The world's most sophisticated investors are moving beyond the concept of "alternative investments," to focus instead on the risk/return profile of each investment's underlying asset class. Aaron Filbeck, managing director and head of UniFi at CAIA, joins Andy Hagans to discuss why investors need to move beyond the superficial label of "alternative investment," plus how CAIA is helping to address the industry's education gap. Show notes & transcript: https://wealthchannel.com/2024/01/aaron-filbeck-174/

As the alternative investment market has grown, structural changes have gradually improved the "user experience" for LPs and advisors. Brian King, founder and CEO at LODAS Markets, joins Andy Hagans to discuss how his firm is providing liquidity in a traditionally illiquid space, creating value for both investors and sponsors.

Circuit City was a storied electronics retail brand, that peaked, struggled, and eventually declared bankruptcy in the 2000s. Now, under the leadership of an innovative private equity team, the brand has relaunched and is gaining ground in the consumer electronics market. Ronny Shmoel, CEO at Circuit City, joins Andy Hagans to discuss how his team is able to compete with Amazon -- and win.

Kunal Merchant, Dany Roizman, and Kirk Walton join Andy Hagans to discuss family office investment strategies heading into 2024.