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East Coast Journey: Exploring Alternative Investments

  • roshanloungani
  • Sep 26
  • 2 min read

RL234 – East Coast Journey: Exploring Alternative Investments


In this episode of the Retirement Lifestyle Show, co-host Adrian Nicholson shares his experiences from his East Coast journey, focusing on his time at a Miami conference where he learned about alternative investments. He discusses the importance of understanding different investment opportunities, the criteria for investing in alternative markets, and the benefits of diversification. Adrian also reflects on his travel experiences, including family time in Maine and cultural highlights from Miami, emphasizing the value of both professional and personal growth.


Chapters

00:00 Adrian's East Coast Journey: Overview

00:55 Insights from the Miami Conference

01:47 Understanding Alternative Investments

04:07 Exploring Different Types of Alternative Investments

06:55 The Criteria for Investing in Alternatives

09:11 Liquidity and Risks of Alternative Investments

10:59 The Benefits of Diversification with Alternatives

13:51 Cultural Experiences in Miami

15:49 Family Time and Travel Highlights





For more links and the full show notes keep scrolling down!


Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.


Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

 
 
 

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Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA.

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© 2018 by Roshan Loungani, CRPC®.  Vienna, Virginia

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