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PODCAST

Alternative Investments Chat

Invessio"s Erica Lanier and Erin Akers

"Alternative Investments Chat" offers an exclusive look into the strategies and technologies defining the alternative investment landscape. Hosted by Erica Lanier and Erin Akers of Invessio, this podcast delivers valuable education and insights for investors, advisors, and sponsors eager to gain unique perspectives on alternative investments. This podcast and Invessio do not serve as a financial advisor. Any insights provided by Invessio are for educational purposes only and are not intended as

business investing

All Episodes

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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30:10

Earn Without Owning: The Power of REITs

Alternative Investments Chat ·

2024/12/03

Join hosts Erin and Erica as they break down Real Estate Investment Trusts (REITs), which are companies that own or finance income-generating properties like apartments, offices, and warehouses. Modeled after mutual funds, REITs let interested parties invest in real estate and earn passive income without owning or managing properties. The legislation creating REITs was a breakthrough that allowed the average American to have the option to build wealth in ways previously only reserved for the

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19:12

How Regulation CF and Regulation A Empower Small...

Alternative Investments Chat ·

2024/11/26

Have you ever wondered how crowdfunding works? Follow along as Erin and Erica break down Regulation CF and Regulation A, the SEC rules that have revolutionized the way small businesses and startups raise capital. These alternative pathways to capital formation offer access to financing that is often difficult for small to medium businesses to acquire. Explore how these rules streamline the fundraising process, providing flexibility and market access for emerging businesses while ensuring

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15:46

Capital Planning: It’s Critical Function in Your...

Alternative Investments Chat ·

2024/11/19

In this episode, Erin and Erica explore capital planning, a vital process that involves budgeting a company's financial resources for long-term goals and growth. Forecasting market trends, infrastructure needs, and upcoming project expenditures are all crucial pieces of the puzzle. Knowing how and where to allocate resources, allows you to maximize growth, increase shareholder value, and maintain a competitive edge. This episode unpacks the importance of capital planning in businesses today.

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16:58

Understanding Regulation D: Private Investment...

Alternative Investments Chat ·

2024/11/12

This episode is a guide to Regulation D. Erin and Erica explain the SEC rules that are designed to simplify the capital-raising process for private companies. They explain the criteria for each rule and how investors and companies benefit from these exemptions. Depending on the rule applied, Reg D opens investment opportunities to a broader range of investors, including both accredited and certain non-accredited investors.

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14:10

Accredited vs. Non-Accredited: What it Means to...

Alternative Investments Chat ·

2024/11/05

This episode covers the origins of investor accreditation, what it means today, and the evolving opportunities for both accredited and non-accredited investors. Learn the criteria for accredited status and how non-accredited investors are finding new ways to invest in private investments as a group. We also provide insight into private equity, venture capital, and ICOs, and explore how the world of alternative investments is changing.

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16:00

Debt Offerings: Raising Capital Without Giving Up...

Alternative Investments Chat ·

2024/10/29

In this episode, we explore the world of debt offerings—a way for companies to raise capital without sacrificing ownership or control. Learn how businesses can borrow money from investors with a promise to pay it back with interest, and discover the various forms of debt securities, including bonds and promissory notes. Discover the difference between debt and equity, the benefits of keeping full ownership, and how companies like Apple use debt to fuel growth.

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22:55

Equity Investments 101: One Way to Raise Capital for...

Alternative Investments Chat ·

2024/10/22

In this episode, we dive into the world of equity investments, breaking down how businesses can raise capital by offering a stake in their company. Using “Shark Tank” as a real-world example, we explore the benefits of equity financing, such as gaining strategic partners, expanding networks, and sharing risk. We also discuss the potential downsides, including the dilution of ownership and the costs involved.

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20:14

The Critical Role of Due Diligence for Non-Accredited...

Alternative Investments Chat ·

2024/10/15

Understanding how to navigate alternative investments as a non-accredited investor starts with due diligence. In this episode, we break down what due diligence really means, how to research investment opportunities, and why it's essential to align your financial goals with the right investments! Learn how to assess risks, explore platforms for non-accredited investors, and take the first steps toward building a smart, diversified portfolio.

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12:59

Exploring Alternative Investment Options for...

Alternative Investments Chat ·

2024/10/08

Non-accredited investors may feel limited when it comes to alternative investments, but there several growth opportunities available. This discussion covers the challenges faced by non-accredited investors, how changing regulations and technology are creating more options, and specific platforms like crowdfunding and real estate that are now accessible. Tune in and learn how to navigate these investment avenues, assess risk, and make informed decisions to diversify your portfolio.

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13:59

Breaking Down the Tech and Rules Behind Managing...

Alternative Investments Chat ·

2024/10/01

Managing alternative investments can overwhelm advisors with manual processes, data overload, and strict regulatory requirements. In this episode, we explore the key operational and compliance challenges that come with these investments and offer practical solutions to streamline your workflow.

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14:36

Navigating the Complexities of Alternative...

Alternative Investments Chat ·

2024/09/24

In this episode, we tackle the unique challenges Advisors face when educating and guiding clients through the complex world of Alternative Investments. Learn how to simplify explanations, address common misconceptions, and offer tailored solutions that diversify portfolios and maximize returns. Tune in to ensure you’re equipped with the knowledge and strategies to stay ahead in the investment game!

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22:28

Demystifying Alternative Investments: The Basics You...

Alternative Investments Chat ·

2024/09/17

Struggling to diversify your portfolio or feeling stuck in traditional investments? In our very first episode of Alternative Investments Chat, we break down the basics of Alternative Investments and why they might be the key to unlocking higher returns and greater stability in your financial future. From private equity to debt offerings and REITs, learn how to navigate this often-overlooked asset class and discover opportunities you didn’t know existed. Tune in and start your journey to making

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58 results

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