Horacio spoke with Zak Boca and Kareem Hamady, co-founders of the online platform AltExchange helping financial advisors and individual investors keep track of their funds. Zak and Kareem talk about the current state of the market and provide some insight on how to weather downturns. They also talk about AltExchange and how it’s helping investors and financial advisors keep better track of investments and helping spark conversations about financial strategies and goals.

Discussion topics include:

Independent research to invest in alternative assets, focus on art

The correlation factor between alts and traditional investments

Acting on the market as retail investors

Self-binding to help impulsivity on a portfolio

Investment behavior during a down market

Using free online resources to learn more about the markets

Real estate and private lending as stable investments

Advocates for institutional alternatives and private equity

Creating a frictionless experience for alternative investors

Creating a “Plaid-like” experience to track investments

Sites that AltExchange is syncing with

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