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Alt Investing Made Easy

Alt Investing Made Easy

De: AltInvestingMadeEasy LLC
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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.AltInvestingMadeEasy LLC Economía Finanzas Personales
Episodios
  • #61 Inside Ballard Global’s Private Credit Investing Strategy

    #61 Inside Ballard Global’s Private Credit Investing Strategy
    Nov 12 2025
    Private credit doesn’t have to be mysterious—or risky. In this episode of Alt Investing Made Easy, hosts Sarah Florer and Roland Wiederaenders sit down with Mike Barker and Rick Parmiter of Ballard Global to uncover how private credit delivers consistent returns without the volatility of public markets. Learn how Ballard’s values-driven model, diversified sectors—from real estate and agribusiness to AI technology and consumer lending—and personal approach to investor relations have built a 24-year record of zero capital losses.About Our Guest: Rick Parmiter, Managing Director at Ballard GlobalRick Parmiter is a seasoned technology executive and business strategist with deep expertise in enterprise software, cloud solutions, and digital transformation. Over the course of his career, he has held leadership roles driving growth, innovation, and operational excellence across global organizations, blending technical acumen with a sharp focus on customer success. Parmiter is recognized for building high-performing teams, scaling complex initiatives, and aligning technology investments with measurable business outcomes. His work reflects a passion for leveraging emerging technologies to create sustainable value and competitive advantage.Connect with Rick Parmiter on LinkedIn: https://www.linkedin.com/in/rickparmiter/ About Our Guest: Mike Barker, Vice President of Investor Relations at Ballard GlobalMike Barker is Vice President of Investor Relations at Ballard Global, where he helps accredited investors build tax-efficient wealth, generate passive income, and protect capital through private market diversification. With over two decades of experience spanning investor relations, enterprise sales, and leadership roles, he has developed a reputation for guiding clients toward strategies that maximize growth while mitigating risk. Previously, Barker held senior account executive positions in technology and communications, as well as serving in pastoral leadership, giving him a unique blend of financial acumen and people-centered insight. Based in Miami, he combines strategic rigor with a passion for educating investors through thought leadership and practical frameworksConnect with Mike Barker on LinkedIn: https://www.linkedin.com/in/mikejamesbarker/ Top TakeawaysPrivate Credit = Predictable Yield: Learn how Ballard Global delivers fixed-rate returns between 9.5–13% through secured private lending.24 Years, Zero Capital Losses: A record that proves the power of disciplined, values-based investing.Diversified by Design: Exposure across real estate, agribusiness, lending, and AI to balance risk and reward.The Flex Fund Advantage: Investors choose term lengths (1–7 years) and payout frequency for personalized yield strategies.Trust as a Financial Asset: Why transparency and communication are the real differentiators in private markets.Values-Based Operations: “Do what you say you’re going to do” isn’t a slogan—it’s Ballard’s core operating principle.The Rise of Private Credit: How regulatory changes could open 401(k) and institutional capital to this growing sector.Notable Quotes“Do what you say you’re going to do — that’s our prime directive.” – Rick Parmiter“Private credit lets investors earn fixed returns while helping real companies grow.” – Mike Barker“Twenty-four years, zero capital losses — that consistency builds trust.” – Sarah Florer“We’re not chasing the next deal; we’re deepening relationships in four proven sectors.” – Rick Parmiter“Integrity is the best investment strategy.” – Roland WiederaendersChapters00:00 – Intro: Welcome and guest introductions01:00 – Origins of Ballard Global: Jeff Ballard’s path from real estate to diversified private markets04:00 – Building the Four Sectors: Real estate, ranching, lending, and AI innovation06:00 – Private Credit Philosophy: Moving from equity to debt for capital preservation08:00 – Flex Fund Deep Dive: 27 investment sleeves, 1–7-year terms, and 9.5–13 % returns11:00 – Defining Private Credit: Why senior-secured lending matters15:00 – Transparency & Trust: How Ballard maintains long-term investor confidence20:00 – Values-Based Operations: Doing what you say you’ll do22:00 – Personal Stories: From ministry and tech to mission-driven finance30:00 – Community Approach: Investor meetings and personal relationships33:00 – Closing Thoughts: Purpose, integrity, and access to private marketsCreditsSponsored by Real Advisers Capital, Austin, TexasIf you are interested in being a guest, please email us.Podcast production by Red Sun Creative, Austin, Texas: https://redsuncreative.studioDisclaimers“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 ...
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    36 m
  • E60: Inside Dubai Deals - How Capital Actually Moves in the UAE

    E60: Inside Dubai Deals - How Capital Actually Moves in the UAE
    Nov 5 2025

    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

    1. Dubai does have capital, but access is based on relationships, credibility, and regulatory compliance, not cold outreach.
    2. The UAE operates under multiple regulatory jurisdictions: federal law + DIFC, ADGM, DMCC, and VARA (crypto).
    3. Public solicitation, events, and roadshows often trigger regulatory licensing requirements.
    4. One-to-one meetings and private introductions are the norm for early investor conversations.
    5. Many deals in the UAE use English law to manage cross-border disputes and reduce litigation risk.
    6. Family offices, government wealth, and private enterprise often overlap, influencing decision-making and access.
    7. 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.”


    © 2025 AltInvestingMadeEasy.com LLC All rights reserved
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    37 m
  • E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments

    E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments
    Oct 29 2025
    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 AdvisorsLaura 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 TakeawaysProfessionalize 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.” Chapters00:00 – Introduction02:00 – Investor Relations: Your Hidden Growth Engine06:30 – Scaling from $400M to $750M+ Funds10:45 – Pitch Books that Win Second Meetings15:45 – Non-Traded REITs: Opportunity or Overload?21:30 – Managing Liquidity and Redemption Expectations27:55 – Matching Product to Advisor Client Profiles31:30 – Roadshows & Travel Management for Fundraising33:45 – Motivation & MissionCreditsSponsored by Real Advisers Capital, Austin, TexasIf you are interested in being a guest, please email us.Podcast Production by Red Sun Creative, Austin, Texashttps://redsuncreative.studioDisclaimers“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.”© 2025 AltInvestingMadeEasy.com LLC All rights reserved
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    37 m
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