Exploring Liquid Alternative Investments with Jeremy Donath (Donath & DiSabatino Group, BMO Private Wealth)

My exploration of investing continues today with Jeremy Donath, LL.B, CIM. Jeremy co-runs the Donath & DiSabatino Wealth Management Group in BMO Private Wealth.Today's topic covers Liquid Alternative Investments.Discussion points:- Jeremy's background & experience (7:06)- Basic investment approach (8:08)- What is a liquid alternative investment? (10:46)- Sectors and asset classes covered by liquid alts (12:34)- Accessed by individuals or institutions? (13:46)- RRSP eligibility (14:42)- Checklist for due diligence - critical (15:16)- Rationale for liquid alternatives in the portfolio (22:40)- Challenging liquid alts through the illiquidity premium (25:32)- Returns of liquid alts vs TSX & SP500 (27:05)- But most rolling 10 year periods since 1937 are + for index funds....(30:08)- Pivoting from alts to equities & vice versa, dealing with market timing (34:50)- Pension funds & liquid alternatives (37:16)- Fund fact sheets - information we need to know (39:04)- Hurdle rates (40:23)- Performance fees, high water mark (41:06)- Any fees when you sell the fund? (44:16)- Upside & downside capture (45:24)- Sharpe ratio, sortino ratio (46:24)- Closing remarks (47:59)Jeremy's email: [email protected]'s website: https://nesbittburns.bmo.com/donath.disabatino/My email: [email protected] website: [email protected]: https://www.linkedin.com/in/yatin-chadha-29074b109/Instagram: https://www.instagram.com/beyond.md/

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