Eddie Roman’s Post

At this time of crisis for this brilliant. British financial sector, discussing how to get rid of the regulatory roadblocks that have stymied investment is so important. The future is for real assets and listed investment companies are an ideal way for many investors to buy ready made diversified portfolios managed by experts.

Lots to talk about as we keep up the battle to ensure our world-leading brilliant #investmenttrusts and #REITs are allowed to thrive, rather than killed off by ludicrous legislation that forces misleading charge disclosures. These closed-ended specialist funds have the power to revive UK financial markets, boost British sustainable growth and infrastructure and benefit #pensionfunds and #retail investors with better returns

Mind over Market: Navigating Tough Times as a Passive Investor! 🌟 Passive Investing Mastery, is hosting the Alternative Investing Series virtual summit on May 8th at 5:00pm PST, hosted by Patrick Grimes with special guests Drew Kniffin and Brian Briscoe Reserve your spot now at 👇 https://lnkd.in/girRaTif Don't Miss Out On: 🔭 Looking Past a Momentary Setback ⚒️ Building a Recession Resilient Portfolio with Un-Correlated Investments 🧠 Managing Mindset To Make Wise Choices During Downturns 📈 Performance of Alternative Asset Types During Recessionary Times 📊 Returns During Downturns: What to Expect ❓ Live Q&A to Give You the Answers You Need Can’t attend? Register anyway, and we’ll send you the replay. #PassiveInvesting #WealthBuilding #InvestmentStrategy #AlternativeInvestments #AlternativeAssets #UncorrelatedInvestments #InvestmentPerformance #FinancialMindset #InvestorEducation #PortfolioDiversification #LiveWebinar

🌟 Just a heartbeat away from the Real Estate Investment Summit! 🏡💼 If you're hungry for knowledge and ready to dive into the world of real estate investing, this event is your golden ticket! Don't let this opportunity slip through your fingers! 💥 DM me now to secure your spot among industry giants and soak up wisdom on topics like AI trends for Real Estate, investing in the aging population, and many more. Let's make strides together! 💪 #RealEstateInvesting #KnowledgeIsPower #IndustryExperts"

𝗠𝗮𝘅𝗶𝗺𝗶𝘇𝗲 𝗥𝗲𝘁𝘂𝗿𝗻𝘀 & 𝗠𝗶𝗻𝗶𝗺𝗶𝘇𝗲 𝗥𝗶𝘀𝗸 𝘄𝗶𝘁𝗵 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝗥𝗲𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴! 🌟 Passive Investing Mastery, is hosting the next episode of our Alternative Investments Mastery Series on 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 𝗔𝗽𝗿𝗶𝗹 𝟭𝟬𝘁𝗵 𝗮𝘁 𝟱:𝟬𝟬𝗽𝗺 𝗣𝗦𝗧, hosted live by Patrick Grimes with special guests Ben Suttles and James Kandasamy, CCIM. Reserve your spot now at 👇 https://lnkd.in/g7NbMa8V 🔥 Don't Miss Out On: -Key Challenges Faced by Passive Investors in Commercial Real Estate -Strategies to Safeguard Your Investments -Alternative Real Estate Assets To Maximize Returns -Lower-Risk Approaches for Recession Resilience & Diversification -Current Market Trends with Actionable Insights -Live Q&A to Give You the Answers You Need 𝗖𝗮𝗻’𝘁 𝗮𝘁𝘁𝗲𝗻𝗱? 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗮𝗻𝘆𝘄𝗮𝘆, and we’ll send you the replay. #PassiveInvesting #RealEstateInvesting #AlternativeInvestments #PassiveIncome #WealthManagement #InvestmentStrategies #CommercialRealEstate #RiskManagement #Diversification #FinancialFreedom #RecessionResilience

 I’m speaking at the upcoming Alternative Investments Series virtual summit on Wednesday May 8th at 5:00pm PST, hosted by Patrick Grimes 🎫 Reserve your spot now 👉 https://lnkd.in/gWXy5g9m Don't Miss Out On: Looking Past a Momentary Setback Building a Recession Resilient Portfolio with Un-Correlated Investments Managing Mindset To Make Wise Choices During Downturns Performance of Alternative Asset Types During Recessionary Times Returns During Downturns: What to Expect Live Q&A to Give You the Answers You Need 📅 Can’t attend? Register anyway, and we’ll send you the replay. #PassiveInvesting #WealthBuilding #InvestmentStrategy #AlternativeInvestments #AlternativeAssets #UncorrelatedInvestments #InvestmentPerformance #FinancialMindset #InvestorEducation #PortfolioDiversification #LiveWebinar

🎤Yesterday, I had the pleasure of moderating a panel at the 9th Annual Private Wealth Mid-Atlantic Forum hosted by Markets Group, diving into the evolving landscape of Real Estate and Real Assets. Thanks go out to David Jonas, Michael Kondras and Derek Craig for sharing their insights to the audience! We explored how shifts in interest rates are influencing the industry, but more importantly, the critical role of understanding the structure of investment funds (whether private, interval, or non-traded) and the underlying assets, such as different types of real estate and infrastructure. Connecting with asset managers and advisors at these conferences is invaluable. The insights we exchange and the diverse perspectives I gain enhance my investment process, allowing me to deliver even more value to clients. At Members' Wealth, LLC, we’re committed to navigating these complexities to help create tailored, resilient allocations. If you'd like to discuss how these strategies might fit into your own financial plans, feel free to reach out! #RealEstate #RealAssets #alternativeinvestments #InvestmentStrategies #WealthManagement #FinancialPlanning #InterestRates #Networking #PortfolioManagement #MembersWealth #MarketsGroup

I am excited to announce that I will be a featured guest on the Alternative Investing Series, hosted by Patrick Grimes and joined by Ben Suttles from Distrupt Equity. We’ll be talking about Maximize Returns & Minimize Risk with Passive Real Estate Investing on Wednesday, April 10th at 5 PM PST. Register Here: https://lnkd.in/dzVzEbcd What You’ll Learn: Key Challenges Faced by Passive Investors in Commercial Real Estate Strategies to Safeguard Your Investments Alternative Real Estate Assets To Maximize Returns Lower-Risk Approaches for Recession Resilience & Diversification Current Market Trends with Actionable Insights Live Q&A to Give You the Answers You Need

Looking forward to hosting the Alternative Investments Series virtual summit Today at 5 PM PST! 😃 Join me, along with special guests Michael Flight and Chris Carsley, CFA, CAIA, for insights on 𝗔𝘀𝘀𝗲𝘁-𝗕𝗮𝗰𝗸𝗲𝗱 𝗙𝘂𝗻𝗱𝘀 and more. Register now! #alternativeinvestments

I'm thrilled to be a speaker at the Alternative Investments Series virtual summit on March 13th at 5:00pm PST with Chris Carsley, CFA, CAIA, hosted by the Passive Investing Mastery’s Patrick Grimes. Secure your spot now: https://lnkd.in/ejMBrEpz Take a Deep Dive into Asset-Backed Funds! Join me for a discussion on: 📊 How to Build Recession-Resilience into your Investment Portfolio 💸 Key Benefits of Asset-Backed Funds 📈 Implement Diversification Strategies for Long-term Growth and Immediate Cashflow 💰 Navigate The Current Market to Find Stable High-Yield Investments 💡 Alternative Investment Types for a Diversified Portfolio 📅 Can't make it live? Register anyway, and you’ll get the replay. #AlternativeInvestments #InvestmentStrategy #PassiveInvestingMastery #AssetBackedFunds #FinancialInsights