Navigating Alternative Investments as a Strategy for Growth

Discover how RIAs are using alternative investments as a strategy for growth—attracting high-net-worth clients and differentiating their advisory offering in a competitive market.

Kyle Van Pelt

CRO & Cofounder

Listen to this week’s episode.

Episode 025

In this week’s episode of Milemarker’s The Connected Advisor Podcast, we’re sharing a conversation featuring Victoria Bills, Chief Investment Strategist at Banrion Capital Management, Steve Zuschin, Chief Revenue Officer at Mammoth Technology, and Jud Mackrill, Co-Founder at Milemarker and Chief Platform Officer at Mammoth Technology.

For this week’s episode, we pulled the audio from our last Innovation Office Hours session where we answered advisors’ top questions about navigating alternative investments. The discussion centers around the complexities of incorporating alternative investments into business strategies, positioning them for clients, and overcoming challenges.

Get answers to these questions:

What are advisors doing to satisfy due diligence when they don’t claim to be experts in underwriting one fund from the next?

How do you evaluate the solidarity of an alt fund?

Any warnings on alt environment, specifically private equity or opportunity zones due to interest rates?

The episode is available now on your favorite podcast platform:

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt