Alt Investing Made Easy

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AltInvestingMadeEasy LLC

60 episodes

20 hours ago

Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money work harder. Dive in with us, and let's make investing in alternative assets easy, giving you the confidence to navigate the financial landscape, one episode at a time.

All content for Alt Investing Made Easy is the property of AltInvestingMadeEasy LLC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Education,

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Episodes (20/60)

Alt Investing Made Easy

E60: Inside Dubai Deals - How Capital Actually Moves in the UAE

For Investors Exploring Cross-Border Opportunities: How Raising Capital in the UAE Really Works

Dubai is often seen as a place of limitless wealth and easy capital—but the reality of raising money in the United Arab Emirates is far more structured and relationship-driven than most realize. In this episode, international attorney Sarah Florer sits down with Roland Wiederaenders to share her firsthand experience practicing law in Dubai, working inside government-linked private equity, and managing cross-border deals from the Middle East, Africa, India, and the U.S. We break down how DIFC and ADGM financial free zones operate, why Islamic finance and family offices play a major role in regional investment flows, and what founders, fund managers, and investors need to understand before approaching capital sources in the Gulf region.

This conversation is essential listening for anyone exploring global dealmaking, private investments, U.S. real estate syndications, sovereign wealth dynamics, or raising international capital.

Top Takeaways

Dubai does have capital, but access is based on relationships, credibility, and regulatory compliance, not cold outreach.
The UAE operates under multiple regulatory jurisdictions: federal law + DIFC, ADGM, DMCC, and VARA (crypto).
Public solicitation, events, and roadshows often trigger regulatory licensing requirements.
One-to-one meetings and private introductions are the norm for early investor conversations.
Many deals in the UAE use English law to manage cross-border disputes and reduce litigation risk.
Family offices, government wealth, and private enterprise often overlap, influencing decision-making and access.
Deal sizes can be very large—even for relatively young professionals—due to rapid development and backing from sovereign wealth funds.

Notable Quotes

“Dubai has capital—access runs through relationships, regulation, and fit.”
“A ‘yes’ can mean ‘maybe.’ You have to validate interest before you count on it.”
“Public roadshows usually require licensing. Quiet coffees often don’t—but get legal advice.”
“Family offices, government, and enterprise often intersect in the UAE. Understanding who controls a deal is key.”
“In global transactions, English law is used because litigation risk makes parties avoid U.S. law when they can.”

Chapters

00:00 – Intro & why Dubai fascinates global investors
01:29 – Sarah’s path to the Middle East and cross-cultural background
04:27 – Working at Al-Tamimi: banking, Islamic finance, private wealth
06:44 – “Dubai Inc.” and transitioning into government-linked private equity
11:46 – Billion-dollar deal experience in a 12-million-person country
15:41 – How marketing shaped Dubai’s global investment identity
19:15 – Raising capital in the UAE: perception vs. practice
21:52 – DIFC, ADGM, federal law & free-zone regulatory differences
24:14 – When you must be licensed vs. when relationship outreach works
27:21 – How foreign lawyers actually practice in the UAE
34:53 – Global legal networks: maritime, energy & arbitration
36:45 – Closing thoughts

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”

1 day ago

37 minutes

Alt Investing Made Easy

E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments

Discover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polare Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising for alternative investments, launching a non-traded REIT, or preparing for operational due diligence, this conversation shows exactly how to professionalize your processes, strengthen reporting, and tell a story investors trust. Mid-stage investors and fund managers will learn how to scale from boutique to institutional, improve communication, and position their funds for sustainable growth in today’s evolving private-market landscape.

About Our Guest: Laura Oslick, Founder & President at Stella Polare Advisors

Laura Oslick, CAIA, is a seasoned finance professional and community leader with deep expertise in alternative investments, real estate, and advisory services. As a Principal at Stella Polare Advisors, she brings more than a decade of experience guiding clients through complex financial landscapes, leveraging her background in investment banking, real estate, and capital markets. A graduate of the UNC Kenan-Flagler Business School, Laura has been recognized as a Dean’s Fellow, Forte Fellow, and Trammell Crow Residential/Leonard Wood Fellow. Beyond her professional work, she is an active voice in industry and community leadership, serving on the Advisory Board for UNC’s Leonard W. Wood Center for Real Estate Studies, the Urban Land Institute, and the Junior League of Dallas. Her career reflects a rare blend of technical expertise, strategic insight, and a passion for empowering both clients and communities.

Connect with Laura Oslickon LinkedIn: https://www.linkedin.com/in/lauraoslick/

Top Takeaways

Professionalize before you fundraise. ODD can block great strategies; fix ops, reporting, and governance early.
IR is compounding. Clear, consistent communication during good and bad periods drives re-ups and referrals.
Your deck is your 10-minute audition. Story, differentiation, and error-free numbers beat flashy design.
Retail does not equal easy. Non-traded REITs unlock distribution but require monthly marks, SEC-grade reporting, and liquidity planning.
Match structure to clients. Income-hungry clients favor REIT/BDC; long-horizon clients can hold illiquid closed-end funds.
Process enables scale. Moving from $400M to $750M+ requires automation, tighter reporting, and documented controls.
Roadshow readiness matters. Logistics + pitch coaching = better meetings, fewer errors, stronger outcomes.

Notable Quotes

“The best time to be fundraising is when you’re not fundraising.”
“You might have the best strategy in the world, but if you can’t pass operational due diligence, you won’t get dollars.”
“You only get about ten minutes; your materials must earn the second meeting.
“Retail channels aren’t ‘easier,’ they have their own obligations and nuances.”
“It’s not just pretty design; clarity, differentiation, and accurate numbers win.”
“Redemption features aren’t guarantees; set expectations and communicate.”
“Solve puzzles, make things better, that’s what drives me.”

Chapters

00:00 – Introduction
02:00 – Investor Relations: Your Hidden Growth Engine
06:30 – Scaling from $400M to $750M+ Funds
10:45 – Pitch Books that Win Second Meetings
15:45 – Non-Traded REITs: Opportunity or Overload?
21:30 – Managing Liquidity and Redemption Expectations
27:55 – Matching Product to Advisor Client Profiles
31:30 – Roadshows & Travel Management for Fundraising
33:45 – Motivation & Mission

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Podcast Production by Red Sun Creative, Austin, Texas
https://redsuncreative.studio

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

1 week ago

36 minutes

Alt Investing Made Easy

E58: Capital Raising Made Easy - How Real Advisers Capital Helps Issuers Attract Investors

In this episode, hosts Sarah Florer and Roland Wiederaenders unveil Real Advisers Capital—a new platform designed to simplify private capital raising. Together with marketing strategist Anthony Carrano and videographer Mark Caddell, they merge legal expertise, compliance, and digital marketing to help issuers attract and retain investors under Rule 506(c).

Discover how Real Advisers Capital supports deal structuring, investor outreach, and transparency to ensure every good idea gets funded, and every investor stays informed.

Start your next capital raise with Real Advisers Capital → [Book a Consultation].

Top Takeaways

Capital Raising Made Easy: Real Advisers Capital combines legal, marketing, and compliance expertise to streamline fundraising for private issuers.
Bridging Law and Marketing: The team integrates securities law knowledge with digital marketing to create compliant, investor-ready campaigns.
Investor Network Building: From friends-and-family rounds to institutional investors—learn how to grow your investor base strategically.
Compliance Is Critical: Proper disclosure and ongoing transparency protect issuers from legal and financial risk.
Investor Relations = Trust: Open, proactive communication keeps investors engaged and reduces liability.
Democratization of Capital: “No good deal should fail for lack of funding”—everyone deserves a seat at the investing table.
Featured Success Stories: Ryan Sheehan Racing, CornBoard Manufacturing, Sound Curves, and Oil & Gas ventures exemplify diverse alt-investment opportunities.

Notable Quotes

“No good deal should fail for lack of funding.” – Roland Wiederaenders
“Everybody has a seat at this table. What you need is knowledge.” – Sarah Florer
“When you use other people’s money, you’re answerable to them. Transparency is protection.” – Roland Wiederaenders
“Raising capital helps power small-business growth, new technologies, and job creation.” – Sarah Florer

Chapters with Timestamps

00:00 – Introduction: Launching Real Advisers Capital
01:00 – Why Real Advisers Was Founded
03:00 – Making Capital Raising Easy
05:00 – How Legal + Marketing Expertise Merge
07:00 – The Importance of Compliance
09:00 – Building Your Investor Network
10:00 – Investor Relations Done Right
12:00 – Featured Deals: Racing, CornBoard, and More
16:00 – The Mission: Democratizing Capital Access
19:00 – Closing Thoughts & Call to Action

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

2 weeks ago

1 hour 16 minutes

Alt Investing Made Easy

E57: Estate Planning Simplified: Protecting Your Family, Your Legacy, and Your Peace of Mind with Eric Bean, FBFK Law

Discover simple, strategic steps to protect your wealth, secure your legacy, and prevent family conflict through smart estate planning with expert insights from attorney Eric Bean.

Estate Planning Made Easy: Protect Your Legacy and Family Peace of Mind

Most people think estate planning is only for the ultra-wealthy. In this episode, Eric Bean, attorney at FBFK Law, breaks down how families under the $15M exemption can protect their assets, avoid conflict, and plan for both death and incapacity. From handwritten wills to guardianship nightmares, this conversation makes estate planning simple, relatable, and essential. If you care about your loved ones and want peace of mind, this is the episode to listen to.

About Our Guest: Eric Bean, Attorney at FBFK Law
After graduating from South Texas College of Law Houston, Eric Bean served for 2 years as a briefing attorney at the Fourteenth Court of Appeals in Houston, Texas. After his clerkship, Eric joined a boutique estate planning and probate litigation firm, eventually becoming a partner. Eric focuses his practice on estate planning and probate law with an emphasis on trust and estate administration, guardianship administration, and trust, estate, and fiduciary litigation. He represents fiduciaries, family members, and beneficiaries in will contests and all manner of disputes and controversies involving estates and trusts. Eric is certified and eligible for court appointments, serving as an attorney for guardianship applicants or as a court-appointed attorney in guardianship proceedings, including as an attorney ad litem. Eric has also served as a court-appointed attorney ad litem in heirship cases and as a court-appointed administrator, helping clients navigate complex legal matters with clarity and confidence.

Outside of his legal practice, Eric is passionate about sharing his knowledge. He writes about emerging legal issues and developments in estate planning and probate law, providing practical guidance to both clients and colleagues. Known for his attention to detail and dedication to his clients, he is a trusted advisor in navigating the intricacies of estate and probate law.

Connect with Eric Bean on LinkedIn: https://www.linkedin.com/in/eric-bean-57136130/

Top Takeaways
-You already have a plan—just not your own.
-The state decides who gets your assets if you don’t.
-“Leave it to Beaver” planning keeps things simple.
-For non-taxable estates under $15M, structure your plan around fairness, clarity, and family harmony.
-Avoid the big three litigation triggers:
-Handwritten wills, last-minute changes, and naming one sibling as trustee.
-Plan for incapacity, not just death.
-Include powers of attorney, HIPAA releases, and directives to physicians to avoid costly guardianships.
-Guardianship is the legal removal of rights.
-Avoid it through proactive documentation and family transparency.
-Peace of mind comes from preparation.
-Once your plan is in place, you—and your family—sleep better.
-Don’t be penny-wise and pound-foolish.
-Spending on estate planning today prevents family turmoil tomorrow.

Chapters with Timestamps
00:00 – Welcome & guest introduction
01:00 – What estate planning attorneys actually do
03:00 – The handwritten “napkin will” and other real-world disputes
05:00 – Understanding the $15M exemption and non-taxable estates
07:00 – “Leave it to Beaver” estate planning explained
10:00 – Why everyone needs a will—even if you “don’t have much”
12:00 – What happens when you don’t plan
14:00 – Guardianship for minors and adults
20:00 – Planning for incapacity: powers of attorney & directives
25:00 – Avoiding guardianships through smart documents
29:00 – Real-life examples and court experiences
34:00 – The emotional side of planning and family conflict
37:00 – Why helping people plan is deeply rewarding
39:00 – Closing thoughts: death, taxes, and peace of mind

Credits
Sponsored by Real Advisers Capital, Austin, Texas
If you are interested in being a guest, please email us.

Video and Podcast Production by Red Sun Creative, Austin, Texas
https://redsuncreative.studio

Disclaimers
“This production is for educational purposes only and is not intended as investment or legal advice.”

3 weeks ago

40 minutes

Alt Investing Made Easy

#56: Maximize Returns with Legal Due Diligence - Reduce Risk, Close Better Deals

Legal Due Diligence: Protecting Returns in Alternative Investing

Legal due diligence isn’t just paperwork — it’s profit protection. In this episode, attorney Javier Aranda of FBFK Law joins hosts Sarah Florer and Roland Wiederaenders to explain how early legal strategy can prevent costly mistakes, protect investor capital, and strengthen deal structures. From NDAs to IP rights and procurement contracts, Javier shares how to think like a business-minded lawyer — so every investor can make smarter, safer decisions in the alternative investing world.

About Our Guest: Javier Aranda, Technology and IP Transactions Attorney at FBFK Law

An experienced transactional and technology attorney, Javier Aranda’s practice centers on deep knowledge and immersion in the technology industry, handling software and technology licensing agreements, intellectual property, data privacy, and other transactional matters. He’s served in senior corporate counsel positions for several major tech companies, and as a transactional attorney for video gaming companies, financial institutions, and a restaurant corporate headquarters – from USAA and Frost Bank to Whataburger.

Javier is particularly adept at negotiating complex commercial transactions, including SaaS, Software Licensing, Intellectual Property, Game Development, Marketing, Ad-Tech, e-Commerce, Non-Disclosure Agreements, Consulting Services, IT Services, and Privacy Matters.

Connect with Javier Aranda on LinkedIn: https://www.linkedin.com/in/javier-aranda-aa6a3973/

Top Takeaways

Legal is a profit lever. Good counsel reduces hidden costs, protects assets, and strengthens investor confidence.
Contracts carry capital risk. Auto-renewals, vague T&Cs, and unreviewed clauses can quietly drain investor returns.
IP ownership matters. Ensure employees and contractors assign intellectual property rights to the company — or risk losing core value.
Due diligence drives deal success. Investors must review assignability, licensing, and online terms before capital deployment.
NDAs aren’t optional. Even two-page documents protect ideas, data, and technology during early partnership discussions.
Fractional counsel = full-time insight. Outsourced legal experts deliver in-house thinking without the overhead.
AI assists, not replaces, judgment. Automated tools flag risk fast — but human legal context still determines deal quality.

Notable Quotes

“Good legal work isn’t just about compliance — it’s about protecting profits and preventing risk before it costs you.”
“The same redlines that apply to one deal may not apply to the next. You only know the difference if you understand the business.”
“You might think you negotiated a great deal, but if the online terms supersede your contract, you’ve already lost leverage.”
“If you’re trying to raise money, someone will do due diligence on you. Make sure your contracts say what you think they say.”
“I tell my clients: focus, achieve, success — but also get over yourself. Stay humble, stay teachable, and keep solving problems.”

Chapters with Timestamps

00:00 – Welcome & Guest Introduction: Sarah and Roland introduce attorney Javier Aranda, highlighting his background at EA, Zynga, and FBFK Law.

