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Adjusted for Risk: Setting Expectations For Alternative InvestmentsAdjusted for Risk: Setting Expectations For Alternative Investments

Sandalwood Securities’ Marty Gross discusses the benefits of alternatives and co-investing.

Ryan Nauman, Market Strategist

January 13, 2025

Marty Gross, founder and president of Sandalwood Securities, shares some great insight about investing in alternatives.

Marty talks about the importance of setting realistic expectations for the different types of alternative investments, the world of hedge funds and the benefits of alternatives and co-investing.

 

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About the Author

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.