Understanding Alternative Investments Creating Diversified Portfolios that Ride the Wave of Investment Success

by Walker, Stephen Todd

• ISBN13: 9781137370181
• ISBN10: 1137370181
• Format: Hardcover
• Copyright: 2014-07-01
• Publisher: Palgrave Macmillan

Summary

Using ground-breaking, never before seen data on alternative investments, Stephen Todd Walker explores how to apply new risk measurements to an alternative portfolio. Through his 20+ years of expertise in finance, the author explains how to go about carefully selecting the best alternatives for you and the right time to invest in them, including real estate, hedge funds, private equity, venture capital, and more.

Features of the book include:
-Historical data showing alternative investment on the upswing
-Tools to help identify and evaluate alternative investments
-Insights into wave theory and how it works
-The pros and cons of investments
 
The book shows the merits of owning alternative investments and helps investors who want to create better, more diversified portfolios.

Author Biography

Stephen Todd Walker is presently a Managing Director Oppenheimer and Co., Inc. Mr. Walker works with many CEO's of large publicly traded companies as well as entrepreneurs from privately held growth companies. He also advises family offices. His clients include Forbes 400 members as well as some of the most affluent families around the world. He was named to The Philadelphia Business Journal's 'Forty Under 40,' which honors the top young entrepreneurs in the Philadelphia area. In 2003, RealPhilly wrote an article about Mr. Walker entitled 'Managing risk has its reward.' He was also featured in The Philadelphia Business Journal's (October 3, 2008) issue entitled 'Winner's Circle: Top Wealth Advisors' which presented the top twenty-five wealth managers in the greater Philadelphia area culled from the 7,000 advisors in Pennsylvania and New Jersey who are employed by national and international securities firms. On February 9, 2009, Mr. Walker was named by Barron's as one of 'The Top 1,000 Advisers' in the United States and was also named as one of the top 25 'Wealth Advisers' in The Philadelphia Business Journal 2009 Book of Lists.

Table of Contents

Introduction: That Was Then, This is Now 
1. Does the Universe Move in Waves? 
2. Not All Financial Advisors Are Created Equal 
3. Access to Alternative Investments and Competitive Advantages 
4. Knowledge Really is Power
5. The Changing Financial Landscape 
6. I Hate To Say, It But I Told You So 
7. The Market and Alternative Investments
8. Diversification is Not Limited
9. The 'Smart Money' Is Global 
10. Are All Hedge Funds Evil or Are They Really Angels in Disguise? 
11. The Fools Gold or the Real Deal? 
12. Venture Capital is Back 
13. Asset Allocation and Alternative Investments 
14. Modern Portfolio Allocation 
15. There is Nothing to Fear Except Fear Itself 
16. Devising Portfolios with Alternative Investments and Comparables 
17. Alternative Investments Over the Past 20 Years 
18. The Asset Allocation Process and Sample Portfolios