Episodes

Gold Investing: How Precious Metals Protect Your Portfolio Gold investing isn’t about chasing returns; it’s about protecting what you’ve already built. In this episode, we break down how gold and silver function as portfolio insurance, why physical ownership matters, and how precious metals behave across inflationary and deflationary cycles. You’ll learn how experienced investors think about allocation, risk, and long-term value—without the noise or hype. If you’re actively deploying capital an...

AI is rapidly transforming how investors analyze deals, evaluate opportunities, and create investment materials. But where does it actually add value. and where does it introduce hidden risk? In this episode, we break down how AI is being used in alternative investments today, the real dangers of over-reliance, and why human judgment still sits at the center of successful capital allocation. If you’re actively deploying capital, this conversation will help you use AI more intelligently, without ...

Mining investments sit at the intersection of geology, macroeconomics, and capital markets—yet most investors misunderstand how value is created. In this episode, we break down how exploration companies operate, how investors participate, and what truly drives returns. From commodity cycles to jurisdiction risk and AI-driven discovery, this conversation simplifies a complex asset class into a clear framework. If you're allocating capital into alternatives and want to understand real asset exposu...

What actually keeps a private fund running behind the scenes—and why should investors care? In this episode, we break down fund administration in plain English: how it drives transparency, protects capital, and enables fund managers to scale. You’ll learn when fund administration becomes essential, how it impacts investor confidence, and why institutional capital increasingly demands it. If you’re allocating into private markets, this conversation will sharpen how you evaluate both managers and ...

What does a fiduciary financial advisor actually do—and why does it matter for investors allocating capital today? In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders sit down with wealth advisor Whitney Warmack to explore how independent advisors guide families through complex financial decisions. From understanding alternative investments and liquidity risk to navigating the emotional realities of wealth and generational planning, this conversation demystifies how...

Philanthropy is often one of the largest capital allocations an investor will ever make—yet it’s rarely treated strategically. In this episode of Alt Investing Made Easy, we unpack how donor-advised funds (DAFs) function as tax-efficient, flexible vehicles for deploying philanthropic capital. From liquidity events and appreciated assets to impact investing and legacy planning, this conversation reframes charitable giving as part of a broader wealth architecture. If you’re actively allocating cap...

In this episode of Alt Investing Made Easy, we sit down with Ben Kogut, founder of Rooster Equity, to unpack the mechanics of triple net lease investing and what disciplined capital allocation actually looks like in today’s market. We explore how conservative underwriting, preferred returns, fund structure, and tenant strength work together to produce durable cash flow. For mid-stage investors actively deploying capital, this conversation demystifies deal design, risk containment, and scalable s...

Triple Net Lease Investing vs Multifamily Are triple net lease investments replacing multifamily as the smarter allocation? In this episode, commercial real estate investor Joseph Gozlan explains why rising expenses, flat rents, and NOI compression forced a strategic pivot—and how triple net retail and industrial flex assets transfer risk and stabilize cash flow. This conversation demystifies inflation hedging, risk allocation, and capital preservation using real underwriting logic—not hype. If...

What actually causes businesses to fail, and how can investors spot the warning signs early? In this episode of Alt Investing Made Easy, we go beyond surface-level financials to unpack the real drivers of business distress: cash flow blind spots, gut-driven decisions, and hidden balance sheet risk. Drawing from real-world turnaround experience, this conversation equips investors with a clearer framework for evaluating operators, understanding downside risk, and protecting capital in private mar...

Term Sheet Red Flags Investors Should Never Ignore Before committing capital to a private or alternative investment, one document matters more than any pitch deck: the term sheet. In this episode of Alt Investing Made Easy, we break down the most critical term sheet red flags investors should never ignore when evaluating private deals. Whether you’re reviewing commercial real estate, private credit, or private equity opportunities, understanding how to spot hidden risks is essential to protect...

Cannabis Investing: Regulation, Capital & Scalable Growth Models Cannabis investing sits at the intersection of regulation, entrepreneurship, and alternative capital strategy. In this episode, we break down how investors evaluate opportunity in a fragmented, capital-constrained industry shaped by federal and state law. Hans Enriquez shares a first-hand view of scaling a cannabis-adjacent business, navigating regulatory uncertainty, and raising capital through franchising, public markets, and no...

In this episode of "Alt Investing Made Easy," hosts Sarah Florer and Roland Wiederaenders welcome Scott Abels, CPA and President of Precision Valuation Services, to discuss the intricacies of business valuations. Scott shares his extensive background in corporate America, detailing how his experience at companies like Dell and Motorola shaped his understanding of financials and business models. He explains the importance of business valuations, particularly in situations involving IRS reporting,...

Most private investors don’t lose money because the asset was bad—they lose because the structure was flawed. In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders introduce a practical framework to help you evaluate a term sheet with clarity and confidence. You’ll learn how professional allocators think, why pitch decks aren’t enough, and how to assess a deal through three pillars: economics, control, and downside protection. If you want to reduce risk, spot misalign...

Investing across borders doesn’t have to feel opaque or intimidating. In this episode of Alt Investing Made Easy, we explore how India’s rapidly evolving regulatory and investment landscape is opening new opportunities for sophisticated global investors. Joined by India-based legal experts, we break down what’s changed, what now feels familiar to U.S. allocators, and how private capital is flowing both into and out of India. This conversation simplifies complex cross-border rules so you can asse...

Explore key 2025 trends in alternative investments, private markets, and access strategies to build and preserve wealth effectively.

Planned giving is more than charitable donations—it’s a powerful strategy for investors to reduce taxes, align wealth with values, and build a lasting legacy. In this episode of Alt Investing Made Easy, Barry Resnick of FBFK Law breaks down how planned giving, donor-advised funds, and estate planning tools help investors deploy capital with purpose and control.

In this episode of Alt Investing Made Easy, we break down the fast-growing world of sports investing, athlete wealth management, and NIL money with Elizabeth Quanaim of Robin Glenn. From seven-figure college deals to creating “Athlete Family Offices,” Elizabeth reveals how today’s athletes are becoming economic engines—and why investors need to understand the shifting landscape behind the highlights.

Understanding how Middle Market M&A works is essential for founders, investors, and dealmakers navigating today’s increasingly competitive acquisition landscape. In this episode of Alt Investing Made Easy, we sit down with Tim Mueller of IT ExchangeNet, a veteran advisor specializing in the $5M–$40M lower middle market, where most founder-led tech, IT services, and digital marketing companies operate—and where most transformational exits occur. Dive in to understand the key drivers of value, the role of third-party advisors, and how to position a company for long-term success in the world of middle-market mergers and acquisitions.

Discover how Ballard Global utilizes private credit investing to turn real assets and AI innovation into stable, values-based investment opportunities for accredited investors seeking predictable returns and trusted relationships.

How Dubai’s capital really works: regulation, relationships, and deal structure.

Learn how fund managers become investor-ready with expert fundraising strategies, investor relations insights, and alternative investment tactics.

Learn how to raise capital legally and effectively. Discover how Real Advisers Capital unites compliance, digital marketing, and investor relations to make fundraising simple. Perfect for founders, fund managers, and accredited investors exploring 506(c) offerings.

Discover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean.

Protect capital and profits through smarter legal due diligence. Learn how expert legal due diligence protects investor capital, prevents costly deal risks, and strengthens returns in alternative investing and private market deals.