Tag: Portfolio Management
Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)

Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)

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Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification.

Yet, many investors find their portfolios thin of these investments.

In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and learn how Centura Wealth Advisory (Centura) approaches alternatives based on its overarching investment philosophy.

Chris discusses:

  • Understanding the role of alternative asset classes in a diversified portfolio
  • The “core-satellite” strategy to navigate alternative investments in a risk-controlled manner
  • Centura’s comprehensive due diligence process
  • Where Centura adds significant value compared to competitors
  • And more

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Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

Opportunities in Private Equity With Jeremy Held of Bow River Capital (Ep. 63)

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The recent market and economic downturn, combined with high inflation and looming interest rates, are forcing investors to consider alternative asset classes.

One such alternative asset class is private equity, which has become highly accessible to individual investors today.

In this episode, Chris Osmond, CFA, CAIA®, CFP®, speaks with Jeremy Held, Managing Director at Bow River Capital, about the benefits of including private equity in your portfolio.

Jeremy discusses:

  • How private equity differs from public equity
  • Why access to private equity is no longer limited to institutional investors
  • How the Bow River Evergreen Fund dispels common myths related to evergreen funds
  • The current and future scope of private equity
  • Centura Wealth Advisory’s comprehensive due diligence process
  • And more

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About Our Guest:

Jeremy Held, CFA, is responsible for Bow River Capital’s registered asset management business including investment oversight, research and product development. Prior to joining Bow River Capital in 2019, Jeremy was the Director of Research and Chief Investment Officer (CIO) at ALPS Advisors, a Denver-based asset manager that specializes in registered fund vehicles focused on real assets and alternative investments. Jeremy began his career at ALPS in 1996 and helped lead a variety of business initiatives over two decades, including the launch of the firm’s asset management business in 2007. As CIO, Jeremy was responsible for manager selection and oversight and was ultimately responsible for all aspects of the ALPS Advisors business, overseeing 44 registered investment companies and more than $20 billion in assets. 

Jeremy graduated from the University of Colorado with a degree in International Business. He is a CFA® charter holder and a member of the CFA Society of Denver. Jeremy is on the board of Principal Real Estate Income Fund and Habitat for Humanity of Metro Denver.
How To Earn Greater Returns in a Risky Environment (Ep. 61)

How To Earn Greater Returns in a Risky Environment (Ep. 61)

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Given the current market gyrations, we are often asked by clients, “What are we doing to manage risk? And how does it impact our portfolios?”

In this episode, Roby Kotcamp, Senior Wealth Advisor, and Chris Osmond, Chief Investment Officer, discuss Centura Wealth Advisory’s approach to risk management. They also explore strategies to achieve greater risk-adjusted returns.

Roby and Chris discuss:

  • A brief overview of the Fed’s recent actions — and their market implications
  • Why cash flow is more important than the rate of return
  • How private real estate, private equity, and private credit can be a useful addition to your portfolio
  • The benefits of structured notes in risk management
  • And more

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Applications of Structured Notes in the Current Market Environment (Ep. 58)

Applications of Structured Notes in the Current Market Environment (Ep. 58)

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Both equity and bond markets have experienced a significant downturn in recent months. Will they bounce back up? Or will they continue to plummet?

No one knows. Amidst this uncertainty, structured notes can be a valuable addition to your portfolio.

In this episode, Sean Clark, Director of Financial Planning, and David Cariani, Vice President, discuss how structured notes operate and their applications in the current market environment.

Sean and David discuss:

  • How structured notes can be customized to meet individual client needs
  • Creating downside protection without compromising upside potential using growth notes
  • How to make money in a down market using income notes
  • Tax implications of investing in structured notes
  • And more

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What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)

What Should You Do When Your Wealth Is Tied up in a Concentrated Stock Position? (Ep. 49)

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If you’re the founder of a public company, a long-term employee with accumulated stock options, or an early investor in a highly successful company, it’s likely that you have a concentrated stock position.

So, what should you do when a major portion of your wealth is tied up in a single stock?

Sean Clark, Director of Financial Planning, and David Cariani, Chief Investment Officer, answer this question in today’s episode. They unpack strategies to help you minimize the downside risk exposure and large tax liabilities that come with a concentrated position.

Sean and David discusses:

  • How options and exchange funds help you diversify without having to sell your stock
  • Why leaving a concentrated stock position unattended can be risky
  • Creative gifting strategies to reduce your capital gains tax
  • How your level of concentration affects your wealth management decisions
  • And more

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