S1 Ep295: Paul Lanigan - Recover from a Bad Patch and Regain Your Mojo
 Paul Lanigan is a communication expert. He entertains as he enlightens, combining colourful personal experiences to give you a fresh, unflinching perspective on the sales process. Paul’s unique brand of sales edu-tainment is generously spiced with humorous and relevant stories garnered during an eventful 17-year sales and sales management career.Here, Paul shares his leadership skills, honed b...
44m Dec 06, 2016
44m
S1 Ep294: Adaptive Investing With Greg Rutherford of Cavalier Funds
In this episode of Strategic Investor Radio, host Charley Wright sits down with Greg Rutherford, co-founder and CEO of Cavalier Funds. Cavalier operates a family of seven mutual funds each managed by sub-advisors. The fund family consists of five equity and two fixed-income funds, each of which aim to capture benchmark returns in rising markets, while protecting assets in declining markets.
27m Dec 06, 2016
27m
S1 Ep293: Welcome to THE WRAP
Welcome to THE WRAP, the beginning (not the end) of our newest show here on OC Talk Radio(Orange County's only community radio station) hosted by Steve Cederquist, President of Cornerstone Property Services and forever known as one of the top general contractors on HGTV's hit show FLIP OR FLOP. For his first show here on our station, Steve talks with the amazing angels at Mirakles.org about the...
54m Nov 16, 2016
54m
S1 Ep292: Rod Casilli Explains How to Crowdsource Top Trading Strategies
28m Nov 12, 2016
28m
S1 Ep291: Non-Listed REIT and BDC Research Insights With Michael Stubben
In this episode of Strategic Investor Radio, host Charley wright interviews Michael Stubben, founder and president of Phoenix-based Summit Real Estate Advisory Services. Summit produces analytical research reports, primarily for financial advisors, on mostly non-listed REITs and BDCs (business development companies). The firm covers some publically traded REITs that were previously unlisted and...
24m Oct 31, 2016
24m
S1 Ep290: The Proper Mindset for Successful Investing With David Scranton
David Scranton is the founder and President of Sound Income Strategies, a New York-based RIA firm focused on income investing. He’s also the author of a new book: Return on Principle: 7 Core Values to Help Protect Your Money in Good Times and Bad, and the host of a Newsmax program called “The Income Generation.” Host Charley Wright interviews Mr. Scranton in this episode of Strategic Investor R...
28m Oct 29, 2016
28m
S1 Ep289: Park Howell discusses Business Storytelling
Stories are the coin of the realm when it comes to the Internet.  Everyone wants to give facts and figures about their product or service, but stories are what customers remember.  Listen as Park Howell discusses the art of "business storytelling" on this week's CONTACT MARKETING radio w/author of Stu Heinecke (author of the bestseller "How to Get a Meeting w/Anyone") only here on Orange County...
25m Oct 29, 2016
25m
S1 Ep288: Using Alternative Investments to Manage Risk With Don Robinson
In this episode of Strategic Investor Radio, host Charley Wright interviews Don Robinson, CEO and CIO of Philadelphia-based Palladiem. The firm offers risk-managed strategies to investors and advisors. These strategies include absolute return, global macro, multi-strategy, and endowment models. Palladiem’s name is a portmanteau of Palladio, the Italian Renaissance architect; and diem, as in “se...
24m Oct 28, 2016
24m
S1 Ep287: StrategyCasters produces powerful multi-media tools for Fund Marketers
Listen as Paul Roberts continues his conversation with veteran wholesaler Bob Hennessey about the new StrategyCasters and how their professionally produced, interview style podcasts with Fund Managers and Strategists can help explain their investment strategies directly to Registered Independent Advisers (RIAs) and the clients and become a key tool for their wholesalers to use to start conversa...
16m Oct 28, 2016
16m
S1 Ep286: StrategyCasters creates podcasts for the Investment Industry
Listen as Paul Roberts talks with a veteran independent wholesaler for mutual funds, Bob Hennessey, about the new StrategyCasters and how they can create interview style podcasts with fund managers to help explain their strategies directly to Registered Independent Advisers (RIAs) and their clients.  Let your strategy speak for itself!
