Category Archives: Approach Investing Differently

Do you invest your money strictly in stocks and bonds? If so, it’s time to start approaching your investments differently. Welcome to Approach Investing Differently with Stephen Rosen from Hightower Bethesda. With over 20 years of advising clients how to invest in alternative investments, Stephen explains why you should have a percentage of your investable assets in hedge funds, private equity and real estate in order to maximize returns and create a more efficient investment portfolio.

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Hedge Funds’ Increased Accessibility: What Investors Should Consider (Ep. 12)

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Previously, hedge funds were only available to big institutions or ultra-high-net-worth individuals who could meet the minimum requirements.

Now, anyone with a much lower minimum can enter this space.

What are the must-knows before investing in this world?

In this episode of “Approach Investing Differently”, Stephen Rosen dives deep into the key considerations for investors, such as understanding liquidity and fee structures. But that’s not all, he also emphasizes the importance of proper education, research, and expert consultation before making any investment decisions. 

Don’t miss out on this valuable information to make informed choices and potentially unlock a new realm of investment opportunities.

Stephen discusses:

  • How the world of alternative investing has shifted from only being available to institutions and high net-worth individuals to the average investor
  • The importance of having a diversified portfolio
  • How clearing liquidity preferences before investing may affect your returns
  • The criteria Hightower Bethesda uses when investing in alternative funds and what people should consider when investing in this field
  • Fees and commissions associated with alternative funds
  • Why educating yourself about the investments you are considering is essential 
  • And more!

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A Conversation on Liquid Alternative Investing (Ep. 11)

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We usually associate investments with only stocks or bonds.

However, investors can utilize other alternatives that can be adapted to their level of risk and liquidity.

In this episode, Stephen Rosen examines liquid alternative investing, explaining the different types of funds and options available in the market, as well as the considerations that need to be taken into account before investing.

Stephen discusses:

  • What are liquid alternatives and how are they used
  • The concepts of illiquid and liquid investments
  • The liquid investing opportunities he offers at Hightower Bethesda
  • How do the Interval funds work
  • The importance of knowing whether your investments are liquid or not
  • Why non-traded REITs are considered to be the devil of investments
  • Some investment strategies in the alternative investment space
  • The pros and cons of liquid alternatives
  • And more!

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A Detailed Analysis of Private Credit Investing (Ep. 10)

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In recent years we have seen the risks associated with investing in assets that have a very high correlation with the publicly traded markets.

In response, many investors have sought out a safe space with low volatility or none at all.

We have discussed private equities, but what other options are there available?

In this episode, Stephen Rosen delves into the world of private credit investing. He explains how it can be a safe haven during times of market volatility and offers insight into the best times to invest. Stephen also shares the different types of investments available in the private credit space and the importance of working with experienced fund managers.

Stephen discusses:

  • Basics of private credit and how market volatility has a lower impact on it
  • The importance of participating in investments individually or with a small group of investors rather than syndicated deals
  • Who can access private credit investing and the economic scenario in which is more beneficial to invest
  • Types of private credit investments with their associated risks and benefits
  • The importance of conducting the proper research before investing in private credit
  • And more

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Exploring the Depths of Private Equity Investing (Ep. 9)

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In the last episode, Stephen Rosen gave an introduction to the basics of private equity investing, the benefits, risks, and the reasons many investors prefer this space.

Now it’s time to get into more detail.

In this episode, Stephen explains the 4 stages of investing in private equity and the risks and benefits related to each stage. Additionally, he details how investors maximize their returns depending on the stage. 

Stephen discusses:

  • The different stages of private equity investing 
  • What motivates investors to participate in a company’s processes
  • The concept of vintage in private equity investing
  • Benefits of investing between fundraising  rounds
  • The benefits and risks that late investors have to take when investing in private companies
  • Who are the main investors in private equity investing
  • The importance of working with reputable private equity managers
  • And more!

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An Introduction to Private Equity (Ep. 8)

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When it comes to investing, there are many options available.

