How the Ultra-Wealthy Are Investing Right Now

How the Ultra-Wealthy Are Investing Right Now

Author: Brad Johnson November 16, 2025 Duration: 13:12

www.evergreencap.com

info@evergreencap.com


In this episode of "The CIO Brief," Brad Johnson, Managing Director and CIO of Evergreen Capital, delves into the complexities of the current economic landscape. From the lessons learned from legendary figures like Jamie Dimon to the evolving attitudes towards cryptocurrency, Brad offers insights into market trends and investment strategies. Join us as we explore the intricacies of family office investments, the impact of geopolitical concerns, and the future of digital currencies. Whether you're an investor or simply curious about the financial world, this episode provides valuable perspectives on navigating today's economic challenges.



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For those looking beyond the ticker symbols, The Alternative Investor explores the tangible and often complex world of assets that don't trade on a public exchange. Host Brad Johnson, drawing from his experience at Evergreen Capital, believes a well-rounded portfolio often exists outside the daily noise of the stock market. This podcast digs into the practicalities of private equity, real estate, venture capital, and other non-traditional avenues. While these opportunities can offer different paths to growth, they come with their own unique set of questions and due diligence. Each conversation is geared towards demystifying that process. You'll hear detailed discussions on how these investments actually work, the structures involved, and the long-term mindset they require. The aim isn't to offer quick tips, but to provide a clearer framework for evaluation. Johnson breaks down real-world cases and strategies, focusing on the critical factors that can influence an outcome. It’s a resource for anyone considering how to allocate capital towards assets that aren’t as easily quoted or sold, with the understanding that higher potential returns often walk hand-in-hand with increased complexity. Tune in for a straightforward take on building resilience and potential through alternative holdings.
Author: Language: English Episodes: 50

The Alternative Investor
Podcast Episodes
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Investors Need Love Too [not-audio_url] [/not-audio_url]

Duration: 19:06
In this episode we’re going to be talking about investor relations — i.e. staying in touch with your investors and maintaining good relationships with them. Investors are people too, y’know! Just like your friends or spo…
How to Read a K-1 [not-audio_url] [/not-audio_url]

Duration: 20:28
Today’s episode is all about taxes! Specifically, we’re going to be talking about K-1s. A K-1 is a tax form that you get from private investment (typically an LLC.) on an investment you’ve made. This is the tax form you’…
Productivity Porn [not-audio_url] [/not-audio_url]

Duration: 27:45
Productivity and how you get things done on a day-to-day basis is an ever-present issue for most everyone — including those in investing and alternative investing. There’s lots to do on a daily basis and you’ve got lots…
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Duration: 26:43
We’ve talked about finding deals, sourcing deals, putting a pitch deck together, raising money, and all that stuff — but we haven’t yet talked about how to go about raising debt for a real estate project.So today, we’re…
The Three Most Important Investment Metrics [not-audio_url] [/not-audio_url]

Duration: 15:39
We’re getting technical today — so fasten your seatbelts, buckle up, take an extra sip of coffee and get ready for today’s show. We’re going to be diving into the topic of the three most important investment metric:; NPV…
What Should Go In Your Private Equity Pitch Deck [not-audio_url] [/not-audio_url]

Duration: 24:05
We’ve talked about sourcing and analyzing deals — but, we’ve yet to really get into the details of what goes into the pitch deck. The pitch deck is the document you’re going to send out to your investors to let them know…
We Talk To A Guy With An Innovative Apartment Investment Strategy [not-audio_url] [/not-audio_url]

Duration: 1:07:08
This week on the show, we’ve invite on a real estate expert: Moses Kagan! Moses is a partner of Adaptive Realty — a property management company in Los Angeles.Adaptive Realty has a unique strategy with apartment building…
You Just Bought Real Estate, Now What? - EP.39 [not-audio_url] [/not-audio_url]

Duration: 24:55
We’ve spent a lot of time on this podcast telling you how to find alternative investments — how to buy them, how to raise money for them, and more — but we haven’t talked a lot about what to do after you close. It’s real…