Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital | Episode 007 | 12-11-25

Healthcare Investing: A Pulse Check with Matt Hellauer from PTX Capital | Episode 007 | 12-11-25

In this episode of the Alternate View, Matt Hellauer of PTX Capital takes us inside the heart of healthcare venture capital, breaking down how deals are sourced, how founders are evaluated, where valuations are heading, and why healthcare innovation is exploding. Whether you’re an RIA, sophisticated investor, or just alternatives-curious, this conversation pulls back the curtain on how real venture investors think, from due diligence to portfolio construction to identifying founders who become outliers. We cover: • How PTX Capital identifies high-impact healthcare companies • Why founder psychology matters more than pitch decks • What LPs misunderstand about venture investing • The shift from growth-at-all-costs to capital discipline • How Baltimore’s emerging startup ecosystem is changing the game • Practical insights for advisors and investors allocating to alternatives 00:00 – Intro 00:45 – Matt Hellauer on PTX Capital’s mission 03:10 – How founders are evaluated 06:25 – The state of venture capital 10:40 – Where healthcare innovation is heading 15:55 – Risk, portfolio construction & LP expectations 21:30 – What advisors should know about private markets 27:00 – Baltimore’s rising startup ecosystem 33:45 – Final takeaways If you’re looking to deepen your understanding of venture capital, private markets, and the future of healthcare innovation, you’re in the right place. 🔗 Links All Episodes at: https://AlternateView.FM PTX Capital: https://www.ptxcap.com Subscribe to the podcast wherever you listen! #AlternativeInvestments #PrivateMarkets #VentureCapital #HealthcareInnovation #PTXCapital #InvestingPodcast #RIAs #UHNWInvesting #PrivateEquity #startupinvesting #venturecapitalist #privatecredit #podcast #investingtips https://youtu.be/3qMyyiooxFo [https://youtu.be/3qMyyiooxFo]

Growing Wealth In Farmland Investing | with John Goodreds from Nuveen | Episode 006 | 09-17-25

🌱 Farmland: The Next Frontier for Investors 🌱 In this episode of the Alternate View, host and Managing Director of Verdence/RIA+, Matt Andrulot sits down with John Goodreds, Managing Director at Nuveen Real Assets, to dig into one of the most overlooked investment opportunities: farmland. From inflation protection to long-term growth potential, farmland offers unique diversification benefits that can help investors weather market cycles while tapping into a truly essential asset class. 00:00 – Welcome & Introduction with Nuveen’s John Goodreds 01:00 – What Is Investable Farmland? Explained for Investors 03:05 – Farmland as an Inflation Hedge & Diversifier 06:10 – Nuveen’s Strategy for Farmland Investing 10:15 – Market Trends Driving Farmland Investment Growth 15:20 – ESG, Sustainability & Global Food Demand in Agriculture 18:45 – Long-Term Outlook for Farmland as a Real Asset 22:00 – Key Takeaways on Farmland Investment Opportunities Whether you’re curious about alternative investments, real assets, or building a more resilient portfolio, this conversation will give you the insights you need to understand why farmland belongs on your radar. 🎧 Listen to all episodes at http://AlternateView.FM For more information on Verdence/RIA+ and the turnkey solutions for RIAs, Family Offices, and institutions, go to https://ria.plus/. #FarmlandInvesting #AlternativeInvestments #Nuveen #PortfolioDiversification #RealAssets #InvestingPodcast #WealthManagement #LongTermGrowth #FinancialFreedom #InvestSmarter https://youtu.be/YGMh8NT-VgY [https://youtu.be/YGMh8NT-VgY]

What Is Mezzanine Capital? with Greg Barger from NewSpring Capital | Episode 005 | 05-08-25

