Month: April 2022
Risk Mitigation While Investing For a Client’s Portfolio with Alexander Oxenham, CFA (Ep. 38)

Risk Mitigation While Investing For a Client’s Portfolio with Alexander Oxenham, CFA (Ep. 38)

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It’s not hard to be overwhelmed by economic news about the real estate market, interest rates, inflation and even cryptocurrency.

But which protection strategies actually work? What should you be doing to ensure you are truly mitigating your risk within your portfolio? 

In this episode, David Pulcini sits down with Alex Oxenham, CFA, partner and co-chief investment officer at Hilton Capital Management to talk about the company’s experience and practices when it comes to investing. David and Alex share why Hilton Capital Management uses the economic cycle to determine whether or not they should take more or less risks for clients’ portfolios. 

David and Alex discuss: 

  • Different strategies that the Hilton team uses when determining how much risk a client can handle in their portfolio
  • Where the markets could be heading in the next few years based on current events
  • A number of investing and stock picking tips
  • The ideal client for Hilton and the various strategies they incorporate
  • And more

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About our Guest: Alex Oxenham joined Hilton Capital in 2011 from HSBC Private Bank in New York where he was a Senior Portfolio Manager and Voting Member on the HSBC Private Bank Investment Policy Committee for the Americas region. 

Prior to HSBC, Oxenham worked in portfolio management for Mercantile Bankshares, Bankers Trust Alex Brown/Brown Advisory, and Bank of America. Oxenham holds a B.S. in International Business from the University of Maryland, an MBA in Finance from American University, and is a CFA charterholder. Oxenham is also a CFA Institute member and a member of the New York Society of Security Analysts.

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What To Do In The Housing Market Boom with Glen Didas (Ep. 37)

What To Do In The Housing Market Boom with Glen Didas (Ep. 37)

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Purchasing a home is likely the largest purchase of your life—and in today’s market, that purchase will cost you a pretty penny. 

But that price tag doesn’t mean that with the right guidance and advice, you can’t own the home of your dreams. 

In this episode, David Pulcini sits down with mortgage and lending expert Glen Didas, branch manager at Homestead Funding Corp to talk about the housing market today and what you need to know before buying or selling your home. 

David and Glen discuss: 

  • What the process looks like when you’re buying a home and what you need to qualify 
  • Private mortgage insurance and what that means when selling
  • How long can approvals take
  • What is actually included in closing costs 
  • The process of buying a investment property 
  • And more

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Connect with Glen Didas:

About our Guest: With over 15 years of home financing experience, Glen joined Homestead Funding in 2011. As an industry insider, Glen has had a unique perspective on the New York mortgage industry and knows it is important to seamlessly combine his high level of knowledge, integrity and honesty with a company that focuses on offering competitive mortgage products and superior client services. Glen’s array of knowledge concerning underwriting criteria allows him to quickly evaluate the needs of his homebuyers and find them the program that best suits their individual situation with the best terms and rate available. Glen and his staff then work with you throughout the entire mortgage process, from your first call to them until the day of closing (and then some) to make sure it all proceeds as smoothly as possible. Glen’s reputation in the industry is unsurpassed for professionalism and service.

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