Alternative Investments

July 26, 2017

Why Litman Gregory Created a Liquid Alternatives Fund

By Brian Haskin Featured, Videos 0 Comments

When Ken Gregory first went looking for a liquid alternatives fund, he had the following items on his checklist: High-quality, credible sub-advisors running understandable strategies that provided diversif

November 16, 2016

Podcast: Garvin Jabush Discusses Sustainable Investing

By Charley Wright Podcasts, Strategic Investor Radio 0 Comments

Garvin Jabush and Jeremy Deems founded Green Alpha Advisors in 2007. Both men came from San Francisco-based Forward Funds, where they ran a “green” fund co-branded with the Sierra Club. That experience led

November 10, 2016

The Long and Short of Long-Short Dividend Investing

By Vincent Esposito, Sungarden Investment Research Investing Insights, News 1 Comment

Financial advisors, fill in the blank: retirement ______? If you said “income,” you have plenty of company. After all, while many retirees and pre-retirees hope to use their accumulated wealth to leave

October 28, 2016

AlphaCore Takes Over 5-Star Liquid Alts Fund

By Brian Haskin Company News, News 0 Comments

Dick Pfister, founder of AlphaCore Capital, is busy bringing a new asset management model to the high net worth and financial advisory market. With less than 2-years under his belt since the inception of his fi

October 12, 2016

The Illiquidity Risk Premium and Expected Returns

By Brian Haskin Investing Insights, News 0 Comments

We talk a lot about liquid alternatives here at DailyAlts, but many alternatives are illiquid, and they still have a role to play in investors’ portfolios. While liquidity is often an attractive feature, inve

September 26, 2016

Bill Kelly Discusses Alternative Investment Education

By Charley Wright Podcasts, Strategic Investor Radio 0 Comments

In this episode of Strategic Investor Radio, host Charley Wright interviews Bill Kelly, the CEO of the Chartered Alternative Investment Analyst (“CAIA”) Association. Bill began his career as a CPA for Price

Tag: Alternative Investments