An Inside Look at Asset Management in Today’s Environment

What does it take to effectively manage financial assets? With the numerous financial instruments out there, how do we determine which is better for you than the rest?


Podcast: An Inside Look at Asset Management in Today’s Environment

What does it take to effectively manage financial assets? With the numerous financial instruments out there, how do we determine which is better for you than the rest? Join us as my guest, Louis Frank, and I discuss in-depth aspects of financial management such as access to deal flow, the process of vetting investments, and the difficulties that come with operating private equity portfolios.

Key Highlights

[00:01 – 10:07] Navigating the Waters of the Finance Industry

  • Louis Frank is responsible for managing the LotusGroup Alternative Asset Platform, which involves strategy design, manager due diligence, and portfolio management.
  • The mindset of battle alternatives has changed over the last few decades, as advisors have become more aware of the risks involved in traditional fixed-income investments.
  • When choosing where to invest, understand the space and look at the companies themselves. It is important to have a good team in place that can help you navigate these waters.

[10:08 – 20:32] The Search for Diversified Opportunities

  • In reality, building a network takes a huge amount of time. It is a full-time job and it is extremely important to keep in touch with networking opportunities.
  • Private practice requires finding the right partners and vendors to help provide scalability and efficiency.
  • Consider automation and make sure that the processes are as efficient as possible to get the work done in a timely manner.
  • Louis discusses the focus on offering diversified opportunities to their clients, as well as their own separate company which specializes in life settlement products. The company is investing in slow, steady returns rather than in high-risk private equity.

[20:33 – 31:07] A Deeper Look into the Financial Assets

  • Access to good deals and allowing minimum investment is important, as it allows smaller investors to invest in the deals.
  • Louis emphasizes the importance of looking at private equity in light of current macroeconomic conditions.
  • Interest rates are going to rise and borrowers should consider taking out real estate loans with floating rates to protect themselves from rising interest rates.
  • A life settlement is when a company buys the beneficiary interest of a life insurance contract from the policyholder. This allows the policyholder to receive cash or assets instead of receiving insurance benefits. There are many benefits to receiving a life settlement, such as avoiding estate taxes and receiving cash immediately.

[31:08 – 33:16] Closing Segment

  • The trend of families is becoming more global and it boils down to ensuring privacy and risk.

Previous Articles


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.


Carrying Costs in Commercial Real Estate

Understand how this one key concept will impact your ROI for your next commercial real estate investment. Carrying Costs…

Why Investing in Women Founders Will Give You a Dramatically Better ROI

Sherry Deutschmann was the founder of the health revenue cycle company LetterLogic – a company she sold in 2016.

Make Money Strategically in the Rare Earth Market

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.

Venture Capital & The US Economy: How the Private Markets are Generating More Profit

Teddy Himler is a Venture Capital Partner, running a fund at Antler that focuses on what he calls emerging tech ecosystems.

The Secret to Longevity Is Not What You Think

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.

Understanding Trauma as a Key to Your Financial Behavior

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.

Direct & Co-Investing for Family Offices

Randy Castleman advises family offices and institutional investors on their direct investing, fund investing, and fund formation.


An Investor’s Guide to Rent Roll

A rent roll is one of the most important tools for analyzing a prospective investment. Here’s what you should look for.

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 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.