Trends with Benefits Navigating Private Investments and Alternatives with Craig Robson
Feb 19, 2025
In this engaging conversation, Craig Robson, founding principal of Region Peak Wealth Advisors, shares his expertise in navigating private investments. He reveals the growing allure of alternatives like private equity and digital assets for portfolio diversification. Discussions include the unique returns of various asset classes, alongside strategies for identifying suitable investors. Craig also delves into the risks of private equity secondaries and the future of healthcare investments, offering insights on the evolving financial landscape for wealth creators.
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Alternatives Smooth Portfolio Volatility
- Alternatives offer unique return streams and volatility that differ from public stocks and bonds.
- They act as a portfolio shock absorber, smoothing investment volatility during downturns.
Introduce Alternatives Thoughtfully
- Educate clients about alternatives even if they have no prior exposure, as many are interested once informed.
- Address skepticism by thoroughly diligencing these investments for suitability and safety.
Monitoring Beats Initial Diligence Alone
- Craig spotted warning signs when a previously strong manager got distracted by media appearances and outside interests.
- He emphasizes ongoing monitoring as critical beyond initial due diligence in private investments.