01:20 – From In-House to Outside Counsel: Javier shares his transition from corporate counsel to serving as a fractional general counsel for tech-driven companies.

04:30 – The Hidden Risks in Procurement: How everyday contracts, renewals, and vendor terms can quietly erode margins and investor returns.

07:00 – The Business Partner Mindset: Why great attorneys think like operators — collaborating early to protect both growth and compliance.

11:30 – Hub-and-Spoke Legal Strategy: Coordinating contracts across departments to uncover leverage, reduce redundancy, and save money.

13:40 – Real-World Legal Traps: The overlooked clauses that can kill a deal — from hidden T&Cs to unenforceable indemnities.

22:00 – NDAs & Confidentiality Essentials: When and how to use non-disclosure agreements to safeguard intellectual property and deal flow.

27:30 – IP Ownership & Assignability: Protecting proprietary technology and ensuring contracts support fundraising and exits.

32:00 – Legal Due Diligence for Investors: Why proactive document management and clear contract terms directly impact valuation and liquidity.

37:20 – Personal Mission & Mindset: Javier’s personal mottos — “Focus, Achieve, Success” and “Get over yourself” — and how humility drives leadership and discipline.

39:20 – Closing Thoughts: Hosts reflect on how legal due diligence shapes stronger, smarter alternative investing decisions.

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Podcast Production by Red Sun Creative, Austin, Texas: https://redsuncreative.studio/

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

4 weeks ago

40 minutes

Alt Investing Made Easy

#55 Qualified Small Business Stock (QSBS) Explained: How Section 1202 Creates Tax-Free Business Exits

How Qualified Small Business Stock Creates Tax-Free Business Exits

Discover how Qualified Small Business Stock (QSBS) can unlock tax-free exits for founders and investors. In this episode, attorney Dan Baucum of FBFK Law breaks down the tax rules, timelines, and strategies behind Section 1202. Learn how to structure your investments, maximize capital gains exclusions, and avoid costly mistakes when selling your business or stock. Whether you’re planning an exit or building a growth-focused portfolio, this episode simplifies complex tax concepts into actionable insights to help you make smarter, more confident decisions.

About Our Guest: Dan Baucum, Attorney, FBFK Law

Dan Baucum advises clients on federal tax matters impacting business transactions such as acquisitions, mergers, sales, divisions, conversions, and terminations. He has deep experience navigating complex tax issues and is recognized for his work with LLCs, LPs, and S corporations and high-net-worth estate planning. Dan also represents clients in IRS controversies, including administrative matters before the IRS Chief Counsel’s Office in Washington, D.C. His expertise on federal tax issues has been sought in both advisory and expert witness roles, underscoring his command of the field.

Earlier in his career, Dan served as Special Assistant to the IRS Assistant Chief Counsel (Passthroughs & Special Industries). In that role, he reviewed key IRS tax guidance related to partnerships, S corporations, trusts, and estates. Notably, he contributed to developing the built-in gain and disguised sale of property regulations and helped shape the IRS’s “safe harbor” policy for partnership profits interests. He reviewed and drafted numerous proposed regulations, revenue rulings, and private letter rulings issued by the Passthroughs division. After his tenure in government, Dan joined the National Tax Office of an international accounting firm as director, advising on partnership tax issues and IRS procedure. He also taught for four years as an adjunct professor at Georgetown University Law Center’s Graduate Tax Law Program.

Since returning to Dallas, Dan has remained active in legal practice and bar leadership. He chaired the State Bar of Texas Tax Section and previously led the Dallas Bar Association’s Tax Section. His dedication to legal education includes almost 17 years of teaching as an Adjunct Professor at SMU Dedman School of Law and Baylor Law School. Recognizing his professional contributions, he is a Fellow of the American College of Tax Counsel.

Connect with Dan Baucum on LinkedIn: https://www.linkedin.com/in/dbaucum/

Top Takeaways

QSBS Power: Exclude up to $15M or 10x your investment in capital gains taxes with proper planning.
LLC vs. C-Corp: Why switching to a C-Corp can benefit growth-focused businesses reinvesting profits.
5-Year Holding Rule: Hold QSBS for five years to qualify for a 100% capital gains tax exclusion.
Stock vs. Asset Sales: Only stock sales qualify for QSBS — asset sales miss out on tax benefits.
Family Wealth Transfer: QSBS exclusions can be stacked by gifting stock to family members.
Eligibility: Tech and manufacturing usually qualify; service businesses typically do not.
Exit Strategy Clarity: Tax planning early can save millions and prevent last-minute deal roadblocks.

Notable Quotes

“Ask yourself: What are you going to do with the profits? That answer determines how you should be taxed.” – Dan Baucum
“Qualified Small Business Stock can be a game changer — it’s one of the most overlooked tax planning tools for growth companies.” – Dan Baucum
“Nine times out of ten, an LLC may be the right answer, but don’t let habit dictate your choice — do the math.” – Dan Baucum

Chapters with Timestamps

00:00 – Introduction
Welcome and overview of tax-focused investing strategies.
01:00 – Meet Dan Baucum
Dan’s background and expertise in tax law and partnership structures.
04:00 – LLC vs. C-Corp Explained
Key differences and why entity choice matters for investors and founders.
10:50 – Deciding How to Use Profits
How reinvesting vs. distributing profits influences tax decisions.
13:56 – QSBS Overview
What Qualified Small Business Stock is and why it matters.
17:28 – Who Qualifies for QSBS
Eligible industries and common exclusions under Section 1202.
21:43 – Switching from LLC to C-Corp
How and when to make the transition to qualify for QSBS.
24:40 – Gross Asset Rules & Growth
Understanding the $75M asset threshold and scaling considerations.
26:35 – The 5-Year Rule & Partial Exclusions
Timelines to hit 50%, 75%, and 100% capital gains exclusions.
29:01 – Equity Compensation Benefits
Why C-Corps simplify stock options and employee incentives.
34:24 – Estate & Gift Tax Planning
How entrepreneurs and investors can integrate QSBS into wealth transfer strategies.
37:26 – Final Thoughts & Action Steps
Key takeaways and why early tax planning is essential.

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

1 month ago

35 minutes

Alt Investing Made Easy

#54 Venture Capital Investing: How Women-Led Startups Drive Innovation & Returns

Summary

How True Wealth Ventures empowers women-led companies to transform health and sustainability through venture capital.

In this episode of Alt Investing Made Easy, Dr. Sara T. Brand, co-founder of True Wealth Ventures, shares how her fund invests exclusively in women-led companies improving environmental and human health. Discover why these startups statistically outperform, how overlooked markets like women's health and Silver Tech create massive opportunities, and why diversifying the venture capital ecosystem matters. Whether you're an investor, entrepreneur, or advocate for innovation, you'll gain powerful insights into how capital allocation can drive both profit and positive change.

About Our Guest: Sara Brand, Ph.D.

Sara has a unique combination of capabilities as a strategic thinker integrated with a proven success record for delivering results. Over the course of her career, she has been fortunate to work with and contribute to some of the top teams in the technology industry and has cultivated a diverse portfolio of leadership experiences:

Worked directly for 3 Fortune Global 500 CEOs in both strategic and operational capacities
Led $300M+ acquisition through integration into $5B+ company to leading the new business unit
Led integration program management of a $5B+ acquisition to realize $400M+ in cost synergies
Managed $150M leading Silicon Valley venture capital fund with four other investment professionals
Resolved client issues across the semiconductor value chain with McKinsey & Co.
Founded the largest draught only, self-distributing microbrewery in the U.S.

