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Episode 025: In this episode of The Connected Advisor, Jud Mackrill is joined by Victoria Bills, Chief Investment Strategist at Banrion Capital Management, and Steve Zushin, Chief Revenue Officer at Mammoth Technology. Together, they dive into the world of alternative investments for business growth and retirement strategies. They also discuss the complexities of incorporating alternative investments into business strategies, positioning them for clients, and overcoming challenges. They touch on the importance of building a positive client experience and tailoring investment strategies for retired clients.
Join us as we discuss:
[01:22] - Intro to Victoria Bills and Steve Zuschin.
[05:10] - How do advisors know if alternative investments are right for their clients?
[10:50] - How should advisors be positioning alternative investments to their clients?
[14:55] - What’s the biggest challenge most advisors face in starting to use alternatives?
[21:08] - Best structure for sub docs process?
[24:41] - What factors are considered in building alts allocation?
[26:29] - How do advisors build client experience?
[30:38] - What are advisors doing to satisfy due diligence when they don’t claim to be experts in underwriting one fund from the next?
[33:02] - Why should financial advisors advocate for allocating a specific percentage of a HNW client’s portfolio to hedge funds, given their potential to mitigate risk and generate alpha in volatile markets?
[34:14] - In what ways can financial advisors tailor alternative investment strategies to align with the income generation goals of retired clients with a moderate risk tolerance?
[35:13] - How can financial advisors tactically implement private equity and real estate investments to enhance diversification within a client’s portfolio?
[36:20] - How do you evaluate the solidarity of an alt fund?
[37:55] - Any warnings on alt environment, specifically private equity or opportunity zones due to interest rates?
[39:34] - What is Mammoth Technology’s business model?
[42:02] - How does Mammoth’s platform integrate with other platforms an advisor is already using?
[43:32] - Can you white-label Mammoth’s platform?
[43:39] - Does Mammoth’s platform include fund listings and descriptions, subscription process and fund reporting?
[43:56] - Is Mammoth’s platform just for advisors or L.P.’s as well?
Quotes
“We don’t get paid to put products on our platform. We don’t get paid if you invest. We get paid for the fact that we continue to work as an advocate for the funds that are on our platform, but most importantly, keeping the financial advisor in mind.” ~ Victoria Bills
“Ultimately, that's why Mammoth exists, is to try and reduce some of those challenges and to make alternatives easier for you to approach, but also easier for you to provide excellent service to your clients when they do allocate to these different types of products on the private market." ~ Steve Zuschin
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