Navigating Alternative Investments with Phil Huber, CFA, CFP® (Ep. 55)
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Private equity might sound complex, but it simply means investing in companies that aren’t listed on public stock exchanges.
Are you ready to uncover the world of private equity and alternative investments?
This week on The Millionaire Next Door, Robert Curtiss, CFP®, welcomes Phil Huber from Cliffwater to explore the fascinating world of private equity and alternative investments.
Tune in as they cover the potential advantages of private investments while mentioning ways they can represent a valuable addition to a well-rounded portfolio, especially for those seeking a work-optional lifestyle.
Rob and Phil discuss:
- The dynamics between public and private equity markets and why private equity is becoming increasingly attractive
- The evolution of Cliffwater and its commitment to providing accessible, diversified private debt and equity opportunities
- Some intricacies of alternative investments, including co-investments and secondary transactions
- Insights into how even the ‘millionaire next door’ can benefit from sophisticated investment strategies historically reserved for large institutions
- And more!
Resources:
- Educational videos (bottom of the page)
- Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)
Connect with Phil Huber:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
About Our Guest:
Prior to joining Cliffwater, Phil was the Chief Investment Officer for Savant Wealth Management. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ professional, has attained his Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Chicago.
Phil has been featured in a number of notable media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV. From 2018-2020, he was named one of Investopedia’s Top Financial Advisors. Phil was also named CIO of the Year by RIA Intel in 2023.