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Alternatives: Uncovering Alpha

  • Oppenheimer & Co. Inc.
  • 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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Securities and other financial instruments that may be discussed in this report or recommended or sold  are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates.

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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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