Ep 51 – Managing an Alternative Asset Portfolio with Zak Boca

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Zak Boca CEO of AltExchange to discuss how you can manage an alternative asset portfolio. Zak has been an entrepreneur in the infrastructure and web hosting space for more than a decade.

During this podcast, Zak shares how to manage an alternative asset portfolio and the story behind AltExchange. The core of AltExchange’s business is taking fragmented, unstructured data and instructing it so that it can be put into a tool that investors or financial advisors can operate from within. This approach helps investors navigate the complex world of alternative investments and ensures they don’t miss out on the opportunities available. Zak also discusses the potential challenges of investing in alternative assets.

Learn more about managing an alternative asset portfolio.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

Headshot of Zak BocaAbout Our Guest Zak Boca

Zak Boca has worked as an executive and an entrepreneur in the infrastructure and web hosting industries for more than a decade. Zak co-founded and ran two successful businesses. He is also the CEO of AltExchange, a company that uses AI-driven technology to automate managing alternative investments.

About Our Host Advanta IRA Alex PernyAlex Perny, CISP

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.