x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

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

en

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

en

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.

en

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.

en

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.

en

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.

en

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.

en

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.

en

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.

en

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.

en

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!

en

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

en

72 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...