The Role of Funds in Alternative Investing

The Yield

The diversification aspect that alternatives have the potential to bring to your investment portfolio can be very attractive to today’s investors. This panel discussion features three industry professionals — James Jessee, John Siciliano, and William Riegel — who understand the potential that lies within alternative investments. Peter Kerr, Yieldstreet’s Director of Product Marketing, hosts this revealing conversation about the role that alternatives can play in the current investing space.

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Key Takeaways:

[1:13] An overview of offerings within the Yieldstreet Prism fund and each of the panelists.

[5:23] The roles and responsibilities of the Board of Directors of The Yieldstreet Prism Fund.

[7:30] What does the term ‘alternative investments’ mean?

[10:10] Reconsidering the historical lack of liquidity in alternatives and multi-asset products.

[12:50] Using alternative investments in the new 60/40 portfolio concept.

[14:10] The business and investment opportunities that attracted these panelists to serve as Directors to the Yieldstreet Prism Fund

[17:42] How has the distribution of alternatives changed over the last decade?

[18:38] Insights into daily versus non-daily pricing and how it works in alternative investments.

[21:44] Managing elevated market expectations and reasonable equity valuations.

[26:17] The benefits of diversification that may make the most sense for investors.

Mentioned in This Episode:

Yieldstreet