A Student's Intro to Alternative Investments

Alternative & Direct Investment Securities Association

ADISA, in partnership with the Milken Institute HBCU Fellows Program, presents A Student's Intro to Alternative Investments, a podcast series giving students the opportunity to learn from current leaders in the alternative investments industry.

Episodes

  1. Sep 8

    S2E6 - Real Estate-Based Alternative Investments: Industry Insights and Career Advice

    In this episode of A Student’s Intro to Alternative Investments, recent Florida A&M University MBA graduate Madison Oliver speaks with Taylor Garrett, president of Orchard Securities, about structuring real estate-based alternative investments, the industry’s growth and career advice for students entering the field. ---------------------------------------------------------------------------------------------- Disclaimer Listen in as recent Florida A&M University MBA graduate Madison Oliver speaks with Taylor Garrett, president of Orchard Securities, about structuring real estate-based alternative investments, the industry’s growth and career advice for students entering the field. “A Student’s Intro to Alternative Investments” is brought to you through a partnership between Alternative and Direct Investment Securities Association (ADISA) and the Milken Institute HBCU Fellowship Program (Milken). ADISA and Milken have made this podcast available for information purposes only. This podcast is neither an offer to sell nor a solicitation of an offer to buy any interest, securities or any other investment product by ADISA, Milken or any other person. Any investment or offering should only be made by means of a private placement memorandum or prospectus, which would contain additional important risk disclosures and more specific information about any particular investment in alternative investments or investments generally. Neither ADISA nor Milken, or any of their respective directors, employees or agents, make any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in these presentations. The contents of the presentations are not the views or opinions of ADISA and Milken, or any of their respective directors, employees or agents. Opinions, estimates and statements made on this podcast constitute the judgment of the source or speaker, not ADISA or Milken, and are based on the current conditions at the time of recording. No person takes on any obligation to update or amend this podcast should such conditions subsequently change. The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction. Further, the information in the podcast should also not be viewed as industry guidelines or standards. By using or listening to this podcast, you agree that you will not rely on the podcast and the contents therein, and any reliance of the podcast is done so strictly at your own risk. ADISA and Milken are not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

  2. Sep 1

    S2E5 - AI, Alternatives and the Power of Curiosity

    In this episode of A Student’s Intro to Alternative Investments, North Carolina A&T State University student Sydnee Harris-Ratliff speaks with investment industry veteran David Wilson about AI’s impact on alternatives, the importance of diversification and how students can prepare for careers in the industry. ---------------------------------------------------------------------------------------------- Disclaimer Listen in as North Carolina A&T State University student Sydnee Harris-Ratliff speaks with investment industry veteran David Wilson about AI’s impact on alternatives, the importance of diversification and how students can prepare for careers in the industry. “A Student’s Introduction to Alternative Investments” is brought to you through a partnership between Alternative and Direct Investment Securities Association, Inc. (ADISA) and the Milken Institute HBCU Fellowship Program (Milken). ADISA and Milken have made this podcast available for information purposes only. This podcast is neither an offer to sell nor a solicitation of an offer to buy any interest, securities or any other investment product by ADISA, Milken or any other person. Any investment or offering should only be made by means of a private placement memorandum or prospectus, which would contain additional important risk disclosures and more specific information about any particular investment in alternative investments or investments generally. Neither ADISA nor Milken, or any of their respective directors, employees or agents, make any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in these presentations. The contents of the presentations are not the views or opinions of ADISA and Milken, or any of their respective directors, employees or agents. Opinions, estimates and statements made on this podcast constitute the judgment of the source or speaker, not ADISA or Milken, and are based on the current conditions at the time of recording. No person takes on any obligation to update or amend this podcast should such conditions subsequently change. The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction. Further, the information in the podcast should also not be viewed as industry guidelines or standards. By using or listening to this podcast, you agree that you will not rely on the podcast and the contents therein, and any reliance of the podcast is done so strictly at your own risk. ADISA and Milken are not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

