Alternative Investing Due Diligence
This year has created a fever of excitement around alternative investments. There are many reasons investors should educate themselves and consider alternative investments as part of their portfolio. One issue is these investments have complicated structures, long legal documents to review, and many moving factors that many investors have no history with. We will dive into the basics of Alternative Investment Due Diligence and run through a few questions the professionals ask.
The Kirkland Income Fund is a principle preservation-focused high-yield fixed-income fund. The fund's micro-commercial real estate loans are used to rehabilitate middle-income-affordable housing and neighborhoods, making a positive social and environmental impact. Kirkland Capital Group, the Fund's Manager combines 75+ years of investment management, real estate, and technology experience.
- The importance of alternative due diligence and how to get started.
- The main areas of focus when it comes to looking through different alternative investment opportunities.
- Potential red flags investors may run into without knowing it, such as real estate prohibited transactions.
- Important questions to ask and consider before investing in alternatives.
Meet the hosts:
Chris Carsley brings over 25 years of investment industry expertise specializing in portfolio management, risk management, valuation, regulatory compliance practices, corporate and venture finance, business operations efficiency, research & analysis, and hedging. Chris is CIO and Managing Partner for Kirkland Capital Group and is responsible for portfolio management, risk assessment, and fund operations for the Kirkland Income Fund, a micro-balance commercial real estate bridge financing fund.
Nick Gonzaga is Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida.
Brendan Walsh is the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure.