs Act and more.…
 
Hello Podcast listeners,Today is a very special episode with Michelle Seiler Tucker, Founder and President of Seiler Tucker. She has sold over 500 businesses to date and operates several successful businesses. Michelle holds several professional designations and certifications which include The Merger and Acquisition Intermediary and Certified Seni…
 
Hello Podcast listeners,Today is a very special episode with Wade Guenther, Managing Partner at Wilshire Phoenix. Before this Wade was a Portfolio Management Consultant at Global X ETFs and an ETF Strategist for Advisors Asset Management. Prior to these, Wade was Global ETF Strategist and Portfolio Manager at Horizon ETFs, US. Wade earned his BA in…
 
Hello Podcast listeners,Today is a very special episode with Bob Shea, CEO and CIO at TrimTabs Asset Management. Before this, Bob was President and CO-CIO at W.E. Donoghue/ J.A Forlines Global. Bob was also the Co-Founder and Portfolio Strategist at JA Forlines Global. Bob earned his BS in Finance from St. John’s University. In today’s episode we d…
 
Hello Podcast listeners,Today is a very special episode with Rahul Sen Sharma, managing partner at Indxx. Prior to joining Indxx, he was director of investment research for RR Advisory Group, now part of Mariner Wealth Advisors. He is a graduate of Boston College and earned his MBA with Beta Gamma Sigma honors from Georgetown University's McDonough…
 
Hello Podcast listeners,Today is a very special episode with Cheryl Pate, Portfolio Manager at Angel Oak Capital Advisors. Cheryl brings over 15 years of investment experience where her focus is on investment research and management across the firm’s financial sector focused strategies. Before this, Chery was an Executive Director and Head of Consu…
 
Hello Podcast listeners,Today is a very special episode with Kristin Boggiano, Co-Founder and President of CrossTower. Kristin is also the Founder and Co-Chair of DARLA, Digital Asset Regulatory & Legal Alliance and Executive at AI & Alternative Investments. Kristin earned her Juris Doctor and MBA from Northeastern University and her BA at Sarah La…
 
Hello Podcast listeners,Today is a very special episode with Brandon Rakszawski, Director, ETF Product Development at VanEck. Prior to his current role, Brandon was Product Manager where he was responsible for product management and marketing of VanEck Vectors Exchange-Traded Funds. Before joining VanEck, Brandon was Senior Marketing Specialist at …
 
Hello Podcast listeners,Today is a very special episode with William Burckart, The Investment Integration Project’s President and COO. He is also a Fellow at High Meadows Institute and a Member of the Global Advisory Council. William earned his Master’s in Public Policy from John Hopkin’s University and his Bachelors in International Affairs from G…
 
Hello Podcast listeners,Today is a very special episode with Dr. Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she conducts applied research, leads strategic research initiatives, focuses on portfolio construction and risk management, and engages in product development. Before this she was Senior Lecturer at MIT Sloan School of…
 
Hello Podcast listeners,Today is a very special episode with John Quealy, CIO and PM of the ESG Global Equity Strategy at Trillium. John oversees the management of all investment strategies and portfolio construction at Trillium. Before this, John worked at Canaccord Genuity in Equity Research where he was a Managing Director, in Sustainability and…
 
Hello Podcast listeners,Today is a very special episode with Kenneth Van Leeuwen, CFP, founder of Van Leeuwen & Company. Prior to this, Ken worked for several financial institutions for 18 years which included Morgan Guaranty Trust Company, Merrill Lynch, and later Morgan Stanley Smith Barney. Ken earned his BS in Accounting from the State Universi…
 
Hello Podcast listeners,Today is a very special episode with Matt Lloyd, Chief Investment Strategist at Advisors Asset Management Inc. Matt focuses on matching the dynamic and evolving asset classes to the large economic trends that are affecting the investment marketplace. Before this, he supervised fixed income trading for Registered Investment A…
 
Hello Podcast listeners,Today is a very special episode with Thomas Kim, CEO of Enfusion. Before this, Thomas was the Chief Operating Officer of the Investment Engine group at Bridgewater. Prior to Bridgewater, Thomas was the CEO and Board Member of UNX Companies. He also was the Managing Director, Global Head of Trading and Data Services, Townsend…
 
Hello podcast listeners,Today is a very special episode with Dave Murphy, Head of Financial Services, ex-US, at Publicis Sapient. Before this he was Vice President – European Marketing and Services Lead at Sapient Nitro. Dave earned is Bachelor of Science in Computer Science from MIT and his Master of Engineering in Computer Science from MIT. He al…
 
Hello Podcast listeners,Today is a very special episode with George Patterson, PhD, CFA, CFP, Managing Director and Chief Investment Officer at QMA, a PGIM Company. George brings over 20 years of investment experience where he previously served roles as CIO for Quantitative Investments at Bank of Montreal Global Asset Management, Co-Founder and Man…
 
Hello Podcast listeners,Today is a very special episode with Kevin Carter, founder and CIO of EMQQ and is the CEO of Big Tree Capital LLC. Prior to this, Kevin was CEO of several firms which are AlphaShares, LLC, Natixis Global Asset Management and E*Trade where he was CEO, eInvesting. Kevin earned his Bachelors from the University of Arizona. In t…
 
Hello Podcast listeners,Today is a very special episode with Eric Weiss, Founder and Chief Investment Officer of Blockchain Investment Group and Bitcoin Investment Group and Founder of Cryptoclad. Before this, he was Co-Founder of Webresponse Media and Co-founder and CEO of AdAxiom LLC. Eric earned his MBA from Columbia University and his Bachelors…
 
Hello Podcast listeners,Today is a very special episode with Nikolas Joyce, Co-Chief Investment Officer at The Strategic Funds. Nikolas brings over 20 years of experience building investment research infrastructure and systematic trading platforms. Before this he was a portfolio manager and commodity trading advisor for Trend Management Limited. He…
 
In this episode: Antonio Luck and Adriana Suarez, Managing Partners at MatterScale Ventures, a venture capital firm that invests in early-stage Latin startups with a global mindset, located in the US and LatAm, that apply technology to offer high quality, affordable, and accessible services for the majority. Key sectors include the future of jobs, …
 
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