Understanding Alternative Investments Creating Diversified Portfolios that Ride the Wave of Investment Success
:
S. Walker
:
Understanding Alternative Investments Creating Diversified Portfolios that Ride the Wave of Investment Success
:
Palgrave Macmillan
:
9781137370198
:
1
:
CHF 47.40
:
:
Einzelne Wirtschaftszweige, Branchen
:
English
:
330
:
Wasserzeichen/DRM
:
PC/MAC/eReader/Tablet
:
PDF
Walk r outlines the tools necessary to evaluate alternative investments and further diversify your portfolio using hedge funds, real estate, venture capital, gold and more. Using ground-breaking data on alternative investments, the author explores how to apply new risk measurements for building a portfolio with these investment vehicles.
Stephen Todd Walker is presently a Managing Director at Oppenheimer and Co., Inc. Mr. Walker works with many CEOs of large publicly traded companies as well as entrepreneurs from privately held growth companies. His clients include Forbes 400 members as well as some of the most affluent families around the world. He was named to
The Philadelphia Business Journal
's 'Forty Under 40,' which honors the top young entrepreneurs in the Philadelphia area. On February 9, 2009, Mr. Walker was named by Barron's as one of 'The Top 1,000 Advisers' in the United States and was also named as one of the top 25 'Wealth Advisers' in
The Philadelphia Business Journal 2009 Book of Lists
.
Cover
1
Title
4
Copyright
5
Contents
12
List of Illustrations
14
INTRODUCTION That Was Then, This Is Now
20
CHAPTER 1 Does the Universe Move in Waves?
41
CHAPTER 2 Not All Financial Advisors Are Created Equal
61
CHAPTER 3 Access to Alternative Investments and Competitive Advantages
69
CHAPTER 4 The Changing Financial Landscape
82
CHAPTER 5 I Hate To Say It, But I Told You So
96
CHAPTER 6 The “Smart Money” Is Global
110
CHAPTER 7 Hedge Funds: Evil or Angels in Disguise?
129
CHAPTER 8 The Fools’ Gold or the Real Deal?
162
CHAPTER 9 Venture Capital
173
CHAPTER 10 Asset Allocation and Alternative Investments
215
CHAPTER 11 Modern Portfolio Allocation
237
CHAPTER 12 Devising Portfolios with Alternative Investments (Active vs. Passive)
258
CHAPTER 13 The Asset Allocation Process and Sample Portfolios
277
Notes
292
Index
318
