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Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal
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061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott

31:57
 
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Manage episode 434186647 series 3001511
Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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

  continue reading

70 एपिसोडस

Artwork
iconसाझा करें
 
Manage episode 434186647 series 3001511
Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Jamie Fallon, Derek Gregoire, Keith Ellis, and Matthew Peck या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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

  continue reading

70 एपिसोडस

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