Insights

On this episode of Counting Capital, we are joined by Alex Chaloff, Chief Investment Officer at Bernstein Private Wealth Management, who explains how his firm helps clients build diversified portfolios that balance liquidity, income, stability, and long-term growth. The conversation focuses on alternatives, especially private credit, illustrating how the asset class has grown; what risks come with illiquidity and reduced transparency; and why today’s environment may create opportunity for disciplined investors. Also explored are wealth transfer, client education, market volatility, and career advice, with Alex emphasizing long-term thinking and how embracing AI can differentiate candidates.

On this episode of Counting Capital, we talk with estate-planning attorney and Albrecht & Barney partner Anson Cain about how proactive planning can help families manage wealth transfer, taxes, philanthropy, and legacy goals. He explains core estate documents, advanced trust strategies, and California-specific issues like property tax changes and out-of-state trust planning. The conversation also covers family communication, trustee selection, flexibility tools like trust protectors, and why getting organized early can reduce conflict and preserve more wealth for the next generation.

On this episode of Counting Capital, JLL Capital Markets Director Makenna Peter shares her background, role, and journey as an emerging young leader in a traditionally male-dominated industry. She and host Robert Brunswick dive into the dynamics of the Southern California industrial market, covering asset tiers, tariffs, cap rates, supply demand shifts, and how institutional capital is currently underwriting risk and targeting returns. Robert and Makenna also share perspectives on work ethic, generational stereotypes, mentorship, and practical advice for young professionals on showing up, adding value, and continuously learning to build a durable career in real estate and alternative investments.

On this episode of Counting Capital, we speak with Paul Westhead, CEO of Rimrock Capital Management, about his firm's approach to multi-sector fixed income investing. We explore how Rimrock utilizes a customized ratings-agnostic philosophy emphasizing capital preservation through a disciplined risk-reward analysis. We also examine Paul's background as the son of legendary basketball coach Paul Westhead, his career journey through PIMCO and Oaktree and his commitment to building a collaborative "one rope team" culture at his employee-owned firm.