))
061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott
Manage episode 434186647 series 3001511
内容由Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck提供。所有播客内容（包括剧集、图形和播客描述）均由 Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Alternative investments: Perhaps you’ve heard of them or even dabbled with them in your portfolio. The alternative marketplace has grown rapidly over the past few decades, with no signs of stopping. If you have questions about what they are and how they can add value to your portfolio, we’ve got you covered.
We’re excited to have Mike Prescott on the podcast today to help guide us through this landscape. Mike is a Trading Specialist here at SHP Financial and a level 2 CAIA (Chartered Alternative Investment Analyst) with over 10 years of experience in the industry.
In this episode, Mike walks us through some of the most common types of alternative investments (including private equity and private credit), how to determine when investing in alternatives is right for you, and the critical questions you need to ask any advisor before you take the plunge in the alternatives marketplace that continues to grow in popularity.
In this podcast interview, you’ll learn:
- What defines alternative asset classes and the five most common types.
- What alternative asset classes all have in common–and what sets them apart.
- Questions to ask any advisor managing an alternative investment before making those decisions.
- The three common structures for alternative asset classes.
- How Trading Specialists like Mike vet alternative assets before recommending them to clients.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
Connect With Us on Social
72集单集
分享
