Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Venture Populist: The Private Venture Test
By Jeff JosephI am no stranger to the independent RIA universe. In addition to being a former private wealth manager, my professional career has been largely devoted...
September 11, 2009
Investing in Asian Debt?Hedge fund managers who want to invest in distressed debt in Asia can get some help in the form of a new "strategic" partnership between two hedge fund service providers.
September 11, 2009
Using A Defective Trust For Business Succession PlanningWhen prospecting in the high net worth market, planners often come across situations where a large part of the prospect's estate is held in his or her business.
September 09, 2009
Fed's Beige Book OutThe Federal Reserve released The Beige Book, its Summary of Commentary on Current Economic Conditions by Federal Reserve District, on Sept 9. The twelve Federal Reserve Districts reported a fairly wide range of economic activity.
September 03, 2009
The Loneliness of the Long-Term Equity InvestorOne of the most ingrained investing precepts is that the longer one's time horizon, the more appropriate equities are as an asset class. But how quickly do the risks in equity investing diminish over time?
September 01, 2009
Direxion Leverages Real EstateThe Direxion Daily Real Estate Bull 3x Shares (DRN) and the Direxion Daily Real Estate Bear 3x Shares (DRV) are leveraged real estate ETFs that...
September 01, 2009
Venture Populist: Variable LiquidityIn last month's column, I posited that private investments in venture and early-stage companies are ideally characterized by their potential for positive asymmetrical outcomes (PAO),...
September 01, 2009
Alternative Uptick RuleThe SEC announced August 17 that it is seeking public comment on an alternative approach to short selling price test restrictions that the Commission says...