John Taft Discusses Alternative Investments with CNBC

John Taft, Baird Vice Chair, appeared on CNBC’s “Halftime Report” live from the CAIS Summit to discuss opportunities in alternative investing.

Listen to the interview on CNBC.com

Incorporating alternative investments into a portfolio can potentially lead to significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Alternative investments should generally be regarded as long-term investments and should be considered illiquid. Alternative investments generally have fees that are materially higher than the fees of traditional investments. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets. References to outperformance in this video are based on information gathered by Hamilton Lane and Bloomberg in January 2021, as well as several researchers (summarized here). Past performance is not a guarantee of future results.

For more of John Taft’s insights, visit his blog “Finance For The Greater Good” and subscribe to be notified whenever new content from John is published.