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  • E68: The Complex World of Business Valuations with Scott Abels
    Jan 21 2026

    In this episode of "Alt Investing Made Easy," hosts Sarah Florer and Roland Wiederaenders welcome Scott Abels, CPA and President of Precision Valuation Services, to discuss the intricacies of business valuations. Scott shares his extensive background in corporate America, detailing how his experience at companies like Dell and Motorola shaped his understanding of financials and business models. He explains the importance of business valuations, particularly in situations involving IRS reporting, divorce settlements, and partnership changes. Scott emphasizes that while many clients initially perceive their valuation needs as simple, the reality often reveals complexities that require expert analysis.

    The conversation delves into the differences between simple and complex business valuations, with Scott illustrating how various factors, such as multiple business entities and types of equity, can significantly complicate the valuation process. He shares a compelling case study from a divorce scenario, highlighting how thorough analysis can uncover critical insights that impact the valuation outcome. The episode concludes with a discussion on the evolving role of AI in business valuations and the irreplaceable value of human expertise in navigating complex financial landscapes.

    You can contact Scott at sabels@precisionvalsvcs.com or through his website: http://www.precisionvalsvcs.com

    Takeaways
    - Business valuation is often more complex than clients anticipate.
    - Every valuation is like a unique business puzzle.
    - Expertise in valuation can prevent costly mistakes in legal and financial reporting.
    - AI can assist in valuations but cannot replace human expertise.
    - Understanding the intricacies of business models is crucial for accurate valuations.

    Chapters
    00:00 Introduction to Business Valuation
    04:40 Understanding Simple vs. Complex Valuations
    10:56 Case Study: A Complex Divorce Valuation
    17:58 The Role of AI in Business Valuation
    24:18 Personal Insights and Motivations

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

    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.”

    © 2026 AltInvestingMadeEasy.com LLC All rights reserved

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    33 Min.
  • E67: How to Evaluate a Term Sheet for Private Investments (3-Pillar Framework)
    Jan 15 2026
    Most private investors don’t lose money because the asset was bad—they lose because the structure was flawed. In this episode of Alt Investing Made Easy, Sarah Florer and Roland Wiederaenders introduce a practical framework to help you evaluate a term sheet with clarity and confidence. You’ll learn how professional allocators think, why pitch decks aren’t enough, and how to assess a deal through three pillars: economics, control, and downside protection. If you want to reduce risk, spot misalignment early, and invest with intention, not emotion, this is your starting point.Top TakeawaysMost deals fail on structure, not the assetThe terms determine whether you win or lose—yet most investors never read them closely.Pitch decks sell the dream; term sheets reveal the truthA pitch deck is marketing. A term sheet is where protections, incentives, and alignment live.Allocator mindset = framework-driven decision-makingAllocators invest with repeatable logic, not hype, headlines, or personality-driven conviction.The 3-pillar term sheet framework simplifies diligenceEvaluate every deal through: Economics (returns + fees), Control (rights + governance), Downside Protection (loss prevention).Downside protection is an investor’s real edgeLook for sponsor co-invest (“skin in the game”) and stress-tested scenarios that show how the deal performs when conditions worsen.Notable Quotes“Don’t be a speculator when you invest. You want to become an allocator.” “Most private investments don’t fail because the assets were bad. They fail because the structure was broken from the start.”“Pitch decks are marketing documents… ask for a term sheet.” “Risk shouldn’t just stop with what the asset is… what’s the structural risk?” “When the sponsor has skin in the game… they don’t want to lose their money either.” Chapters (with timestamps)00:19 — Welcome + “Don’t be a speculator—be an allocator”00:49 — Why most investors react instead of allocate01:18 — Term Sheet Teardown series: invest in structure, not the asset01:29 — Deals fail because structure breaks (and investors don’t read it)02:15 — What term sheets apply to (CRE, funds, PE, operating companies)03:09 — Pitch decks vs. term sheets: what you’re missing05:58 — The 3 pillars framework: economics, control, downside protection08:56 — Pillar 1: Economics—what are you paid for the risk?09:47 — Capital contribution vs. capital commitment (obligations matter)10:39 — Preferred return: what it is and what it signals12:18 — Profit splits, catch-ups, hurdles, and waterfall mechanics14:01 — Fee stack + deal expenses: what reduces investor returns15:16 — Pillar 2: Control—how governance really works16:45 — Voting, reporting, removal rights, veto powers, succession planning18:56 — Protective provisions + board rights (when control is appropriate)21:04 — Pillar 3: Downside protection—what happens when things go wrong?22:12 — Sponsor co-invest: “skin in the game” as a risk filter23:43 — Sensitivity analysis + stress testing: signs of a serious sponsor25:53 — How to get the free Term Sheet Teardown ebook (subscriber offer)27:09 — Why they’re doing it: tools for serious allocators27:53 — Final recap + subscribe reminderCreditsSponsored by Real Advisers Capital, Austin, TexasIf you are interested in being a guest, please email us.Podcast Production by Red Sun Creative, Austin, TexasDisclaimers“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.”© 2026 AltInvestingMadeEasy.com LLC All rights reserved
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    29 Min.
  • E66: Why Global Capital Is Increasingly Investing in India
    Jan 9 2026