  3. Aug 25

    S2E4 - Modeling Alternative Investments: Beyond the Numbers

    In the latest episode of A Student’s Intro to Alternative Investments, Elias Carson speaks with Dr. Sylvia Kwan about why evaluating alternative investments requires more than traditional quantitative models. Kwan discusses the importance of assessing risk management and offers career advice for students, emphasizing the value of strong communication skills. ---------------------------------------------------------------------------------------------- Disclaimer Listen in as Georgetown University master's graduate and Milken Institute HBCU Fellow Elias Carson speaks with Dr. Sylvia Kwan, CEO of Ellevest, about why evaluating alternative investments requires more than traditional quantitative models. “A Student’s Introduction to Alternative Investments” is brought to you through a partnership between Alternative and Direct Investment Securities Association, Inc. (ADISA) and the Milken Institute HBCU Fellowship Program (Milken). ADISA and Milken have made this podcast available for information purposes only. This podcast is neither an offer to sell nor a solicitation of an offer to buy any interest, securities or any other investment product by ADISA, Milken or any other person. Any investment or offering should only be made by means of a private placement memorandum or prospectus, which would contain additional important risk disclosures and more specific information about any particular investment in alternative investments or investments generally. Neither ADISA nor Milken, or any of their respective directors, employees or agents, make any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in these presentations. The contents of the presentations are not the views or opinions of ADISA and Milken, or any of their respective directors, employees or agents. Opinions, estimates and statements made on this podcast constitute the judgment of the source or speaker, not ADISA or Milken, and are based on the current conditions at the time of recording. No person takes on any obligation to update or amend this podcast should such conditions subsequently change. The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction. Further, the information in the podcast should also not be viewed as industry guidelines or standards. By using or listening to this podcast, you agree that you will not rely on the podcast and the contents therein, and any reliance of the podcast is done so strictly at your own risk. ADISA and Milken are not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

  4. Aug 13

    S2E3 - Behind the Deal: Evaluating Real Estate Investments

    Howard University student and Milken Institute HBCU Fellow Adam Campbell interviews David Sengstock, president of Mick Law, about due diligence in real estate investments. Sengstock discusses evaluating sponsors, underwriting, financing and alignment of interests, and shares practical advice for students developing the analytical skills needed to assess investment opportunities.    ----------------------------------------------------------------------------------------------    Disclaimer Listen in as Howard University student and Milken Institute HBCU Fellow Adam Campbell interviews David Sengstock, president of Mick Law, about due diligence in real estate investments. “A Student’s Introduction to Alternative Investments” is brought to you through a partnership between Alternative and Direct Investment Securities Association, Inc. (ADISA) and the Milken Institute HBCU Fellowship Program (Milken). ADISA and Milken have made this podcast available for information purposes only. This podcast is neither an offer to sell nor a solicitation of an offer to buy any interest, securities or any other investment product by ADISA, Milken or any other person. Any investment or offering should only be made by means of a private placement memorandum or prospectus, which would contain additional important risk disclosures and more specific information about any particular investment in alternative investments or investments generally. Neither ADISA nor Milken, or any of their respective directors, employees or agents, make any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in these presentations. The contents of the presentations are not the views or opinions of ADISA and Milken, or any of their respective directors, employees or agents. Opinions, estimates and statements made on this podcast constitute the judgment of the source or speaker, not ADISA or Milken, and are based on the current conditions at the time of recording. No person takes on any obligation to update or amend this podcast should such conditions subsequently change. The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction. Further, the information in the podcast should also not be viewed as industry guidelines or standards. By using or listening to this podcast, you agree that you will not rely on the podcast and the contents therein, and any reliance of the podcast is done so strictly at your own risk. ADISA and Milken are not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

  5. Aug 4

    S2E2 - AI and the Future of Alternative Investments

    Rust College student and Milken Institute HBCU Fellow Brighton Chisanga interviews Aaron Pollak, founder and CEO of VENTURE.co, about the growing role of artificial intelligence in alternative investments. Pollak discusses AI's potential, his journey from engineer to fintech entrepreneur, and offers career advice for students interested in technology and alternatives.    ----------------------------------------------------------------------------------------------    Disclaimer Listen in as Rust College student and Milken Institute HBCU Fellow Brighton Chisanga interviews Aaron Pollak, founder and CEO of VENTURE.co, about the growing role of artificial intelligence in alternative investments. “A Student’s Introduction to Alternative Investments” is brought to you through a partnership between Alternative and Direct Investment Securities Association, Inc. (ADISA) and the Milken Institute HBCU Fellowship Program (Milken). ADISA and Milken have made this podcast available for information purposes only. This podcast is neither an offer to sell nor a solicitation of an offer to buy any interest, securities or any other investment product by ADISA, Milken or any other person. Any investment or offering should only be made by means of a private placement memorandum or prospectus, which would contain additional important risk disclosures and more specific information about any particular investment in alternative investments or investments generally. Neither ADISA nor Milken, or any of their respective directors, employees or agents, make any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in these presentations. The contents of the presentations are not the views or opinions of ADISA and Milken, or any of their respective directors, employees or agents. Opinions, estimates and statements made on this podcast constitute the judgment of the source or speaker, not ADISA or Milken, and are based on the current conditions at the time of recording. No person takes on any obligation to update or amend this podcast should such conditions subsequently change. The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction. Further, the information in the podcast should also not be viewed as industry guidelines or standards. By using or listening to this podcast, you agree that you will not rely on the podcast and the contents therein, and any reliance of the podcast is done so strictly at your own risk. ADISA and Milken are not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

