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



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)



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)



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



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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2. Introducing Clients To Alternative Investments



Getting clients to understand and buy into alternative investments is a huge part of the process of including this asset class in your overall portfolio.

In this episode, Stephen Rosen explains how he does what he does. Stephen walks us through what the experience is like for a customer reaching out to him for the first time, and explains how a first and second meeting is conducted. Stephen also shares how he introduces clients to alternative investments and helps them understand the objective of including them in their portfolio.

Stephen discusses:

  • What a client can expect when first contacting his team
  • What the first meeting is like and why it’s important to Stephen to have couples on the same page
  • How Stephen introduces clients to alternative investments
  • And more

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1. Meet Stephen Rosen, AIF®, CEPA®



Do you invest your money strictly in stocks and bonds? If so, it’s time to change that. 

Welcome to Approach Investing Differently with Stephen Rosen, AIF®, CEPA® from Hightower Bethesda!

In this episode, get to know Stephen Rosen AIF®, CEPA® as he shares why he is passionate about alternative investments like hedge funds, private equity and real estate. He describes his ideal client, and explains why client education is so important when it comes to alternative investing—and how he does it.

Stephen discusses:

  • Why he feels that investors should consider alternative investments like private equity, hedge funds and real estate
  • The educational approach of his practice as it relates to alternatives
  • His investment philosophy
  • And more

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