13m Oct 28, 2016
13m
S1 Ep285: Generating Income From Alternative Asset Classes With Eric Lutton
In this episode of Strategic Investor Radio, host Charley Wright interviews Eric Lutton, Chief Investment Officer of Sound Income Strategies. Eric is a Chartered Financial Analyst, and his job as CIO of Sound Income Strategies is to generate investment income – this is particularly difficult in today’s low-yield environment, as Charley points out. With investment-grade bond yields at rock-botto...
21m Oct 27, 2016
21m
S1 Ep284: Rod Casilli Explains How to Crowdsource Top Trading Models
Collective2.com is a website that allows everyone from professional money managers to “housewives in Mexico City” to publish their own trading systems and publically track the results. Moreover, these “trade leaders” can offer subscription alerts and even broker-synced automated trading services to paying subscribers, with the subscription revenue shared by the trade leader and Collective2. In ...
29m Oct 26, 2016
29m
S1 Ep283: Garvin Jabush Discusses Sustainable Investing
Garvin Jabush and Jeremy Deems founded Green Alpha Advisors in 2007. Both men came from San Francisco-based Forward Funds, where they ran a “green” fund co-branded with the Sierra Club. That experience led them to develop a “more progressive” approach to environmental-impact investing that moved beyond “negative screening” of the “most objectionable” SP 500 components. Today, Green Alpha runs f...
28m Sep 30, 2016
28m
S1 Ep282: Transforming Business Communications With CloudPhone
In this episode of Strategic Investor Radio, host Charley Wright interviews Bryan Hertz, the CEO and co-founder of VoxOx. VoxOx is a “new type of phone company” that provides entrepreneurs and small- to medium-size businesses with easy-to-use and affordable phone systems. Mr. Hertz discusses his firm’s flagship product CloudPhone, which turns any mobile device into a business phone system in un...
24m Sep 28, 2016
24m
S1 Ep281: Trading the Trend With Dave Landry
Dave Landry is a stock-trading educator focusing on technical analysis. He offers a daily trading service with stock picks and money-management ideas at DaveLandry.com. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr. Landry, who disagrees with the notion that “you can’t time the market.” The market can only do three things – it can go up, down, or move sideways –...
28m Sep 26, 2016
28m
S1 Ep280: Sean Wright of Carden Capital Discusses Systematic Investing
In this episode of Strategic Investor Radio, host Charley Wright interviews Sean Wright – no relation – of Carden Capital. Sean is the founder and a Managing Partner of Carden, which is known for its unique investment strategies applied for institutions, mutual funds, private investors, and advisors. Sean earned an MBA from Wharton and began his investment-industry career as an investment bank...
23m Sep 24, 2016
23m
S1 Ep279: Thomas Schumann Discusses the Opportunities for Investing in Water
In this episode of Strategic Investor Radio, host Charley Wright conducts an in-studio interview with Thomas Schumann, founder and CEO of Thomas Schumann Capital. Schumann’s focus is on investing in water, which he says is quickly rising as an asset class. Mr. Schumann isn’t alone in this view: In 2011, Citigroup’s chief economist said he believed water was becoming the most important physical ...
24m Sep 23, 2016
24m
S1 Ep278: Paul Coan of Plutos Wealth Explains a New Model for RIAs
In this episode of Strategic Investor Radio, host CharleyWright interviews Paul Coan of Ploutos Wealth. Named for the Greek god ofwealth and abundance, Indianapolis-based Ploutos develops and managesstrategies for advisors to use in managing their clients’ assets. The firmcurrently offers eight portfolios, all in the alternatives space.Coan began his investment-industry career with a mutual-fun...
