EPISODE · Oct 14, 2022 · 52 MIN
RL138 — Alternative investments—is there an opportunity in private markets
from Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson · host Roshan Loungani and Adrian
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 [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing 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.
What this episode covers
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 [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Follow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.com https://youtu.be/hKVzI87v0tA https://twitter.com/RoshanLoungani https://www.linkedin.com/in/roshanloungani/ https://www.facebook.com/retirewithroshan/ https://www.linkedin.com/in/financialerik/ https://www.linkedin.com/in/adrian-nicholson-74b82b13b/ #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan #retirement #investing 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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RL138 — Alternative investments—is there an opportunity in private markets
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