Alternatives: Uncovering Alpha
- June 10, 2021
A Call Featuring Peter Cadaret & Anusha Rodriguez
In this episode called "Alternatives: Uncovering Alpha” Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management Inc., joins Peter Cadaret, Head of Sales and Marketing for Oppenheimer Asset Management, Inc. in a discussion about the strength of the alternative investment space, and the importance of portfolio diversification. During this conversation, Anusha and Peter also provide a perspective on the changing landscape of private equity.
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Alternative investments are speculative and entail substantial risk. Investors should consider investing in an alternative investment as a supplement to an overall investment program and should only invest if they are willing to undertake the risks involved. Investors could lose some or all of their investment. Some alternative investments are made available only to certain investors, including high net worth individuals and institutions. Such investments may be highly illiquid and are generally appropriate for investors with a long term investment horizon.
Alternative investments such as Hedge Funds and Fund of Funds are made available only to qualified investors and involve various degrees of risk. Specific standards must be met before investing, generally, individual investors must have a net worth of $2.0 million and entities much have assets of at least $5 million to invest.
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