Tag Archives: Hedge Funds

FEATURE

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



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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FEATURE

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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FEATURE

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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FEATURE

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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