Inside the V(ALT), with Kirk Montgomery

Recent

Inside the V(ALT) with Fred Hubler of Creative Capital Wealth Management Group – Part 1

August 30, 2024

In Part 1 of this Inside the V(ALT) discussion, Fred Hubler of Creative Capital Wealth Management Group talks about his Retainer Based Academy program, why he built the program and how it works. Learn more about the Retainer Based Academy.

Inside the V(ALT) with Jay Frank

August 8, 2024

Jay Frank, President of Cantor Fitzgerald Asset Management, talks about the OZ Program and shares some of the key points from their recent whitepaper “OZ Program Considerations Surrounding the Expiration of the Tax Cuts and Jobs Act and Meeting the Deferred Tax Liability.”

Inside the V(ALT), with Josh Guggenheim

November 1, 2023

Josh Guggenheim, VP of Acquisitions, introduces us to Gold Leaf Farming, defines specialty farmland, describes what makes the asset class an attractive investment opportunity, and points out its tax benefits in this episode of Inside the V(ALT).

Inside the V(ALT), with Brian King

April 11, 2023

Brian King, (CEO, LODAS Markets) discusses LODAS’ alternative investment secondary market, who its typical buyers and sellers are, and how its exchange works in this episode of Inside the V(ALT).