Approach Investing Differently: Recent Episodes
Stephen Rosen
Do you invest your money strictly in stocks and bonds? If so, it’s time to start approaching your investments differently. Welcome to Approach Investing Differently with Stephen Rosen from Hightower Bethesda. With over 20 years of advising clients how to invest in alternative investments, Stephen explains why you should have a percentage of your investable assets in hedge funds, private equity and real estate in order to maximize returns and create a more efficient investment portfolio.
Previously, hedge funds were only available to big institutions or ultra-high-net-worth individuals who could meet the minimum requirements.
Now, anyone with a much lower minimum can enter this space.
What are the must-knows before investing in this world?
In this episode of “Approach Investing Differently”, Stephen Rosen dives deep into the key considerations for investors, such as understanding liquidity and fee structures. But that’s not all, he also emphasizes the importance of proper education, research, and expert consultation before making any investment decisions.
Don’t miss out on this valuable information to make informed choices and potentially unlock a new realm of investment opportunities.
Stephen discusses:
- How the world of alternative investing has shifted from only being available to institutions and high net-worth individuals to the average investor
- The importance of having a diversified portfolio
- How clearing liquidity preferences before investing may affect your returns
- The criteria Hightower Bethesda uses when investing in alternative funds and what people should consider when investing in this field
- Fees and commissions associated with alternative funds
- Why educating yourself about the investments you are considering is essential
- And more!
Connect With Stephen:
- srosen@hightoweradvisors.com
- Hightower Bethesda
- LinkedIn: Stephen Rosen
- 301-202-3582
We usually associate investments with only stocks or bonds.
However, investors can utilize other alternatives that can be adapted to their level of risk and liquidity.
In this episode, Stephen Rosen examines liquid alternative investing, explaining the different types of funds and options available in the market, as well as the considerations that need to be taken into account before investing.
Stephen discusses:
- What are liquid alternatives and how are they used
- The concepts of illiquid and liquid investments
- The liquid investing opportunities he offers at Hightower Bethesda
- How do the Interval funds work
- The importance of knowing whether your investments are liquid or not
- Why non-traded REITs are considered to be the devil of investments
- Some investment strategies in the alternative investment space
- The pros and cons of liquid alternatives
- And more!
Connect With Stephen:
- srosen@hightoweradvisors.com
- Hightower Bethesda
- LinkedIn: Stephen Rosen
- 301-202-3582
In recent years we have seen the risks associated with investing in assets that have a very high correlation with the publicly traded markets.
In response, many investors have sought out a safe space with low volatility or none at all.
We have discussed private equities, but what other options are there available?
In this episode, Stephen Rosen delves into the world of private credit investing. He explains how it can be a safe haven during times of market volatility and offers insight into the best times to invest. Stephen also shares the different types of investments available in the private credit space and the importance of working with experienced fund managers.
Stephen discusses:
- Basics of private credit and how market volatility has a lower impact on it
- The importance of participating in investments individually or with a small group of investors rather than syndicated deals
- Who can access private credit investing and the economic scenario in which is more beneficial to invest
- Types of private credit investments with their associated risks and benefits
- The importance of conducting the proper research before investing in private credit
- And more
Connect With Stephen:
- srosen@hightoweradvisors.com
- Hightower Bethesda
- LinkedIn: Stephen Rosen
- 301-202-3582
In the last episode, Stephen Rosen gave an introduction to the basics of private equity investing, the benefits, risks, and the reasons many investors prefer this space.
Now it’s time to get into more detail.
In this episode, Stephen explains the 4 stages of investing in private equity and the risks and benefits related to each stage. Additionally, he details how investors maximize their returns depending on the stage.
Stephen discusses:
- The different stages of private equity investing
- What motivates investors to participate in a company’s processes
- The concept of vintage in private equity investing
- Benefits of investing between fundraising rounds
- The benefits and risks that late investors have to take when investing in private companies
- Who are the main investors in private equity investing
- The importance of working with reputable private equity managers
- And more!
Resources:
- An Introduction to Private Equity – Approach Investing Differently (Ep. 8)
Connect With Stephen:
- srosen@hightoweradvisors.com
- Hightower Bethesda
- LinkedIn: Stephen Rosen
- 301-202-3582
When it comes to investing, there are many options available.
This time the focus is on private companies with great growth potential and what we should take into consideration before investing.
In this episode, Stephen Rosen provides an overview of the private equity space, including its advantages and risks. Additionally, Stephen explains what private credit is and how it helps investment firms obtain funds.
Stephen discusses:
- The concept of private equity and how it differentiates from investing in a publicly traded company
- How important is it for investors to have patience in this type of investing
- The reason why the number of publicly traded companies has decreased over the years
- Why most companies prefer to stay private for longer periods of time
- The importance for investors to handle illiquidity
- How working with top-tier managers can be beneficial
- Private credits and why many private investors rely on them
- And more!
