Today, we feature Logan Moore, who is a CFA charterholder from Kansas City, who shares his expertise on alternative investments and his professional journey. Logan discusses his experience managing high-yield municipal bonds, transitioning to commercial real estate, and co-managing a fund focused on real estate syndications. Alternative investments, which include real estate, private equity, and venture capital, offer potential for higher returns but involve greater risk, complexity, and limited liquidity, often requiring accredited investor status. Logan helps investors and advisors conduct due diligence and integrate alternatives into portfolios, with expected returns typically ranging from high single digits to high teens based on the investment type. The discussion emphasizes the need for guidance in this complex space, the importance of diversification, and the value of faith-based investing, underscoring the collaboration between specialists like Logan and financial advisors to make informed decisions.

Key Takeaways:

• Specialized advisors, like Logan, collaborate with financial planners to guide investors through the complexities of alternative investments, ensuring decisions align with long-term goals and risk tolerance.

• Logan’s professional journey from municipal bonds to real estate and beyond.

• The variety of alternative investments available, like venture capital, private equity, and real estate.

• Logan emphasizes the role of values and faith in investment decisions, highlighting the importance of aligning financial goals with personal beliefs.

• Alternative investments typically involve greater risks and reduced liquidity but offer the potential for higher returns, often ranging from high single digits to high teens, with returns reflecting the level of risk. 

• Fees, taxes, and potential risks are pivotal factors in evaluating alternative investment opportunities, underscoring the need for comprehensive due diligence.

Key Timestamps:

(00:00) - Meet Logan Moore, CFA

(02:12) - What is the CFA Designation?

(12:50) - Exploring the World of Alternative Investments

(29:00) - Balancing Risk and Return

(39:56) - Connecting with Logan

Key Topics Discussed:

Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, alternative investing, Alts Eval LLC, real estate investing, high net worth investing, venture capital, startup investing, CFA, Chartered Financial Analyst

Mentions:

Website: https://altseval.com/

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Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

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