When it comes to alternative investments and deciding how to diversify your portfolio, how much you should be investing, and the risk that comes with it, you need an expert to help guide the way.
In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D. CFP®, are joined by Dave Jensen, an expert in the alternative investment space. Around three years ago Dave co-founded a private investment firm called Sandlot Partners, focused on two key areas: experts and alignment.
Dave discusses:
- Some alternative ways you can diversify your portfolio
- Some drawbacks when considering the risks that come with these types of investments
- Alignment and what that means for Sandlot Partners
- Some of his successful alternative investments
- And more
Connect with Blue Barn Wealth:
- info@bluebarnwealth.com
- (801) 466-4101
- Blue Barn Wealth
- LinkedIn: Jeff Brimhall
- LinkedIn: Benjamin Cummings
- LinkedIn: Blue Barn Wealth
- Facebook: Blue Barn Wealth
- Twitter: Blue Barn Wealth
- Instagram: Blue Barn Wealth
Connect with Dave Jensen:
About Our Guest:
Dave Jensen is the Co-Founder & Managing Partner of Sandlot Partners, an independent private investment firm. Sandlot partners with exceptional founders and management owners who believe in the long-term potential of their business and provides them with growth capital, strategic guidance, and/or partial liquidity. Sandlot’s investors include family offices and strategic individuals that provide patient capital and seek strong alignment.
Dave is a Co-Founder of Beacon Data, an expert data strategy and implementation consultant serving the private equity community. Helping tech and business leaders solve pain points and drive value through modern data infrastructure, analytics, and AI. Guiding light to companies serious about digital transformation and turning data into a strategic advantage.
Dave enjoys spending time outdoors with his wife Liz and their 5 children. In addition to being an avid golfer, skier, hiker, and movie watcher, Dave is a former professional baseball player (KC Royals 3rd-round pick). Dave also volunteered and worked in Latin America over 3 years where he became passionate about and keeps up with the amazing people, culture, and Spanish language.
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