In this captivating episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Schelling, Managing Director of Private Markets at Caprock, to explore the intricate world of alternative investments. With a rich background spanning over two decades in the investment industry, Chris has been at the forefront of building portfolios with a keen focus on alternatives, achieving remarkable success through his strategic allocations across hedge funds, real assets, private credit, and private equity.
Caprock is a multifaceted wealth advisory firm that specializes in providing comprehensive investment and wealth management solutions to high-net-worth individuals, families, and institutional investors.
Serving over 300 families, Caprock advises on assets of $8.9 billion dollars as of December 31, 2023. Of which, $4.1 billion is allocated to private markets, and $2.2 deployed with impact intentionality. The firm is an SEC-registered investment advisor and a founding B-Corporation headquartered in Boise, Idaho.
Join us as Chris shares insights from his extensive journey, including the evolution of alternative investments and the importance of sustainability in modern investment portfolios. He also dives deep into his analytical approach to portfolio construction, manager selection, and the critical role of manager research in achieving top-tier investment returns.
Chris is an influential voice in the investment community, sharing his insights and analyses through various publications including his book, ‘Better Than Alpha.’ His writings delve into the nuances of the illiquidity premium, the dynamics of alternative investments, and the evolving landscape of private equity and hedge funds.
This episode is a must-watch for anyone interested in the complexities and opportunities within alternative investments, from seasoned professionals to those just starting their journey in the finance industry. Chris's expertise and unique perspectives provide invaluable lessons on navigating the alternative investment landscape and leveraging it for future success.
Whether you're looking to understand the nuances of private equity, hedge funds, or the impact of technological advancements on investment strategies, this conversation offers a comprehensive overview of the current trends shaping private markets.
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