Using Alternative Assets to Increase Portfolio Returns & Decrease Portfolio Risk

Presented by

Paul Wendee, Managing Director, Northwest Quadrant Opportunity Fund LLC

About this talk

This presentation will show how the use of Alternative Asset Classes and individual Alternative Assets can substantially increase portfolio returns while reducing portfolio risk. Convertible Securities as an asset class in a Multi-Asset portfolio and its income generating and portfolio risk reductions characteristics will also be discussed. The newer trend of using equity crowdfunding platforms to build multi-asset portfolios will be explored. Here are some of the topics which will be discussed: • Generation of Cash Flow • Preservation of Capital • Asset Appreciation • Portfolio Diversification • Achieving Potential Tax Benefits • High Overall Returns • Correlations with Other Asset Classes – Low Correlation, Non-correlated, Negative Correlation • Convertible Securities • Equity Crowdfunding Platforms

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