RL138 — Alternative investments—is there an opportunity in private markets

On the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson assess whether it makes sense to invest in Alternative investments in the current economic environment. They also share some key takeaways from the 15th Arete Wealth Management Conference. Listen now to learn more about Alternative Investments—is there an opportunity in private markets?

[02:05] Introduction

[05:00] What are Alternative Investments?

[07:07] Are There Opportunities in the Alternative Investment Space?

[08:52] The Problems With Illiquid Alternative Investments

[10:27] Alternative Investing is Not For Everyone

[14:05] How Interest Rates Affect Alternative Investment Options

[15:58] Volatility and Risk of Alternative Investing

[17:50] The Structure of Most Alternative Investment Deals

[21:07] Deciding if Alternative Investing Makes Sense For You

[25:15] Portfolio Diversification Benefits

[28:45] Investment Risk Management

[33:41] Proactive Investment Planning with Roth Conversions

[39:00] The Semi-liquid Private Equity Space

[43:01] Pros and Cons of Semi-liquid Investment Options

[46:40] Why Adrian Missed the Arete Wealth Management Conference

[49:45] Parting thoughts

To read the Full Show Notes scroll down or click here.

Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn more about Alternative Investments—is there an opportunity in private markets?

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Full Show Notes:

Should You Invest in Alternative Investments?

When it comes to investing, most people prefer sticking with the more common investment avenues such as stocks, bonds, mutual funds, ETFs, insurance, etc. Although there’s nothing wrong with these investment vehicles, they are definitely not the only ones out there. There exists a whole universe of alternative investment options that most investors are not taking advantage of.

First, an alternative investment is a type of investment that does not fall into one of the traditional investment categories such as stocks, bonds, or cash. Alternative investments include private equity, managed futures, hedge funds, art, commodities like wine, and derivatives contracts. Most investors also classify real estate as an alternative investment.

That said, the big question is, with everything that’s going on in 2022, does it make sense to invest in alternative investments? Well, the rates are up, so you may be able to get good deals in alternatives. But stocks are down, so you may be able to get good deals in stocks, too. So, just like everything else, there will always be some risk. So always try to make informed decisions, and if you can’t, seek help from a trained expert.

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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