Alternatives: Uncovering Alpha

In this episode called "Alternatives: Uncovering Alpha” Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management Inc., joins Peter Cadaret, Head of Sales and Marketing for Oppenheimer Asset Management, Inc. in a discussion about the alternative investment space, and the importance of portfolio diversification. During this conversation, Anusha and Peter also provide a perspective on the changing landscape of private equity.

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Podcast Disclosure:

This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Securities and other financial instruments that may be discussed in this report or recommended or sold  are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates.

This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results.

The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index.

Alternative investments are speculative and entail substantial risk.  Investors should consider investing in an alternative investment as a supplement to an overall investment program and should only invest if they are willing to undertake the risks involved.  Investors could lose some or all of their investment.  Some alternative investments are made available only to certain investors, including high net worth individuals and institutions.  Such investments may be highly illiquid and are generally appropriate for investors with a long term investment horizon. 

 

Alternative investments such as Hedge Funds and Fund of Funds are made available only to qualified investors and involve various degrees of risk.  Specific standards must be met before investing, generally, individual investors must have a net worth of $2.0 million and entities much have assets of at least $5 million to invest.

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