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Alternative Assets  + Latest News  | 
Insights from ADISA Conference: Alternative Investment Allocations Represent Smart Money Play (VIDEO)

Insights from ADISA Conference: Alternative Investment Allocations Represent Smart Money Play (VIDEO)

Alternative investment allocations are looking like a smart money play in the current market, experts told Connect CRE at the recent ADISA conference. “The allocation that the individual investor should have is really a decision between their risk tolerances, their expectations and the guidance they get from their investment professional,” said Joe Hart, director of capital markets, RealSource Properties.

That being said, he added that one reason institutions and endowments have been so successful in both up and down markets is because they have made a large allocation to non-traditional investment strategies.

In the video below, you’ll also hear from Gary Bechtel, CEO, Red Oak Capital Holdings; Dave O’Brien, senior consultant, Asset Strategy Advisors; and Michael Underhill, founder and CEO, Capital Innovations and incoming ADISA president

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Inside The Story

ADISA

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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