Approach Investing Differently

Stephen Rosen
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Approach Investing Differently

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.

Episodes

  1. 04/06/2023

    Hedge Funds’ Increased Accessibility: What Investors Should Consider (Ep. 12)

    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, … Continue reading Hedge Funds’ Increased Accessibility: What Investors Should Consider (Ep. 12) →

    31 min

  2. 03/16/2023

    A Conversation on Liquid Alternative Investing (Ep. 11)

    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 … Continue reading A Conversation on Liquid Alternative Investing (Ep. 11) →

    40 min

  3. 03/02/2023

    A Detailed Analysis of Private Credit Investing (Ep. 10)

    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 … Continue reading A Detailed Analysis of Private Credit Investing (Ep. 10) →

    37 min

  4. 02/16/2023

    Exploring the Depths of Private Equity Investing (Ep. 9)

    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 … Continue reading Exploring the Depths of Private Equity Investing (Ep. 9) →

    36 min

  5. 01/19/2023

    An Introduction to Private Equity (Ep. 8)

    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 … Continue reading An Introduction to Private Equity (Ep. 8) →

    29 min

  6. 12/22/2022

    An In-depth Look at Real Estate Growth Investing (Ep. 7)

    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 … Continue reading An In-depth Look at Real Estate Growth Investing (Ep. 7) →

    28 min

  7. 09/15/2022

    A Deep Dive Into Income-Producing Real Estate (Ep. 6)

    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) →

    22 min

  8. 08/18/2022

    Is Real Estate in Your Portfolio? (Ep. 5)

    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) →

    27 min

  9. 03/31/2022

    A Deeper Dive into the World of Hedge Funds (Ep. 4)

    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) →

    38 min

  10. 02/17/2022

    3. Everything You Need to Know About Hedge Funds

    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 →

    34 min

  11. 01/20/2022

    2. Introducing Clients To Alternative Investments

    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 →

    16 min

  12. 12/16/2021

    1. Meet Stephen Rosen, AIF®, CEPA®

    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® →

    28 min
  • 12 Episodes

About

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.

Information

  • Creator
    Stephen Rosen
  • Years Active
    2021 - 2023
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    Copyright © 2021 Approach Investing Differently
  • Show Website
    Approach Investing Differently

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