Alt Blend is where we combine less-conventional investments with forward-thinking perspectives on the world beyond stocks and bonds. Welcoming investors of any experience level, we’ll create a concoction of all-things Alts, including fundamentals of alternative investments, the role they play in the ever-changing environments we encounter, and a wide range of topics you aren’t likely to hear about in regular market news. Whether you’re a newcomer to Alts or a veteran private-market investor, there is sure to be something in store for you at the Blend.  

Hacked! – Part 3

The “waterfall” approach to managing portfolio income isn’t ideal due to vulnerability of extended market downturns and potential cash drag.
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Hacked! – Part 2

Let's continue exploring how to increase portfolio robustness with the goal of constructing a portfolio in which we have greater confidence.
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Hacked! – Part 1

Let’s look for insights on applying concepts of antifragility to both cybersecurity and portfolio management to help increase our robustness.
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Fender Blender

Like the development of electric guitars, modern Private Equity (PE) firms are the result of a natural evolution.
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For-Profit Charity?

Our definition of “charity” may be too narrow. When we look at it in the context of promoting human flourishing and driving the broader economy, ...
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Perpetual Biz Dev

The big idea and why it matters: Business development companies (BDCs) are legal investment structures created to help smaller companies grow. Perpetual BDCs are an ...
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Summer Jam: Same Old Dog, New Tricks

The big idea and why it matters: There are ongoing improvements to help make processes of our daily lives (today’s examples include whiskey investing, real ...
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Growth Mindset – Part 2

Today, we’ll look at some common diversification pitfalls and round out this conversation with a touch of Alts
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About the Author

Steven Tresnan, CAIA®, CFP®

Private Wealth Advisor

Steve is a Certified Financial Planner as well as a Chartered Alternative Investment Analyst®. He is also an Accredited Investment Fiduciary, which helps him offer guidance to clients with fiduciary responsibilities, such as board members of trusts, foundations, and endowments. Steve earned a Bachelor of Science degree in Industrial Engineering from Penn State University.

Steve serves on the board and finance committee of New Music USA – a national nonprofit devoted to the development and appreciation of new music in the U.S.