27m Sep 22, 2016
27m
S1 Ep277: Pilgrim Talks: Chip Espinoza, Manage Millennials Effectively
       Chip Espinoza has studied millennials in the workplace. The author of the recent book Millennials Who Manage and the 2010 book Managing the Millennials says tis new generation of managers will take a step further in creating a people-first workplace.A DIFFERENT WAY TO MEASURE PRODUCTIVITY Say goodbye to annual performance reviews and rigid nine-to-five working hours. "This generation of...
50m Sep 22, 2016
50m
S1 Ep276: Strategic Investor-August, 2016
Investment Strategies you are NOT hearing elsewhere
1hr 4m Sep 20, 2016
1hr 4m
S1 Ep275: Strategic Investor Radio
Interviews with Mutual Funds, Investment Strategists and Authors on Alternative Investment Strategies you are not hearing elsewhere.
25m Sep 20, 2016
25m
S1 Ep274: Peter Lawson - Transform Accounting Fees from a Cost to an Investment
   Do you know the Three Biggest Mistakes That Most Accountants Make With Their Marketing? Peter Lawson has developed the marketing equation for accountants that once implemented will immediately drive traffic to their web sites and attract business owners that are looking for their help. Business owners today want just two things for their business...more leads and more revenue. As a practic...
37m Aug 28, 2016
37m
S1 Ep273: Managing Alternative Investment Portfolios With David Armstrong
David Armstrong, portfolio manager for Cedar Capital, was Strategic Investor Radio’s very first guest when the program debuted in October 2014. In this episode, Mr. Armstrong is back with host Charley Wright, as the two men discuss Cedar Capital’s “unique and innovative investment strategies” and approach to portfolio construction.Cedar Capital works exclusively with investment advisors who the...
27m Aug 26, 2016
27m
S1 Ep272: Alternative Investment Education With Bill Kelly
In this episode of Strategic Investor Radio, host Charley Wright interviews Bill Kelly, the CEO of the Chartered Alternative Investment Analyst (“CAIA”) Association. Bill began his career as a CPA for Price Waterhouse before moving on to asset management, where he had a nearly 30-year career on the “buy side.” Ultimately, he was the founding partner of an asset management firm that sold to Robe...
28m Aug 25, 2016
28m
S1 Ep271: Algorithmic Trading With Omar Shah
In this episode of Strategic Investor Radio, host Charley Wright interviews Dr. Omar Shah of Boston Infomatix. Dr. Shah’s premier product is a trading platform and portfolio management system that combines data analysis, an algorithmic trading system, trade execution, and money management all in one.Dr. Shah’s system looks at seven different signals that, when aggregated, determine a suggested ...
30m Aug 24, 2016
30m
S1 Ep270: Disruptive Innovation With Cathie Wood
In this episode of Strategic Investor Radio, host Charley Wright interviews Cathie Wood. Ms. Wood is the CEO and CIO of Ark Invest, which is headquartered in New York City. She has more than two decades worth of experience as an economist, equity research analyst, and portfolio manager. In 2014, Ms. Wood founded Ark Invest, which she says is focused on only one thing: Disruptive innovation.The ...
31m Aug 23, 2016
31m
S1 Ep269: Investing in Alternatives With Bob Hennessey
In this episode of Strategic Investor Radio, host Charley Wright interviews Bob Hennessey of San Diego-based Coastal Capital. Bob started out in the 1990s as a financial planner and advisor, but then started wholesaling for a variety of asset management shops some years later. Around five years ago, he went into business for himself with Coastal Capital, and now he works as an independent whole...
28m Aug 22, 2016
28m
S1 Ep268: Small and Micro-Cap Investing With Alan Stone
In this episode of Strategic Investor Radio, host Charley Wright interviews Alan Stone of Wall Street Research. Mr. Stone’s firm, which is headquartered in Los Angeles, publishes newsletters and reports focused on small- and micro-cap stocks. These stocks may trade on major exchanges or over-the-counter, or they may be entirely private.Mr. Stone graduated from Wharton, where he studied economic...
