Private markets have historically been dominated by pensions, endowments and other large institutional investors. But as access expands, individual investors are increasingly encountering private equity, private credit and other investments outside the traditional public markets. This week, Jeremiah Bates and Alex Lundgren are joined by Christian McCormick, CFA, Head of Client Portfolio Management at Meketa Capital, for a three-hour deep dive into how private markets actually work. Christian explains the differences between public and private investments, why companies are staying private longer, and how private equity firms invest in and work with businesses. They also break down venture capital, growth equity and buyouts, along with the due diligence involved in evaluating private investments. Then, the conversation turns to the investor's side of the equation: liquidity, long holding periods, drawdown funds, evergreen and interval funds, portfolio allocation and the tradeoffs that come with investing in assets that can't simply be sold with the click of a button. Finally, Christian takes a closer look at private infrastructure, including power generation, transportation, pipelines, digital infrastructure and data centers. They discuss why infrastructure has attracted more investor attention, how these projects can generate income and returns, and where inflation protection and diversification can fit into the picture. Listen, Watch, & Connect! <a href= "https://www.therealmoneypros.com">https://www.therealmoneypros.com</a> Christian McCormick & Meketa Capital <a href= "https://meketacapital.com/profile-mccormick">https://meketacapital.com/profile-mccormick</a> ————————————————————— Ataraxis PEO <a href= "https://ataraxispeo.com">https://ataraxispeo.com</a> Tree City Advisors of Apollon: <a href= "https://www.treecityadvisors.com/">https://www.treecityadvisors.com</a> Apollon Wealth Management: <a href= "https://apollonwealthmanagement.com/">https://apollonwealthmanagement.com/</a> —————————————————————

Private markets have historically been dominated by pensions, endowments and other large institutional investors. But as access expands, individual investors are increasingly encountering private equity, private credit and other investments outside the traditional public markets. This week, Jeremiah Bates and Alex Lundgren are joined by Christian McCormick, CFA, Head of Client Portfolio Management at Meketa Capital, for a three-hour deep dive into how private markets actually work. Christian explains the differences between public and private investments, why companies are staying private longer, and how private equity firms invest in and work with businesses. They also break down venture capital, growth equity and buyouts, along with the due diligence involved in evaluating private investments. Then, the conversation turns to the investor's side of the equation: liquidity, long holding periods, drawdown funds, evergreen and interval funds, portfolio allocation and the tradeoffs that come with investing in assets that can't simply be sold with the click of a button. Finally, Christian takes a closer look at private infrastructure, including power generation, transportation, pipelines, digital infrastructure and data centers. They discuss why infrastructure has attracted more investor attention, how these projects can generate income and returns, and where inflation protection and diversification can fit into the picture. Listen, Watch, & Connect! https://www.therealmoneypros.com Christian McCormick & Meketa Capital https://meketacapital.com/profile-mccormick ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Private markets have historically been dominated by pensions, endowments and other large institutional investors. But as access expands, individual investors are increasingly encountering private equity, private credit and other investments outside the traditional public markets. This week, Jeremiah Bates and Alex Lundgren are joined by Christian McCormick, CFA, Head of Client Portfolio Management at Meketa Capital, for a three-hour deep dive into how private markets actually work. Christian explains the differences between public and private investments, why companies are staying private longer, and how private equity firms invest in and work with businesses. They also break down venture capital, growth equity and buyouts, along with the due diligence involved in evaluating private investments. Then, the conversation turns to the investor's side of the equation: liquidity, long holding periods, drawdown funds, evergreen and interval funds, portfolio allocation and the tradeoffs that come with investing in assets that can't simply be sold with the click of a button. Finally, Christian takes a closer look at private infrastructure, including power generation, transportation, pipelines, digital infrastructure and data centers. They discuss why infrastructure has attracted more investor attention, how these projects can generate income and returns, and where inflation protection and diversification can fit into the picture. Listen, Watch, &amp; Connect! <a href="https://www.therealmoneypros.com" rel="noopener noreferrer">https://www.therealmoneypros.com</a> Christian McCormick &amp; Meketa Capital <a href="https://meketacapital.com/profile-mccormick" rel="noopener noreferrer">https://meketacapital.com/profile-mccormick</a> ————————————————————— Ataraxis PEO <a href="https://ataraxispeo.com" rel="noopener noreferrer">https://ataraxispeo.com</a> Tree City Advisors of Apollon: <a href="https://www.treecityadvisors.com/" rel="noopener noreferrer">https://www.treecityadvisors.com</a> Apollon Wealth Management: <a href="https://apollonwealthmanagement.com/" rel="noopener noreferrer">https://apollonwealthmanagement.com/</a> —————————————————————

Private Infrastructure, Private Equity, & Liquidity with Christian McCormick (9/26/2026)

Treasury yields are rising, but what does that actually mean for your money? Nic dives even deeper into what a Treasury yield is, why bond prices and yields move in opposite directions, and why higher yields can affect more than just the bond market. From stock valuations and cash yields to mortgage rates and retirement income, changes in interest rates can work their way into several parts of a financial plan. The bigger question isn't whether Treasury yields are up. It's whether the change actually matters to your plan. Listen, Watch, Subscribe, Ask! <a href= "https://www.therealmoneypros.com/">https://www.therealmoneypros.com</a> ————————————————————— Ataraxis PEO <a href= "https://ataraxispeo.com">https://ataraxispeo.com</a> Tree City Advisors of Apollon: <a href= "https://www.treecityadvisors.com">https://www.treecityadvisors.com</a> Apollon Wealth Management: <a href= "https://apollonwealthmanagement.com/">https://apollonwealthmanagement.com/</a> —————————————————————

