Tag: Investment Strategies

The Role of Infrastructure in a Diversified Investment Portfolio with Matthew Moreno and Jake Kelsall

The Role of Infrastructure in a Diversified Investment Portfolio with Matthew Moreno and Jake Kelsall

What if you could tap into the infrastructure of tomorrow, today?

As Americans, it’s fair to say that some of our infrastructure and urban grids are outdated and must be invested in and updated. How can you incorporate infrastructure in your portfolio?

Join Robert Curtiss and portfolio managers Matthew Moreno and Jake Kelsall from StepStone Group as they unpack the robust world of private infrastructure. From bustling airports to critical utilities and the intricacies of renewable energies, this episode uncovers why private capital is taking the reins from government efforts in evolving our global infrastructure.

  • Discussing Overlooked Opportunities: Tap into the vast potential of maintaining and upgrading aging infrastructure assets across the globe. [04:00]
  • Navigating Infrastructure Demand: Explore how key sectors are experiencing rapid growth, driven by electrification and globalization. [09:23]
  • Investing Strategies and Risk Management: Learn how StepStone opens the infrastructure asset class to all scale investors and manages the inherent risks. [15:19]
  • Correlation and Resilience: Discover the relative resilience of infrastructure investments despite global economic disruptions. [25:36]
  • Portfolio Diversification: Understand how adding infrastructure could fortify your portfolio against inflation and market volatility. [31:39]
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with StepStone Group:

About StepStone Group:

StepStone Group explores, evolves, and solves with its partners and clients, bringing together diverse specialists and perspectives to cover all of the private markets — uncovering what others may not. StepStone has a unique way of seeing, thinking about, and acting within the world of private markets. These attributes form the foundation of how the firm collaborates and helps clients succeed.

StepStone fosters an environment where everyone feels informed, confident, and empowered to act, applying their curiosity and skills to solve even the most complex challenges. The firm is deeply immersed in data, understanding that intelligence is everything — from the source and quality of data to the advanced tools used to analyze it. StepStone’s rigor, transparency, and proprietary technology yield sharper insights, which in turn inform better strategies and decisions.

Reaching and realizing the most compelling opportunities requires a platform with true breadth and depth, spanning all asset classes, strategies, and structures. That’s why StepStone built one — to provide greater vision, flexibility, and customization. The firm is truly global, with experts on the ground wherever its clients need to be. Now operating in 16 countries with 26 offices worldwide, StepStone’s presence attracts a powerful network of LPs and GPs, granting it distinctive views on every aspect of the private markets.

Financial Trends to Watch in 2025 with Miles Clark (Ep.66)

Financial Trends to Watch in 2025 with Miles Clark (Ep.66)

What does the future hold for the stock market in 2025? 

Robert Curtiss chats with Miles Clark, a research analyst from Nasdaq Dorsey Wright, known for their expertise in technical analysis and momentum-based trading. Dive into the emerging financial themes of 2025 as Miles offers a glimpse into the factors impacting the market landscape, emphasizing the art of reading the ‘Weight of the Evidence’ and what that data means moving into the next quarter.

Rob and Miles discuss:

  • The significance of momentum and how winners often keep winning
  • The evolving role of small caps and the concerns about participation drying up
  • The influence of a stronger U.S. dollar on international equities and commodities
  • The importance of staying objective and focusing on long-term goals amidst market noise

Resources:

Connect with Miles Clark:

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About Our Guest:

Miles Clark currently works as a Research Analyst for Nasdaq Dorsey Wright (DWA), a boutique investment advisory and asset management division of Nasdaq focused on providing quantitative strategies to Wall Street and professional money managers globally. Since 1987, DWA has been a recognized expert in relative strength and momentum through the application of Point & Figure (XO) charting, as well as a thought leader in tactical portfolio construction.

Miles joined the DWA team as an intern in 2021 and now creates technical-based analysis and client-facing research in the firm’s Daily Market Analysis segment, with more focused coverage in the communication services, industrials, and cryptocurrency spaces. Other areas of involvement to note include supplementing broad-based technical indicators and research projects and the creation of weekly media distributed to prospective clients.