    Investing across borders doesn’t have to feel opaque or intimidating. In this episode of Alt Investing Made Easy, we explore how India’s rapidly evolving regulatory and investment landscape is opening new opportunities for sophisticated global investors. Joined by India-based legal experts, we break down what’s changed, what now feels familiar to U.S. allocators, and how private capital is flowing both into and out of India. This conversation simplifies complex cross-border rules so you can assess India with greater clarity, confidence, and strategic perspective.


    Top Takeaways

    1. India’s investment environment has matured materially
      Regulatory clarity, political continuity, and capital-market depth are driving stronger investor confidence than in prior cycles.
    2. Most sectors now allow 100% foreign investment
      India has significantly liberalized its FDI regime, reducing friction for private equity, venture, and strategic investors.
    3. Cross-border share swaps are now permitted
      A major 2024 regulatory change unlocked more flexible M&A and restructuring strategies for global investors.
    4. Outbound capital from India is accelerating
      New overseas investment rules (post-2022) have enabled Indian funds to invest more easily in U.S.-based holding companies.
    5. Deal mechanics feel familiar to U.S. investors
      Thanks to common-law roots, core transaction terms—reps, indemnities, conditions, and closings—largely mirror U.S. private deals.

    Notable Quotes

    • “India’s regulatory confidence has grown—and that’s why it’s opening up.”
    • “This is no longer just a tech story; capital is flowing into real industries.”
    • “What changed everything was clarity—once investors knew the rules, capital followed.”
    • “The documentation looks familiar because the legal DNA is shared.”
    • “India isn’t catching up anymore—it’s choosing where to open next.”

    Chapters

    00:00 – 03:00 Welcome to the first 2026 episode & introduction to India–U.S. investing themes

    03:01 – 07:00 Meet the guests: MCM Law, cross-border experience, and market perspective

    07:01 – 12:30 Why India’s digital infrastructure matters to investors (UPI, financial inclusion)

    12:31 – 18:00 India’s economic stability amid global uncertainty

    18:01 – 26:00 Government policy, liberalization, and investor confidence

    26:01 – 32:00 The evolution of India’s private equity and VC ecosystem

    32:01 – 39:00 FDI rules explained: prohibited sectors, automatic route, approval route

    39:01 – 45:00 Share swaps, mergers, and structural flexibility after 2024

    45:01 – 52:00 Outbound capital: how Indian investors now invest in U.S. companies

    52:01 – 56:30 Why companies are “flipping back” into India for IPO and exit strategies

    56:31 – 59:00 What U.S. investors should know before allocating capital to India


    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.”


    “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.”


    © 2026 AltInvestingMadeEasy.com LLC All rights reserved

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    1 Std.
  • E65: Alternative Investments 2025 Recap - Private Markets, Access, and Trends
    Dec 17 2025

    #AlternativeInvestments continue to reshape how capital is built, allocated, and preserved. In this year-end recap, the hosts of #AltInvestingMadeEasy reflect on key trends in #PrivateMarketInvesting, lessons from expert guests, and the growing importance of education, access, and disciplined deal evaluation. From venture capital and #PrivateSecurities to #506c offerings and investor advocacy, this episode demystifies complex ideas and equips #AccreditedInvestors with clearer frameworks for navigating #PrivateMarkets with confidence and intention.


