Private credit in perspective – with senior industry leader Mark Goldberg

Episode 207

Bruce Kelly speaks with senior industry leader Mark Goldberg about the current market for alternative investments, including private loan and BDC funds.

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All things alts – alternative investments – with Morningstar’s Jason Kephart

Bruce this week chats with Jason Kephart, Morningstar analyst and former InvestmentNews reporter, about the state of the alternative investment industry, including new developments at the fund tracker.

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  • Episode 208
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Mid-year review with InvestmentNews’ reporters

Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.

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  • Episode 206
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Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?

Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.

Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?
  • Episode 205
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Compliance nerds, alert: These are the latest scams and troubles financial advisors should be on alert for

Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.

Compliance nerds, alert: These are the latest scams and troubles financial advisors should be on alert for