In this episode of Uncommon Capital, Aaron Filbeck, managing director and head of content and community strategy at CAIA, takes us to the intersection of education, innovation, and the rapidly evolving world of alternative investments. Aaron breaks down the ins-and-outs of alternatives and makes the case for being well-informed – ultimately, we must learn to say "no" as often as we say "yes."

In this episode of Uncommon Capital, Brian Resnick and Ken Haman, managing director of the Advisor Institute at AllianceBernstein, dive into the challenges advisors face when navigating alternative investments. Ken provides actionable insights and strategies to help advisors overcome obstacles, build trust and effectively introduce alternatives to client portfolios.

Andrew Deck, Head of Alternative Investments at LPL, unpacks why this moment for alternatives is different than before. He shares insights on the growing role of private markets in wealth management, the shift toward institutional-quality products now accessible to individual investors, and the business risk advisors face if they're not talking to clients about alts.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is
a registered service mark, used by permission of the owner, AllianceBernstein L.P.
© 2025 AllianceBernstein

In this episode of Uncommon Capital, Xiaoyu Gu, managing director at AB CarVal, unpacks the shifting global policy landscape and the geopolitical dynamics between China, Europe, and the U.S.—and how these forces are reshaping energy investment. She highlights the role of private credit in navigating supply chain challenges, battery storage, and development financing amid accelerating demand.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is
a registered service mark, used by permission of the owner, AllianceBernstein L.P.
© 2025 AllianceBernstein

In this episode of Uncommon Capital, Emily Wilson, managing director with AB CarVal, takes us on her journey from engineering to finance to finding her niche in aviation leasing. In a constrained supply market, the global demand for aircraft is steadily increasing. Emily details aviation leasing as an opportunity for portfolio diversification, stable cash flows and assets uncorrelated to broad market indices, hard asset/infrastructure strategies and (crucially) airlines.

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is
a registered service mark, used by permission of the owner, AllianceBernstein L.P.
© 2025 AllianceBernstein

In this episode, Roger Newkirk explores the benefits and challenges of managing private credit within an interval fund structure. Roger shares insights on the current market landscape, emerging opportunities in asset-based finance, and his distinctive path through the investment management industry.

DISCLAIMER
Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is
a registered service mark, used by permission of the owner, AllianceBernstein L.P.
© 2025 AllianceBernstein

In this episode of Uncommon Capital, we sit down with P.J. Collins to unpack two decades of insights from investing in consumer credit.

P.J. shares how the landscape has evolved - from the dominance of traditional banks to the rise of private asset-based finance - and breaks down exactly what "asset-based finance" means in today's market. We also dive into the role of private credit in this ecosystem and the biggest opportunities ahead.

In this episode, we speak with Lucas about how his experiences in the armed services and as an agent for the Secret Service informed his investment philosophy. Lucas discusses the keys to successfully navigating the private markets as an opportunistic investor, while also sharing lessons learned.