Tag: Savings

Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)

Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)

Are you interested in exploring the future of the financial and investment landscape and the contribution the private lending arena can bring to the field? 

In this episode, Rob Curtiss is joined by Phil Hasbrouck, the co-head of Cliffwater’s asset management business. Phil sheds light on the growing private lending market and what Cliffwater brings to the space. Phil also explains the opportunities and risks associated with investing in private debt, emphasizing the importance of conservative underwriting and its ability to navigate economic downturns.

Phil explores:

  • How private lending has grown to the multimillion-dollar market it is today
  • The importance of understanding the risks associated with private lenders
  • Some risks and return characteristics of private lending
  • The fees and cost savings that come with working with firms like Cliffwater
  • And more!

Resources:

Connect with Phil Hasbrouck:

Connect with Robert Curtiss:

About Our Guest:

Phil Hasbrouck is the co-head of Cliffwater’s asset management business. In this role, Phil leads the firm’s asset management distribution efforts and is involved with product development and positioning, business development, and managing client relationships.

The 2022 Retirement Plan (Ep.10)

The 2022 Retirement Plan (Ep.10)

Our approach to saving for retirement and investing our money differs from the past.

In this episode, Robert Curtiss dives into retirement and social security, revealing how current events impact where investments lie and individual priorities when it comes to savings. 

Robert unveils the different types of retirement accounts, the ways each is influenced by the money we put in, and the importance of working alongside a support team that will help build an optimal retirement plan.

Rob discusses:

  • How the current turmoil and geopolitical upheaval influences the market
  • Reasons why investments are shifting towards defense stocks
  • The importance of balancing retirement funds with tax planning
  • How inflation impacts social security and investment planning for retirement
  • And more!

Resources:

Connect with Robert Curtiss: