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RL138 — Alternative investments—is there an opportunity in private markets
Manage episode 344192667 series 3197371
Contenuto fornito da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson assess whether it makes sense to invest in Alternative investments in the current economic environment. They also share some key takeaways from the 15th Arete Wealth Management Conference.
[02:05] Introduction
[05:00] What are Alternative Investments?
[07:07] Are There Opportunities in the Alternative Investment Space?
[08:52] The Problems With Illiquid Alternative Investments
[10:27] Alternative Investing is Not For Everyone
[14:05] How Interest Rates Affect Alternative Investment Options
[15:58] Volatility and Risk of Alternative Investing
[17:50] The Structure of Most Alternative Investment Deals
[21:07] Deciding if Alternative Investing Makes Sense For You
[25:15] Portfolio Diversification Benefits
[28:45] Investment Risk Management
[33:41] Proactive Investment Planning with Roth Conversions
[39:00] The Semi-liquid Private Equity Space
[43:01] Pros and Cons of Semi-liquid Investment Options
[46:40] Why Adrian Missed the Arete Wealth Management Conference
[49:45] Parting thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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