EPISODE · Mar 28, 2025 · 39 MIN
#89 James Ouderkirk, GLASfunds - Alternative Investments and Advisor Solutions
from Alt Funds Network · host James Ouderkirk, Skyler Steinke, Mike Schroeder
Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSYouTube: https://bit.ly/3GE1UBl 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with James Ouderkirk:Company Website: www.glasfunds.comLinkedIn: https://www.linkedin.com/company/glasfunds/?viewAsMember=true Timestamps: 00:00 Introduction and Guest Welcome00:27 James Ouderkirk's Background and Career Journey01:41 Overview of GLASfunds03:09 Clientele and Services Offered by GLASfunds04:30 Operational Mechanisms and Platform Structure08:01 Trends in Alternative Investments10:41 Historical Allocation to Alternatives16:46 Research and Due Diligence Process18:24 Bringing New Funds to the Platform24:23 Investor Appetite and New Opportunities31:02 Educational Support for Advisors33:48 Advice for New Fund Managers36:43 Trends in the Advisor Universe38:51 Conclusion and Contact Information Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
What this episode covers
Background: Our guest, James Ouderkirk is an Executive Director at GLASfunds, an alternative investment platform for advisors focused on bringing simplicity and scale to their private market programs. James' professional background has included roles as advisor to some of the nation's wealthiest families, alternative investment consultant to RIAs, and chief investment officer for a multi-billion dollar multi family office. Description: Join us for an insightful conversation with James Ouderkirk of GLASfunds as we delve deep into the realm of alternative investments. James discusses his professional journey, the core services GLASfunds offers, and the trends and demands in the financial advisory space. Learn about the diverse client base GLASfunds serves, their innovative platform structure, and how they are facilitating the needs of high net worth individuals and advisors. We also explore the significance of educational resources in the industry, the evolving landscape of RIAs, and the growth of evergreen solutions. This episode is a must-watch for anyone interested in the intricacies of alternative investment platforms and financial advisory services.
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#89 James Ouderkirk, GLASfunds - Alternative Investments and Advisor Solutions
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