Our goal at Hightower Bethesda is to help people make smarter financial decisions that ultimately serve their best interests over time. We brainstormed topics of interest pertaining to this goal and ultimately came up with 5 series we want to explore ways to better equip the listeners to make smarter financial decisions (1) Planning for Business Owners (2) Women Business Owner Series (3) Alternative Investments (4) Economic Insights (5) Divorce Financial Planning.
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Our goal at Hightower Bethesda is to help people make smarter financial decisions that ultimately serve their best interests over time. We brainstormed topics of interest pertaining to this goal and ultimately came up with 5 series we want to explore ways to better equip the listeners to make smarter financial decisions (1) Planning for Business Owners (2) Women Business Owner Series (3) Alternative Investments (4) Economic Insights (5) Divorce Financial Planning.
In this episode, Leah Jones, Director of Financial Planning for Hightower Bethesda, talks to Jeff Vale, founding partner and chief investment officer at Infinity Capital Partners. They provide an introduction to hedge funds, what they are and how they can be incorporated into an investor’s portfolio. They also discuss the media’s portrayal of hedge funds.
“Hedge funds are actually a good thing if they’re run correctly. Due diligence is key. You definitely have to do your work and find the very top managers.” -Jeff Vale [36:06]
What You Will Learn:
[01:12] Hedge funds 101: the basics
[07:04] Criteria to meet from an income or asset perspective
[09:11] Long and short positions and hedge fund fees
[15:08] How hedge funds did in 2020
[19:40] What is illiquidity
[22:45] What happened with GameStop
[29:34] What happened with Archegos Capital
Our Contacts:
Website: bethesda.hightoweradvisors.com
LinkedIn: Hightower Bethesda
Facebook: HightowerBethesda
Twitter: @LeahPlans4You
Guest’s Contacts:
Website: infinityfunds.com
LinkedIn: Jeff Vale
Everything Money
Our goal at Hightower Bethesda is to help people make smarter financial decisions that ultimately serve their best interests over time. We brainstormed topics of interest pertaining to this goal and ultimately came up with 5 series we want to explore ways to better equip the listeners to make smarter financial decisions (1) Planning for Business Owners (2) Women Business Owner Series (3) Alternative Investments (4) Economic Insights (5) Divorce Financial Planning.