24m Aug 19, 2016
24m
S1 Ep267: Trading Illiquid Assets With Taylor Garrett
In this episode of Strategic Investor Radio, host Charley Wright talks with Taylor Garrett. Mr. Garrett is Managing Director of Central Trade Transfer, a Salt Lake City-based firm that operates an “eBay-type” auction system for non-publically traded assets.Garrett explains that Central Trade Transfer began as a marketplace for limited partnerships (“LPs”). Then, after the Financial Crisis, the ...
29m Aug 18, 2016
29m
S1 Ep266: Multi-Family Housing Investing With Sanford Coggins
In this episode of Strategic Investor Radio, host Charley Wright interviews Sanford Coggins, the founder and president of VisionWise Capital. Mr. Coggins has over three decades worth of experience in commercial real estate and a background as a registered investment advisor (“RIA”). He combines his expertise from both fields to make VisionWise a sort-of “RIA of real estate.”Coggins has always b...
26m Aug 17, 2016
26m
S1 Ep265: Real Estate Investing with Suneet Singal
In this episode of Strategic Investor Radio, host Charley Wright interviews Suneet Singal, founder and managing partner of First Capital Real Estate Investments, which is headquartered in New York City. Mr. Singal says he started working at age 11 and hasn’t looked back since. He began his career working for a Fortune 500 firm but quickly decided he wanted to work for himself. Since 2001, he’s ...
26m Aug 17, 2016
26m
S1 Ep264: Attracting the Institutional Investor With Sandra Powers
In this episode of Strategic Investor Radio, host Charley Wright interviews Sandra Powers, Ark Global’s founder and CEO. Ms. Powers has close to two decades of experience in the financial services industry, with roughly half of that time spent at State Street Global Advisors, where she was responsible for marketing and communications related to the firm’s largest pension plan clients. In 2007, ...
24m Aug 17, 2016
24m
S1 Ep263: Pilgrim Talks: John Silvani, Founder and CEO of Gravity Software
John Silvani combines his in-depth market knowledge with practical business strategies, meeting the unique needs of a broad client group. In May 2001, he was recipient of the Crain’s “Who’s Who in Technology” award and continued to receive awards for his companies throughout his career. In 2011, he was recognized by Lawrence Technological University as one of the “Leaders & Innovators Honoree” ...
30m Aug 11, 2016
30m
S1 Ep262: Pilgrim Talks: Dave Seibert, CIO of IT Innovators
48m Aug 11, 2016
48m
S1 Ep261: Ryan Huff - Make CRM Easy
Cirrus Insight Makes CRM Easy
51m Aug 11, 2016
51m
S1 Ep260: Gregory Wahl - Consider Going Public
Gregory A. Wahl is in charge of the strategic vision of the Firm. Greg served as the Managing Partner for a regional public accounting firm’s Orange County Office in Costa Mesa from January 2005 to November 2007.Greg began his career with KPMG LLP in 1999 and left in 2004 as a Manager in the Audit and Assurance Practice.Greg has been working with companies in Asia (Singapore, Korea, Hong Kong a...
49m Aug 11, 2016
49m
S1 Ep259: Is It a Law? fr/THE CITY SQUARE 07-27-16
Wow!  For over a year, we've been asking public policy officials here in Orange County "Is It a A Law", finding the craziest ordinances we can to try and stump them.  And in all that time, only ONE guest (Councilman Mike Posey of Huntington Beach) ever answer all five questions correctly.  Now, for the 2nd week in a row, we've had another guest go 5-0 (Kellee Fritzel, also from the City of Hunt...
6m Jul 27, 2016
6m
S1 Ep258: Liquid Alternatives With Tom Florence of 361 Capital
In this episode of Strategic Investor Radio, host Charley Wright interviews Tom Florence, president and CEO of 361 Capital. Mr. Florence began his career as an advisor with Merrill Lynch in 1985, before moving to Fidelity. Later, he had the pleasure of serving as managing director of Morningstar, working under company founder Joe Mansueto. Florence says it was his idea for Morningstar to get in...
