Alternative Universe Podcast: Navigating Alternative Investments as a Strategy for Growth

Navigating Alternative Investments as a Strategy for Growth with Victoria Bills

Episode 003: In this week’s episode of Mammoth Technology’s Alternative Universe Podcast, we’re sharing a conversation from a workshop I hosted alongside Victoria Bills, Chief Investment Strategist at Banrion Capital Management, and Jud Mackrill, Co-Founder at Milemarker and Chief Platform Officer at Mammoth Technology.

We answer advisors’ top questions about alternative investments. Our discussion centers around the complexities of incorporating alternative investments into business strategies, positioning them for clients, and overcoming challenges.

Get answers to these questions:

1. What’s the biggest challenge most advisors face in starting to use alternatives?

2. 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?

3. How can financial advisors tactically implement private equity and real estate investments to enhance diversification within a client’s portfolio?

The episode is available now on your favorite podcast platform:

• Spotify

• Apple Podcasts

• Youtube

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Mammoth Technology, click here to grab 15 minutes.

Steve Zuschin