Tag Archives: Hightower Bethesda


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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A Conversation on Liquid Alternative Investing (Ep. 11)

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)

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)

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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Navigating Divorce with Confidence: Expert Tips from Family Law Attorney Sandra Brooks (Ep. 12)

Divorce can be a challenging and emotional time, as it often involves significant changes to your family dynamic, financial situation, and overall lifestyle. If you are a financially dependent spouse, it is important to be informed about your rights and options during the divorce process.

In this episode, Family Law Attorney Sandra Brooks offers insight and advice based on her extensive experience handling divorce cases. She discusses common fears surrounding divorce and offers guidance on topics such as alimony, adultery, financial planning, and adjusting to life as a single individual. Whether you are just starting the divorce process or are seeking support and guidance during this difficult time, this episode is a valuable resource for anyone navigating the complexities of divorce.

Sandra covers the following topics:

  • How to gather important information and documents before retaining a lawyer
  • Understand your rights and options as a financially dependent spouse
  • Explore different approaches to addressing adultery in the divorce process
  • Consider factors that may impact alimony negotiations
  • Additional tips and guidance on navigating divorce proceedings

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About Sandra:

Sandra (Sandy) Brooks’ practice focuses on all aspects of family law. She dedicates her time to assisting clients in domestic law matters including divorce, child custody/visitation, family mediation, spousal/child support, property division, and division of retirement benefits. Ms. Brooks’ other areas of deep knowledge and experience include tax consequences of divorce, mediation, prenuptial and post-nuptial agreements, negotiating and drafting of separation agreements, domestic litigation, and post-judgment proceedings. Ms. Brooks is a member of the American Academy of Matrimonial Lawyers which places her in the top 5% of family law attorneys in the United States.


An Introduction to Private Equity (Ep. 8)

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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Life After Divorce for the Financially Dependent Spouse with Kelley Edelblut (Ep. 11)

Success after a divorce can seem unachievable for a dependent spouse. It can be challenging to figure out what to do next when most of your life has been spent prioritizing everything else.

In this episode, Kelley Edelblut, Career and Leadership Coach, joins us to discuss how her divorce led her to build a career helping financially dependent women hone in on their natural abilities and core values to live a more balanced, fulfilled life. 

Kelley shares how her life changed after a divorce and what she’s learned to help others get through it.

Leah and Kelley discuss:

  • The Highlands Ability Battery (HAB) assessment and how it helps with career changes
  • What to do when your career does not align with your values
  • Overcoming feeling “stuck” and not knowing what to do next
  • How to feel fulfilled in a career
  • And more


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LinkedIn: Leah Jones

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About Our Guest:

Kelley Edelbult is an experienced Career & Leadership Coach working with individuals, organizations, and executives within large organizations. Her focus with each one of her clients is to allow them to discover who they really are and facilitate a process for developing a motivational plan of action toward implementing their purpose. This process is designed to allow each client to “walk away” excited with their life ahead, and the positive change that has occurred while working to deepen their learning and achieve their goals. Kelley is able to execute this process with each client by building trust and offering them my accessible presence to help them explore new ways of thinking.


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

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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How to Improve Your Mindset After a Divorce with Certified Divorce Coach Sharri Freedman (Ep. 10)

Divorce is a form of trauma, and this can cause your mind and body to go into stress mode by default.

So how can you help your body and mind work together to de-stress and thrive after a divorce?

In this week’s episode, Leah Jones will be joined by Sharri Freedman to address the key components to successfully move forward before, during, and after divorce. 

As a Certified Divorce Coach and Certified Mind Magic Master Practitioner (CMMMP) 

Sharri will be sharing her legal wisdom and experience with thought work and mind body connection all with a trauma informed approach.

Sharri will discuss:

  • How mind magic can help clients improve communication and heal
  • The tools listeners can use to thrive after the trauma of a divorce
  •  Why she decided to become a CMMMP, what it is and how its helps her clients move forward before or after a divorce
  • The connection between mind, body and grief after a divorce and how listeners can improve their new norm
  • ….And so much more!


  • Potomac Coaching, LLC

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Schedule a Call with Leah:

About Our Guest:

Sharri Freedman received her Juris Doctorate from The American University, Washington College of Law and her BA from Tulane University, Newcomb College. She is Licensed to practice law in both Maryland and D.C., and has practiced family law for seventeen years. During that time, she handled contentious custody and child support cases, as well as cases involving complex property and alimony issues. 

Sharri obtained her divorce coaching certification through the CDC College for Divorce Coaching® and as the owner of Potomac Coaching, LLC, she works with clients all over the country providing personal divorce guidance and support. Her most recent certification, is the title of Certified Mind Magic Master Practitioner, (CMMMP).


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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