Tag Archives: Private Equity

FEATURE

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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FEATURE

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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FEATURE

2. Introducing Clients To Alternative Investments

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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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