49 Long/Short Investing Strategy

When investing, broad diversification can reduce your risk.  Many investors limit themselves to bond funds and stock funds.  In many 401k, and other employer sponsored plans, bond and stock funds are the only option.

The stock market is at all time highs and with this current administration there is  much uncertainty.  Bonds currently offer very low interest rates.

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#24 Keith Pettus, SQN Capital, Alternative Investment

SQN alternative investment income interest

In this episode, I speak with Keith Pettus with SQN Advisors.  SQN offers an alternative investment, a limited partnership. They will raise $50 million dollars and will close the fund and open a new one. The fund is expected to run 5-7 years and the minimum investment is $25k.  This fund invests in business necessary income producing equipment.  They rent the equipment then effectively sell it.  The fund pays 8% per year.

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#23 Josh Vail, 361 Capital – Liquid Alternative Mutual Fund Investment

361 Captial Liquid Alternative Mutual Funds Josh Vail

This podcast is an interview with Josh Vail from 361 Capital.  361 Capital is an investment management firm that is solely focused on liquid alternative investment (alternative mutual funds). They were founded as Hedge Fund of Fund in 2001 and managed money for ultra-high net worth individuals, foundations and institutions. They started to move to products with greater liquidity due client demand in 2006 and in 2009 starting packaging our “intellectual capabilities” into investments products that we available to all investors not just the very elite. Today they have four mutual funds some of which our managed in house and a long short fund that is managed by a Sub-Advisor that we’d know since our Hedge Funds days – Analytic Investors.

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#21 Structured Products – Ask a Fee Only Financial Planner

Structured Product Market Linked Investment

Structured product, also known as a market-linked investment, is a pre-packaged investment strategy designed to give customized risk-return. This is accomplished by taking a traditional security, such as an investment-grade bond or a CD, and replacing the interest payment with a payoff based on the performance of one or more underlying assets.

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#20 TriLinc Global Investment – Ask a Fee Only Financial Planner

Trilinc global lending investing alternative investment

TriLinc Global is an impact fund whose mission is to demonstrate the role that the capital markets can play in helping solve some of the world’s pressing economic, social and environmental challenges. By creating institutional-quality impact funds that attract private capital at scale, TriLinc Global sets a high standard of transparency and accountability for delivering financial returns, and for tracking and reporting impact to investors.

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#19 Greenbacker Renewable Energy Investment – Ask a Fee Only Financial Planner

Greenbacker Renewable Energy InvestmentThis podcast is a discussion about an Greenbacker Renewable Energy Investment.  Greenbacker buys clean energy plants and sells the energy, through long term contracts (20-30 years) to utilities, companies and cities.

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