ADISA's Focus on Alternatives Podcast Series
The Alternative & Direct Investment Securities Association is hosting this educational series that covers key topics in alternative investing. Be sure to check back regularly for new episodes.
ADISA's Focus on Alternatives Podcast Series
Latest Episodes
S12 E3 - Evergreen vs. Lifecycle Funds
In the latest episode of Focus on Alternatives, Greg Mauz, ADISA board member and senior managing director at Skyway Capital Markets, sits down with Keegan De Silva, managing partner of Quincy Wells Group, to examine the differences be...
S12 E2 - Trust, Transparency and Due Diligence
In this episode of Focus on Alternatives, ADISA CEO Jade Miller speaks with Amy Arnold, Chief Due Diligence Officer at Concorde Investment Services, about the shift toward relationship-driven due diligence. Arnold discusses sponsor tra...
S12 E1 - I Like an Alternative Investment, But Now What?
Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, speaks with Rizwan Ibrahim, CFA, CAIA, CIPM, CFP®, about evaluating alternative investments within the context of a client’s overall portfolio. The conversat...
S11 E7 - Inside Private Placement Insurance & Alternative Investments
Private placement insurance structures are becoming more accessible to accredited investors as they make their way downstream. In this video, Sandy Geyelin, senior vice president of Global Wealth with Athene, sits down with Greg Mausz, ADISA bo...
S11 E6 - Oil & Gas in 1031 Exchanges: A Look Beyond Real Estate
Section 1031 exchanges benefit from professional management, the potential for monthly checks, built-in tax advantages, and more. Now they’re appearing more frequently in the oil and gas space. In this episode of Focus on Alternatives, Brad Upd...