E1: Introduction to Alternative Assets

Description

In this episode, attorneys Roland Wiederaenders and Sarah Florer delve into the world of private securities and their significance in the world of alternative assets. They stress the importance of defining terms to ensure a comprehensive understanding of private securities and explain that private securities are investments in alternative assets that differ from traditional publicly registered securities. They clearly contrast between private and public securities, each with its registration requirements and ongoing disclosure obligations. This comparison aims to enlighten the audience about the intricacies of this part of the financial world. They also explore the benefits of private securities, such as the potential for small businesses to raise capital and the opportunity for mission-driven investments.

Takeaways

Alternative assets are financial assets that do not fall into conventional investment categories like publicly traded stocks, bonds, or cash.
Alternative assets include investments in hedge funds, private capital, real estate, natural resources, and infrastructure.
Private securities, which are associated with alternative assets, have less disclosure, greater complexity, and lower liquidity compared to public securities.
Alternative assets provide opportunities for mission-driven investments and the democratization of capital.
Viewers are encouraged to learn more about alternative assets and engage with their financial advisors.

Chapters

00:00 Introduction to Alternative Assets

05:06 The Three Main Classes of Alternative Assets

09:24 Asset Allocation and Diversification in Alternative Asset Investing

26:39 Understanding Securities and Alternative Assets

29:25 The Definition of a Security: Elements and Importance

31:51 Democratization of Capital: Investing in Alternative Assets

36:35 Aligning Values and Creating Value with Alternative Investments

39:30 Diversifying Investment Portfolios with Alternative Assets

Credits

Sponsored by
Real Advisers, Austin, Texas

Special thanks to: