How to Use Alternative Investments With Phil Huber [LIVE] (EP.163)

If you want to maximize your investing returns beyond what traditional methods offer, discover leading edge opportunities, or simply stay up to date on the latest investing trends, alternative investments may be for you. The pursuit of diversification is not as straightforward as it once was — and the classic 60/40 portfolio may no longer be sufficient in helping investors achieve their financial goals. Alternative assets are emerging and may start to play a more prominent role in future investor portfolios.

 

This episode is recorded LIVE from the 2024 Morningstar Investment Conference with Phil Huber. He's the Chief Investment Officer for a multi-billion dollar wealth management firm and author of The Allocator's Edge: A Modern Guide to Alternative Investments and the Future of Diversification.

Listen now and learn:

• Why traditional asset allocation strategies may face challenges going forward

• How private credit has emerged as one of the fastest growing alternative asset classes

• The benefits of interval funds relative to traditional drawdown funds 

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

 

[02:23] The Case for Alternative Investments

[06:15] Understanding and Implementing Alternatives   

[09:37] Educating Clients on Alternatives 

[14:21] Exploring Private Equity

[16:45] The Rise of Private Credit 

[23:52] Interval Funds: A Modern Solution 

[32:14] Crafting an Alternative Investment Strategy 

[36:09] Effective Communication and Benchmarking