How to Tap into Private Investments with Bob Long (Ep. 61)

How to Tap into Private Investments with Bob Long (Ep. 61)

Private markets are no longer just for the financial elite—they’re now within reach of individual investors. But how do you make the most of this opportunity without missing out on serious growth?

This week on The Millionaire Next Door, Bob Long, CEO of StepStone Private Wealth, explains how innovative structures like evergreen funds are making it easier to access private equity, credit, real estate, and infrastructure. With features like seamless entry, daily asset valuation, and simplified tax reporting, these investments are transforming how investors build their portfolios.

Find out why diversifying into private markets is more important than ever as public company listings decline while learning how these investments could fuel growth, offer stable income, and protect against inflation.

Key topics discussed include:

  • The growing accessibility of private market investments for individual investors
  • Understanding the distinctions among private equity, credit, real estate, and infrastructure
  • Benefits of StepStone’s evergreen funds for seamless investing
  • Global trends shaping private infrastructure investments
  • Key considerations for accredited investors, including liquidity and advisory collaboration
  • Reasons having a financial advisor in your corner can make all the difference
  • And much more!

Resources:

Connect with Bob Long:

Connect with Robert Curtiss:

About Our Guest:

Bob Long is the CEO of StepStone Private Wealth. Bob has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and limited partner roles. He has served as the CEO of two publicly traded companies focused on expanding private market access for high-net-worth investors.

Prior to joining StepStone, Bob was the CEO of OHA Investment Corporation, a publicly traded specialty finance company. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM, and served as its CEO. Previously, Bob led Bank of America’s $7 billion strategic capital division. Early in his career, Bob served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm.

Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)

Unveiling the Fiduciary Approach of Signature Estate and Investment Advisors (SEIA) (Ep. 33)

Financial and investment advisors are all about creating the best financial plan for their client’s needs. 

But how does Signature Estate and Investment Advisors (SEIA) set themselves apart from the crowd?

In this episode, Robert Curtiss is back to basics! Rob talks about SEIA’s services and approach while emphasizing their independence and fiduciary responsibility to prioritize clients’ best interests. 

Tune in and explore the firm’s investment strategies to help clients gain the most from their portfolios. 

Rob discusses:

  • What it means to be a full fiduciary and independent wealth management firm
  • The importance of having regular conversations with clients when building their financial and investment plan
  • Why alternative investments and private debt could be beneficial investments 
  • SEIA’s ideal clients 
  • How he builds personalized relationships with his clients, and why
  • And more!

Resources:

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The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)

The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)

With market volatility and political uncertainty being a few reasons, the truth is that the investment market doesn’t always cooperate with our portfolios.

But as an advisor, how can alternative investments protect our client’s portfolios? Do you know?

In this episode, Robert Curtiss speaks with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam talks about the role of alternative investments in building (and diversifying) a portfolio and the ways they are being integrated within existing client investment plans.

Sam discusses:

  • What you need to know about alternative investments
  • The four key tenets of SEIA’s due diligence process 
  • What kind of income and volatility do alternative investments face compared to public stock markets
  • How institutional investment strategies have trickled down to investment advisory firms and the changes that have been made for individuals rather than institutions
  • The value of identifying what’s important to your clients
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest:

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.

Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)

Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)

Building tax strategies around investment plans provide a layer of security to reduce the cost of returns while allowing you to further invest that money.

In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam unpacks the different types of investment options clients can consider, how they fit within portfolio planning, and the importance of including a tax planner in your investment planning.

Sam discusses:

  • His role at SEIA and his approach to portfolio construction and investment selection
  • How he separates alternative investments based on how fiduciarily responsible they are for their clients
  • What additional elements have opened up in the wake of inflation to diversify portfolios
  • Strategies to liquefy a singular long-term investment while avoiding a huge tax cost
  • The tax planning associated with capital gains and qualified opportunity zone funds
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest: 

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.