    Top Takeaways

    1. Private markets are where significant wealth creation is increasingly happening:
      Fewer companies are going public, shifting more growth, and opportunity, into private securities.
    2. Education is the gateway to smarter alternative investing:
      Understanding deal structure, term sheets, and regulatory frameworks matters more than chasing returns.
    3. Access to alternative investments is expanding, but unevenly:
      Regulatory constraints still favor the wealthy, but momentum is building toward broader, knowledge-based access.
    4. Women-led funds and allocators are outperforming expectations:
      Data and real-world experience show disciplined, long-term approaches can drive consistent results.
    5. 506(c) offerings are changing how private deals are marketed:
      Legal advertising of private securities is still relatively new and increasingly important for transparency and scale.

    Notable Quotes

    • “A lot of wealth has been created in private securities markets—and access matters.”
    • “Education is what turns curiosity into confident capital allocation.”
    • “Women-backed venture funds are not just ethical—they’re outperforming.”
    • “506(c) changed the rules, but we’re still learning how to use them responsibly.”
    • “Alternative investing isn’t about hype—it’s about structure, discipline, and time.”


    Chapters

    00:00 – Welcome & Purpose of the Annual Recap
    01:10 – Building a Sustainable Investor Education Platform
    02:30 – How the Podcast Created Real-World Opportunities
    04:50 – Private Markets and the Democratization of Capital
    07:30 – Highlight Guests & Specialized Expertise
    10:00 – Women, Capital Allocation, and Performance Data
    13:10 – The Shift Away From Public Markets
    16:00 – Advocacy, Accredited Investors, and What Comes Next
    17:45 – Looking Ahead to 2026
    19:30 – Closing Thoughts

    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.”


    “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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    20 Min.
  • E64: How Planned Giving for Investors Cuts Taxes and Strengthens Your Legacy
    Dec 10 2025
    #PlannedGiving isn’t just about generosity, it’s a way for #HighNetWorth investors to align #CapitalAllocation, #TaxStrategy, #WealthPlanning, and #LegacyInvesting. In this episode of #AltInvesting Made Easy, attorney and entrepreneur Barry Resnick demystifies how charitable strategies, donor-advised funds, and #EstatePlanning tools help mid-stage investors deploy wealth with intention. Through real-world stories and practical frameworks, this #InvestorEducation conversation empowers listeners to make confident, values-driven decisions that go beyond accumulation and toward impact.About Our Guest: Barry Resnick, Attorney at FBFK LawBarry Resnick has been practicing law for 50 years and has been Peer Review Rated as AV Preeminent®, the highest performance rating in Martindale-Hubbell® Peer Review Ratings™ system. He focuses primarily on business, estate, and tax planning, business transactions, and tax controversies. Barry has represented clients before judicial, administrative, and regulatory bodies at the local, state, and federal levels.Barry is a member of Society of Trust and Estate Planning Professionals (STEP) and serves as Chairman of the Board of LEInternational, a network of worldwide law firms. He is also a former board member of the Coast Community College District, which includes Orange Coast College, Goldenwest College, Coastline Community College, and Channel 50 Public Television. Additionally, he has served as a former board member of the Lundquist Institute of Biomedical Research. Barry has shared his expertise by teaching at numerous graduate school programs at Southern California universities, as well as teaching CFP programs at the University of California, Irvine, and courses for the American Institute of Certified Public Accountants.Connect with Barry Resnick: https://www.fbfk.law/team/barnet-resnick Top TakeawaysPlanned giving is a strategic capital allocation tool, not just philanthropy—helping investors reduce taxes while directing wealth with purpose.Donor-advised funds (DAFs) offer flexibility and simplicity, allowing deductions now and thoughtful distribution over time.Entrepreneurs can apply deal-making skills to charitable impact, creating outsized outcomes through smart structures and governance.Tax advantages can be substantial, including deductions of up to 60% of AGI, multi-year carryforwards, and estate tax relief.Effective legacy planning addresses family dynamics, not just balance sheets—protecting relationships, values, and long-term outcomes.Notable Quotes“Planned giving is a win-win—spiritually, morally, and financially.”“How many pairs of pants can you wear at one time?”“You can either pay the IRS—or give the money away intentionally.”“Donor-advised funds let you give now and decide later.”“Where there’s a will, there are relatives.”Chapters00:00 – Welcome to Alt Investing Made Easy02:05 – What Is Planned Giving?06:30 – Tax Benefits of Charitable Giving09:45 – Estate Planning and Giving Through Trusts11:00 – Donor-Advised Funds Explained14:10 – Starting a Charity or Foundation16:45 – Case Study: Free Wheelchair Mission19:40 – Lori Scholars and Education as Legacy22:30 – Wealth, Values, and “How Many Pairs of Pants?”28:40 – Estate Planning Realities & Family Dynamics33:20 – Final Advice for InvestorsKeyword-Optimized Tagsplanned giving, planned giving strategies, charitable giving strategies, estate planning for investors, tax efficient investing, donor advised funds, investor tax strategies, legacy planning, wealth transfer strategies, charitable trusts, alternative investing, high net worth investing, Alt Investing Made Easy, alternative investments podcast, investor education, wealth planning podcast, financial literacyCreditsSponsored 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 and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”© 2025 AltInvestingMadeEasy.com LLC All rights reserved
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    36 Min.
  • E63: Sports Investing Explained: NIL Money & Athlete Wealth
    Dec 3 2025

