Episode 4: Private Markets and Economic Scenarios

Episode 4: Private Markets and Economic Scenarios

This month’s episode is all about the economy and peaking under the hood to see where professionals with the most skin in the game are placing their bets. We welcome Joe Hegener, Chief Investment Officer and founder of Asterozoa Capital Management, an alternatives investment manager and advisor. Joe and Kevin talk about recent developments in the economy, the many moving parts of the U.S. election, growing geopolitical tensions, fiscal policy, and more, and the predictions of the downstream effects on capital markets. Joe speaks to where he sees the economy going, his predictions on interest rates and the yield curve, and the many scenarios he’s watching to determine investment strategy for his clients.

JOE HEGENER BIO: Joe is the CIO and founder of Asterozoa Capital Management. Previously, Joe was CIO of an event-driven hedge fund, where he developed and implemented fund strategy. Joe also worked on a high-discretion fixed income trading desk at PIMCO, contributing to structuring trades for $125 billion in assets under management across varying strategies, asset classes, and investment guidelines. Before PIMCO, Joe worked in portfolio analytics and advisory for institutional clients at BlackRock, serving as a key point of contact to the CIO and CRO of pension funds, central banks, and insurance companies as well as groups internally. Joe graduated from the University of Pennsylvania with a degree in Economics.

JOE HEGENER CONTACT INFO: joe@asterozoacapital.com / 858.692.8461 / www.asterozoacapital.com


Episoder(12)

Episode 12: Multifamily Assessments Down 25%? What to Expect from 2025 Property Taxes

Episode 12: Multifamily Assessments Down 25%? What to Expect from 2025 Property Taxes

In this episode of the Brinkman Report, host Kevin Brinkman is joined by Matt Poling, a principal at Ryan, to explore the intricacies of property tax assessments in Colorado and the Mountain States ah...

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Episode 11: The Long Game - Investing Through Market Cycles

Episode 11: The Long Game - Investing Through Market Cycles

In this episode of The Brinkman Report, host Kevin Brinkman and guest Chris Nebenzahl discuss the multifamily rental market’s current trends, including a supply-demand imbalance, rising interest rates...

2 Apr 202536min

Episode 10: Supply Surges to Rent Recovery - A Deep Dive into Multifamily Dynamics

Episode 10: Supply Surges to Rent Recovery - A Deep Dive into Multifamily Dynamics

In this episode of the Brinkman Report, host Kevin Brinkman, along with COO Dan Metzger and CFO Peter Yoo, explores the state of the multifamily market, particularly in the Mountain West. They discuss...

27 Feb 202530min

Episode 9: 2025 Outlook - Economic Predictions and Market Insights with Sasha Shtern and Russell Hedman

Episode 9: 2025 Outlook - Economic Predictions and Market Insights with Sasha Shtern and Russell Hedman

In this episode, Kevin Brinkman hosts an insightful discussion with legal expert Russell Hedman and entrepreneur Sasha Stern. They dive into their predictions for the economy in 2025, covering key top...

27 Jan 202552min

Episode 8: Optimism for Multifamily in 2025 - Expert Insights from Marcus & Millichap

Episode 8: Optimism for Multifamily in 2025 - Expert Insights from Marcus & Millichap

In this episode of The Brinkman Report, Kevin Brinkman interviews John Chang, National Director of Research and Advisory Services at Marcus & Millichap, about the multifamily real estate market. They ...

17 Des 202441min

Episode 7: Real Estate Meets Politics: How Shifting Power Affects the Economy and Your Investment

Episode 7: Real Estate Meets Politics: How Shifting Power Affects the Economy and Your Investment

This month, Kevin welcomes Ian Silverii, host of the Get More Smarter podcast and a prominent figure in Colorado politics. Together, they discuss political shifts in key states, what a supermajority m...

28 Okt 202448min

Episode 6: From Dorm Room Dreams to Commercial Real Estate Titan

Episode 6: From Dorm Room Dreams to Commercial Real Estate Titan

In this episode, we sit down with Marcel Arsenault, a real estate entrepreneur and philanthropist, to hear his incredible journey from making ice cream in his dorm room to becoming one of the largest ...

1 Okt 202451min

Episode 5: Asset Allocation Secrets of Ultra-High-Net-Worth Individuals

Episode 5: Asset Allocation Secrets of Ultra-High-Net-Worth Individuals

In this insightful episode, we sit down with the chair of an exclusive private group for Ultra-High-Net-Worth Individuals (UHNWI) to explore how the wealthiest among us strategically allocate their in...

29 Aug 202439min

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