Tag: Alternative Investments

Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

By |

Is real estate still a good investment for your portfolio? 

Join Greg DuPont as he chats with Taylor Vick, Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management about the smart ways real estate can diversify your investments and provide significant returns. Get the scoop on valuing your assets and how ongoing valuations can play a game-changing role for your financial future!

Tune in to discover:

  • [00:01:29] Introduction to Taylor Vick and Blue Ridge Asset Management
  • [00:03:01] Exploring property management and real estate syndication
  • [00:05:54] Understanding business valuation and its cross-industry relevance
  • [00:09:56] The importance of defensible valuations for estate planning
  • [00:17:22] How exit strategies in real estate can maximize value
  • [00:23:21] Alternative investments: Real estate syndicates explained

This episode is jam-packed with actionable insights tailored for anyone navigating real estate investments and comprehensive financial strategies. 

Resources:

Connect with Greg DuPont:

Connect with Taylor Vick:

About Our Guest: 

Taylor is the Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management. Currently managing over $100 million in assets, Taylor leads Blue Ridge to create custom portfolios for investors to achieve their lifestyle goals.

Blue Ridge oversees financing, due diligence, pro forma analysis, acquisition, property management, accounting, value add and disposition for client portfolios.

 When Taylor is not helping his clients with their commercial needs, he can be found on the golf course or spending time with his wife Rachel and two children.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Building Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)

Building Better Portfolios: The Role of Alternative Investments with Shana Sissel (Ep. 43)

By |

Are you ready to dive into the world of alternative investments? In this episode of the March to a Million podcast, Greg DuPont is joined by Shana Sissel, known as the “Queen of Alts,” to explore how innovative platforms like Shana’s Banrion Capital are revolutionizing investment opportunities for financial advisors.

Greg and Shana delve into the evolving landscape of alternative investments, breaking down barriers that have kept many advisors—and their clients—out of this space. They discuss the importance of integrating diversified investment options into portfolios to better serve clients’ needs. With Shana’s insight, you’ll learn about the exciting potential of alternative investments to provide uniqueness and impact in ways traditional investments cannot. 

Tune in to discover:

  • (02:15) How Banrion Capital is changing advisor access to alternative investments
  • (15:24) The importance of building better client-advisor relationships through tailored investment strategies
  • (19:39) The role of alternative investments as a diversification tool
  • (27:00) Greg’s strategic vision for empowering advisors through holistic financial solutions 
  • And more

Join Greg and Shana in unraveling the complexities of alts to find new opportunities that align with clients’ financial and personal goals. 

Connect with Greg DuPont:

Connect With Shana Sissel:

About Our Guest:

For two decades Shana Orczyk Sissel has climbed the ladder of the financial services industry. As Founder & Chief Executive Officer of Banríon Capital Management Shana helps financial advisors navigate the complex world of alternative investing, assisting with investment platform development, alternatives in portfolio construction and developing best practice in alternative investment due diligence. 

Dubbed the “Queen of Alternatives” by her peers. Shana is a sought-after speaker & media contributor, appearing frequently at industry events and on major financial news outlets like CNBC, Fox Business Network, Bloomberg, Yahoo Finance, Reuters and the Schwab Network.

Shana has maintained fierce, outspoken advocacy for her fellow women in finance for the duration of her career — acting as a mentor for many other young women navigating the battlefield of a male-dominated industry. Having overcome many obstacles to achieve success in her own career, she leverages her personal social media following to speak out for the recognition and support of women in her field. As a member of Women in ETFs, Shana has become a spokesperson for their Speaker’s Bureau, with the goal of improving public representation of females in industry-oriented events and conferences, as well as in financial media.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

Awakening to Risk: Attorneys and the Future of Markets (Ep. 26)

By |

In the face of impending market changes, how can families plan to safeguard their financial future?

In this episode of March to a Million, Greg DuPont explores the urgent need for a seismic shift in how we perceive financial planning and the crucial role attorneys play in this transformation. He digs into the pressing issues facing the financial market and the impending changes that could reshape our financial futures.

Greg discusses: 

  • His epiphany about the future of the market and its impact on his clients
  • The significance of the 100th anniversary of the Great Depression in relation to current market conditions
  • Strategies for protecting family wealth, including offloading risk and exploring alternative investments
  • The role of insurance companies in providing stability during economic downturns
  • The potential of Bitcoin and real estate as alternative investment options
  • The importance of guaranteed income and the dangers of forced asset liquidation during market crashes
  • Roles that attorneys play in financial advocacy to protect clients’ interests in a comprehensive manner
  • And more!

 

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

The Fourth Pillar of Financial Advocacy: Wealth Accumulation (Ep. 8)

By |

Embarking on the journey towards financial security and prosperity requires more than simply making decisions. It also requires strategies to multiply and maximize wealth.

In this episode, Greg DuPont explores the fourth pillar of financial advocacy: Wealth Accumulation. He shares the three big secrets behind it along with valuable insights on how to optimize savings strategies and engage in valuable conversations with your clients. Greg emphasizes the importance of tackling debt and taxes to maximize wealth accumulation.

Greg discusses: 

  • The three secrets of wealth accumulation
  • The drawbacks of relying solely on 401(k) for savings and the need to consider alternative investment options
  • The need to take more risks for higher returns in a pre-tax environment and how shifting to an after-tax world can reduce the required rate of return
  • The goal of Wealth Solutions Network to help the general public with their finances
  • The potential to cut down debt repayment time by being systematic with compound interest and alternative solutions to traditional retirement savings
  • And more!

Resources: 

Connect with Greg DuPont:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories