Previously, hedge funds were only available to big institutions or ultra-high-net-worth individuals who could meet the minimum requirements.

Now, anyone with a much lower minimum can enter this space.

What are the must-knows before investing in this world?

In this episode of “Approach Investing Differently”, Stephen Rosen dives deep into the key considerations for investors, such as understanding liquidity and fee structures. But that’s not all, he also emphasizes the importance of proper education, research, and expert consultation before making any investment decisions. 

Don’t miss out on this valuable information to make informed choices and potentially unlock a new realm of investment opportunities.

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We usually associate investments with only stocks or bonds.

However, investors can utilize other alternatives that can be adapted to their level of risk and liquidity.

In this episode, Stephen Rosen examines liquid alternative investing, explaining the different types of funds and options available in the market, as well as the considerations that need to be taken into account before investing.

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In recent years we have seen the risks associated with investing in assets that have a very high correlation with the publicly traded markets.

In response, many investors have sought out a safe space with low volatility or none at all.

We have discussed private equities, but what other options are there available?

In this episode, Stephen Rosen delves into the world of private credit investing. He explains how it can be a safe haven during times of market volatility and offers insight into the best times to invest. Stephen also shares the different types of investments available in the private credit space and the importance of working with experienced fund managers.

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In the last episode, Stephen Rosen gave an introduction to the basics of private equity investing, the benefits, risks, and the reasons many investors prefer this space.

Now it’s time to get into more detail.

In this episode, Stephen explains the 4 stages of investing in private equity and the risks and benefits related to each stage. Additionally, he details how investors maximize their returns depending on the stage. 

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Divorce can be a challenging and emotional time, as it often involves significant changes to your family dynamic, financial situation, and overall lifestyle. If you are a financially dependent spouse, it is important to be informed about your rights and options during the divorce process.

In this episode, Family Law Attorney Sandra Brooks offers insight and advice based on her extensive experience handling divorce cases. She discusses common fears surrounding divorce and offers guidance on topics such as alimony, adultery, financial planning, and adjusting to life as a single individual. Whether you are just starting the divorce process or are seeking support and guidance during this difficult time, this episode is a valuable resource for anyone navigating the complexities of divorce.

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About Sandra:

Sandra (Sandy) Brooks’ practice focuses on all aspects of family law. She dedicates her time to assisting clients in domestic law matters including divorce, child custody/visitation, family mediation, spousal/child support, property division, and division of retirement benefits. Ms. Brooks’ other areas of deep knowledge and experience include tax consequences of divorce, mediation, prenuptial and post-nuptial agreements, negotiating and drafting of separation agreements, domestic litigation, and post-judgment proceedings. Ms. Brooks is a member of the American Academy of Matrimonial Lawyers which places her in the top 5% of family law attorneys in the United States.

When it comes to investing, there are many options available.

This time the focus is on private companies with great growth potential and what we should take into consideration before investing.

In this episode, Stephen Rosen provides an overview of the private equity space, including its advantages and risks. Additionally, Stephen explains what private credit is and how it helps investment firms obtain funds.

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Success after a divorce can seem unachievable for a dependent spouse. It can be challenging to figure out what to do next when most of your life has been spent prioritizing everything else.

In this episode, Kelley Edelblut, Career and Leadership Coach, joins us to discuss how her divorce led her to build a career helping financially dependent women hone in on their natural abilities and core values to live a more balanced, fulfilled life. 

Kelley shares how her life changed after a divorce and what she’s learned to help others get through it.

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About Our Guest:

Kelley Edelbult is an experienced Career & Leadership Coach working with individuals, organizations, and executives within large organizations. Her focus with each one of her clients is to allow them to discover who they really are and facilitate a process for developing a motivational plan of action toward implementing their purpose. This process is designed to allow each client to “walk away” excited with their life ahead, and the positive change that has occurred while working to deepen their learning and achieve their goals. Kelley is able to execute this process with each client by building trust and offering them my accessible presence to help them explore new ways of thinking.

There are two ways to invest in real estate: for income or for growth.

When we talk about investing for growth, there may be many unknowns about the risk, the return that these can have, and how to execute them to maximize returns.

In this episode, Stephen Rosen continues the discussion on why investing in private real estate is so valuable to an investor’s portfolio, this time focusing on the growth type of investing and explaining some fundamental aspects like risks and strategies involved.

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Divorce is a form of trauma, and this can cause your mind and body to go into stress mode by default.

So how can you help your body and mind work together to de-stress and thrive after a divorce?

In this week’s episode, Leah Jones will be joined by Sharri Freedman to address the key components to successfully move forward before, during, and after divorce. 

As a Certified Divorce Coach and Certified Mind Magic Master Practitioner (CMMMP) 

Sharri will be sharing her legal wisdom and experience with thought work and mind body connection all with a trauma informed approach.

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About Our Guest:

Sharri Freedman received her Juris Doctorate from The American University, Washington College of Law and her BA from Tulane University, Newcomb College. She is Licensed to practice law in both Maryland and D.C., and has practiced family law for seventeen years. During that time, she handled contentious custody and child support cases, as well as cases involving complex property and alimony issues. 

Sharri obtained her divorce coaching certification through the CDC College for Divorce Coaching® and as the owner of Potomac Coaching, LLC, she works with clients all over the country providing personal divorce guidance and support. Her most recent certification, is the title of Certified Mind Magic Master Practitioner, (CMMMP).

In real estate, investors have three main ways to gain profit: growth, income, or a combination of both. And each of these has different strategies to make the investment promising.

Thus, it’s essential to explain how they function, and this time we focus on the income segment.

In this episode, Stephen Rosen highlights how investing in the income-producing segment of real estate works across various types of properties and why it’s a favorite at Hightower Bethesda. Along with this, Stephen shares why having illiquidity in your assets can be beneficial at times of uncertainty.

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