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What's the Alternative? | Season 3 | Episode 3 | Riffing on Returns: A Structured Note Playbook with Vinay Tolia
What's your take on using options? Options can offer a unique chance to boost your returns with limited downside—an investment opportunity that’s far from ordinary. Catch Vinay Tolia and Shana Sissel as they dive into the world of options and structured notes!
Shana Sissel
Oct 7


Trump Administration's Private Equity Guidance: What Advisors Need to Know
Key Points:
The June 3, 2020 guidance permits 401(k) plan fiduciaries to include private equity as part of professionally managed investment options, such as target-date funds.
This opens the door for other alternative investments, including real estate, hedge funds, and potentially cryptocurrencies, in 401(k) plans.
Implementation is not mandatory and may take years to become widespread.
Shana Sissel
Jul 31


The Often Forgotten Art and Science of Manager Due Diligence
CAIA Association Guest Post
Shana Sissel
Jan 20, 2022
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