Connect With Stephen:
- srosen@hightoweradvisors.com
- Hightower Bethesda
- LinkedIn: Stephen Rosen
- 301-202-3582
Success after a divorce can seem unachievable for a dependent spouse. It can be challenging to figure out what to do next when most of your life has been spent prioritizing everything else.
In this episode, Kelley Edelblut, Career and Leadership Coach, joins us to discuss how her divorce led her to build a career helping financially dependent women hone in on their natural abilities and core values to live a more balanced, fulfilled life.
Kelley shares how her life changed after a divorce and what she’s learned to help others get through it.
Leah and Kelley discuss:
- The Highlands Ability Battery (HAB) assessment and how it helps with career changes
- What to do when your career does not align with your values
- Overcoming feeling “stuck” and not knowing what to do next
- How to feel fulfilled in a career
- And more
Resources:
- The Highlands Company: Consultant: Kelley M. Edelblut, CPCC, ACC
Connect With Kelley:
- LinkedIn: Kelley Edelblut
Connect With Leah:
leah.jones@hightoweradvisors.com
https://bethesda.hightoweradvisors.com/index.html
LinkedIn: Leah Jones
301-202-3590
Schedule a Call with Leah:
https://go.oncehub.com/LeahJones
About Our Guest:
Kelley Edelbult is an experienced Career & Leadership Coach working with individuals, organizations, and executives within large organizations. Her focus with each one of her clients is to allow them to discover who they really are and facilitate a process for developing a motivational plan of action toward implementing their purpose. This process is designed to allow each client to “walk away” excited with their life ahead, and the positive change that has occurred while working to deepen their learning and achieve their goals. Kelley is able to execute this process with each client by building trust and offering them my accessible presence to help them explore new ways of thinking.
There are two ways to invest in real estate: for income or for growth.
When we talk about investing for growth, there may be many unknowns about the risk, the return that these can have, and how to execute them to maximize returns.
In this episode, Stephen Rosen continues the discussion on why investing in private real estate is so valuable to an investor’s portfolio, this time focusing on the growth type of investing and explaining some fundamental aspects like risks and strategies involved.
Stephen discusses:
- The several ways to approach a growth strategy in real estate investing
- Why growth shouldn’t always be associated with high levels of risk
- The importance of patience for general land developments
- Examples of properties that had to be redeveloped for a more lucrative use
- The power of re-energizing a used or old property
- High-interest rates making income investing less attractive
- And more!
Connect With Stephen:
- srosen@hightoweradvisors.com
- Hightower Bethesda
- LinkedIn: Stephen Rosen
- 301-202-3582
In real estate, investors have three main ways to gain profit: growth, income, or a combination of both. And each of these has different strategies to make the investment promising. Thus, it’s essential to explain how they function, and this time we focus on the income segment. In this episode, Stephen Rosen highlights how investing … Continue reading A Deep Dive Into Income-Producing Real Estate (Ep. 6) →
With real estate, there are different ways to get into the market and various points to consider before investing. In this episode, Stephen Rosen talks about the strategies, preferences, and relevant factors he takes into account before investing in property and how he uses it to expand the portfolios he manages. Stephen also provides important … Continue reading Is Real Estate in Your Portfolio? (Ep. 5) →
Hedge funds can be a great investment vehicle for providing absolute return, and there are so many options beyond multi-strategy funds that can serve your exact investment needs. In this episode, Stephen Rosen dives even further into the world of hedge funds, focusing on satellite positions and the value hedge fund managers bring to the … Continue reading A Deeper Dive into the World of Hedge Funds (Ep. 4) →
Investing with stocks and bonds can be a risky process if you don’t have a lot of time to manage them. Hedge funds can be a much more stable and low-risk alternative. In this episode, Stephen Rosen reveals what clients and investors should know about hedge funds, exposing the myths attached to them and outlining … Continue reading 3. Everything You Need to Know About Hedge Funds →
Getting clients to understand and buy into alternative investments is a huge part of the process of including this asset class in your overall portfolio. In this episode, Stephen Rosen explains how he does what he does. Stephen walks us through what the experience is like for a customer reaching out to him for the … Continue reading 2. Introducing Clients To Alternative Investments →
Do you invest your money strictly in stocks and bonds? If so, it’s time to change that. Welcome to Approach Investing Differently with Stephen Rosen, AIF®, CEPA® from Hightower Bethesda! In this episode, get to know Stephen Rosen AIF®, CEPA® as he shares why he is passionate about alternative investments like hedge funds, private equity … Continue reading 1. Meet Stephen Rosen, AIF®, CEPA® →