Sara’s technical roots along with my broad and unique business experiences, including general management, M&A, business development, strategic management consulting, venture capital and entrepreneurship, have allowed her to deliver big impact results for Fortune 500 technology companies and her own startup.

Connect with Dr. Sara Brand on LinkedIn: https://www.linkedin.com/in/saratbrand/

Top Takeaways

Women-led companies are outperforming yet receive just 2% of VC dollars, presenting a massive untapped opportunity.
Women make 85% of consumer purchase decisions and 80% of healthcare decisions, driving significant market opportunities that are often overlooked.
True Wealth Ventures raised $55M across two funds with 80% female investors, breaking barriers in VC.
A risk-reduced seed-stage strategy focuses on proven science and acquisition pathways, not just IPOs.
Personal experience often drives a stronger product market fit, leading to passionate and resilient founders.
Examples like Unaliwear (a smartwatch for seniors) and Refiberd (an AI-powered textile recycling solution) highlight a powerful real-world impact.
Education is key: most of their women investors were first-time venture investors.

Notable Quotes

"When women lead, companies thrive — yet they receive only 2% of venture capital funding." – Dr. Sara Brand
"If we don't invest in women innovators now, we risk stalling our innovation economy." – Dr. Sara Brand
"Saying no to distractions is really saying yes to your true priorities." – Dr. Sara Brand
"Silver Tech is about empowering caregivers and unlocking overlooked markets for aging populations." – Dr. Sara Brand

Chapters with Timestamps

00:30 – Introduction to Dr. Sara Brand and True Wealth Ventures
02:24 – Sara's STEM background and path to venture capital
06:47 – Eye-opening moment at AMD that sparked True Wealth's mission
09:27 – Partnering with Carrie Rupp to launch Fund One
11:24 – Why women-led companies are high-return, low-risk investments
13:25 – Overlooked markets: Silver Tech and women's health
16:09 – Results from Fund One: 12 companies, 0% loss ratio
18:44 – Investment strategy: proven science + acquisition pathway
21:27 – Success stories: Unaliware and Re-Fibred
26:11 – 80% women investors and educating first-time venture LPs
32:14 – Why diverse perspectives matter in venture capital
35:37 – Sara's personal leadership motto
37:28 – Closing thoughts and next steps for investors

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Podcast Production by Red Sun Creative, Austin, Texas

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

1 month ago

38 minutes

Alt Investing Made Easy

E53: Commercial Real Estate Investing Explained - Diversified Funds for Stable Monthly Cash Flow

Diversify smarter: stable, passive income through commercial real estate funds.

Commercial real estate doesn’t have to be complicated. In this episode, Zane Schartz of Freedom Commercial Real Estate breaks down how diversified net-lease funds can generate stable monthly cash flow while minimizing risk. Whether you’re reallocating capital or expanding your portfolio, you’ll learn a proven, values-driven approach to commercial real estate investing designed to create predictable returns and long-term wealth.

About Our Guest: Zane Schartz, President at Freedom Commercial Real Estate

Zane Schartz is a real estate entrepreneur, investor, and former professional athlete dedicated to creating 100% passive, cash-flowing opportunities for investors while sharing his faith in Jesus Christ. He is the President of Freedom Commercial Real Estate, a private equity firm specializing in institutional-quality assets, and the Founder of Real World Equity, where he leverages tokenization and blockchain technology to revolutionize the real estate investment process.

With a career spanning private equity, commercial acquisitions, and sports ownership, Zane also serves as Partner/Owner of the Allen Americans Professional Hockey Club. Previously, he was Chief Investment Officer at a private equity real estate firm and played professional hockey in the ECHL.

A graduate of Liberty University with a degree in Business, Zane combines his competitive drive from athletics with a disciplined investment philosophy focused on long-term value and reliable returns. His mission is to build a Christ-centered real estate investment firm that empowers investors to achieve financial freedom through passive income.

Connect with Zane Schartz on LinkedIn: https://www.linkedin.com/in/zaneschartz/

Takeaways
-Why diversification matters: Spread risk across 10–20 properties, tenants, and locations.
-Investment-grade tenants: Learn why tenants like Starbucks, Verizon, and -----Dollar General provide stability and predictable returns.
-Passive income model: How net-lease structures deliver consistent monthly distributions for investors.
-Deal evaluation secrets: Zane screens 200+ deals weekly—discover his top criteria for selecting low-risk assets.
-3–5-year exit horizon: Understand timelines, market dynamics, and how fixed-rate debt supports cash flow through market cycles.
-Values-driven investing: Integrity and faith as cornerstones of long-term investor relationships and trust.
-Real-world results: With a 50% reinvestment rate, Freedom’s track record keeps investors coming back.

Chapters
00:00 – Welcome and introductions
00:47 – Zane’s mission: financial freedom through passive cash flow and values-driven investing
03:55 – From private equity to entrepreneurship: Zane’s journey into commercial real estate
06:07 – Introducing the Freedom CRE Fund: structure, diversification, and target tenants
08:30 – How 200+ deals are evaluated weekly for stability and repurposability
12:18 – Why the Sunbelt market and institutional tenants’ matter for portfolio growth
13:58 – Blind pool funds explained: how they work and what investors should know
17:08 – The 3–5 year investment horizon and timing exits based on market conditions
19:51 – Zane’s personal story: from pro hockey to managing hundreds of millions in CRE assets
27:27 – Long-term vision: using real estate to create lasting global impact
31:54 – Minimums, logistics, and how to get started with the Freedom CRE Fund
34:20 – Closing thoughts and next steps for potential investors

Credits
Sponsored by Real Advisers Capital, Austin, Texas (https://realadviserscapital.com)
If you are interested in being a guest, please email us at info@AltInvestingMadeEasy.com

Video and Audio Podcast Production by Red Sun Creative, Austin, Texas (https://redsuncreative.net)

Disclaimers
“This production is for educational purposes only and is not intended as investment or legal advice.”

1 month ago

36 minutes

Alt Investing Made Easy

E52: Opportunity Zones 2027 - Fund Strategies for Tax-Free Growth

Discover how Opportunity Zones can help you defer taxes, boost returns, and diversify your portfolio while fueling community growth. In this episode of Alt Investing Made Easy, attorney and Opportunity Zone expert Gerry Reihsen breaks down complex tax rules into practical, actionable strategies. Whether you’re planning a major exit in 2026 or exploring Opportunity Zone funds for real estate and operating businesses, you’ll gain the insights needed to confidently allocate capital for long-term, tax-free growth as OZ 2.0 rules arrive in 2027.

About Our Guest:

Gerald J. (Gerry) Reihsen III is a dynamic legal strategist and entrepreneurial advisor based in Dallas, Texas, with more than two decades of experience in corporate law and capital markets. As the founder of Coasis Coalition and principal of Reihsen & Associates, Gerry blends deep legal expertise with entrepreneurial insight to empower transformative ventures. Nationally recognized for his leadership in Opportunity Zone investments and innovative business structuring, he is also a prominent leader in blockchain law and a passionate advocate for Texas business policy. Through strategic counsel, advisory leadership, and public speaking, Gerry continues to shape the future of enterprise, earning distinction as one of the nation’s Top 25 Opportunity Zone Attorneys by Opportunity Zone Magazine.

Connect with Gerry on LinkedIn: https://www.linkedin.com/in/gerry-reihsen/

Takeaways

10-Year Tax-Free Growth: Why the biggest OZ benefit isn’t the deferral—it’s the unlimited tax-free upside after a 10-year hold.
OZ 1.0 vs. OZ 2.0: Understand the key changes coming in January 2027, including rolling deferrals and rural incentives.
Structuring QOFs: How self-directed Qualified Opportunity Funds can help you control and scale your tax-advantaged investments.
Real Estate & Beyond: Why 95% of OZ investments are multifamily projects—and why crypto mining, bourbon barrels, and data centers are emerging opportunities.
Timing Strategies: How to use K-1 reporting windows and failed 1031 exchanges to capture more OZ benefits.
Rural Playbook: How rural Opportunity Zones unlock up to 30% capital gains reductions and new growth markets.
Common Advisor Oversights: Why many accountants and lawyers miss OZ opportunities—and how to avoid leaving money on the table.

