E1: Introduction to Alternative Assets
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
Real Advisers, Austin, Texas
Special thanks to:
Please visit us: AltInvestingMadeEasy.com
Please contact us: info@AltIvestingMadeEasy.com
Roland Wiederanders: Roland@grablemartin.com
Sarah Florer: sflorer@grablemartin.com
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
© 2024 AltInvestingMade Easy.com LLC All rights reserved
Creators and Guests
Host
Roland Wiederaenders
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate securities attorney with expertise in private investment funds, corporate/securities issues, mergers and acquisitions, partnership structuring, and federal income tax matters. Roland is also a member of Grable Martin PLLC.
Host
Sarah Florer
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate attorney with expertise in corporate finance and securities, structuring and restructuring, and commercial matters. Sarah is also a member of Grable Martin PLLC.
Producer
Anthony Carrano
Co-founder of the Alt Investing Made Easy podcast, fractional Chief Marketing Officer, entrepreneur, and Managing Partner at Dunamis Marketing.