Treasury yields are rising, but what does that actually mean for your money? Nic dives even deeper into what a Treasury yield is, why bond prices and yields move in opposite directions, and why higher yields can affect more than just the bond market. From stock valuations and cash yields to mortgage rates and retirement income, changes in interest rates can work their way into several parts of a financial plan. The bigger question isn't whether Treasury yields are up. It's whether the change actually matters to your plan. Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Treasury yields are rising, but what does that actually mean for your money? Nic dives even deeper into what a Treasury yield is, why bond prices and yields move in opposite directions, and why higher yields can affect more than just the bond market. From stock valuations and cash yields to mortgage rates and retirement income, changes in interest rates can work their way into several parts of a financial plan. The bigger question isn't whether Treasury yields are up. It's whether the change actually matters to your plan. Listen, Watch, Subscribe, Ask! <a href="https://www.therealmoneypros.com/" rel="noopener noreferrer">https://www.therealmoneypros.com</a> ————————————————————— Ataraxis PEO <a href="https://ataraxispeo.com" rel="noopener noreferrer">https://ataraxispeo.com</a> Tree City Advisors of Apollon: <a href="https://www.treecityadvisors.com" rel="noopener noreferrer">https://www.treecityadvisors.com</a> Apollon Wealth Management: <a href="https://apollonwealthmanagement.com/" rel="noopener noreferrer">https://apollonwealthmanagement.com/</a> —————————————————————

When Higher Interest Rates Hit Your Retirement Plan

Idaho's Money Show Monday, July 10th, 2017 Guest Expert: Nick Schlekeeway, Real Estate Agent discusses REIT's and real estate investing.     Let's face it; making decisions about money can be intimidating and complicated. Idaho's Money Show can help you find relief. Idaho's Money Show is hosted collaboratively by experts who specialize in investing and financial planning, mortgages and credit, estate planning and legal issues, taxation, exit planning, business coaching, life and health insurance.

Idaho's Money Show Monday, July 10th, 2017 Guest Expert: Nick Schlekeeway, Real Estate Agent discusses REIT's and real estate investing. Let's face it; making decisions about money can be intimidating and complicated. Idaho's Money Show can help you find relief. Idaho's Money Show is hosted collaboratively by experts who specialize in investing and financial planning, mortgages and credit, estate planning and legal issues, taxation, exit planning, business coaching, life and health insurance.

Idaho's Money Show Monday, July 10th, 2017 Guest Expert: Nick Schlekeeway, Real Estate Agent discusses REIT's and real estate investing. &nbsp; &nbsp; Let's face it; making decisions about money can be intimidating and complicated. Idaho's Money Show can help you find relief. Idaho's Money Show is hosted collaboratively by experts who specialize in investing and financial planning, mortgages and credit, estate planning and legal issues, taxation, exit planning, business coaching, life and health insurance.

7/10/17 IMS - Beware of multi-level marketing. How to invest in REIT's and real estate.

Bernie Madoff and his crimes, children and taxes. Brian Wiley (Financial Advisor), Steve Rausch (Attorney) and Dallas Millington (CPA) host tonight's show. What do you get when you put a CPA, Financial Advisor, and an Attorney with 3 mics and an hour to talk? Another great Idaho's Money show!

7-7-17 IMS - Guest Dallas Millington, CPA discusses Bernie Madoff, children and taxes.

Idaho's Money Show Wednesday, August 5, 2017 Brian and Steve discuss universal basic income. What is it? How would it impact our current economic policies? A discussion of the child tax credit and other tx exemptions with our tax expert, Dallas Millington CPA.   Let's face it;  making decisions about money can be intimidating and complicated. Idaho's Money Show can help you find relief. Idaho's Money Show is hosted collaboratively by experts who specialize in investing and financial planning, mortgages and credit, estate planning and legal issues, business exit planning, life and health insurance, and taxation.  Whether the topics are breaking news, local business, Washington or Wall Street, Idaho's Money Show can help you understand the issues and give you the ability to make your own decisions

Idaho's Money Show Wednesday, August 5, 2017 Brian and Steve discuss universal basic income. What is it? How would it impact our current economic policies? A discussion of the child tax credit and other tx exemptions with our tax expert, Dallas Millington CPA. Let's face it; making decisions about money can be intimidating and complicated. Idaho's Money Show can help you find relief. Idaho's Money Show is hosted collaboratively by experts who specialize in investing and financial planning, mortgages and credit, estate planning and legal issues, business exit planning, life and health insurance, and taxation. Whether the topics are breaking news, local business, Washington or Wall Street, Idaho's Money Show can help you understand the issues and give you the ability to make your own decisions

Idaho's Money Show Wednesday, August 5, 2017 Brian and Steve discuss universal basic income. What is it? How would it impact our current economic policies? A discussion of the child tax credit and other tx exemptions with our tax expert, Dallas Millington CPA. &nbsp; Let's face it; &nbsp;making decisions about money can be intimidating and complicated. Idaho's Money Show can help you find relief. Idaho's Money Show is hosted collaboratively by experts who specialize in investing and financial planning, mortgages and credit, estate planning and legal issues, business exit planning, life and health insurance, and taxation.&nbsp; Whether the topics are breaking news, local business, Washington or Wall Street, Idaho's Money Show can help you understand the issues and give you the ability to make your own decisions&nbsp;

7/5/17 IMS - What is Universal Basic Income and why does Mark Zuckerberg like the idea?

Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.

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