#22 Private Securities Deep Dive: Unlocking Alternative Investments
Unlock the power of private securities and other alternative investments with this deep dive into how mid stage investors can diversify beyond public markets. Hosts Sarah Florer and Roland Wiederaenders break down the legal definition of a security, reveal the key differences between public and private markets, and explore private equity, hedge funds, and commercial real estate. Learn how to evaluate opportunities, manage liquidity challenges, and position your portfolio for higher, risk adjusted returns — all explained in plain language so you can invest with clarity and confidence.
Deep Dive into Private Securities & Alternative Assets
Master private securities for smarter capital allocation. In this episode of Alt Investing Made Easy, we strip away the complexity around private securities and alternative investments so you can make sharper, more confident allocation decisions. Hosts Sarah Florer and Roland Wiederaenders break down the legal definition of a security, compare public vs. private markets, and explore the main categories of private investments — from private equity to commercial real estate. Whether you’re seeking higher risk‑adjusted returns or diversifying beyond public markets, this deep dive delivers the clarity and insight mid‑stage investors need to act decisively.
Top Takeaways
- Definition Demystified – Understand the Howey Test and why it matters for identifying securities.
- Public vs. Private – Key differences in liquidity, transparency, and investor eligibility.
- Accredited Investor Edge – How qualification opens access to exclusive private deals.
- Private Equity Insights – Growth potential, exit strategies, and time horizons.
- Commercial Real Estate Advantage – Why it offers historically strong risk‑adjusted returns.
- Hedge Fund Mechanics – How private funds use complex strategies to manage risk and returns.
- Liquidity Reality Check – Why private investments require patience and strategic planning.
Chapters
00:00 – Introduction to Alternative Assets
05:08 – Understanding Securities: Definitions and Types
09:48 – Public vs. Private Securities
14:53 – Exploring Private Securities: Categories and Characteristics
20:09 – Liquidity in Private Investments
24:52 – Commercial Real Estate and Its Importance
29:53 – Conclusion and Future Topics
Credits
Sponsored by Real Advisers Capital, Austin, Texas
If you are interested in being a guest, please email us.
Disclaimers
“This production is for educational purposes only and is not intended as investment or legal advice.”
“The hosts of this podcast practice law with the law firm, Ferguson Braswell Fraser Kubasta PC; however, the views expressed on this podcast are solely those of the hosts and their guests, and not those of Ferguson Braswell Fraser Kubasta PC.”
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