Webinar Replay: Primer on Alternative Investments: Potential Risks, Potential Rewards, and Considerations for Your Overall Investment Portfolio

Mar 25, 2021 | Insights, Webinar

In our last webinar, Primer on Alternative Investments, our special guests covered the potential rewards, risks, and considerations for an overall investment portfolio when investing in precious metals, venture capital, real estate, and cryptocurrency.

Our audience asked some very enlightening questions which were answered by our guests and are included in the replay below.

If you have ever wanted to learn more about these types of alternative investments, watch the replay below.

Our special guests were:
Precious Metals – Kara and James Luck, Jefferson Coin
Venture Capital – Hi Ewald, Tall Oaks Capital LLC
Real Estate – Michael Guthrie, Howard Hanna Roy Wheeler Realty
Cryptocurrency – Alexander Pack

The event was moderated by Jennifer King, CEO & CCO, Chase Investment Counsel.

Webinar Guests:

KARA & JAMES LUCK/JEFFERSON COIN Founded in 1962 by Mac Luck, Jefferson Coin, was a local collectible coin shop in downtown Charlottesville. Through the years Jim Luck grew his expertise of rare coins and the growing precious metals market. In 1990, Jim and Kara began expanding Jefferson Coin into not only a collectible coin shop, but a local place for people to invest and divest physical gold and silver bullion and coins. Since silver’s infamous spike in the 1980’s, and again in 2011, more and more people are realizing the advantages, and need, to be positioned in physical gold and silver. Seeing the growing demand, Jim and Kara launched JCSGold.com in 2012 to become a national supplier of gold and silver bullion and coins. Currently, Jefferson Coin offers Charlottesville, and the entire U.S., a way to start, grow, or liquidate a position in physical gold and silver.

HI EWALD  brings 30 years venture capital experience on both the entrepreneurial, General Partner and investing roles. This includes leadership roles at Insmed Pharmaceuticals, Inc. (NASDAQ: INSM), SmartPill Diagnostics (Medtronic), and Tall Oaks Capital LLC (early-stage venture capital firm).

MICHAEL GUTHRIE became the Broker and CEO of Roy Wheeler Realty in 2005. Michael has been a Realtor since 1982 and has been successfully managing real estate offices since 1986. He is known for his caring attitude and for helping agents find their own way of becoming successful in real estate sales. Since coming to Roy Wheeler, the company has grown from one office to four and now has close than to 100 Realtors operating their businesses under his supervision.

ALEXANDER PACK is a seasoned crypto investor in the largest crypto companies, such as Polychain, Paradigm and others. He’s held various positions related to the crypto economy including Huobi’s Corporate Investment Advisor, Founding Partner of Dragonfly Capital, Director Network Investing for Bain Capital Ventures, and Partner for AngelList.