wealth unfiltered

Ashley Penrod
  • 5.0 (6)
  • Investing
  • Updated Weekly

Wealth {Un}Filtered: Your Guide to Smarter Investing Expert insights, market trends, and actionable strategies to empower your wealth journey. Tune in for engaging interviews and real-world advice to build lasting financial success.

  1. 2d ago

    Beyond Traditional Wealth Management: How RIAs Serve the Next Generation of High-Net-Worth Clients

    What does modern wealth management actually look like beyond the traditional 60/40 portfolio? In this episode of Wealth Unfiltered: Advising the Modern Allocator, Samantha Parrinello sits down with Anna N'Jie-Konte, CFP®, Founder & CEO of Poder Wealth Advisors, to explore how today's leading Registered Investment Advisors (RIAs) are rethinking portfolio construction, alternative investments, and holistic financial planning for the next generation of high-net-worth clients. With experience spanning Bernstein, RBC Wealth Management, and now her own nationally recognized RIA, Anna shares why she left the traditional wealth management model to build a practice focused on entrepreneurs, business owners, executives with equity compensation, and women navigating significant financial transitions. The conversation explores why portfolio construction begins with understanding a client's values, legacy goals, and life vision—not simply selecting investments. Anna discusses how alternatives fit into sophisticated client portfolios, when private real estate becomes appropriate, the role of tax-efficient planning, and why advisors should move beyond standardized asset allocation toward personalized strategies aligned with each client's objectives. The episode also examines: Why many high-income professionals are underserved before major liquidity events Building wealth around business exits, stock options, and concentrated equity positions When alternative investments belong in a portfolio Values-based investing and impact-focused portfolio construction Private real estate and affordable housing allocations Tax planning strategies for affluent investors How RIAs can deliver a more personalized client experience Why women are reshaping the future of wealth management Long-term financial planning beyond traditional investment advice Whether you're an RIA, financial advisor, family office professional, institutional allocator, or accredited investor, this episode provides practical insights into building resilient portfolios and serving clients through increasingly complex financial lives. About Anna N'Jie-Konte Anna N'Jie-Konte is the Founder & CEO of Poder Wealth Advisors, a Baltimore-based Registered Investment Advisor serving high-net-worth individuals navigating business exits, inheritance, divorce, and other significant wealth transitions. She is a CFP® professional, three-time Investopedia Top 100 Financial Advisor, Financial Advisor Magazine "Young Advisor to Watch," and CFP Board Brand Ambassador.

  2. Jul 8

    How RIAs Can Unlock Retirement Capital with Self-Directed IRAs

    Can retirement accounts invest in multifamily real estate, private equity, and other alternative investments? In this episode of Wealth Unfiltered, Samantha Parrinello sits down with Ramez Fakhoury, Vice President of IRA Club, to explore how self-directed retirement accounts are reshaping access to alternative investments for financial advisors, accredited investors, and capital raisers. While many investors assume retirement savings are limited to stocks, bonds, and mutual funds, self-directed IRAs and solo 401(k)s can provide access to a much broader investment universe—including multifamily real estate, private equity, private credit, and other alternative assets. Ramez explains why education remains one of the industry's biggest challenges and how advisors can better serve clients by understanding the opportunities available within retirement accounts. The conversation also examines how RIAs can strengthen client relationships by expanding access to alternative investments, the common misconceptions surrounding self-directed retirement accounts, and why diversification has become increasingly important in today's market environment. Ramez shares how IRA Club supports advisors, sponsors, and investors throughout the investment process while highlighting the role retirement capital can play in long-term wealth building. In This Episode What a self-directed IRA is—and how it works Using retirement accounts to invest in multifamily real estate Alternative investments inside IRAs and solo 401(k)s Common misconceptions financial advisors encounter How RIAs can better serve clients seeking private market exposure The role of retirement capital in real estate investing AI-driven portfolio protection strategies and managing market volatility Resources available to investors, sponsors, and financial advisors through IRA Club Whether you're a financial advisor, accredited investor, real estate sponsor, or simply exploring ways to diversify beyond traditional markets, this episode offers practical insights into using retirement capital as part of a long-term investment strategy. Subscribe to Wealth Unfiltered for conversations with industry leaders on multifamily real estate, alternative investments, portfolio construction, wealth management, self-directed IRAs, retirement investing, and the future of private markets.

