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In this special edition of Today’s Market Explained, we’re coming to you from the Four Star Winter Conference at the stunning Hotel Atelier just north of Cancun. Host Brian Kasal sits down poolside with several key investment partners to unpack how alternative investments are shaping modern portfolios—from private real estate and structured notes to venture capital and diversified alternatives.

Recorded live with Four Star advisors and sponsors on-site, this episode explores how investors can enhance returns, manage risk, and access opportunities typically reserved for institutions—all while navigating liquidity, tax efficiency, and long-term portfolio construction.

In this episode, Brian and his guests discuss:

• Small & Middle Market Real Estate Investing and Income-Focused Strategies

• Structured Notes as Bond Alternatives and Portfolio Stabilizers

• Venture Capital & Early-Stage Technology Investing Outside Silicon Valley

• Diversified Alternative Funds and Institutional-Style Access for Investors

• Balancing Liquidity, Risk, and Long-Term Returns Across Asset Classes

Guests:

Tim Donovan, Midloch Investment Partners

https://www.linkedin.com/in/tim-donovan-0b3b6ba3/ 

https://midloch.com/ 

Pisoot Senethavilay, Ancorato

https://www.linkedin.com/in/pisoot-senethavilay-3124b418/ 

https://www.ancoratocapital.com/ 

Nick Moran, New Stack Investors

https://www.linkedin.com/in/nick-moran-a738503/ 

https://www.newstack.com/ 

Greg Simonian, Senior Vice President, FourStar Wealth

http://linkedin.com/in/gregorycsimonian/ 

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DISCLAIMER:

This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov