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.
wealth unfiltered
Claim This Podcastby Ashley Penrod
5.0(6 reviews)
46 episodes
Updated Daily
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32
Podcast Authority
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Quality52
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Engagement32
Podcast Overview
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.
Language
🇺🇲
Publishing Since
11/21/2024
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32
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality52
Social0
YouTube0
Engagement32
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Recent Episodes
June 24, 2026
The Alternatives Reality Check: Managed Futures, Private Markets & Building Better Portfolios with Andrew Beer
<p>Is the future of portfolio construction really about adding more alternatives—or about understanding what you're actually paying for?</p> <p data-start="151" data-end="523">In this episode of <strong data-start="170" data-end="191">Wealth Unfiltered</strong>, host Samantha Parrinello sits down with <strong data-start="233" data-end="248">Andrew Beer</strong>, 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.</p> <p data-start="525" data-end="1022">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.</p> <p data-start="1024" data-end="1268">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.</p> <h3 data-section-id="wi27i4" data-start="1270" data-end="1290">In This Episode:</h3> <ul data-start="1291" data-end="1769"> <li data-section-id="zne7ux" data-start="1291" data-end="1353">Why the traditional 60/40 portfolio is facing new challenges</li> <li data-section-id="c8643l" data-start="1354" data-end="1407">How managed futures can complement stocks and bonds</li> <li data-section-id="b1v6cg" data-start="1408" data-end="1466">The role of alternative investments in modern portfolios</li> <li data-section-id="1gi0biw" data-start="1467" data-end="1530"> Private equity, private credit, and evergreen funds explained</li> <li data-section-id="t5om3k" data-start="1531" data-end="1581"> Liquidity risk and what investors often overlook</li> <li data-section-id="1bsqi6j" data-start="1582" data-end="1646">The difference between true diversification and expensive beta</li> <li data-section-id="1pmuip4" data-start="1647" data-end="1711"> Portfolio construction strategies for RIAs and wealth managers</li> <li data-section-id="1paooe1" data-start="1712" data-end="1769">How advisors can evaluate alternatives more effectively</li> </ul> <p data-start="1771" data-end="1946">As investors search for income, diversification, and downside protection, understanding the strengths and limitations of alternative investments has never been more important.</p> <p data-start="2337" data-end="2466" data-is-last-node="" data-is-only-node=""><strong data-start="2337" data-end="2466" data-is-last-node="">Listen now and discover how today's leading investors are rethinking portfolio construction in a changing market environment.</strong></p>
June 17, 2026
Beyond 60/40 Why Real Assets Anchor the Modern Portfolio | Phil Shankweiler
<p><strong>Beyond 60/40: Why Real Assets Anchor the Modern Portfolio | Phil Shankweiler, Partners Group</strong></p> <p>Is the traditional 60/40 portfolio evolving—or breaking down altogether?</p> <p>In this premiere episode of Advising the Modern Allocator, Samantha Parrinello sits down with <strong>Phil Shankweiler, CFA, CAIA</strong>, 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.</p> <p>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:</p> <p><strong>What belongs in the modern portfolio when public markets alone may no longer provide the diversification investors expect?</strong></p> <p>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.</p> <p>Topics discussed include:</p> <p>• Why advisors are moving beyond traditional 60/40 allocations<br /> • The rise of alternatives in wealth management and portfolio construction<br /> • How private infrastructure differs from stocks, bonds, and public real estate<br /> • Why institutional investors continue increasing allocations to real assets<br /> • The growth of evergreen funds and how they're expanding access to private markets<br /> • Balancing liquidity needs with long-term investment objectives<br /> • Common misconceptions about private market investing<br /> • The future of alternatives in advisor-managed portfolios<br /> • How RIAs can modernize portfolio construction for the next decade</p> <p>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.</p> <p><strong>Key Themes:</strong> Private Markets, Infrastructure Investing, Alternatives, Evergreen Funds, Portfolio Construction, Wealth Management, Institutional Investing, Diversification, Real Assets, Modern Portfolio Theory, RIA Strategies, Long-Term Investing.</p> <hr /> <p>About Phil Shankweiler</p> <p>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.</p> <p><strong>Subscribe to Wealth Unfiltered</strong> for conversations with leading allocators, investment managers, economists, and industry experts shaping the future of wealth management.</p>
April 22, 2026
Renting Vs. Buying: Demographics, Affordability, and The New Demand Cycle
<p data-start="202" data-end="433">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.</p> <p data-start="435" data-end="705">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.</p> <p data-start="707" data-end="1091">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.</p> <p data-start="1093" data-end="1331">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.</p> <p data-start="1333" data-end="1496">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.<br /> <br /></p> <h2 data-section-id="1igz4d4" data-start="1503" data-end="1522">Key Takeaways</h2> <ul data-start="1524" data-end="2482"> <li data-section-id="adoy4v" data-start="1524" data-end="1671"> Multifamily supply remains elevated, particularly in Sun Belt and Mountain West markets, continuing to pressure rents and increase concessions.</li> <li data-section-id="nhyh14" data-start="1672" data-end="1846"> Strong structural demand persists, driven by household formation, aging demographics, downsizing boomers, and millennials renting longer due to affordability constraints.</li> <li data-section-id="2hbb0f" data-start="1847" data-end="1978">Rent growth is expected to remain subdued short term, with stabilization beginning in 2026 and broader recovery likely by 2027.</li> <li data-section-id="kd6fov" data-start="1979" data-end="2167"> Market performance is increasingly fragmented—smaller Southern and Midwest metros are outperforming while high-supply markets like Orlando, Phoenix, and Denver face continued pressure.</li> <li data-section-id="79qyjr" data-start="2168" data-end="2319"> Real-time data is critical for navigating today's cycle, improving underwriting precision, and identifying mispriced or oversupplied opportunities.</li> <li data-section-id="1rnqt44" data-start="2320" data-end="2482"> Investors who focus on fundamentals—renewal strength, realistic rent assumptions, and local market dynamics—are best positioned for the next phase of the cycle.</li> </ul>
46 total episodes available
Recent guests on wealth unfiltered
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Chris Parrinello
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Kyle McGee
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Kristin Burton
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