  3. Jul 1

    Due Diligence in Multifamily Real Estate: How to Evaluate Sponsors

    How do you separate an institutional-quality real estate sponsor from one that simply has good marketing? In this episode of Wealth Unfiltered, host Samantha Parrinello sits down with Jake Heidkamp, Co-CEO of FactRight, one of the industry's leading independent due diligence firms, to uncover the framework professional allocators, RIAs, and broker-dealers use to evaluate private real estate sponsors. With a unique background spanning structured finance, law, and alternative investment due diligence, Jake has reviewed thousands of private placements, Delaware Statutory Trusts (DSTs), non-traded REITs, private equity offerings, and multifamily real estate investments. He shares the diligence standards that distinguish institutional-grade operators from those that may present hidden risks. Whether you're a financial advisor, accredited investor, or real estate sponsor, this conversation provides a practical due diligence checklist for evaluating sponsors, underwriting assumptions, alignment of interests, and investment risk before committing capital. In This Episode: What institutional due diligence really looks like behind the scenes The biggest red flags investors and advisors often overlook How to verify a real estate sponsor's track record Common underwriting assumptions that deserve closer scrutiny What "alignment of interests" actually means in private real estate How RIAs evaluate multifamily investment opportunities Questions every investor should ask before investing with a sponsor What separates institutional-quality sponsors from the rest As alternative investments continue to become a larger part of modern portfolio construction, understanding sponsor due diligence has never been more important. This episode offers valuable insights for anyone seeking to make more informed private market investment decisions. Subscribe to Wealth Unfiltered for conversations with industry leaders covering multifamily real estate, alternative investments, portfolio construction, due diligence, wealth management, and the future of private markets.

  4. Jun 24

    The Alternatives Reality Check: Managed Futures, Private Markets & Building Better Portfolios with Andrew Beer

    Is the future of portfolio construction really about adding more alternatives—or about understanding what you're actually paying for? In this episode of Wealth Unfiltered, host Samantha Parrinello sits down with Andrew Beer, founder of Dynamic Beta Investments and a pioneer in the managed futures space, for a candid conversation about alternative investments, portfolio construction, and the realities of building resilient portfolios in an era of inflation, volatility, and economic uncertainty. Drawing on more than three decades of experience in hedge funds, asset management, and institutional investing, Andrew breaks down the evolution of managed futures, the growing role of alternative investments, and why advisors should carefully evaluate fees, liquidity, and complexity before allocating capital to private markets. He shares his perspective on private equity, private credit, evergreen funds, and the opportunities—and risks—that come with today's expanding alternatives landscape. Whether you're a financial advisor, RIA, institutional allocator, or individual investor, this episode offers valuable insights into how sophisticated investors are thinking about diversification, risk management, and long-term wealth creation. In This Episode: Why the traditional 60/40 portfolio is facing new challenges How managed futures can complement stocks and bonds The role of alternative investments in modern portfolios Private equity, private credit, and evergreen funds explained Liquidity risk and what investors often overlook The difference between true diversification and expensive beta Portfolio construction strategies for RIAs and wealth managers How advisors can evaluate alternatives more effectively As investors search for income, diversification, and downside protection, understanding the strengths and limitations of alternative investments has never been more important. Listen now and discover how today's leading investors are rethinking portfolio construction in a changing market environment.

  5. Jun 17

    Beyond 60/40 Why Real Assets Anchor the Modern Portfolio | Phil Shankweiler

    Beyond 60/40: Why Real Assets Anchor the Modern Portfolio | Phil Shankweiler, Partners Group Is the traditional 60/40 portfolio evolving—or breaking down altogether? In this premiere episode of Advising the Modern Allocator, Samantha Parrinello sits down with Phil Shankweiler, CFA, CAIA, Managing Director and Head of RIA Client Solutions at Partners Group, one of the world's largest private markets firms managing over $185 billion in assets. Phil has spent his career at the intersection of traditional wealth management and institutional investing, with leadership roles at Hartford Funds, Starwood Capital Group, and now Partners Group. Together, they explore one of the most important questions facing advisors today: What belongs in the modern portfolio when public markets alone may no longer provide the diversification investors expect? The conversation examines the evolution of portfolio construction, the growing role of private markets, and why institutional investors have long relied on real assets—including private infrastructure—to build resilient, long-term portfolios. Topics discussed include: • Why advisors are moving beyond traditional 60/40 allocations • The rise of alternatives in wealth management and portfolio construction • How private infrastructure differs from stocks, bonds, and public real estate • Why institutional investors continue increasing allocations to real assets • The growth of evergreen funds and how they're expanding access to private markets • Balancing liquidity needs with long-term investment objectives • Common misconceptions about private market investing • The future of alternatives in advisor-managed portfolios • How RIAs can modernize portfolio construction for the next decade Whether you're an RIA, financial advisor, wealth manager, allocator, or sophisticated investor, this episode provides a practical framework for understanding how private infrastructure and real assets may fit into a diversified portfolio. Key Themes: Private Markets, Infrastructure Investing, Alternatives, Evergreen Funds, Portfolio Construction, Wealth Management, Institutional Investing, Diversification, Real Assets, Modern Portfolio Theory, RIA Strategies, Long-Term Investing. About Phil Shankweiler Phil Shankweiler serves as Managing Director and Head of RIA Client Solutions at Partners Group, where he works with independent advisors and wealth management firms seeking institutional-quality private market solutions. His experience spans traditional asset management, private real estate, and private infrastructure, giving him a unique perspective on the evolution of alternative investments within advisor portfolios. Subscribe to Wealth Unfiltered for conversations with leading allocators, investment managers, economists, and industry experts shaping the future of wealth management.

