Previously, hedge funds were only available to big institutions or ultra-high-net-worth individuals who could meet the minimum requirements. Now, anyone with a much lower minimum can enter this space. What are the must-knows before investing in

A Conversation on Liquid Alternative Investing (Ep. 11)

Mar 16th, 2023 39m 30s

We usually associate investments with only stocks or bonds. However, investors can utilize other alternatives that can be adapted to their level of risk and liquidity. In this episode, Stephen Rosen examines liquid alternative investing, explai

A Detailed Analysis of Private Credit Investing (Ep. 10)

Mar 2nd, 2023 37m 7s

In recent years we have seen the risks associated with investing in assets that have a very high correlation with the publicly traded markets. In response, many investors have sought out a safe space with low volatility or none at all. We have

Exploring the Depths of Private Equity Investing (Ep. 9)

Feb 16th, 2023 36m 1s

In the last episode, Stephen Rosen gave an introduction to the basics of private equity investing, the benefits, risks, and the reasons many investors prefer this space. Now it’s time to get into more detail. In this episode, Stephen explains t

An Introduction to Private Equity (Ep. 8)

Jan 19th, 2023 29m 29s

When it comes to investing, there are many options available. This time the focus is on private companies with great growth potential and what we should take into consideration before investing. In this episode, Stephen Rosen provides an overvi

Life After Divorce for the Financially Dependent Spouse with Kelley Edelblut (Ep. 11)

Jan 5th, 2023 27m 7s

Success after a divorce can seem unachievable for a dependent spouse. It can be challenging to figure out what to do next when most of your life has been spent prioritizing everything else. In this episode, Kelley Edelblut, Career and Leadershi

An In-depth Look at Real Estate Growth Investing (Ep. 7)

Dec 22nd, 2022 27m 54s

There are two ways to invest in real estate: for income or for growth. When we talk about investing for growth, there may be many unknowns about the risk, the return that these can have, and how to execute them to maximize returns. In this epis

A Deep Dive Into Income-Producing Real Estate (Ep. 6)

Sep 15th, 2022 21m 44s

In real estate, investors have three main ways to gain profit: growth, income, or a combination of both. And each of these has different strategies to make the investment promising. Thus, it’s essential to explain how they function, and this ti

Is Real Estate in Your Portfolio? (Ep. 5)

Aug 18th, 2022 26m 55s

With real estate, there are different ways to get into the market and various points to consider before investing. In this episode, Stephen Rosen talks about the strategies, preferences, and relevant factors he takes into account before investi

A Deeper Dive into the World of Hedge Funds (Ep. 4)

Mar 31st, 2022 38m 20s

Hedge funds can be a great investment vehicle for providing absolute return, and there are so many options beyond multi-strategy funds that can serve your exact investment needs. In this episode, Stephen Rosen dives even further into the world

3. Everything You Need to Know About Hedge Funds

Feb 17th, 2022 34m 19s

Investing with stocks and bonds can be a risky process if you don’t have a lot of time to manage them. Hedge funds can be a much more stable and low-risk alternative. In this episode, Stephen Rosen reveals what clients and investors should know

2. Introducing Clients To Alternative Investments

Jan 20th, 2022 15m 58s

Getting clients to understand and buy into alternative investments is a huge part of the process of including this asset class in your overall portfolio. In this episode, Stephen Rosen explains how he does what he does. Stephen walks us through

1. Meet Stephen Rosen, AIF®, CEPA®

Dec 16th, 2021 28m 5s

Do you invest your money strictly in stocks and bonds? If so, it’s time to change that. Welcome to Approach Investing Differently with Stephen Rosen, AIF®, CEPA® from Hightower Bethesda! In this episode, get to know Stephen Rosen AIF®, CEPA® a

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