Chapters

00:00 – Welcome & Introductions

02:00 – Origins of Opportunity Zones: A Bipartisan Vision

04:30 – The #1 OZ Benefit Most Investors Overlook

08:15 – OZ 1.0 vs. OZ 2.0: Key Rule Changes Coming in 2027

13:30 – How Qualified Opportunity Funds (QOFs) Work

18:00 – Real Estate vs. Operating Business Investments

25:00 – Timing Strategies: K-1 Windows & Failed 1031 Exchanges

32:30 – Creative OZ Investment Ideas: Bourbon, Crypto, Rentals

38:45 – Rural Opportunity Zones: Unlocking 30% Capital Gain Reductions

50:00 – Closing Thoughts & Resources

Ready to explore how Opportunity Zones can work for your portfolio?
Book a strategy call to see how your capital gains can be allocated for maximum impact.

Credits

Sponsored by Real Advisers Capital, Austin, Texas

If you are interested in being a guest, please email us.

Disclaimers

“This production is for educational purposes only and is not intended as investment or legal advice.”

1 month ago

56 minutes

Alt Investing Made Easy

Unlocking Wealth - The Power of Alternative Investments with Carlos Lowenberg

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Carlos Lowenberg, founder of Masterpiece Capital. The conversation explores the importance of transformational relationships in wealth management, the significance of alternative investments, and the democratization of capital. Carlos shares insights on generational wealth, the role of independent advisors, and the unique opportunities present in mid-market private equity. The discussion emphasizes the need for intentional planning and the value of intellectual capital in achieving financial success.

About Our Guest:

Carlos Lowenberg is the founder of Masterpiece Capital, an investment advisory firm based in Austin, Texas. With a focus on entrepreneurs and business owners, Carlos specializes in optimizing financial strategies to enhance business value and manage wealth effectively. His approach is rooted in transformational relationships, aiming to achieve significant financial goals for his clients through fiduciary advice and strategic planning. Carlos's expertise spans investment advice, tax strategies, and asset positioning, making him a trusted partner in the journey of wealth creation and preservation. Carlos and his team are dedicated to helping good and great company owners get the most out of what they have, acting as investors and partners in their success.

Connect with Carlos on LinkedIn: https://www.linkedin.com/in/carloslowenberg/.

Takeaways

Transformational relationships are essential in wealth management.

Alternative investments can provide significant opportunities for growth.

Private markets are often overlooked but hold great potential.

Democratization of capital is allowing more people to invest in private assets.

Generational wealth requires careful planning and education.

Independent advisors can offer tailored solutions for clients.

Intellectual capital is as important as financial capital.

Wealth management should focus on long-term transformation.

Clients often miss opportunities due to lack of awareness.

Partnerships in wealth management can lead to better outcomes.

Chapters

00:00 Introduction to Masterpiece Capital

02:37 Transformational Relationships in Wealth Management

05:24 Understanding Alternative Investments

08:01 The Importance of Private Markets

10:44 Democratization of Capital

13:36 Generational Wealth and Transformation

16:17 The Journey to Wealth Management

19:03 The Role of Independent Advisors

21:31 The Value of Partnership in Wealth Management

24:30 Mid-Market Private Equity Opportunities

27:06 The Importance of Intellectual Capital

30:07 Conclusion and Personal Motivation

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

2 months ago

41 minutes

Alt Investing Made Easy

E:50 Unlocking the Secrets of Premium Finance with Charles Heinzelman with C4 Financial Partners

In this episode of Alt Investing Made Easy, Charles Heinzelman discusses premium finance, its benefits for high net worth individuals, and the importance of tax planning. He shares insights on networking, compliance in finance, and lessons learned from the financial crisis. Charles emphasizes the significance of personal philosophy in professional growth and reflects on his journey from attorney to finance professional, highlighting the value of helping others in the industry.

About Our Guest: Charles Heinzelman, CEO & Founder, C4 Financial Partners

Charles Heinzelman is a tax planning and premium finance specialist serving high net worth individuals. With 16+ years as CEO of C4 Financial Partners, he helps clients grow assets through tax-advantaged strategies.

Background:

Former compliance officer at Transamerica/InterSecurities
Licensed attorney (Ohio and Arizona bars)
Multiple securities licenses for supervision and advisory services
Specializes in premium finance for clients with $250k+ income and $5M+ net worth

About Premium Finance:

Uses bank financing with participating whole life insurance
Creates tax-deductible interest payments while building tax-deferred assets
Available to qualified high net worth individuals for estate and tax planning

Network in Action Austin:

Founder and leader of Austin's technology-based networking organization
Combines traditional networking with mastermind components
Focus on B2B relationship building and revenue generation

Philosophy: "If you want to go fast, go alone. If you want to go far, go with others."

Contact: LinkedIn: linkedin.com/in/benefitingyou

Takeaways

- Premium finance is a method for high net worth individuals to finance their retirement using bank loans.

- Tax planning is crucial for maximizing financial efficiency and leveraging available structures.

- Networking is essential for building relationships and driving revenue in business.

- Compliance is critical in finance to ensure legal adherence and protect clients.

- Documentation is key to avoiding legal issues and maintaining accountability.

- Learning from past financial crises can inform better decision-making in the future.

- Personal philosophy plays a significant role in professional success and growth.

- Transitioning from law to finance can provide unique insights and advantages.

- Helping others is a core value that drives success in the finance industry.

- Building wealth requires understanding and utilizing various financial strategies.

Chapters

00:00 Introduction to Premium Finance

02:36 Understanding Premium Finance and Its Benefits

05:25 The Importance of Tax Planning

08:00 Networking in Action: Building Connections

11:16 The Role of Compliance in Finance

13:52 Lessons from the Financial Crisis

16:41 Personal Philosophy and Professional Growth

19:31 The Journey of an Attorney to Finance

22:10 Conclusion and Final Thoughts

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

2 months ago

30 minutes

Alt Investing Made Easy

E49: Unlocking Small Business Success with Wade Bruffey

In this episode, Wade Bruffey from Main Street Securities discusses the growing asset class of small business acquisitions, emphasizing the importance of owner-operators and the financing landscape. He shares insights from his personal journey in the industry and highlights the role of his company in supporting entrepreneurs in their acquisition endeavors. The conversation underscores the significance of community impact and the opportunities available in the small business sector.

About our Guest: Wade Bruffey - Main Street Securities
Wade Bruffey is a registered representative with Main Street Securities LLC, a FINRA member broker-dealer based in Austin, Texas, specializing in helping acquisition entrepreneurs raise equity capital for small and medium-sized business acquisitions. He focuses on deals typically ranging from $500,000 to $15 million in cash flow in the lower middle market.

Wade began his career in private equity at Salt Creek Capital, gaining extensive experience in small business acquisitions. He later served as Senior Manager of Strategic Partnerships at Eko, a healthcare technology company, where he led global technology integrations and deployed over 3,000 endpoints including at the US Department of Veterans Affairs.

As an entrepreneur, Wade co-founded and led GoMobi.work (2022-2024), helping organizations improve employee coaching and internal communication, and operated Wade Bruffey Performance Strategy, providing business strategy consulting to professionals and entrepreneurs.

Wade joined Main Street Securities in July 2024 after serving as Lead Acquisition Advisor at Mainshares. He is passionate about professionalizing the small business acquisition space and helping owner-operators access capital to grow businesses in their communities.

