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Kirkland Capital Group
73 minutes | Feb 12, 2021
Are Real Estate Debt Funds a Replacement for Bonds?
In this live online interview Chris Carsley and Brock Freeman talk with Brandon Walsh at Rocket Dollar about alternative investments, the death of the sixty forty or at least the lower interest rate bond market's impact on the low-risk part of your investment portfolio, what to look for risk-wise when exploring private investment funds, what we have done to lower operational risk and be transparent with our Kirkland Income Fund, and much more. We also take questions from the live audience."When I talk to people at Rocket Dollar when they call me on the phone, this is usually the three things they're looking for. They're looking for yields or income, something to replace their bonds in their portfolio. What we just talked about today, some type of stable producing asset, something where they know what the expected return is right when they enter that. Real estate is often giving you that angle." —Brandon Walsh at Rocket DollarRocket Dollar gives you the ability to invest your retirement savings in the assets you want via their self-directed IRA and 401k custodial accounts. This allows you to take advantage of additional opportunities to diversify with alternative assets that can outperform the public stock and bond markets. We at KCG are proud they have partnered with us to offer the Kirkland Income Fund on their platform.
38 minutes | Jan 15, 2021
Diversifying Risk & Capturing Higher Returns with Alternative Investments
In this interview, Brock Freeman talks with Chris Carsley about alternative investments. We discuss his background and how an investor can get started in personally investing in alternatives.Chris Carsley, CFA, CAIA, BiographyChris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team that performed due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs.Chris is currently a trustee and Vice President of the Charles Wright Academy Endowment Committee, serving on the board since March 2017. He co-founded the Northwest Hedge Fund Society (now the Seattle Alternative Investment Association) in 2004, and is Co-head of the executive board of the Seattle CAIA chapter that launched in 2017. He earned his Chartered Financial Analyst (CFA) designation in 1998, Chartered Alternative Investment Analyst in 2011, and holds a BBA from the University of Portland.
5 minutes | Jun 3, 2020
What is Passive Real Estate Investing?
Real estate is a great way to create wealth. If you are just beginning your journey into real estate investing, consider “active” versus “passive” investing and envision what that would mean for your life and your family.Image by dooder via freepik
21 minutes | Apr 3, 2020
Investor Interview: Cary Huang
The Kirkland Capital Group investor community has many different types of investors — each with their own story. In this interview I talk with Cary Huang. We discuss his background in computer science and math, and how this has influenced his investing, as well as the importance of advisors. We also consider the affect the Coronavirus Pandemic is having on remote work and its long term affect on secondary and tertiary markets for multifamily.“…try to find trusted advisors. They could be professionals that specialize in whatever it is you’re trying to understand, or it could be people that you trust that have done well, and listen to what they have to say. Definitely it’s a lot more about listening and learning than talking.”“I think having opportunities to get engaged on the debt side is a really good way to diversify, it reduces your risk.”
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