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Land & Everything Else
Land & Everything Else is dedicated to demystifying the world of alternative investments. Brought to you by the department of Agriculture and Consumer Economics within the College of Agricultural, Consumer and Environmental Sciences at the University of Illinois, Land and Everything Else will explore the nuts and bolts of non-stock and bond investing. From dirt to derivatives, this podcast will guide financial planners, wealth managers and consumers into the land of alternative investing.
Land & Everything Else
12. Understanding Non-Stock and Bond Investments with Ilya Zlotnik
Alternative investments are the cornerstone of a diverse portfolio, opening investors up to many opportunities. While they offer the potential for lucrative returns, they are notoriously complex. This week, Dr. Craig Lemoine is joined by Ilya Zlotnik, Wealth Advisor and Partner from Vivaldi Capital Management, to uncover the power of non-stock and bond investments and how wealth management firms are helping investors succeed.
Tune in as Dr. Craig and Ilya discuss Vivaldi's growth, turning $150 million into an astonishing $4 billion in assets. Episode 12 of “Land & Everything Else” highlights the challenges of accessing private equity, imparting wisdom on the expanding role of financial advisors, and leaving listeners with a guide for the future.
Want to learn more? Check out the links below!
- Ilya Zlotnik on LinkedIn
- Vivaldi Captial Management
- Dr. Craig Lemoine on LinkedIn
Are you a financial planning professional looking to better serve the needs and goals of clients associated with agriculture or living in rural communities? Then be sure to check out our Agriculture Focused Financial Planning designation by clicking on the link below!