Contact Information
Company: Main Street Securities LLC
LinkedIn: linkedin.com/in/wadebruffey
Website: MainStreetSecurities.net
Location: Austin, Texas

Takeaways

-Main Street Securities focuses on helping clients raise equity for small business acquisitions.

-Owner-operators play a crucial role in the success of small businesses.

-The SBA 7A loan program is a valuable resource for financing acquisitions.

-Community involvement is a key factor in successful business transitions.

-Wade's background includes experience in private equity and small business acquisitions.

-The importance of compliance and professional standards in the investment space.

-Small businesses are vital to their communities and the economy.

-Wade emphasizes the emotional journey of closing a business deal.

-Main Street Securities provides ongoing support post-acquisition.

-The conversation highlights the accessibility of alternative investments for aspiring entrepreneurs.

Chapters

00:00 Introduction to Main Street Securities and SMB Land

02:30 Understanding Small and Medium-Sized Businesses

05:23 The Role of Owner-Operators in Business Acquisitions

08:28 Navigating Financing for Small Business Acquisitions

10:53 The Importance of Community and Commitment in Business

13:46 Characteristics of Successful Clients and Operators

19:21 Transformative Success Stories in Business Acquisitions

23:04 Wade's Journey into Finance and Acquisitions

28:00 Main Street's Role in Post-Acquisition Support

34:01 The Community and Resources for Business Acquirers

34:55 Final Thoughts on Alternative Investments and Opportunities

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

2 months ago

42 minutes

Alt Investing Made Easy

E48: Unlocking the Secrets of Crypto Lending with Hunter Albright

In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders engage in a comprehensive discussion with Hunter Albright from Salt Lending about the nuances of secured and unsecured lending, particularly in the context of cryptocurrency. They explore the importance of financial literacy in wealth building, the role of digital assets in modern finance, and the regulatory landscape surrounding crypto lending. Hunter shares insights on how Salt Lending operates, the benefits of borrowing against digital assets, and the critical aspects of custody and security in the crypto space. The conversation concludes with personal reflections on the future of digital assets and the evolving financial landscape.

About Our Guest: Hunter Albright
Hunter Albright is a strategic leader driving revenue acceleration and disruptive growth at the intersection of traditional finance and emerging digital assets. Hunter works with companies and corporate leaders on vision, revenue acceleration, and business strategy by applying principles of experimentation to high-tech companies across SaaS, fintech, IoT, cleantech, and sportstech sectors.

As Chief Revenue Officer at SALT Lending since April 2023, Hunter helps individuals and businesses securely hold and borrow against their cryptoassets without credit checks, offering flexible loan terms with multiple digital assets as collateral.

Expertise & Background
Hunter's proven experimentation methodology has helped companies realize up to 2X and 3X growth, plus patents, industry awards, and peer recognition. He holds a PhD in Systems Engineering with AI research focus from University of Virginia and serves as Adjunct Professor at University of Colorado, where he created the first Bitcoin and blockchain course.

Hunter's global financial services background includes leadership roles at Barclays Bank, MasterCard, Visa, and Beyond Analysis. He is a patent holder (No. 11244374) and active thought leader in cryptocurrency-backed lending, business experimentation, and blockchain technology.

Philosophy
Hunter believes in helping executives make substantive leaps forward by leveraging structured experimentation to rethink approaches to disruptive growth, overcome obstacles, and differentiate through backcasting from ideal future scenarios.

Contact Hunter:
Book a discovery call: https://calendly.com/hunteralbright/intro-call
X: @AdHunterAlbright
Linkedin: https://www.linkedin.com/in/hunteralbright/

Takeaways

-Salt Lending provides collateral-backed loans against digital assets.

-Financial literacy is essential for understanding wealth-building strategies.

-Borrowing against assets allows for financial flexibility.

-The distinction between secured and unsecured lending is crucial.

-Digital assets challenge traditional notions of value and money.

-Custody and security are vital considerations in crypto lending.

-Regulatory clarity is improving in the crypto lending space.

-Trust in lending institutions is paramount for consumers.

-The future of digital assets remains uncertain but promising.

-Education on risks and opportunities in crypto is necessary for investors.

Chapters

00:00 Introduction to Alternative Assets and Crypto Lending

01:58 Understanding Salt Lending and Its Services

06:14 The Impact of Financial Literacy on Wealth Building

11:31 Secured vs. Unsecured Lending Explained

17:12 Utilizing Digital Assets for Financial Flexibility

22:16 Custody and Security in Crypto Lending

27:37 Regulatory Landscape and Trust in Crypto Lending

32:32 Personal Insights and Future of Digital Assets

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

2 months ago

41 minutes

Alt Investing Made Easy

E47: Fiduciary Duties with Dan Bitting

Summary

In this episode of 'Alt Investing Made Easy', hosts Sarah Florer and Roland Wiederaenders interview Dan Bitting, an attorney and shareholder at FBFK Law, discussing the intricacies of fiduciary duties in law, particularly in the context of alternative investing. The conversation explores various aspects of fiduciary responsibilities, the importance of disclosure, and the dynamics of litigation. Dan shares insights from his extensive experience in legal practice, emphasizing the need for trust in legal relationships and the creative problem-solving required in law. The episode also touches on the judicial system's effectiveness and the global perspectives on litigation.

About our Guest: Dan Bitting

Dan Bitting is a shareholder attorney at FBFK Law specializing in complex business litigation with particular emphasis on fiduciary duty claims, securities violations, and professional malpractice defense. With over three decades of trial and appellate experience in both state and federal courts, Dan has built a reputation for strategic litigation management and successful dispute resolution.

Connect with Dan on LinkedIn at: https://www.linkedin.com/in/dan-bitting-civil-trial-lawyer or email at: dbitting@fbfk.law

Takeaways

Fiduciary duties are essential in maintaining trust in legal relationships.

Disclosure is crucial; when in doubt, disclose.

Corporate officers owe fiduciary duties to the company, not directly to shareholders.

Juries often seek to right perceived wrongs in litigation.

Legal practice requires creativity and problem-solving skills.

Experience in law is gained through both successes and failures.

Most lawsuits settle before reaching trial, highlighting the importance of negotiation.

Trustees and beneficiaries must maintain a transparent relationship.

The judicial system provides a necessary avenue for dispute resolution.

Understanding fiduciary duties can prevent legal issues in business.

Chapters

00:00 Introduction to Alternative Investing and Legal Practice

02:26 Understanding Fiduciary Duties in Law

05:06 Fiduciary Duties in Corporate and Trust Contexts

07:42 Case Study: Camp Mystic and Fiduciary Responsibilities

10:20 The Importance of Disclosure in Legal Matters

12:37 Creative Problem Solving in Law

15:22 Personal Insights and Hobbies of Dan Bitting

19:10 Navigating Disclosure in Legal Contexts

21:23 Fiduciary Duties and Trust Building

24:15 Litigation: A Necessary Evil

27:52 The American Legal Landscape

31:15 Closing Thoughts and Reflections

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

3 months ago

39 minutes

Alt Investing Made Easy

E46: Investment Management Law with George Lee with FBFK Law

Summary

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders interview George T Lee, a seasoned attorney specializing in investment management and family offices. The conversation covers George's background as a third-generation attorney, the evolution and institutionalization of family offices, the complexities of SEC regulations, and the importance of investment advisors in protecting investors. They also discuss the challenges of navigating private securities and the potential future regulations surrounding the investment landscape.

About Our Guest

George T. Lee is a highly respected corporate and securities attorney with decades of experience advising small businesses, private equity funds, hedge funds, registered investment advisers, and family offices. Known for his deep legal knowledge and practical, business-minded counsel, George has served as both inside and outside general counsel to his clients, giving him a unique perspective on what truly matters to investment managers.