  6. Apr 22

    Renting Vs. Buying: Demographics, Affordability, and The New Demand Cycle

    In this episode of Wealth Unfiltered, Jeff Adler, Vice President of Yardi Matrix, breaks down the real-time data shaping today's multifamily housing market—and what it signals for investors navigating the next phase of the cycle. We explore the key forces driving performance across markets, including elevated new supply in Sun Belt and Mountain West regions, shifting migration patterns, demographic tailwinds, and the widening rent-versus-buy gap that continues to support long-term rental demand. Jeff also unpacks why the market is becoming increasingly fragmented, with smaller Southern and Midwest metros outperforming while high-supply markets like Orlando, Phoenix, and Denver continue to face pressure. He explains how real-time data is essential for understanding absorption trends, underwriting accurately, and identifying where opportunity is emerging beneath the surface. Looking ahead, we discuss why rent growth is expected to remain muted in the near term, with stabilization beginning around 2026 and broader recovery taking shape into 2027—as supply normalizes and demand fundamentals reassert themselves. This episode delivers a clear, data-driven framework for understanding where we are in the multifamily cycle—and how investors should position for what comes next. Key Takeaways Multifamily supply remains elevated, particularly in Sun Belt and Mountain West markets, continuing to pressure rents and increase concessions. Strong structural demand persists, driven by household formation, aging demographics, downsizing boomers, and millennials renting longer due to affordability constraints. Rent growth is expected to remain subdued short term, with stabilization beginning in 2026 and broader recovery likely by 2027. Market performance is increasingly fragmented—smaller Southern and Midwest metros are outperforming while high-supply markets like Orlando, Phoenix, and Denver face continued pressure. Real-time data is critical for navigating today's cycle, improving underwriting precision, and identifying mispriced or oversupplied opportunities. Investors who focus on fundamentals—renewal strength, realistic rent assumptions, and local market dynamics—are best positioned for the next phase of the cycle.

  7. Apr 15

    The Multifamily Investment Landscape: Demand, Capital Markets, & Strategy

    In this episode of Wealth Unfiltered, we're joined by John Chang, Chief Analytics and Intelligence Officer at Marcus & Millichap, to break down what's shaping the commercial real estate and multifamily investment landscape heading into 2026. John explains why this cycle may be setting up for a unique window of opportunity, as investor caution, shifting capital flows, and improving fundamentals begin to realign. We discuss how today's environment is creating more selective buying conditions, and why those who understand where demand is heading may be best positioned to capitalize. Key topics include capital markets trends, multifamily supply and demand dynamics, market selection, and the role of investor psychology in today's cycle. If you're looking to understand where the next phase of opportunity may emerge in multifamily and commercial real estate, this is a conversation worth tuning into.

  8. Apr 8

    The New Multifamily Normal: Rent Growth, Refinancing & Risk in 2026

    In this episode of Wealth Unfiltered, we sit down with Paul Fiorilla, Director of Research at Yardi Matrix, to break down the latest multifamily market trends, including supply, demand, rent growth, and investment outlook heading into 2026. Paul shares a data-driven perspective on how the recent wave of new apartment supply is impacting market performance across regions and asset classes. As the multifamily sector works through elevated deliveries, investors must understand where opportunities are emerging—and where risks remain. We also explore why market-level and submarket-level analysis is becoming increasingly important in today's environment. With shifting fundamentals, access to real-time multifamily data and research insights is critical for making informed investment decisions. Topics covered include: Multifamily supply pipeline and absorption trends Rent growth outlook and regional performance Impact of new construction on vacancy rates Key investment considerations for 2026 How data and research inform smarter real estate investing If you're an investor, advisor, or operator looking to better understand the multifamily real estate market outlook, this episode provides actionable insights backed by industry-leading research.

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About

Wealth {Un}Filtered: Your Guide to Smarter Investing Expert insights, market trends, and actionable strategies to empower your wealth journey. Tune in for engaging interviews and real-world advice to build lasting financial success.

Information

  • Creator
    Ashley Penrod
  • Years Active
    2024 - 2026
  • Episodes
    49
  • Rating
    Clean
  • Copyright
    © 2024
  • Show Website
    wealth unfiltered