Alternative Investments
Whiskey Cask Investing: A Barrel Full of Risk Behind the Alternative-Asset Hype
TL;DR: Whiskey cask investing can deliver 11% to 15%+ annualized returns through regulated platforms, but the market sits in a regulatory blind spot where the Financial Conduct Authority offers zero...
Jeff Barnes, MBA··9 min read
Regulatory & Compliance
The $138 Million Warning: How One Adviser Sold Clients Funds He Secretly Controlled
TL;DR: Vincent Camarda ran A.G. Morgan Financial Advisors and also owned the five private funds he sold to his own advisory clients. The SEC says he raised at least $138 million from 431 investors, pu
Jeff Barnes, MBA··9 min read
Alternative Investments
Whisky Cask Investing: The Alternative Asset With a Fraud Problem
Alison Cocks has terminal cancer. She spent £103,000 buying whisky casks she thought would fund her family's future, money handed to Cask Whisky Ltd, a firm run by Craig Brooks, a man later expos
Jeff Barnes, MBA··9 min read