Alternative Investments: Are You Riding the Wave or Facing the Risk?
Podcast: Alternative Investments- Are You Riding the Wave or Facing the Risk?
[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.
Louis O Connor is the Founder of Strategic Metals Invest, which is currently the only business in the world offering Rare Earths as physical assets to private investors.
Teddy Himler is a Venture Capital Partner, running a fund at Antler that focuses on what he calls emerging tech ecosystems.
Dwayne J. Clark is the Founder and CEO of Aegis Living. With more than 37 years of senior housing experience, Dwayne is nationally known for redefining the industry.
Diana Chambers is a highly respected Family Wealth Mentor and Philanthropic Advisor who established her business in the US in 2002 and subsequently in Switzerland, where she now resides.
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?
104 Woodmont Blvd, Suite 120
Nashville, TN 37205
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.