Keith Black on Muck Rack

Keith Black

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Nashville
As seen in: RIA Channel, The Telegraph, Yahoo, Financial Express, Everyday Health, Pensions & Investments, FUTURES, CAIA, TabbFORUM, Institutional Real Estate, Tera News and
Author, researcher, course designer, and lecturer on cryptocurrency, private equity, hedge funds, and alternative investments
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Articles

Capital Group’s Rex Morgan on the questions financial professionals ask about alternative investments

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By Keith Black 
| RIA Channel
Rex Morgan, RIA Relationship Manager for Capital Group, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how Capital Group engages with financial professionals to answer their questions on alternative investments. With the launch of interval funds and active ETFs, Capital Group now has a team of 20 servicing the RIA community. Morgan addresses questions RIAs might have, whether they’re just getting started with alternative investments or have been allocating to them for years.
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Capital Group’s Victoria Quach on three key questions to consider when allocating to private markets

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By Keith Black 
| RIA Channel
Victoria Quach, Senior Client Analytics Manager/Portfolio Strategy Manager for Capital Group, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the potential benefits of holding both private and public market investments in a portfolio. Adding private market investments to publicly traded assets improves portfolio diversification. For more than a decade, Quach has been studying the role of private and public investments in portfolios.
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KKM Financial’s Jeff Kilburg On The Year Of The Stock Picker

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By Keith Black 
| RIA Channel
Jeff Kilburg, Founder and CEO of KKM Financial, joined Keith Black, Managing Director of RIA Channel, to discuss the market’s broadening beyond the large technology stocks that drove market returns in 2025. The Mango Growth ETF (GARY) was seeded as a 351 conversion when a family office client contributed highly appreciated securities in exchange for a diversified portfolio while deferring its tax liability. The ETF follows the strategy of a previously existing separately managed account (SMA).
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