Alternative Investments
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Alternative Investments
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In this inaugural episode of Advisor Wars, hosts Bob Huebscher (founder of Advisor Perspectives) and Joe Halpern (Managing Partner and CIO of Obsidian CIO) tackle one of the most critical trends facing financial advisors today: alternative investments.
This episode delivers an essential roadmap for advisors navigating the complex world of non-liquid alternatives—from private equity strategies to interval fund structures. The conversation goes beyond the marketing hype to reveal the investment risks, operational realities, and competitive pressures that make alternatives impossible to ignore.
Whether advisors are skeptical of alternatives or already incorporating them into client portfolios, this episode provides the strategic framework you need to respond to client demands and stay competitive in a rapidly evolving marketplace.
Understand the Competitive Imperative: Learn why major asset managers like Apollo and BlackRock are marketing alternatives directly to mass affluent consumers—and why advisors who ignore this secular trend risk losing clients to competitors who have a compelling story to tell.
Master the Risk-Return Tradeoff: A perspective on the real risks of alternative investments—from liquidity constraints in interval funds to the complexity of underlying exposures—so you can make informed decisions about sizing and strategy selection for client portfolios.
Navigate Operational Complexity: An introduction to the operational hurdles of incorporating alternatives into your practice, and understand the limitations of common platforms like iCapital and CAIS and what due diligence gaps remain your responsibility.
Develop Your Client Communication Strategy: Craft a compelling narrative around alternatives (or your decision not to use them) that resonates with clients who are increasingly exposed to sophisticated marketing campaigns promoting these products.
Access Alternatives to Help Grow Your Practice: Preview the white paper case studies showing how one RIA scaled from $100 million to over $1.25 billion in AUM by strategically partnering with an outsourced CIO to handle the investment complexity while focusing on holistic planning and relationship management.
Subscribe to Advisor Wars on YouTube, Apple Podcasts, and Spotify to ensure you never miss an episode.
Listeners can download the new White Paper by Obsidian CIO, here:
White Paper: How to Scale Your RIA to $1 Billion and Beyond
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IMPORTANT DISCLOSURE: Obsidian CIO LLC sponsors the podcast to further education and critical thinking about the factors that affect markets and investing, and the podcast does not provide investment advice. Investment advice is only offered to clients of Obsidian CIO who have entered into an advisory agreement and with whom Obsidian CIO has identified individual objectives, risk tolerance, and other investment needs.
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