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Alliance Portfolio Events · Video
Alliance Portfolio Alternative Investment Summit & 2025 Outlook
A preview of Alliance Portfolio’s 2025 summit, bringing together perspectives on the economy, private lending, estate and asset-protection planning, and California lending compliance.
About the summit
Alliance Portfolio’s Alternative Investment Summit & 2025 Outlook brought together investors, real estate professionals and industry specialists for a discussion of the economic, legal and investment issues shaping 2025.
The program combined a national and California economic outlook with perspectives on private real estate lending, estate and asset-protection planning, and legal developments affecting California private lenders.
Featured presentations
- Dr. Christopher ThornbergEconomic outlook, California, housing and interest ratesWatch the presentation
- Jeff VerdonEstate planning and asset protectionWatch the presentation
- Christopher J. DonovanCalifornia private lending law and complianceWatch the presentation
- James PerryPrivate lending strategy, underwriting and risk managementWatch the presentation
Sources & notes
- Recorded at Alliance Portfolio’s Alternative Investment Summit & 2025 Outlook (published March 2025). Historical event perspective; statements reflect conditions at the time of recording.
- Alliance Portfolio is a California private real estate lender, investment manager and loan servicer operating since 1996.
Educational content for general information only; not investment, legal or tax advice, and not an offer to sell or a solicitation of any security. On-camera figures are approved as historical statements (Sep 15, 2026) and are never modernized or silently replaced.
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Economist Christopher Thornberg examines the gap between economic narratives and economic data, with a 2025 outlook for the U.S. economy, California, housing, interest rates and longer-term financial risks.
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James Perry discusses lessons from decades in private real estate lending, including location, borrower equity, diversification, exit strategy, loan structure and managing risk through changing markets.
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California Capital Briefing: A Market That Rewards Selectivity
Home prices are holding up. Borrowing is still expensive. Some property types are tight, others are softening, and lenders have capital. That is not a contradiction. It is California real estate in 2026.