Impact Investing – Serenity Shares – with Scott Sacknoff

With a background in creating indexes, Scott took the United Nations' 17 Sustainable, Development Goals and created an ETF containing those companies that address one or more of the these U.N. Goals.  After providing his insight into the accuracy of index ETF's, Scott discusses the genesis of Serenity Shares formation.  Filtering all stocks, ... [read more]

Absolute Return Fixed Income – Wavelength Capital Management – with Mark Landis

Founder and CEO Mark Landis tells about Wavelength Capital's strategy, or focus, to have a low volatility fixed income portfolio that is immune from rising and falling interest rates.  They invest into four different portfoios, designed to perform in eachof four  economic environements, dealing with growth and inflation. Then, they apply market ... [read more]

Solar Energy Financing – Wunder Capital – with Bryan Birsic

As CEO of Wunder Capital, Bryan discusses the opportunities of providing capital to the commercial projects solar energy market.  Wunder raises funds from investors to fund commercial solar energy projects. Starting with private, retail investors, they now have Family Offices, RIA's and other professionals as investors.  Issuing notes, they offer ... [read more]

Commodities Trading – Coloma Capital Futures – with David Burkart

Listen to David, a CFA charterholder and designated speaker for the CFA Institute, Managing Member and CIO of Coloma, a Commodity Trading Advisory firm (CTA), discuss the role and opportunity of commodities investing thru the futures markets. Coloma uses quantitative methods plus fundamental analysis, applied with discretion, to create investment ... [read more]

Commodity Investing – ETF Securities – with Max Gold

Yes, that is his real name - Max is the Director of Investment Strategies @ ETF Securities.  Headquartered in London, with about $24 Billion in assets under managemetn, they offer commodity investments thru ETF's.  Discussing the role of commodities in a truly diversified portfolio, helping to offset the volatility that can be created in other ... [read more]

IMN’s Alternative Investment Symposium – Student Housing Investing – with Brian Nelson of Nelson Brothers Professional Real Estate

Brian, an attendee at a half dozen previous conferences, discusses the panels, attendees and quality of the content at the conference.  He talks about the increase in 1031 Exchange business and the opportunities of this market for investors.  Investing in student housing at universities, typically thru 1031 Exchanges, Brian discusses this investing ... [read more]

IMN’s Alternative Investment Symposium – MacDonald Realty Group – with Jay Keener

Jay, a first time attendee, discusses the quality of the conference and attendees and the growing regulatory environment.  Jay discusses McDonald Realty Group's focus on housing in the Dallas area and the opportunities there.   ... [read more]

IMN’s Alternative Investment Symposium – Noble Street Advisors – with Jim Hibbert

As an 8-10 year returning speaker, panelist, exhibitor, Jim discusses why he and Noble Street keep coming back to this IMN Conference.  Jim also discusses the role that Noble Street Advisors plays in the reporting process to investors and lenders by the sponsors and others.  They provide CFO advisory services, outsourced accounting services and ... [read more]

IMN’s Alternative Investment Symposium – Securities Transfer Corp – With Matthew Smith

Matthew, COO of the firm, and a first-timer at this IMN conference, discusses the quality of attendees, the new relationships they created from the conference and the nurturing of current realtionships. Matthew, COO of STC, a "Transfer Agent" providing transfer and back office solutions, discusses the role of a "Transfer Agent" and their importance ... [read more]

IMN’s Alternative Investment Symposium – Investing in Life Settlements with Conestoga Intnl – with Michael McDermott

Michael provides a view of the conference from a first timer's perspective.  Conestoga offers the opportunity to invest into Life Settlements, with the unique feature of offering liquidity for the investor.  Offered to "Accredited Investors" only, he discusses the uniqueness of this product for investors. ... [read more]