Enabling Alternative Investing

Alternative investments encompass a wide range of investment options that extend beyond the conventional asset classes like cash, stocks, and bonds. This expansive category includes private equity, venture capital, hedge funds, art, real estate, and more. The realm of alternative investing has witnessed remarkable growth in recent years, reshaping the landscape for private wealth clients. On this episode of Good Things Happen, Anastasia Amoroso, the Chief Investment Strategist at iCapital, and Megan Malone, the Head of Private Equity and Real Estate for the Americas at Citi Global Wealth Investments, delve into the factors that have traditionally made institutions and ultra-high net worth individuals the primary participants in alternative investments, particularly in sectors such as private equity and hedge funds. As interest continues to surge in venture capital, real estate, infrastructure, and natural resources, alternative investing is increasingly capturing attention—despite the backdrop of rising interest rates and the potential for higher returns compared to traditional asset classes. Join us to explore the future of alternative investing and how it can attract a broader base of suitable individual investors. Citibank N.A. (“Citi”) and iCapital are not affiliated and are independent companies, though Citi has a nominal equity investment in iCapital . The speakers’ views are their own and may not necessarily reflect the views of Citi or any of its affiliates. Alternative investments are speculative and entail significant risks that can include losses due to leveraging or other speculative investment practices, lack of liquidity, volatility of returns, restrictions on transferring interests in the fund, potential lack of diversification, absence of information regarding valuations and pricing, complex tax structures and delays in tax reporting, less regulation and higher fees than mutual funds and advisor risk. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The expressions of opinion are not intended to be a forecast of future events or a guarantee of future results.