  6. Jul 28

    S2E1 - The Role of Advisors in Alternatives

    Recent Howard University graduate and Milken Institute HBCU Fellow alumni Haithem Amir interviews Danielle Delongchamp, CEO of Concorde Investment Services, about the evolving role of financial advisors in alternative investments. Delongchamp shares insights on leadership, trust, the growing impact of AI and building a successful career in the industry.      ----------------------------------------------------------------------------------------------    Disclaimer Listen in as recent Howard University graduate and Milken Institute HBCU Fellow alumni Haithem Amir interviews Danielle Delongchamp, CEO of Concorde Investment Services, about the evolving role of financial advisors in alternative investments. This episode marks the beginning of the second season of “A Student’s Introduction to Alternative Investments,” brought to you through a partnership between Alternative and Direct Investment Securities Association, Inc. (ADISA) and the Milken Institute HBCU Fellowship Program (Milken). ADISA and Milken have made this podcast available for information purposes only. This podcast is neither an offer to sell nor a solicitation of an offer to buy any interest, securities or any other investment product by ADISA, Milken or any other person. Any investment or offering should only be made by means of a private placement memorandum or prospectus, which would contain additional important risk disclosures and more specific information about any particular investment in alternative investments or investments generally. Neither ADISA nor Milken, or any of their respective directors, employees or agents, make any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in these presentations. The contents of the presentations are not the views or opinions of ADISA and Milken, or any of their respective directors, employees or agents. Opinions, estimates and statements made on this podcast constitute the judgment of the source or speaker, not ADISA or Milken, and are based on the current conditions at the time of recording. No person takes on any obligation to update or amend this podcast should such conditions subsequently change. The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction. Further, the information in the podcast should also not be viewed as industry guidelines or standards. By using or listening to this podcast, you agree that you will not rely on the podcast and the contents therein, and any reliance of the podcast is done so strictly at your own risk. ADISA and Milken are not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

  7. 01/28/2025

    S1E1 - Madison Oliver and Jade Miller Discuss Important Topics For Next-Gen Financial Leaders

    Join Madison Oliver, a student at Florida A&M University, as she interviews Jade Miller, president of capital markets at Bourne Financial Group and 2024 ADISA board president, as they discuss her journey through the financial industry, including the importance of financial education, technology in the alternatives space, DEI initiatives and much more. Listen now to get inspired by one of the brightest minds in finance! ---------------------------------------------------------------------------------------------- Disclaimer Listen in with Madison Oliver, a student at Florida A&M University majoring in business management, and Jade Miller, president, capital markets at Bourne Financial Group, as they discuss alternative investments focusing on women and the next generation. This is the first podcast in a series entitled “A Student’s Introduction to Alternative Investments,” brought to you through a partnership between Alternative and Direct Investment Securities Association, Inc. (ADISA) and the Milken Institute HBCU Fellows Program (Milken). ADISA and Milken have made this podcast available for information purposes only. This podcast is neither an offer to sell nor a solicitation of an offer to buy any interest, securities or any other investment product by ADISA, Milken or any other person. Any investment or offering should only be made by means of a private placement memorandum or prospectus, which would contain additional important risk disclosures and more specific information about any particular investment in alternative investments or investments generally. Neither ADISA nor Milken, or any of their respective directors, employees or agents, make any representations or warranties, express or implied, or assumes any legal responsibility for the information provided in these presentations. The contents of the presentations are not the views or opinions of ADISA and Milken, or any of their respective directors, employees or agents. Opinions, estimates and statements made on this podcast constitute the judgment of the source or speaker, not ADISA or Milken, and are based on the current conditions at the time of recording. No person takes on any obligation to update or amend this podcast should such conditions subsequently change. The podcast does not constitute legal or other professional advice. It is recommended that you seek legal or other professional advice to determine whether any advice, actions or practices contained in the podcast are appropriate and legal in your jurisdiction. Further, the information in the podcast should also not be viewed as industry guidelines or standards. By using or listening to this podcast, you agree that you will not rely on the podcast and the contents therein, and any reliance of the podcast is done so strictly at your own risk. ADISA and Milken are not liable for any damages of any nature incurred as a result of or in connection with the use of the information contained in the podcast.

    S1E1 -  Madison Oliver and Jade Miller Discuss Important Topics For Next-Gen Financial Leaders

About

ADISA, in partnership with the Milken Institute HBCU Fellows Program, presents A Student's Intro to Alternative Investments, a podcast series giving students the opportunity to learn from current leaders in the alternative investments industry.