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Alternative Investments: Investment Allocations 5 Questions to Ask
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

Alternative Investments: Investment Allocations 5 Questions to Ask

Kirkland Capital Group Chief Investment Officer Chris Carsley’s paper, Alternative Investments: Due Diligence Red Flags, was published in the prestigious CAIA Blog, Portfolio for the Future. This paper provides important, and accessible, education to investors on how to identify and vet certain red flags during the pre-investment due diligence process.

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Dive into Private Investment Due Diligence with a Guided Tour of the PPM
Webinar Chris Carsley Webinar Chris Carsley

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.

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4 Factors to Help You Avoid a Disappointing Private Alternative Investment
Webinar Brock Freeman Webinar Brock Freeman

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).

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3 Ways the Rich Get Richer with Private Alternative Investments, and How You Can Too
Blogs/Articles Brock Freeman Blogs/Articles Brock Freeman

3 Ways the Rich Get Richer with Private Alternative Investments, and How You Can Too

As a newly qualified accredited investor, you may be asking yourself “what is the next step for my investment portfolio?”

Let’s look at two university classmates, Annie and Tom, who have had similar successful tech industry roles, similar household income, and comparable living costs. It’s now the future and both are turning 50 this year. Annie is, along with her spouse, retiring this year as they have enough income from investments to replace the income from their jobs; they are financially independent. Tom and his spouse, on the other hand, are making standard progress in their retirement investments, but are years away from having enough investment income to retire.

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Understanding “Micro-Balance” Bridge Lending
Video Interview Brock Freeman Video Interview Brock Freeman

Understanding “Micro-Balance” Bridge Lending

Most lenders do not consider commercial real estate bridge loans under $1M. That’s where Kirkland Capital Group enters the picture. They’ve leveraged this opportunity by building the Kirkland Income Fund, delivering a “micro-balance" commercial mortgage option. Chris Carsley and Brock Freeman of Kirkland join Lance to talk about the ins and outs: how the Fund offers investors lower risk and consistent annual fixed income returns, how they approach the underwriting process, commercial mortgage brokers, and assessing borrower risk.

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Tap into Retirement Plan Dollars for Alternative Asset Investing
Webinar Chris Carsley Webinar Chris Carsley

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.

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8 Factors to Determine If an Investment Fund Manager Is Putting Investors First
Blogs/Articles Chris Carsley Blogs/Articles Chris Carsley

8 Factors to Determine If an Investment Fund Manager Is Putting Investors First

Lots of managers say, "Investor First," but it is only when you dig into the fund documentation and really spend time understanding the management team, fees, and fund details can you better assess if this is the case. Regardless of the investment platform, here are eight factors for investors to consider when reviewing fund managers to see if they are putting investors first.

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