S12 E3 - Evergreen vs. Lifecycle Funds

S12 E3 - Evergreen vs. Lifecycle Funds

In the latest episode of Focus on Alternatives, Greg Mauz, ADISA board member and senior managing director at Skyway Capital Markets, sits down with Keegan De Silva, managing partner of Quincy Wells Group, to examine the differences between evergreen and lifecycle fund structures.  De Silva discusses how the two approaches differ in liquidity, valuations, fees, risk and suitability, and where each may fit within a client's portfolio.  The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.  The series is the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.  Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.  By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.  The information in the series should also not be viewed as industry guidelines or standards.   The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

S12 E2 - Trust, Transparency and Due Diligence

In this episode of Focus on Alternatives, ADISA CEO Jade Miller speaks with Amy Arnold, Chief Due Diligence Officer at Concorde Investment Services, about the shift toward relationship-driven due diligence. Arnold discusses sponsor transparency, AI’s growing role in the review process, common red flags, and how the industry can raise due diligence standards to better serve advisors and investors. The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.  The series is the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.  Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.  By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.  The information in the series should also not be viewed as industry guidelines or standards.   The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

S12 E1 - I Like an Alternative Investment, But Now What?

Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, speaks with Rizwan Ibrahim, CFA, CAIA, CIPM, CFP®, about evaluating alternative investments within the context of a client’s overall portfolio. The conversation covers needs-based portfolio construction, asset-liability matching, manager selection in private markets, and the strategic role of illiquidity. The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.  The series is the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.  Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.  By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.  The information in the series should also not be viewed as industry guidelines or standards.   The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

S11 E7 - Inside Private Placement Insurance & Alternative Investments

Private placement insurance structures are becoming more accessible to accredited investors as they make their way downstream. In this video, Sandy Geyelin, senior vice president of Global Wealth with Athene, sits down with Greg Mausz, ADISA board member and senior managing director at Skyway Capital Markets, to break down the structure, tax implications, and role private placement life insurance and private placement variable annuities can play in alternative investment portfolios. The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.  The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.  Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.  By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.  The information in the series should also not be viewed as industry guidelines or standards.   The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.

S11 E6 - Oil & Gas in 1031 Exchanges: A Look Beyond Real Estate

Section 1031 exchanges benefit from professional management, the potential for monthly checks, built-in tax advantages, and more. Now they’re appearing more frequently in the oil and gas space. In this episode of Focus on Alternatives, Brad Updike, attorney with Mick Law, sits down with Greg Mausz, ADISA director and senior managing director with Skyway Capital Markets, to break down the growing use of 1031 exchange securities in oil and gas. They discuss the structure, process, return metrics, options to assess, income variability, and more. Tune in to hear this unique and emerging perspective. The Alternative and Direct Investment Securities Association, Inc. (ADISA) has made this series available solely for informational purposes.  The series are the copyrighted content of ADISA. You may access, review, and use this information, but may not republish it in any manner without the express written permission of ADISA.  Neither ADISA, nor any of its directors, officers, employees or agents, makes any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in the presentations. The contents of the presentations are not the views or opinions of ADISA and its staff.  By using the series, you agree that you will not rely on the series and any reliance of the series is done so strictly at your own risk. ADISA is not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the series.  The information in the series should also not be viewed as industry guidelines or standards.   The series does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the series are appropriate and legal in your jurisdiction.