Throughout his career, George has worked with firms of all sizes—from emerging fund managers to well-established financial institutions—helping them navigate complex ownership structures, regulatory landscapes, fund formations, investment management agreements, prime brokerage relationships, and mergers and acquisitions. He has extensive experience with SEC, CFTC, and Texas Securities Board registrations and examinations and is a recognized authority on the family office exception to investment adviser regulation.

Connect with George on LinkedIn: https://www.linkedin.com/in/georgelegal

Takeaways

-George T Lee is a third-generation attorney specializing in investment management.

- Family offices have become more institutionalized in recent years.

- The SEC faces challenges in enforcement due to limited staff.

- Regulations are designed to protect investors from past financial crises.

- The U.S. has the most efficient and respected markets globally.

- Investment advisors have a fiduciary duty to their clients.

- Qualified clients are required to invest in private equity.

- The investment landscape is complex and often likened to the Wild West.

- Future regulations may impact how finders operate in the investment space.

- Understanding the role of family offices is crucial in wealth management.

Titles

Navigating the Complex World of Family Offices

The Evolution of Investment Management

Chapters

00:00 Introduction to George T Lee and His Practice

02:36 George's Background and Career Path

05:11 Understanding Family Offices

07:43 The Role of Family Offices in Wealth Management

10:32 Investment Advisor Regulations and Family Offices

13:20 Navigating the Wild West of Private Securities

15:49 The Importance of SEC Regulations

18:28 Democratization of Capital and Investor Protection

21:15 The Role of Investment Advisors

23:46 Personal Insights and Interests of George T Lee

26:27 Future Regulations and the Finder Rule

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

3 months ago

34 minutes

Alt Investing Made Easy

E45: Family Office Insights with Jonathan Tuttle

In this episode of Alt Investing Made Easy, Jonathan Tuttle shares his experiences traveling through Southeast Asia and discusses the growing trend of family offices in the region. He delves into his background in real estate and podcasting, explaining how he became involved with family offices and the unique challenges they face. The conversation highlights investment trends among family offices, particularly in commercial real estate and emerging sectors like nuclear energy. Jonathan also shares his personal practices for maintaining focus and success in his entrepreneurial endeavors.

About Our Guest

Jonathan Tuttle - Entrepreneur & Family Office Connector
Jonathan Tuttle is a seasoned entrepreneur and family office specialist currently exploring Southeast Asia's rapidly growing wealth management landscape. With deep roots in real estate through his family's development and brokerage business (75+ custom homes built), Jonathan has evolved into a multi-faceted business leader spanning real estate investment, digital marketing, and podcasting.

Current Ventures:

Get Podcast Bookings - Podcast booking agency specializing in capital raisers and fund managers

Midwest Park Capital - Mobile home park investment fund and syndications
Revenous Sun - 9-year digital consulting agency focusing on high-level Google Ads
Council on Commentaries - Podcast for legal professionals
The Accredited Investor Podcast - Co-owned with Family Office Club (world's largest family office organization)
Ultra High Net Worth Podcast - Focused on $100M+ founders

Jonathan splits his time between the U.S. and Southeast Asia, attending family office conferences and building connections in Singapore, Hong Kong, and other regional wealth hubs. He regularly speaks at industry events, including the upcoming IMN Nashville private equity conference as a moderator.

Expertise: Family office strategies, commercial real estate syndications, alternative investments, podcast marketing, and cross-border wealth management.

Currently based in Cambodia, Jonathan continues to bridge U.S. investment opportunities with Asia's fastest-growing family office market.

Connect on LinkedIN: https://www.linkedin.com/in/jonathantuttle1/

Websites:

Takeaways

Jonathan has traveled extensively in Southeast Asia, experiencing diverse cultures and cuisines.

Family offices are rapidly growing in Southeast Asia, with Singapore and Hong Kong as major hubs.

The average family office manages significant wealth, often over a hundred million dollars.

Family offices prioritize long-term relationships and trust in their investment decisions.

Investment trends show a strong preference for multi-family real estate among family offices.

Nuclear energy and data centers are emerging investment interests for family offices.

Family offices often operate with a high level of secrecy and limited public information.

Jonathan's background in real estate and podcasting has shaped his understanding of family offices.

Building rapport with family offices is crucial for successful investment opportunities.

Effective systems and delegation are key to managing multiple entrepreneurial ventures.

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: rolandw@fbfk.law

Sarah Florer: sflorer@fbfk.law

Chapters

00:00 Exploring Southeast Asia: Jonathan's Journey

02:17 Family Offices: The Growing Trend in Asia

07:48 Jonathan's Background: From Real Estate to Podcasting

11:26 Understanding Family Offices: Secrecy and Structure

16:10 Investment Trends: Family Offices and Asset Allocation

22:57 The Future of Real Estate: Opportunities and Challenges

28:05 Personal Practices: Staying Organized and Focused

Takeaways

Joe Fairless co-founded Ashcroft Capital in 2015, focusing on multifamily properties.
The multifamily market has seen a decrease in values since 2021 due to rising interest rates and increased supply.
Keeping tenants longer is crucial for maintaining cash flow in real estate investments.
The current economic landscape presents challenges but also opportunities for multifamily operators.
Building strong relationships with lenders is essential in a high-interest rate environment.
The Best Ever Conference fosters a community of humble, experienced, and helpful real estate investors.
Joe emphasizes the importance of discipline in achieving long-term success in real estate.
His mantra, 'give to live and live to give,' reflects his commitment to community impact.
Networking and collaboration can lead to better deal flow and investment opportunities.
Real estate offers a chance for individuals from various backgrounds to build stability for their futures.

Chapters

00:00 Introduction to Joe Fairless and Ashcroft Capital

02:28 Joe's Journey into Commercial Real Estate

07:54 Current Trends in the Multifamily Market

10:19 Navigating the Challenges of Interest Rates

12:35 Strategic Deal Sourcing and Relationships

18:48 The Best Ever Conference Overview

23:16 The Importance of Discipline and Community

26:02 Conclusion and Final Thoughts

Disclaimers:

“This production is for educational purposes only and is not intended as investment or legal advice.”

3 months ago

31 minutes

Alt Investing Made Easy

E44: Fostering Community Among Real Estate Investors with Joe Fairless of Ashcroft Capital

Summary:

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders welcome Joe Fairless from Ashcroft Capital. Joe shares his journey from advertising to real estate, discussing the dynamics of the multifamily market, the impact of rising interest rates, and the importance of relationships in securing deals. He also highlights the Best Ever Conference, emphasizing its role in fostering community among real estate investors. Joe's philosophy of 'give to live and live to give' underscores his commitment to helping others in the industry.

About Our Guest:

Joe Fairless is the Co-founder and Managing Partner of Ashcroft Capital which has over $2,700,000,000 of assets under management. In addition to his work with Ashcroft Capital, Joe created the podcast Best Real Estate Investing Advice Ever Show, which is the longest running daily real estate podcast in the world

Joe is a proud Member of the Texas Tech Alumni Advisor Board for the College of Media and Communication. He has also been recognized as Outstanding Alumni at Texas Tech University where he served as an Adjunct Professor. Joe is currently a Junior Achievement Board Member and Volunteer for the Cincinnati chapter where he was recognized by the Junior Achievement’s Free Enterprise Society for his dedication. Joe also volunteers at Crossroads Hospice and in 2018 he was recognized as Multifamily Investor of the Year by Think Realty Magazine.

