#51 Alternative Investments for Mid-Stage Investors
Discover how alternative investments can help mid stage investors unlock growth beyond public markets. Carlos Lowenberg, founder of Masterpiece Capital, reveals mid-market private equity strategies and private debt opportunities once reserved for institutions.
Unlocking Wealth with Alternative Investments
Mid‑stage investors face a pivotal choice: stay in crowded public markets or tap into the overlooked potential of private equity, private debt, and other alternative investments. In this episode, Masterpiece Capital founder Carlos Lowenberg reveals how to access institutional‑grade opportunities, optimize tax strategy, and build generational wealth — without sacrificing control. You’ll gain clear frameworks, risk‑management insights, and actionable steps to confidently allocate capital where the best deals happen.
Key Takeaways
- The Four‑Quadrant Model – How public/private equity and debt fit into a complete asset allocation strategy.
- Why Illiquidity Can Be an Advantage – Turning reduced liquidity into higher control and potential upside.
- Generational Wealth Planning – Avoiding the “shirtsleeves to shirtsleeves” decline through intentional tax and estate strategies.
- Democratization of Capital – How regulatory shifts are opening private markets to more accredited investors.
- Independent vs. Broker‑Affiliated Advisers – Why independence can unlock higher‑return, mid‑market deals.
- Mid‑Market Private Equity Value Creation – Focusing on transformation over financialization for sustainable growth.
- Risk Management Beyond the Portfolio – Addressing health, succession, and operational risks that derail wealth plans.
Chapters
0:12 – Welcome & introduction to Carlos Lowenberg and Masterpiece Capital
5:10 – Defining alternative investments & the four quadrant model
8:29 – Liquidity vs. opportunity in public vs. private markets
10:40 – Democratization of capital & expanding investor access
14:24 – Generational wealth planning & avoiding common pitfalls
26:06 – The case for independent advisers in mid market deals
30:31 – Private equity: transformation vs. financialization
33:01 – Carlos’s personal motivation & partnership philosophy
Credits
Sponsored by Real Advisers Capital, Austin, Texas
If you are interested in being a guest, please email us.
Disclaimers
“This production is for educational purposes only and is not intended as investment or legal advice.”
“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”
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Carlos Lowenberg
CEO at Masterpiece Capital, LLC
Carlos Lowenberg is the founder of Masterpiece Capital, an investment advisory firm based in Austin, Texas. With a focus on entrepreneurs and business owners, Carlos specializes in optimizing financial strategies to enhance business value and manage wealth effectively. His approach is rooted in transformational relationships, aiming to achieve significant financial goals for his clients through fiduciary advice and strategic planning. Carlos's expertise spans investment advice, tax strategies, and asset positioning, making him a trusted partner in the journey of wealth creation and preservation. Carlos and his team are dedicated to helping good and great company owners get the most out of what they have, acting as investors and partners in their success.
