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Access Our Exclusive Investment Insights.
Alternative Investments for Investment Advisors
Hosted by CAIA Seattle, Adam Ponder, Co-Founder and CEO of Alta Trust discusses the alternative investments for investment advisors with Chris Carsley - CFA, CAIA, Chief Investment Officer & Managing Partner at Kirkland Capital Group.
Evaluating Real Estate Debt Structures
Kirkland Capital Group COO – Brock Freeman and CIO – Chris Carsley join Leftfield Investors to discuss Evaluating Real Estate Debt Structures. This topic is more important than ever now that interest rates are rising, and many operators continue to use adjustable-rate bridge debt.
CAIA Seattle Webinar - Is Opportunity Zone Fund Investing Still Compelling?
Subchapter Z of the tax code, possibly the most compelling tax legislation in decades, coupled with a growing sea of unrealized capital gains and the potential for higher future capital gains tax rates, offers investors a significant opportunity from a planning perspective.
Dive into Private Investment Due Diligence with a Guided Tour of the PPM
Identify key aspects of a and define what fits your investment goals so you can pull that information quickly from the document and determine if you need to read further. Get to the “No” quickly so you can move to a better opportunity.
Watch Chris Carsley walk you through the private placement memorandum and the due diligence it requires to invest with confidence.
4 Factors to Help You Avoid a Disappointing Private Alternative Investment
Private alternative investments are a powerful way to build your wealth. However, like other powerful tools there is risk if the user manual is not read, and the proper precautions are not taken before using. Understanding how to look at the selection of tools available, assess, and select the right one for your need is critical. Good ones build and protect your wealth more efficiently; the wrong one can do much harm to your wealth (and even your health).
In this webinar hosted by Verivest, alternative fund expert Chris Carsley and his partner at Kirkland Capital Group, Brock Freeman, walk through four important areas to equip you in assessing a private alternative investment fund. The documents (the fund’s “user manual”), fees (what will you be charged), fund operation risk (can hackers steal your money), and transparency (or do you know what your fund manager is really doing with your money).
Tap into Retirement Plan Dollars for Alternative Asset Investing
Hosted by CAIA Seattle, John Paul Ruiz of The Entrust Group shows how you can unlock the power of retirement plan capital for investing in alternative investments. There are 33 trillion dollars in retirement plans. Whether you are an advisor helping clients or an individual investor learn about the platforms available, rules and regulations, and how to get started in a broader utilization of your retirement plan assets.