31m Jul 21, 2016
31m
S1 Ep257: Allocating to Alternative Investments With Dick Pfister
Dick Pfister, founder and CEO of AlphaCore Capital, is Charley Wright’s guest on this episode of Strategic Investor Radio. Mr. Pfister has nearly a quarter-century of experience in alternative investments, starting as a floor trader in Chicago and later becoming a partner at Altegris, and he says he was inspired to start AlphaCore when he had a “personal liquidity event” upon selling his prior ...
23m Jul 05, 2016
23m
S1 Ep256: Highland Capital Managerment
Listen to Brian Mitts who discusses the wide variety of investments offered by Highland to the marketplace and, more specifically their Healthcare BDC.  This interview was done at the ADISA Conference in San Diego
7m Jun 27, 2016
7m
S1 Ep255: Griffin Capital Corp
Randy Anderson discusses real estate opportunities for Griffin Capital Corp.  This interview was done at the ADISA Conference in San Diego.
7m Jun 27, 2016
7m
S1 Ep254: The Passco Companies
Listen to Bill Passo, founder  and CEO of The  Passco Companies, is a longtime real estate investment firm.  This interview was done at the ADISA Conference in San Diego.
8m Jun 27, 2016
8m
S1 Ep253: John Grady, President Elect of ADISA
Listen to John Grady, founder and president of Asset Management Advisory Co and President Elect of ADISA, discuss the agenda and important of ADISA.  This interview was done at the ADISA Conference.
7m Jun 27, 2016
7m
S1 Ep252: Inland Private Capital Corp
Listen to Keith Lampi discuss the 1031 Exchange and DST market for Inland Private Capital Corp, during the ADISA Conference in San Diego.
7m Jun 27, 2016
7m
S1 Ep251: Captial Square Realty Advisors
Listen to Louis Rogers, founder and CEO, focusing on 1031 Exchanges and Delaware Startutory Trusts (DST's).  This interview was done at the ADISA Conference in San Diego.
7m Jun 27, 2016
7m
S1 Ep250: Robert A. Stanger & Co.
Listen to this interview with Kevin Gannon, President of RAS, and most importantly, a staunch Irishman.  Stanger and Co. is an Investment Banking Firm focused on the Non-Traded REIT and Business Deveopment Company marketplaces.  This interview was done at the ADISA Conference in San Diego.
8m Jun 27, 2016
8m
S1 Ep249: MCI Megatel Capital
Listen to Michael Roman tell about MCI Megatel's home building business in the Texas marketplace.  This market is red hot, with loads of opportunity.  This short interview occured at the ADISA Conference in San Diego.
7m Jun 27, 2016
7m
S1 Ep248: Tactical Investing With Joe Childrey of Probabilities Fund Management
In this episode of Strategic Investor Radio, host Charley Wright interviews Joe Childrey. Mr. Childrey is the CEO and founder of Probabilities Fund, and a three-time guest of the show.Conventional wisdom teaches that investors can’t reliably time the market, but Mr. Childrey has a strategy that’s unconventionally wise. The Probabilities Fund enters and exits the broad market, primarily through ...
34m Jun 27, 2016
34m
S1 Ep247: Impact Investing With Fran Seegull of ImpactAssets
In this episode of Strategic Investor Radio, host Charley Wright interviews Fran Seegull, chief investment officer for ImpactAssets. Impact is a nonprofit dedicated to increasing the flow of capital and democratizing access to impact investments, which are investments that seek to maximize social, environmental, and financial impact. [read more]
28m Jun 23, 2016
28m
S1 Ep246: What is the Federal Reserve's NATURAL RATE?
So, all things being equal, what is the Federal Reserve's "natural rate"? The ideal rate that creates the so-called "three bears economy"...not too hot, not too cold.  Used to be around 5%, but many seem to think it's more around 2-3% today. Why does this matter?  Because it tells a lot whether the Fed wants to raise rates or lower them (long term) and where we might be headed with our home and...
53m Jun 16, 2016
53m