    Sports is no longer just entertainment; it’s an economic engine. In this episode, we explore how NIL deals, athlete branding, and “Athlete Family Offices” are reshaping wealth creation in the sports world. Elizabeth Quanaim of Robin Glenn joins us to explain the financial realities behind the headlines, from seven-figure college deals to managing short, high-earning careers. If you’re a mid-stage investor seeking differentiated insight into alternative investing strategies and emerging asset ecosystems, this episode offers a practical perspective into how the business of sports now intersects with serious wealth planning. This is not about betting on games; it’s about investing in the business of sports.


    About Our Guest: Elizabeth Quanaim, Partner at Robin Glen


    Elizabeth Quanaim is a Partner at Robin Glen, where she specializes in tailored life insurance solutions that safeguard businesses, families, and legacies across generations. With a background in psychology and clinical social work from the University of Texas and experience as a collegiate volleyball player and coach, she brings both strategic insight and a collaborative spirit to her work. Elizabeth partners with entrepreneurs, attorneys, and advisors to design innovative strategies for succession planning, executive benefits, and charitable giving. Her approach blends technical expertise with a passion for helping clients build enduring wealth and security.


    Connect with Elizabeth Quanaim on LinkedIn: https://www.linkedin.com/in/elizabeth-quanaim/


    Top Takeaways

    1. NIL has created a new capital ecosystem
      College and even high-school athletes now earn meaningful income—unlocking new financial planning and investment spillover opportunities.
    2. Athlete wealth is fragile, fast, and finite
      Injury risk, short careers, and sudden income spikes demand specialized strategies—and create demand for niche advisory services.
    3. Sports investing is not betting—it’s business
      The real opportunity lies in branding, advising, financial products, and athlete-driven enterprises—not scoreboards.
    4. Women’s sports are a growth market, not a charity case
      Viewership, NIL activity, and sponsorships in women’s sports increasingly signal commercial viability, not novelty.
    5. Financial literacy is now a competitive advantage
      Young earners who understand taxes, contracts, and anchors for long-term wealth will outperform peers with similar talent.

    Notable Quotes

    • “If your body is your asset, you’d better protect it during its earning years.”
    • “The money starts young now—and when money starts young, mistakes get expensive.”
    • “Sports investing isn’t about games. It’s about ecosystems.”
    • “Not everyone goes pro…but access to opportunity lasts longer than any career.”

    Chapters

    00:00 – Welcome to Alt Investing Made Easy
    01:05 – What Robin Glenn actually does (and doesn’t)
    02:28 – The rise of Athlete Family Offices
    03:28 – Life as a D1 athlete at Texas
    05:00 – NIL money changes everything
    06:36 – How UT manages NIL responsibly
    08:40 – How much money can athletes make?
    10:58 – The transfer portal becomes a marketplace
    13:00 – Financial literacy for young earners
    15:42 – Athlete income = tax complexity
    18:59 – Injury risk & wealth preservation
    21:39 – Women’s sports as an emerging asset class
    25:30 – Early specialization & junior sports economics
    31:47 – Sports as an alternative career channel
    35:34 – Elizabeth’s “why”

    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.”


