Jeff takes the pod solo as he talks to Bobby Blue, senior manager research analyst at Morningstar. Together they tackle liquid alternative funds, ETFs and mutual funds. They discuss what's driving the flows, the fees involved, and red flags to look for on these investments.
Related Article: It’s not too late to join the liquid alts party, Morningstar says
Guest Bio:
Bobby Blue is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar Inc. He covers multi-asset and alternative fund strategies, and writes frequently on topics in the space. Before assuming his current role in 2018, Blue was a senior data research analyst on the portfolio analytics and acquisition team at Morningstar, where he worked to develop new data points by incorporating derivatives into Morningstar analytics. He earned a bachelor's degree in business economics from the University of Cincinnati.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
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.
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.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
