The Alt Asset Allocation Podcast

The Alt Asset Allocation Podcast

By Ben LakoffBusinessInvesting
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The Alt Asset Allocation Podcast episodes

  • 05: Accessing Private Credit with Cadence’s Nelson Chu

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

    Nelson Chu is the Founder and CEO Cadence, a digital securitization and investment platform for private credit.   

    Best described from their website: Cadence is unlocking access to exclusive high yield, short term investments traditionally reserved for institutions. Earn up to 10% APY on your investment in as little as 1 month with a low minimum of just $500 to get started.  

    Really enjoyed this conversation about Cadence and the Private Credit offerings on their platform. Private Credit is a catch all for alternative assets - not including real estate - including things like: Small Business Lending, Consumer Loans, Factor receivables.  

    This Market has a $1T market size and rapidly growing with about $400B sitting on the sidelines.   Cadence is a very interesting alternative investment platform and I'm loving the offerings that they've been offering since their launch.  

    Enjoy this conversation with Nelson Chu of Cadence Alternative Investments.

    51 min
  • 04: Acquiring Small Private Service Businesses with Deven Soni of Kingmakers Ops

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

    Deven Soni is a co-Founder at Kingmakers Ops. Kingmakers acquires, systematizes and grows residential services businesses (with a focus on HVAC and plumbing).

    As a company, they're looking to become an operating holding company of a number of mid-sized service businesses. Kingmakers is working on acquiring and operating a portfolio of more stable, downturn-resilient service businesses. With an estimated 60% of Small Business Owners looking to retire in the next 10 years, there are opportunities if you look in the right places.

    We talk about investing in private service businesses including: how to find deal flow, valuations and multiples, and then how to "systematize and grow" once you've purchased them - then exit strategy for Kingmakers as a business.

    Enjoy!

    59 min
  • 03: Current Macro Outlook with Peter Harlin
    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/  
    Peter Harlin is a Vice President of Investments at Wells Fargo in Oklahoma City and works with High Net Worth Individuals to develop their customized investment strategies.  
    Peter is one of the smartest investment professionals I know and shares some keen insight on Macro Global Markets and what could be next. In this interview Ben and Peter discuss Current Equity Markets, USD/FX, Gold/Alternatives and Overall Asset allocations.  
    Think you're really going to enjoy this wide-ranging conversation about financial markets. Enjoy!
    51 min
  • 02: Investing in Startups with Jonny from WeFunder

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/

    Jonny Price is the Director of Fundraising at WeFunder. WeFunder allows you to "invest in startups you believe in," allowing you to be an Angel investor with as little as $100. WeFunder has recently processed over $300M in investments, with the vast majority coming from Retail investors like you and I.

    This conversation goes deep into Startup Investing, and more specifically about the different types of Startup investing via WeFunder's great platform. Enjoy!

    1 hr 2 min
  • 01: A Human IPO, Tokenized ISA & NFTs with Alex Masmej

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ 

    Alex Masmej is an Entrepreneur and "Mr. Human IPO" himself. He cofounded RocketNFT, which provides personal loans that are collateralized by Non Fungible Tokens (NFT) such as Crypto Collectables, Virtual Real Estate, Domain Names, or Crypto Art. He received a lot of press when he sold $20,000 worth of $ALEX tokens to fund his move to San Fransisco, offering $ALEX token holders a portion of his future income and the opportunity to "control his life" with their votes.

    Think you're really going to enjoy this wide-ranging conversation about some very unique opportunities in crypto. We cover a lot of topics in the Ethereum Ecosystem including Income Share Agreement (ISA) / Personal Tokens and Non Fungible Tokens (NFTs). Enjoy!

    Enjoy!

    1 hr 13 min
  • 00: Introducing "Alt Asset Allocation" Podcast: Alternative Investments for Everyone

    This episode and a quick overview of what the new Alt Asset Allocation Podcast is all about and a background of your host, Ben Lakoff. 

    This podcast is all about investing in Alternative Assets for every day people. This includes things like Gold, Real Estate, Cryptocurrency, Collectables, Art - Investments outside of the publicly traded markets.

    Every Thursday a new episode will be released where you'll get alternative investment insights you can't find anywhere else. Thanks for listening and looking forward to adding value to your future investments.

    3 min

About The Alt Asset Allocation Podcast

From the publisher's feed

The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options…