    “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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    39 Min.
  • E62: Middle Market M&A: How Founders Maximize Exit Value with Tim Mueller
    Nov 19 2025
    Discover how Middle Market M&A really works and what founders must do to maximize exit value in the $5M–$40M lower middle market. In this episode, M&A advisor Tim Mueller of IT ExchangeNet breaks down how private equity, search funds, and strategic buyers evaluate companies and negotiate deals. You’ll learn how to prepare for a sale, avoid earn-out pitfalls, and build a business that attracts top-tier buyers. We also explore the psychology of selling a founder-led company and the overlooked strategies that create generational wealth. Perfect for investors, founders, and anyone studying private equity deal flow.About Our Guest: Tim Mueller, President and Co-Founder at IT ExchangeNet Tim Mueller is President and Co-Founder of IT ExchangeNet, driving the firm's strategic growth. Previously, he served as CEO of Phylogy, a Silicon Valley startup that achieved a spot on the Inc. 500 list and was acquired by Actelis Networks in 2011. Earlier, Tim co-founded Vantage One Communications, pioneering internet-based communications, earning Entrepreneur of the Year honors, and eventually selling the company in 1999. Between these ventures, he was Deputy Mayor and Chief Development Officer for Cleveland, Ohio, overseeing over $1 billion in regional development. A lifelong musician, Tim has served on the boards of the Rock & Roll Hall of Fame (as Technology Committee Chair), DigitalC, and Union Home Mortgage. He holds a Bachelor's degree from the University of Dayton.Connect with Tim Mueller on LinkedIn: https://www.linkedin.com/in/timothysmueller/Top TakeawaysThe Lower Mid-Market Is Ripe for Opportunity: Most U.S. businesses fall between $5M–$40M in value, yet they remain underserved by traditional investment banks—creating inefficiencies and opportunities for investors, search funds, and strategic buyers.Professional Buyers Always Have the Advantage: Unless You Level the Playing Field: Private equity, family offices, and search funds negotiate deals every day. Founders rarely do. A disciplined sell-side process helps sellers increase valuation, avoid traps, and negotiate from a position of strength.Selling a Business Is Highly Emotional: And Emotion Kills Deals: A third-party advisor protects sellers from: Overvaluing the business; Getting manipulated by seasoned buyers; Making emotional decisions' Damaging relationships needed post-closingEarn-Outs Are the #1 Source of Post-Closing Litigation: Only a transaction-specialist attorney (not a general business lawyer) can draft earn-out language that prevents ambiguity—and lawsuits.Buyer Type Determines the Seller’s Future Role: Matching the founder’s goals to the correct buyer type is critical.Private Equity: May bolt on or expand the company, often bringing in new leadership.Search Funds: Buyers want to run the business themselves.Strategics: Look for synergies and integration potential.Transparency Prevents Deal Failure: Tim’s rule: “Expectations unarticulated is disappointment guaranteed.” This applies to valuation, roles, earn-outs, and long-term plans.Entrepreneurs and Musicians Share DNA: Creativity, improvisation, resilience are themes in Tim’s unique journey (tech exits + Rock & Roll Hall of Fame board) highlights the parallel between entrepreneurship and artistry.Notable Quotes“Ninety percent of U.S. businesses fall in the lower mid-market. They’re underserved—and full of opportunity.”“A DIY business sale is where founders get their clock cleaned. Professional buyers negotiate for a living.”“Selling a company is emotional—it’s like selling a family member. A third-party adds the neutrality you need.”“Earn-outs are fraught with peril. Ambiguity leads straight to litigation.”“Expectations unarticulated is disappointment guaranteed.”“Our job is to unlock the value owners spent decades building—and help them exhale for the first time in years.”“There are direct parallels between musicians and entrepreneurs. Both spend their lives riffing.”Chapters00:00 — Welcome to Alt Investing Made Easy00:40 — Meet Tim Mueller: 26 Years in Lower Mid-Market M&A01:07 — What IT ExchangeNet Does & Who They Serve01:35 — Why the $5M–$40M Market Is Underserved04:06 — The Emotional Side of Selling Your Company07:01 — Why DIY M&A Fails & Third-Party Advisors Raise Valuations08:26 — Filtering Qualified Buyers & Avoiding Tire Kickers10:41 — Deal Drama: Cold Feet, Aspirational Valuations & Late-Stage Surprises11:39 — Earn-Out Risks & Why Transaction Attorneys Matter16:28 — Private Equity vs Search Funds: Which Buyer Fits You?19:03 — Expectations & Deal Transparency: The Critical Rule21:11 — Tim’s Entrepreneurial Journey & Tech Exits23:36 — Rock & Roll Hall of Fame Board Experience25:56 — Why Knowledge Sharing Matters (and Why AIM Easy Exists)CreditsSponsored by Real Advisers Capital, Austin, TexasIf you are interested in being a guest, please email us.Podcast Production by Red Sun Creative, Austin, ...
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    30 Min.
  • #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 Min.