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PODCAST

Alternative Investments Chat

Invessio"s Erica Lanier and Erin Akers

Welcome to Alternative Investments Chat—where hosts and listeners dig into industry news, innovative ideas, and alternative investing trends together. Every episode is a discussion: sometimes we uncover what’s shaping the market, sometimes we learn from expert guests. This is the space to explore new approaches, weigh fresh perspectives, and grow smarter—by asking questions and sharing insights as a community. Whether you’re an investing pro or an industry novice, join us as we make the complex

business investing

All Episodes

17:30

What Constitutes a Wealth Advisor

Alternative Investments Chat ·

2025/04/22

Managing wealth isn’t just about growing assets–it’s about navigating risks, leveraging the right strategies, and working with the right advisors. But what does a great wealth advisor actually do? And how do high-net-worth investors structure their portfolios for long-term success? In this episode of Alternative Investments Chat, hosts Erin and Erica break down the real role of an advisor, the hidden pitfalls in wealth management, and the strategies ultra-successful investors use to protect and grow

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21:52

Protect Your Money: 7 Mistakes People Make When...

Alternative Investments Chat ·

2025/04/15

Hiring the wrong financial advisor can shrink your portfolio. Skip costly mistakes by knowing what to look for before you trust them with your wealth. Choosing the right advisor isn’t just about credentials, it’s about finding someone who aligns with your goals, communicates effectively, and has a proven track record. Listen as Erica and Erin break down the seven biggest mistakes people make when hiring a financial advisor and how to avoid them.Key Takeaways:Verify Credentials: CFP or CFA

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22:11

Maximize Your Portfolio: Exploring the Power of...

Alternative Investments Chat ·

2025/04/08

Self-Directed IRAs (SD IRAs) allow you to diversify your retirement savings but one compliance mistake could leave you with hefty penalties. Are you willing to navigate the risks? The benefits of SD IRAs are that they offer more control and flexibility than traditional retirement accounts but they come with unique challenges and responsibilities. Erica and Erin explain how SD IRAs work, the investments they allow, and the compliance rules that can make or break your strategy.Here’s What You’ll

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16:24

Regulation Best Interest: Balancing Risk and...

Alternative Investments Chat ·

2025/04/01

Do you understand the complexities of Regulation Best Interest (Reg BI)? One misstep could cost your reputation and your client’s trust. It’s vital to understand the ways that it has reshaped the landscape for broker-dealers, especially when it comes to recommending alternative investments. Whether it's private equity, debt offerings, or real estate, advisors now face stricter requirements to ensure these higher-risk assets align with their clients' best interests. Listen to Erica and Erin break

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17:02

Filling the Funding Gap: How Middle Market Debt...

Alternative Investments Chat ·

2025/03/25

Not all companies fit into the bank loan or venture capital model, so what’s the solution? Middle-market debt financing is a flexible, high-yield way forward for companies eager to grow. Middle-market companies, those with revenues between $10M and $1B, are often overlooked by traditional lenders, this opens up an opportunity for the alternative market and those interested in it. Listen as Erica and Erin break down how these deals work, the risks involved, and why they’re becoming an attractive

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19:29

Solar Investments: Turning Sunlight into Long-Term Gains

Alternative Investments Chat ·

2025/03/18

As the world shifts toward renewable energy, solar has emerged as one of the most promising investment opportunities. But is it the right fit for your portfolio? In this episode, co-hosts Erin and Erica explore how advancements in technology, government incentives, and infrastructure development are making solar a compelling alternative asset. From solar stocks to debt financing, we break down the key opportunities, risks, and future trends shaping this fast-growing sector.What you’ll learn:The

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21:52

Fine Art & Collectibles: Turning Passion into...

Alternative Investments Chat ·

2025/03/11

Can passion-driven investments also be smart financial moves? With economic uncertainty on the rise, investors are looking beyond stocks and bonds to fine art, rare watches, luxury handbags, and sports memorabilia. But what makes these assets valuable—and how can investors take advantage of this booming market? In this episode, hosts Erin and Erica explore the world of fine art and collectibles, breaking down how cultural trends, digital platforms, and fractional ownership are making these

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16:54

Oil & Gas Investing: Tapping into Energy for...

Alternative Investments Chat ·

2025/03/04

Oil and gas have powered economies for centuries, but do they still make sense as an investment today? With energy demand holding strong and market dynamics shifting, these commodities offer both opportunity and risk. In this episode, co-hosts Erin and Erica from M2i break down the role of oil and gas in alternative investments, exploring how investors can leverage this sector for diversification and long-term returns.What you’ll learn:Why Oil & Gas? The case for energy investments in a changing

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19:45

Swap Till You Drop: The Tax Hack Real Estate...

Alternative Investments Chat ·

2025/02/25

Most investors (and their accountants) have never heard of this strategy but it could save you hundreds of thousands in taxes! Every real estate investor dreads the tax bill that comes with selling a property but what if you could legally avoid paying those taxes and keep reinvesting your profits? Sandy Simmons joins Erin and Erica to break down the powerful tax strategy wealthy investors use. Learn about:How 1031 exchanges let you defer capital gains taxes indefinitelyThe hidden risks and rewards

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29:18

Loaner or Owner: The Real Estate Investing Playbook...