Connect on LinkedIn: https://www.linkedin.com/in/joefairless/

Visit Joe at:

joefairless.com (Company) http://www.joefairless.com

joefairless.com/blog (Blog) http://www.joefairless.com/blog

facebook.com/groups/BestEverShow (Best Ever Community FB Group )https://www.facebook.com/groups/BestEverShow

Sponsored by:
Real Advisers, Austin, Texas

Video and Podcast Production by:

Red Sun Creative, Austin, Texas: https://redsuncreative.studio
Email: mark@redsuncreative.net

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: roland@fbfk.law

Sarah Florer: sflorer@fbfk.law

Takeaways

Joe Fairless co-founded Ashcroft Capital in 2015, focusing on multifamily properties.
The multifamily market has seen a decrease in values since 2021 due to rising interest rates and increased supply.
Keeping tenants longer is crucial for maintaining cash flow in real estate investments.
The current economic landscape presents challenges but also opportunities for multifamily operators.
Building strong relationships with lenders is essential in a high-interest rate environment.
The Best Ever Conference fosters a community of humble, experienced, and helpful real estate investors.
Joe emphasizes the importance of discipline in achieving long-term success in real estate.
His mantra, 'give to live and live to give,' reflects his commitment to community impact.
Networking and collaboration can lead to better deal flow and investment opportunities.
Real estate offers a chance for individuals from various backgrounds to build stability for their futures.

Chapters

00:00 Introduction to Joe Fairless and Ashcroft Capital

02:28 Joe's Journey into Commercial Real Estate

07:54 Current Trends in the Multifamily Market

10:19 Navigating the Challenges of Interest Rates

12:35 Strategic Deal Sourcing and Relationships

18:48 The Best Ever Conference Overview

23:16 The Importance of Discipline and Community

26:02 Conclusion and Final Thoughts

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

3 months ago

33 minutes

Alt Investing Made Easy

E43: Meet Kyle Ferguson and The FBFK Way

Summary:

In this episode of Alt Investing Made Easy, Kyle Ferguson, founder of FBFK Law, shares insights into the values and principles that guide his law firm. He discusses the importance of empathy, culture, and leadership in creating a successful legal practice. The conversation explores the FBFK Way, a set of principles that emphasize responsiveness, teamwork, and treating colleagues like family. Kyle reflects on his upbringing and how it shaped his desire to serve others, as well as his personal practices for maintaining balance and fulfillment in his professional life.

About Our Guest:
Kyle Ferguson is the Founder and CEO of FBFK Law, a forward-thinking business law firm headquartered in Dallas, Texas, with offices across the state and in California. With over two decades of experience in corporate law, Kyle specializes in mergers and acquisitions, venture financing, and strategic exits for mid-market companies. He is known for building “The FBFK Way,” a firm culture centered on integrity, transparency, and bringing joy into the legal profession.

Under Kyle’s leadership, FBFK has embraced innovation in AI, mentorship, and wellness, positioning the firm as a national model for modern legal practice. A JD/MBA graduate from the University of Oklahoma, Kyle brings both legal expertise and entrepreneurial vision to everything he does.

Contact Kyle: KFerguson@fbfk.law
Connect on LinkedIn: linkedin.com/in/kyleferguson
Visit Us: https://www.fbfk.law

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: roland@fbfk.law

Sarah Florer: sflorer@fbfk.law

Takeaways

Kyle's upbringing instilled a strong desire to serve others.
Empathy is crucial in dealing with clients and colleagues.
The FBFK Way emphasizes specific behaviors that define culture.
Being responsive to clients is a key principle of FBFK.
Team dynamics are enhanced through open debate and alignment.
Leadership involves creating a supportive environment for growth.
Personal practices like gratitude journaling help maintain focus.
The legal profession can be stressful, and support is essential.
FBFK aims to be a business partner to its clients.
Continuous evolution is necessary for personal and organizational growth.

Chapters

00:00 Introduction to the Conversation

00:03 Exploring Key Themes

00:09 Introduction to FBFK Law and Its Values

01:52 Kyle's Upbringing and Its Impact on His Philosophy

04:17 The Role of Faith and Empathy in Leadership

08:00 Understanding the FBFK Way

11:34 The Importance of Culture in Business

12:11 Creating Generational Wealth and Purpose

15:28 Debate and Align: A Key to Team Cohesion

22:05 Empowering Leadership and Team Dynamics

25:20 The Evolution of FBFK: A Firm's Journey

31:01 Creating a Supportive Culture for Lawyers

35:06 Personal Practices for Effective Leadership

38:12 Continuous Evolution and Service Orientation

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

4 months ago

45 minutes

Alt Investing Made Easy

E42: Invest in Buda Neighborhood Retail with Frank Navarro and Tim Dowling

Summary

In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders engage with Tim Dowling and Frank Navarro, discussing their investment opportunity in a mixed-use “neighborhood’”retail project in Buda, Texas. The conversation starts with an introduction and conversation about Frank and Tim’s background in commercial real estate, and moves on to a discussion of the investment opportunity including this interesting asset class os mixed ‘neighborhood’ retail, which is community focused and includes community engagement efforts. Tim and Frank talk about the distinction between neighborhood retail and ordinary retail, and the fundraising process for the project. Including their focus on creating a legacy through community-centric development. They explore investment strategies, the future of retail in Central Texas, and the importance of timing and location in real estate investing generally. The discussion highlights the significance of walkability, connectivity, and the need for developments that resonate with the community's desires.

Guest Contact Info:

Tim Dowling and Frank Navarro can be reached at www.roundaboutinbuda.com or

Tim:https://www.linkedin.com/in/dowlingtim

Frank: https://www.linkedin.com/in/frank-navarro

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Takeaways

Tim has over 20 years of experience in real estate.
Frank has managed $1.6 billion in deals.
The project aims to fill a retail void in Buda.
Community engagement was initiated through meetups.
The project includes a mix of restaurants and recreational areas.
Listening to community needs is crucial for development.
The project has received city support and incentives.
Neighborhood retail focuses on community needs.
The total project cost is estimated at $29 million.
Diversifying tenants mitigates investment risk. We're creating a legacy for the area that'll last for generations.
It's important to balance numbers and community needs.
Family offices are ideal for long-term investments.
The Austin area has a low vacancy rate, making it attractive for investors.
Retail is becoming increasingly valuable in high-growth areas.
Community engagement is crucial for successful development.
Walkability and connectivity are key to modern living.
Timing and location are essential for real estate success.
Investors are looking for projects that serve the community.
The future of retail lies in mixed-use developments.

Chapters

00:00 Introduction to Alt Investing and Guests

03:05 Backgrounds of Tim Dowling and Frank Navarro

06:00 The Development Project in Buda

09:07 Community Engagement and Needs Assessment

11:53 Neighborhood Retail vs. Ordinary Retail

14:58 Investment Opportunities and Fundraising Details

24:43 Building a Legacy in Development

27:18 Investment Strategies and Market Opportunities

30:38 The Future of Retail in Austin

32:43 Community-Centric Development

36:00 The Importance of Timing and Location

38:44 Connecting with the Community and Future Plans

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

4 months ago

42 minutes

Alt Investing Made Easy

E41: A Conversation about the Five Capitals

Summary

In this episode, Sarah Florer and Roland Wiederaenders explore the concept of the five capitals, a framework for understanding wealth beyond just financial matters. They discuss human, intellectual, social, spiritual, and financial capital, emphasizing the importance of each in building generational wealth and fostering well-being within families. The conversation highlights personal experiences and insights, illustrating how these capitals interconnect and contribute to a fulfilling life.

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: info@AltIvestingMadeEasy.com

Roland Wiederanders: Roland@grablemartin.com

Sarah Florer: sflorer@grablemartin.com

Takeaways

-Wealth encompasses more than just financial assets.

-Human capital includes emotional well-being and relationships.

-Intellectual capital is about knowledge and learning.