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Adam Blumberg

Co-Founder at Interaxis

Adam Blumberg is a professional specializing in working with owners and executives of closely-held and family businesses.

His expertise lies in areas such as succession planning, retirement analysis, estate strategies, employee benefits, business continuation, executive compensation, life insurance, disability income insurance, investment management, and retirement planning.

Adam Blumberg is licensed to sell insurance in Texas and North Carolina, as well as securities in Texas and North Carolina.

He has held various key positions in organizations such as Co-Founder at Interaxis.io, Co-Founder / Head of Business Development at Anukula Labs, Owner and Certified Financial Planner at Chart Wealth Management, among others.

Throughout his career, Adam has demonstrated a commitment to helping businesses and individuals navigate complex financial decisions and plan for the future.

With his extensive background in financial analysis, consulting, and business ownership, Adam Blumberg brings a wealth of experience to his clients.

Highlights

May 13 · linkedin

Alternative investments might find a place in your portfolio

  • Private credit
  • Real estate
  • Private equity
  • Oil ...Crypto

As you prepare for the next 15 years, diversification of returns, risks, horizon.

Why? Where do they fit?

Private Credit

Since interest rates have moved up drastically from the previous 15 years, we see new opportunities to be the lender.

Companies like Percent are finding the borrowers.

And they have the tech to make the process easy.

Those borrowers might be solid companies that need working capital loans, and willing to pay 13% or more to borrow.

Real Estate

Real estate isn't always just real estate.

The next few years will see some commercial real estate properties sell for pennies on the dollar when they have to refinance.

While other sectors like data centers remain hot with growth from AI and graphics rendering.

h/t Phil Bak

Private Equity and Hedge Funds

The last several years public equity markets have moved in unison. Investing in the S&P index out performed most options.

Changes in interest rates, technology, and geopolitical powers can lead to opportunities for certain companies and regions to outperform.

That means you can diversify and outperform by investing in experts who find those opportunities.

Commodities

Oil, gold, copper

All have compelling stories based on demand vs. supply.

Stan Druckenmiller was talking about the need for copper in munitions, as we see more geopolitical unrest.

Bitcoin and Crypto

The bitcoin story is based on inflation.

ETH and SOL similar to investing in AMZN or GOOG in early 2000's.

We usually see alts as no more than 15% of an overall portfolio

This is to account for the risk, and lack of liquidity.

Of course, you need to identify your risk tolerance, needs, goals, and ability to invest in any of these alternatives.

And they would be in addition to more traditional equities and bonds.

Ideally, work with your financial advisor

And get to know what you need for your family in the next 15 years, because they won't be like the last 15 years.

Alternative investments might find a place in your portfolio

Private credit
Real estate
Private equ
May 8 · linkedin

Technology doesn't move backwards

Whether you want to accept it or not, technology continues to evolve.

And we gravitate toward:

  • More individual control
  • Automation
  • Faster
  • More options

Cloud --> Blockchain Robo --> AI

Adam Blumberg
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Location

Houston, Texas, United States