Alternative investments are investments that only some people hear about often.

But we can change that…

With a commitment to assist clients throughout their investment journey, in this episode of The Millionaire Next Door, Robert Curtiss sits down with Joe Carey,  alternative investment specialist at Signature Estate & Investment Advisors, LLC.

Rob and Joe explore the role of alternative investments in portfolio diversification, covering private equity, private credit, real estate, and hedge funds. They tackle the complexities and due diligence required in these less regulated spaces, emphasizing the importance of professional guidance. 

Talking points include:

• What are alternative investments
  
• Characteristics and challenges associated with alternative investments
  
• Benefits and risks linked to less liquid and less regulated assets
  
• Recommendations for portfolio allocation
  
• And more!
  

Resources:

• Educational videos (bottom of the page)
  
• The Benefits of 1031 Exchanges for Real Estate Investors with Joe Carey, CFA® (Ep. 40)
  

Connect with Joe Carey:

• LinkedIn: Joe Carey
  
•  (213) 370-0332
  
  

Connect with Robert Curtiss:

• rcurtiss@seia.com
  
• (626) 795-2944
  
• About Robert Curtiss 
  
• LinkedIn: Robert Curtiss
  
• Facebook: Robert Curtiss
  
• SEIA
  
• LinkedIn: SEIA
  

About Our Guest:

In May 2018, Joe Carey earned his Bachelor of Science Degree in Finance at Siena College, achieving the Academic Excellence Award – Finance, which is awarded annually to the graduating student with the highest program GPA. 

Since graduating, he has committed to continuing his education through enrollment in the CFA Program, obtaining his charter in 2022. Currently, Joe is an Investment Officer at NYSTRS in the Investment Risk division, where he focuses on the ~$150 billion portfolio’s active risk, liquidity position, solvency during stressed markets, and asset allocation mix. 

Additionally, Joe is a leading member in the development of NYSTRS’ climate risk strategy, reporting, and assessment processes.