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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.
A diversified mix of Alts should be like Edie McClurg: playing an important role – dependable assets year after year, decade after decade.
In the previous edition of alt.Blend, we discussed the due diligence process and some considerations involved in both investment due diligence (IDD) and operational due …
“Diligence is the mother of good fortune” -Benjamin Disraeli (author and British Prime Minister) In a recent edition of Dividend Café, David Bahnsen revisited the …
So, does short-selling negatively impact stock prices? The answer is seemingly both yes and no, depending on timeframe and specific circumstances, so let’s consider some additional factors.
Much of this topic isn’t only applicable to alternative investments. Still, it’s an important one for understanding many alts strategies – and it may even provide insights for the traditional part of your portfolio.
“The way I see it, if you want the rainbow, you gotta put up with the rain.” – Dolly Parton Similar to life and investing …
Today’s quote, however, is a shift to remind ourselves of the importance of execution and the respect we must have for execution risk within private investments (and all investments, really).
“The more you know about the past, the better prepared you are for the future.” -Theodore Roosevelt With President Roosevelt’s sentiment in mind, today we’re …
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. – and volunteers as the Treasurer for Campus Fun & Learn, a child development center on the campus of Rockland Community College in New York.
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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