Elias Bachmann is the director of private investments and senior portfolio manager at BSW Wealth Partners. He joined the firm in late 2009 as a senior portfolio manager. In this conversation he dives deep into impact investing, red flags in managers and his contrarian approach when making investment decisions. Elias will also be speaking at our 8th annual private wealth forum in Denver on October 29.
Interview by Muskan Arora
Key Takeaways:
1:13- To keep up with the demand of
electricity required for AI, Bachmann talks about investing in infrastructure,
particularly renewable infrastructure. This has led him to make allocations
to renewable power generation and energy storage.
5:18- While looking for managers, Bachmann
prioritizes managers who have “great connections among other private equity
managers” and is careful of managers whose “structures do not match the
strategy”.
10:00- While talking about elections in the US and its impact on renewable energy, the CIO stated that some of the biggest “investments in renewable energy are in red states”.
13:44- Within real assets, “a lot of
values have adjusted, and so I think there's an opportunity to make investments
at more attractive values today” and in the long-term there is a lot of
opportunity in multi-family and renewable energy production.
17:47- Private credit is like a “gateway drug” for investors, however the system is purist in terms of ingredients. Somewhere between the intersection of low risk bonds and public equity lies the same ingredients as private credit, believes the CIO.
Elias will also be speaking at our 8th annual private wealth forum in Denver on October 29.
