Tag Archives: Chris Osmond

Beyond Stocks and Bonds: Exploring Private Credit and Direct Lending With Philip Hasbrouck (Ep. 73)

April 5, 2023Centura Wealth Advisory, Finance, Financial, Financial Planning, UncategorizedAlternative Investments, Centura Wealth Advisory, Chris Osmond, Cliffwater LLC, Direct Lending, Interest Rates, Liberated Wealth™, Live Life Liberated, Philip Hasbrouck, Podcast, Private Creditlivelifeliberated

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High-interest rates have caused both stocks and bonds to perform poorly in recent months.

However, looking beyond stocks and bonds, private credit and direct lending have emerged as particularly attractive options for those seeking higher yields and lower volatility.

In this episode, Chris Osmond speaks with Philip Hasbrouck, Senior Managing Director and Co-Head of Cliffwater’s asset management business. Together, they simplify private credit and direct lending, discussing their benefits, risks, and relevance in the current environment.

Chris and Philip discuss:

Cliffwater’s growth in the alternative investment space to over $10 billion in AUM
How private credit can serve as a hedge against rising interest rates
Key risks associated with direct lending (compared to traditional corporate bonds)
Interval Funds vs. BDCs(Business Development Companies) — what you need to know as an investor
And more

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LinkedIn: Chris Osmond

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About Our Guest:

Philip Hasbrouck is the co-head of Cliffwater’s asset management business. In this role, Philip leads the firm’s asset management distribution efforts and is involved with product development and positioning, business development, and managing client relationships. Prior to joining Cliffwater in 2018, Philip held various positions with CAIS, TCW Group, and J.P. Morgan. He earned a BS in Commerce and Finance from Santa Clara University.

Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

November 2, 2022Centura Wealth Advisory, Finance, Financial, Financial Planning, UncategorizedAlternative Investments, Centura Wealth Advisory, Chris Osmond, Investments, Jeremy Held, Liberated Wealth™, Live Life Liberated, Portfolio Management, Private Equitylivelifeliberated

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The recent market and economic downturn, combined with high inflation and looming interest rates, are forcing investors to consider alternative asset classes.

One such alternative asset class is private equity, which has become highly accessible to individual investors today.

In this episode, Chris Osmond, CFA, CAIA®, CFP®, speaks with Jeremy Held, Managing Director at Bow River Capital, about the benefits of including private equity in your portfolio.

Jeremy discusses:

How private equity differs from public equity
Why access to private equity is no longer limited to institutional investors
How the Bow River Evergreen Fund dispels common myths related to evergreen funds
The current and future scope of private equity
Centura Wealth Advisory’s comprehensive due diligence process
And more

Resources:

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About Our Guest:

Jeremy Held, CFA, is responsible for Bow River Capital’s registered asset management business including investment oversight, research and product development. Prior to joining Bow River Capital in 2019, Jeremy was the Director of Research and Chief Investment Officer (CIO) at ALPS Advisors, a Denver-based asset manager that specializes in registered fund vehicles focused on real assets and alternative investments. Jeremy began his career at ALPS in 1996 and helped lead a variety of business initiatives over two decades, including the launch of the firm’s asset management business in 2007. As CIO, Jeremy was responsible for manager selection and oversight and was ultimately responsible for all aspects of the ALPS Advisors business, overseeing 44 registered investment companies and more than $20 billion in assets.

Jeremy graduated from the University of Colorado with a degree in International Business. He is a CFA® charter holder and a member of the CFA Society of Denver. Jeremy is on the board of Principal Real Estate Income Fund and Habitat for Humanity of Metro Denver.

How To Earn Greater Returns in a Risky Environment (Ep. 61)

September 14, 2022Centura Wealth Advisory, Finance, Financial, Financial Planning, UncategorizedCentura Wealth Advisory, Chris Osmond, Inflation, Investments, Liberated Wealth™, Live Life Liberated, Portfolio Management, Risk Management, Roby Kotcamp, Wealth Managementlivelifeliberated

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Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?”

In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted returns.

Roby and Chris discuss:

A brief overview of the Fed’s recent actions — and their market implications
Why cash flow is more important than the rate of return
How private real estate, private equity, and private credit can be a useful addition to your portfolio
The benefits of structured notes in risk management
And more

Resources:

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Multifamily Real Estate as a Hedge Against Inflation With Paul Kaseburg (Ep. 54)

June 8, 2022Centura Wealth Advisory, Finance, Financial, Financial Planning, UncategorizedAlternative Investments, Centura Wealth Advisory, Chris Osmond, Inflation, Inflation Hedging, Liberated Wealth™, Live Life Liberated, Multifamily Real Estate, Paul Kaseburg, Real Estatelivelifeliberated

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With inflation reaching 40-year highs, investors are eager to find investments to hedge against the decreasing value of their money.

In this episode, Chris Osmond speaks with Paul Kaseburg, Chief Investment Officer of MG Properties, about investment opportunities in the multifamily real estate market and how they help you cope with rising inflation rates.

Paul discusses:

How real estate in general responds to inflationary pressures
The advantages of multifamily over other types of real estate investments
Latest trends in cap rates and cost of debt that real estate investors should know about
How inflation is impacting the affordability gap between single-family homes and apartment renting
And more

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About Our Guest:

Paul Kaseburg joined MG Properties in 2010 and is responsible for the firm’s acquisition, disposition, and capital markets activities. At MG, he has been involved with the purchase of approximately 18,000 units totaling $3 billion in total consideration. Paul has 17 years of experience in real estate private equity investment, capital markets, and corporate M&A. Prior to joining MG, he held various roles in commercial real estate debt and equity acquisitions, development, and financing. He has a background in corporate M&A and venture capital investing at Northrop Grumman (NOC). Paul holds a Bachelor of Science degree in Mechanical Engineering from the University of Notre Dame, and an MBA in Finance and Entrepreneurship from the UCLA Anderson School of Management.