Course Overview
The Primary Difference: The Price of Liquidity
The Primary Difference: The Total Portfolio
Categories of Alternative Investments
Receiving a Return of Capital
Determining Valuation
A guide for Alternative Assets
Alternative Investments are separate from publicly traded stocks, mutual funds, and bonds. They are assets like Real Estate, Private Equity, Hedge Funds, or those outside the public stock market. Alternative Investments can produce high single-digit to mid-teens returns with little or no volatility. Steady returns in the range of 8-9% are not uncommon with Alternative Investments. What does low volatility look like? These investments are not bought and sold like stocks, so the price doesn’t change daily. In exchange, they do come with longer holding periods from 6 months to 2 years or more. For these reasons, they form an important part of every portfolio but usually don’t occupy the whole portfolio. The Overview on Alternative Investment course goes into more detail and provides great examples of portfolio allocations.
Course Topics
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1
The Alternative
- 01. Course Overview Free preview
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(Included in full purchase)
02. The Primary Difference: The Price of Liquidity
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(Included in full purchase)
03. The Primary Difference: The Total Portfolio
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(Included in full purchase)
04: Categories of Alternative Investments
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(Included in full purchase)
05: Receiving a Return of Capital
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(Included in full purchase)
06: Determining Valuation
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(Included in full purchase)
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Don MacDonald, founder and CEO of Waverley Financial.
Don has 40 years of experience in the Canadian Capital Markets, and founded Waverley in 2012 to help bridge the gaps that Canadian companies are challenged with in raising capital, and the challenges that investors face finding secured investments with consistent returns. Waverley is building a national platform of Dealers with proven track records of success. This platform allows issuers to leverage institutional and high-net-worth relationships nationwide, not only in their local markets. We offer our dealers the opportunity to leverage the platform to increase the distribution potential for any new financing or M&A mandate, facilitating quicker closings, exposure to more potential investors, and potentially higher valuations.
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The investments referred to on this website are not suitable for all investors and are intended for certain categories of investors only. TheAlternative.ca does not give financial advice to investors about the suitability of the investments. Investors should seek advice from a person who specializes in advising on illiquid real assets. Unregulated investment opportunities in complex instruments are considered high risk. Therefore, we only work with investors who are sufficiently knowledgeable and experienced in dealing with these types of investments and are classified as professional investors. Investors should ensure that they comply with the laws of their local jurisdiction before investing.