EXCELSIOR CAPITAL PRESENTS

Alternative Investments: Are You Riding the Wave or Facing the Risk?

Keith Black has over thirty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director and Program Director, at FDP Institute.
Go Beyond Marketing and Create a Better Customer Experience

Podcast: Alternative Investments- Are You Riding the Wave or Facing the Risk?

Keith Black has over thirty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director and Program Director, at FDP Institute. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments, and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and Cboe floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

Key Highlights

[00:01 – 09:30] The Shrinkage of the Number of Public Companies

  • The market for special purpose acquisition companies (SPACs) has exploded in recent years, with a record number of companies going public.
  • When the SPAC finds a merger partner and acquisition target, there is no need for disclosure since it is regulated under the merger laws rather than the IPO laws.
  • There is a trend of private companies staying private longer, and this is due to the size of private equity today.

[09:31 – 20:33] SEC Updates Rules for Accredited Investors in Pre-IPO Arrangements

  • Under the Investment Company Act of 1940, mutual funds can invest up to 15% in private companies.
  • There is liquidity available for employees without going public because people in that private equity venture capital space are anxious to get shares before that IPO event.
  • 13.1 million Americans have credit card debt, and they hold the vast majority of the wealth in the U.S. today
  • There has been poor performance for SPACs since their inception, with many companies trading below their initial price.

[20:34 – 41:54] Alternative Investments: What to Look for When Trading These Cryptocurrencies

  • Crypto is very similar to the dot-com bubble of the late 1990s, with prices going up rapidly and then crashing
  • There is no scarcity in the crypto world, and the value of these assets is not based on real companies or anything tangible.
  • Inflation is a concern for some people due to the high rates of inflation in some countries.
  • Cryptocurrencies may be better suited to handle inflation than traditional assets.
  • Bitcoin and other cryptocurrencies may hold their value better in an inflationary environment than fiat currencies.

[41:55 – 43:37] Closing Segment

  • It’s always great to have a knowledgeable financial expert by your side.

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Understanding Behavioral Economics: How to Beat the Market

Jeff Henriksen is the Founder and CEO of Thorpe Abbotts Capital, a behavioral-focused hedge fund focused on exploiting systematic biases in public markets.

An In-Depth Interpretation of the Generational Narrative

With over 35 years of experience, Chris’s philosophy boils down to being a humanist and an optimist. He doesn’t believe in the dichotomy of high potential vs. low potential human beings…

where-to-find-commercial-real-estate-listings

Where to Find Commercial Real Estate Listings

Where to Find Commercial Real Estate Listings, and 4 questions to ask yourself as you look for new commercial real estate investments.

Grow Your Business With Authenticity

Adam Rosen is an entrepreneur that loves to support business owners and share his rollercoaster startup journey to help those on a similar path.

Why Saying No is a Yes to Success

Ryan McCostlin is the CEO and Founder of Tailwater Dental, an adjunct professor at Vanderbilt University in Nashville, and he writes publicly online at ryanmccostlin.com.

Survive and Thrive in The Digital World

Pascal is the Co-Founder of be radical, EY’s wavespace Advisory Board Chair, and a member of Pearson’s Digital Advisory Board.

Real Estate Investment Sales: Tips from a Broker

AJ is a co-founder of Capstone Companies, the US’s largest privately owned multifamily brokerage. AJ currently sits on the board of Capstone and leads his development company, Catalyst Capital Partners, which has 14 multifamily projects in various stages.

Establishing a Systematic Approach to Cryptocurrency Trading

Adrian Reid is a full-time trader based in Australia and the Founder and Trading Coach at Enlightened Stock Trading, which focuses on educating and supporting traders on their journey to profitable systematic trading.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 203
Nashville, TN 37205

investors@excelsiorgp.com

w

Livechat

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.