Logan Henderson from Gridline

In this episode of Ask Avidian, Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, hosts Logan Henderson, CEO of Gridline, for an in-depth discussion on alternative investments. He details how Gridline's innovative platform leverages AI for efficient deal evaluation, delivers real-time portfolio transparency, and prioritizes high-quality fund managers to mitigate risks associated with overly accessible vehicles that may encounter liquidity constraints.

Learn more about Gridline: gridline.co

Gridline Advisors, LLC is a registered investment adviser. This podcast is for informational purposes only and should not be construed as investment advice or an offer to sell or solicitation to purchase interests in any investment fund or security. Any discussion of investment strategies, opportunities, or performance is general in nature and may not be suitable for all investors. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. For more information about Gridline's advisory services, please refer to our Form ADV Part 2A, available at adviserinfo.sec.gov.  

Disclaimer:

Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.

Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.

Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

This information contained herein may be dated.

Chapters

• 0:00 Welcome, Logan Henderson!
• 2:03 Private Markets Overview and Current Trends
• 3:35 Gridline's Platform: Origins, Technical Infrastructure, and Asset Management
• 5:59 AI Integration, Return Dispersion, and Transparency Challenges
• 8:17 Turnkey Solutions, Competitor Differentiation, and Data Consolidation
• 12:27 Industry Roadmap: Liquidity, Interval Funds, and Blockchain Innovations
• 15:00 Liquidity Mismatches, Case Studies, and Democratization Priorities
• 18:05 Value of Fund Managers: Governance and Reporting
• 19:25 Alternatives in 401(k)s and Closing Thoughts