🎙️ Inside Mezzanine Capital with Greg Barger of NewSpring Capital Welcome back to The Alternate View #podcast - your front-row seat to the evolving world of alternative investments. In this episode, host Matt Andrulot sits down with Greg Barger, a leader on the Mezzanine Team at NewSpring Capital, a multi-strategy private equity firm with over 25 years of experience. Discover how mezzanine capital fits into the private equity landscape and why it offers unique opportunities for both investors and growing businesses. 💼 What You’ll Learn in This Episode: • 01:58 - What exactly is Mezzanine debt? Greg breaks it down in simple terms. • 03:12 - How NewSpring approaches mezzanine lending and what makes it different from traditional private equity. • 14:31 - The strategy behind structuring a buyout of equity—how returns are engineered. • 24:09 - Why the lower middle market offers compelling opportunities for investors. • 33:05 - What early fund investors need to understand about pacing, liquidity, and performance pressure. • 38:12 - The role of mezzanine financing in balancing risk and reward in a portfolio. • 39:21 - How NewSpring sets expectations and measures success. 📍 Whether you're a family office, financial advisor, or just curious about non-traditional investments, this episode delivers expert insight from the inside. 🔗 Resources & Links: https://www.AlternateView.FM 🌐 Learn more about NewSpring Capital: https://newspringcapital.com 🎧 Listen wherever you get podcasts 📩 Subscribe for more! 💬 Have questions about the episode or want to suggest a future guest? Drop a comment below or connect with us on LinkedIn: https://www.linkedin.com/in/matthewandrulot/ #AlternativeInvestments #PrivateEquity #MezzanineCapital #NewSpringCapital #InvestingPodcast #FinancialEducation #CapitalStack #MiddleMarketInvesting #FamilyOffice #TheAlternateView https://youtu.be/vu4ov2YWJw4 [https://youtu.be/vu4ov2YWJw4]

Rethinking Structured Real Estate with Vik Uppal from Mavik Capital | Episode 004 | 01-15-25

Unlock the secrets of structured real estate investments with insights from Vik Uppal, founder, CIO, and CEO of Mavik Capital. Get an experienced perspective on navigating the complex world of middle-market real estate credit. Vik shares his journey with host Matt Andrulot, of being a real estate operator and leading a cutting-edge investment firm, emphasizing the importance of risk management and aligning interests with limited partners in today's dynamic market. How has the withdrawal of traditional lenders opened up unique opportunities for capital investment? Listen in on the strategies behind uncovering assets with robust credit profiles, focusing on risk mitigation and capital preservation. Understand macroeconomic factors like interest rates and political risks, and learn why flexibility and agility are crucial in seizing investment opportunities during uncertain times. Vik also sheds light on the growing demand for restructuring capital, revealing how Mavik Capital steps in with creative solutions. Mavik Capital's adaptive approach to complex investments is something you'll want to hear. From targeting transactions in the $25 million range to maintaining a proactive business strategy, Vik explains how his firm achieves impressive returns by staying under the radar. With a focus on relationship-driven sourcing, this episode is packed with valuable insights. https://youtu.be/bzzpxZewA_U [https://youtu.be/bzzpxZewA_U]

Public vs Private Equity with Derrek Ransford from Pathway Capital | Episode 003 | 11-14-2024

An educational conversation with Derrek Ransford from Pathway Capital sheds light on the intricacies of venture capital, growth equity, global private equity, and buyouts. As a primer, he explains the difference between public and private equity markets. Derrek breaks down the primary motivations for investors who chase private equity's superior returns, and he provides a comprehensive understanding of what that entails. He explains the strategic flexibility in private markets, which he believes allows for longer-term strategies and better alignment among stakeholders. Learn about the importance of selecting top-tier managers and how a diversified portfolio can effectively incorporate private equity investments. Private equity isn't for everyone. There are illiquidity premiums and capital deployment to mitigate risks. Finally, we explore the timing and fees associated with private equity investments, including the "J-curve" phenomenon and the benefits of co-investments. https://youtu.be/GAcKTwiQQZQ [https://youtu.be/GAcKTwiQQZQ]