Alternative Investments Chat ·

2025/02/18

Real estate isn’t just about owning property, it’s about making strategic moves that generate income, hedge inflation, and diversify your portfolio. But should you be a loaner or an owner? And how do different asset classes like hotels, self-storage, and senior housing, compare? In this episode of Alternative Investments Chat, hosts Erin and Erica sit down with real estate expert Sandy Simmons to break down the pros, cons, and hidden challenges of real estate investing.Listen to learn:🔹 The

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12:16

Breaking Down Barriers: The Democratization of...

Alternative Investments Chat ·

2025/02/11

Your ticket to previously exclusive investments is here, are you ready? Technology and innovative financial products are transforming the alternative investment landscape. Hosts Erin and Erica explain how investors can now access investment opportunities like private equity, real estate, and art through new platforms and structures like feeder funds, interval funds, and tokenized shares. Learn about the ways industry giants are adapting their offerings to serve individual investors and the tools and

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14:08

Breaking the Boys' Club: Women's Rise in Wealth...

Alternative Investments Chat ·

2025/02/04

A massive $30 TRILLION wealth transfer is coming and women are taking the lead! In this episode, Erin and Erica discuss the biggest financial shift of this generation and what it means for the future of investing.Find out more about:Why millennial women are set to inherit the bulk of boomer wealthThe surprising truth about women's investing styles vs. men'sImpact investing trends that are reshaping portfoliosGreen bonds, affordable housing, and other alternative investments driving changeWhy the

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22:50

Why Millennials Are Choosing Alternative Investments...

Alternative Investments Chat ·

2025/01/28

Millennials are ditching traditional investment strategies in favor of alternative options—but why? In this episode of Alternative Investments Chat, hosts Erin and Erica dive into the key factors driving this shift, from distrust in conventional institutions to a growing preference for crowdfunding, real estate, crypto, and socially responsible investing. Discover how technology empowers millennials to take control of their financial future and personalize their portfolios. Plus, we’ll highlight the

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21:53

Reshaping Retirement Strategies: Gen X and...

Alternative Investments Chat ·

2025/01/21

In this episode, Erin and Erica discuss the unique financial journey of those born between 1965 and 1980, Generation X. Often called "latchkey kids," Gen Xers grew up navigating economic uncertainty, soaring tuition costs, and fluctuating job markets. Today, they’re rethinking traditional retirement plans, balancing the challenges of supporting their children and aging parents, and adapting to rising costs of living and extended lifespans. Join us as we explore why Gen X is increasingly turning to

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20:22

Women Transforming Finance: Paving the Path to Success

Alternative Investments Chat ·

2025/01/14

In this episode, Erin and Erica shine a spotlight on the remarkable women shaping the financial sector: Cathie Wood, the driving force behind ARK Invest’s focus on disruptive innovation; Abigail Johnson, the trailblazing CEO of Fidelity Investments who introduced cryptocurrency in its early days to one of the most traditional firms in the field; and Sallie Krawcheck, co-founder of Ellevest, a platform empowering women to close the gender investment gap. Join us as we discuss their groundbreaking

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21:48

Debt Offerings: Separating Fact from Fiction

Alternative Investments Chat ·

2025/01/07

Join hosts Erin and Erica as they dive into the world of debt offerings, debunking five of the most common misconceptions about this form of financing. They start by clarifying that debt offerings are not exclusive to large corporations, all sizes of companies can benefit. While the process may seem complex or costly, seeking legal guidance to ensure compliance can make it manageable and advantageous. Contrary to the myth that debt overburdens companies, the hosts explain how “good debt” can

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29:16

Marketing Debt Offerings: Strategies for Attracting...

Alternative Investments Chat ·

2024/12/31

In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from institutional players to high-net-worth individuals and personal connections, and how to effectively

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23:09

Profit with Purpose: A Guide to Socially Responsible...

Alternative Investments Chat ·

2024/12/24

In this episode, Erin and Erica dive into the essential strategies for successfully marketing debt offerings, a key tool for raising capital without sacrificing equity. They explore the importance of effective marketing in attracting the right investors, securing favorable terms, and enhancing market perception. Listeners will gain insights into identifying and targeting the right investors, from institutional players to high-net-worth individuals and personal connections, and how to effectively

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24:56

Building a Retirement Strategy: Balancing Growth,...

Alternative Investments Chat ·

2024/12/17

In this episode, hosts Erin and Erica dive into the essentials of retirement planning, sharing expert insights to help you secure your financial future. They break down everything from understanding Social Security benefits and retirement age options to creating a balanced investment portfolio that evolves with your needs. Erin and Erica explore traditional and alternative investment strategies, including 401(k)s, IRAs, real estate, and bonds, highlighting how these tools can provide stability and

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26:17

Raw Materials, Big Impact: How Commodities Drive the...

Alternative Investments Chat ·

2024/12/10

Dive into the world of commodities in this insightful episode! Learn what commodities are, from raw materials like metals and energy to agricultural goods like wheat and coffee. Erin and Erica break down the categories: energy, agriculture, and metals, and explore how markets like the Chicago Board of Trade and the New York Mercantile revolutionized global trading. Discover the role of futures contracts, the benefits and risks of investing in commodities, and how they can hedge against inflation and

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72 results

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