This time the focus is on private companies with great growth potential and what we should take into consideration before investing.

In this episode, Stephen Rosen provides an overview of the private equity space, including its advantages and risks. Additionally, Stephen explains what private credit is and how it helps investment firms obtain funds.

Stephen discusses:

  • The concept of private equity and how it differentiates from investing in a publicly traded company
  • How important is it for investors to have patience in this type of investing 
  • The reason why the number of publicly traded companies has decreased over the years
  • Why most companies prefer to stay private for longer periods of time
  • The importance for investors to handle illiquidity 
  • How working with top-tier managers can be beneficial
  • Private credits and why many private investors rely on them
  • And more!

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An In-depth Look at Real Estate Growth Investing (Ep. 7)

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There are two ways to invest in real estate: for income or for growth.

When we talk about investing for growth, there may be many unknowns about the risk, the return that these can have, and how to execute them to maximize returns.

In this episode, Stephen Rosen continues the discussion on why investing in private real estate is so valuable to an investor’s portfolio, this time focusing on the growth type of investing and explaining some fundamental aspects like risks and strategies involved.

Stephen discusses:

  • The several ways to approach a growth strategy in real estate investing
  • Why growth shouldn’t always be associated with high levels of risk
  • The importance of patience for general land developments
  • Examples of properties that had to be redeveloped for a more lucrative use
  • The power of re-energizing a used or old property
  • High-interest rates making income investing less attractive 
  • And more!

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A Deep Dive Into Income-Producing Real Estate (Ep. 6)

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In real estate, investors have three main ways to gain profit: growth, income, or a combination of both. And each of these has different strategies to make the investment promising.

Thus, it’s essential to explain how they function, and this time we focus on the income segment.

In this episode, Stephen Rosen highlights how investing in the income-producing segment of real estate works across various types of properties and why it’s a favorite at Hightower Bethesda. Along with this, Stephen shares why having illiquidity in your assets can be beneficial at times of uncertainty.

Stephen discusses:

  • The different types of income-producing real estate, what he prefers and why
  • The risks of publicly traded real estate and why it can be risky
  • The benefits of hard versus intangible assets when dealing with market volatility
  • How choosing this segment of real estate can offset rising interest rates and inflation 
  • And more

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Is Real Estate in Your Portfolio? (Ep. 5)

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With real estate, there are different ways to get into the market and various points to consider before investing.

In this episode, Stephen Rosen talks about the strategies, preferences, and relevant factors he takes into account before investing in property and how he uses it to expand the portfolios he manages. Stephen also provides important details about the current market for rental properties and how different segments have shifted the demand in the last couple of years.

Stephen discusses:

  • The benefits of real estate investment
  • Why he prefers investing in private funds rather than the publicly traded REITs
  • The tax benefits that exist in real estate
  • Investing in properties for growth and/or income
  • And more

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A Deeper Dive into the World of Hedge Funds (Ep. 4)

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Hedge funds can be a great investment vehicle for providing absolute return, and there are so many options beyond multi-strategy funds that can serve your exact investment needs.

In this episode, Stephen Rosen dives even further into the world of hedge funds, focusing on satellite positions and the value hedge fund managers bring to the table.

Stephen discusses:

  • The advantages and disadvantages of various satellite positions 
  • The importance of gauging successful investments by both risk and return
  • Characteristics of a good hedge fund manager
  • And more

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3. Everything You Need to Know About Hedge Funds

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Investing with stocks and bonds can be a risky process if you don’t have a lot of time to manage them. Hedge funds can be a much more stable and low-risk alternative.

In this episode, Stephen Rosen reveals what clients and investors should know about hedge funds, exposing the myths attached to them and outlining their benefits so you can make an informed decision about whether they might be right for you.

Stephen discusses:

  • What a hedge fund is and its origins
  • Myths attached to hedge funds
  • How hedge funds are regulated
  • Who is a good client for a hedge fund
  • And more

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