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.
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.
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).
We were on a mission to find various strategies with improved characteristics vs. what we expected from daily-liquid investments; that difference would come in the form of less volatility with more income/total return and risk mitigation (ways of minimizing losses if things didn’t go as originally planned).
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.