))
12. Understanding Non-Stock and Bond Investments with Ilya Zlotnik
Manage episode 413198071 series 3551232
コンテンツは Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Dr. Craig Lemoine & Ailie Elmore, Dr. Craig Lemoine, and Ailie Elmore またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Alternative investments are the cornerstone of a diverse portfolio, opening investors up to many opportunities. While they offer the potential for lucrative returns, they are notoriously complex. This week, Dr. Craig Lemoine is joined by Ilya Zlotnik, Wealth Advisor and Partner from Vivaldi Capital Management, to uncover the power of non-stock and bond investments and how wealth management firms are helping investors succeed.
Tune in as Dr. Craig and Ilya discuss Vivaldi's growth, turning $150 million into an astonishing $4 billion in assets. Episode 12 of “Land & Everything Else” highlights the challenges of accessing private equity, imparting wisdom on the expanding role of financial advisors, and leaving listeners with a guide for the future.
Want to learn more? Check out the links below!
- Ilya Zlotnik on LinkedIn
- Vivaldi Captial Management
- Dr. Craig Lemoine on LinkedIn
Are you a financial planning professional looking to better serve the needs and goals of clients associated with agriculture or living in rural communities? Then be sure to check out our Agriculture Focused Financial Planning designation by clicking on the link below!
26 つのエピソード
シェア
