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
As the Federal Reserve continues on its path of quantitative tightening, inflation and rising interest rates are a concern for many investors.
In this episode, Chris Osmond speaks with Christopher Long, Chairman, CEO, and Founder of Palmer Square Capital Management LLC. They talk about current opportunities in private credit and how it helps investors hedge against rising interest rates (and potentially inflation).
How the lines between public and private credit have started to blur
What are CLOs, how they work, and the value they add to your portfolio
Chris Long founded Palmer Square Capital Management, an approximately $22.3 billion AUM asset manager focused on corporate and structured credit, in June 2009. Currently, he serves as Chairman, CEO and Portfolio Manager. Since inception, Chris has been successful in building one of the premier credit investment firms in the world with an enviable client list that includes not only large institutions and family offices, but also RIAs, bank/trust, and broker-dealers. Prior to starting Palmer Square, Chris built a deep investment background at some of the top financial firms in the world including Morgan Stanley, TH Lee Putnam Ventures, and JPMorgan & Co. Chris’ breadth of investment experience includes hedge fund investing, private equity / venture capital, and finally, investment banking.
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.
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
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.
Interest rates have been considerably lower than inflation for several months now. However, we have started experiencing a rise in interest rates.
During this transition period, as interest and inflation rates adjust over time, how can you strive for better risk-adjusted returns?
Sean Clark, Director of Financial Planning, and David Cariani, Vice President, answer this question in today’s episode! They explore financial planning and investment strategies to help you cope with rising interest rates.
Sean and David discusses:
Why interest rates are a key input into your planning and investment decisions
Potential impact of rising interest rates on the U.S. economy
How to minimize the risk of principal loss and reduced purchasing power
Four alternative investments to consider over traditional fixed income