Alternative Investments 101

Alternative Investments 101

Fergus Hodgson, February 28, 2018

DOWNLOAD THE MP3 • WATCH ON YOUTUBE

With price-to-earnings ratios so high and interest rates so low, there is a compelling case for entering alternative investments, but where does one start?

Donald Chambers literally designed the course for CAIA, the Chartered Alternative Investment Analyst Association, and he will be releasing his next book at the upcoming CFA conference in Hong Kong. He holds a PhD from the University of North Carolina at Chapel Hill, and he is professor emeritus at Lafayette College in Pennsylvania.

In particular, he promotes diversification, with 10-30 percent of one’s holdings in alternative investments. He also recommends utilizing established markets to verify pricing, as opposed to many private-equity offerings, which are less liquid and less transparent.

Recommended Links