Tag: Alternative Investments

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Perspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)

Perspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)

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Markets are always moving, and with elections and global uncertainty on the horizon, what can you do to position your portfolio for the future?

In this episode of Maximizing Outcomes, Jim McGovern speaks with Eric Mueller, Managing Director and strategist at BlackRock, about the current state of the markets and how to strategically adjust portfolios. 

They cover the economic landscape, interest rate cuts, and the strength of corporate earnings, offering actionable advice for investors concerned about the road ahead.

They discuss:

  • An analysis of the current economic and financial market landscape
  • Strategies for portfolio positioning amidst geopolitical and election uncertainties
  • The impact of Fed interest rate cuts on fixed income investments
  • The significance of tax-efficient and personalized investment strategies
  • And more!

Connect with McGovern Wealth Group:

Connect with Eric Mueller:

About our guest:

Eric Mueller is a Managing Director at BlackRock, serving as a senior strategist within their Multi-Asset Strategies and Solutions group. With 17 years of experience at BlackRock, he works closely with portfolio managers and research analysts to analyze market trends and identify investment opportunities across various asset classes. His knowledge includes guiding portfolio positioning, understanding economic risks, and helping investors achieve a range of financial objectives through strategic portfolio management.

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Alternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)

Alternative Investments for a Diversified Portfolio with James Costabile, CAIA (Ep. 25)

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Alternative investments can be a very attractive option, but it’s critical to consider the requirements each individual should meet and the risks involved before entering the space.

In this episode, Jim McGovern speaks with James Costabile, Managing Director and Head of Alternatives Distribution on iCapital’s Private Wealth Solutions team. James gives a broad overview of the alternative investing space. He details the pros and cons of private equity, private credits, real estate, infrastructure, and hedge funds as options for investors.

James discusses:

  • The background and mission of iCapital and their focus on teaching clients and advisors about alternative investments
  • An overview of the private equity space, its importance in iCapital, and a comparison with the public sector
  • Different options available for investors in private equity 
  • Benefits and risks to consider before entering private equity space
  • The differences in liquidity between open-ended mutual funds, closed-end registered funds, and unregistered private funds
  • Private credit investments, with an emphasis on careful credit analysis and selectivity in lending
  • Why companies prefer getting funds via private credit rather than the traditional bonds
  • How real estate fits into a portfolio, which offers diversification and durable yield
  • The different types of hedge funds and how they can fit into a portfolio
  • And more!

Resources:

Connect with James Costabile:

Connect with McGovern Wealth Group:

About our Guest:

James Costabile is a Managing Director and Head of Alternatives Distribution on iCapital’s Private Wealth Solutions team. He oversees a team of regional sales and national accounts professionals that work with top registered investment advisors, financial advisors, and financial intermediaries. He and his team deliver industry-leading alternative investment education, research viewpoints, and investment capabilities across hedge funds, private equity, private credit, and real estate strategies. 

James brings more than 25 years of financial services experience and began working with alternative investment strategies in 1997. Over this time, he has held roles across sales, marketing, and product management at Citi / Smith Barney, Merrill Lynch and most recently, Morgan Stanley Investment Management. He graduated from Fordham University with a Bachelor of Science, holds FINRA Series 7, 24, and 66 licenses, and is a CAIA charter holder.

Podcast: Play in new window | Download (Duration: 51:54 — 41.6MB) | Embed

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