Roles of Accounting and Finance

Question.What are alternative investments, and what is the role of these assets in portfolio strategies?

Question.What are hedge funds? How do hedge funds differ from other managed funds?

Question.List and describe the types of investors that typically invest in start-up companies.

Question.Compare the relative liquidity characteristics of direct versus indirect investment in real estate. Discuss factors that affect the liquidity of both forms of investment.

Question.Critique the following statement: 'When the economy has been faltering and may be going into recession, it is typically a good time to invest in distressed securities.'

Question.What is private equity? What are the key characteristics of private equity that investors should factor into portfolio strategies and why?

Question.What does the term 'exit strategy' mean in the context of private equity investing?

Question.As a financial advisor, what are the factors that you would consider before deciding whether alternative investments are appropriate for your client?