Alternatives

Displaying 3990 results
INVESTING EQUITIES OCT 23, 2013
With Cole shares down, REIT's CEO faces questions over nixed deal

Rival Schorsch says company missed an opportunity by passing on his offer but that company fairly valued.

By Bruce Kelly
INVESTING EQUITIES OCT 23, 2013
Cole Real Estate Investments starts trading, drops below Schorsch offer

On their first day of trading, shares of Cole Real Estate Investments fell 5.2%, to $10.90. That's well below the $12.50 per share bid that American Reality Capital lodged in a takeover try in March -- an offer that was rejected by Cole. Ouch.

By Bruce Kelly
INVESTING ALTERNATIVES OCT 22, 2013
Investor sets portfolio for next round of debt squabble

Options trader pays $6.7 million for trade that hedges against spike in volatility.

By Gregory Crawford
INVESTING RETIREMENT PLANNING OCT 20, 2013
Columbia Property Trust IPO stings investors

Shares bought at $10 at start of boom now worth 45% less.

By JKEPHART
INVESTING ALTERNATIVES OCT 15, 2013
Eugene Fama reiterates opposition to active management, high fees

Live from the IMCA conference: 'Forget about hedge funds,' he says

By Jeff Benjamin
INVESTING ALTERNATIVES OCT 14, 2013
The Takeaway: Are you ready for the REITnado?

By Joshua Brown
INVESTING ALTERNATIVES OCT 13, 2013
Moody's upgrading method for rating asset managers

Rating agency changing way it assesses both alternatives, traditional firms

By Jeff Benjamin
INVESTING ALTERNATIVES OCT 13, 2013
Fama takes slap at active management

Finance star calls active management "zero-sum game".

By Jeff Benjamin
INVESTING ALTERNATIVES OCT 13, 2013
Why aren't hedge funds advertising?

JOBS Act allows it, but firms are leery of intrusive regulation; plus, most don't need to market.

By Jeanette Turner
INVESTING ALTERNATIVES OCT 13, 2013
Soaking the rich is institutionalized

Bruce Kelly sheds light on the sleight of hand that investment banks and wirehouses play when charging fees to the very rich for investment advice.

By Bruce Kelly
INVESTING EQUITIES OCT 09, 2013
Investors looking to protect capital as debt ceiling looms

No panic as many see last-minute deal getting done.

By Gregory Crawford
INVESTING ALTERNATIVES OCT 08, 2013
Alternatives a safe haven in changing investment game

Investment expert Bob Rice calls alternatives part of a &quot;risk-tolerant, panoramic portfolio&quot;. But just how should they work for your clients? Related: <a href=&quot;http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=ALTS2013&amp;bctid=2687078512001&amp;date=20130923&quot;>Bob Rice outlines four jobs alts accomplish in a portfolio.</a>

By Bruce Kelly
INVESTING ALTERNATIVES OCT 08, 2013
Where alts fit in a portfolio

Live from the <i>IN</i> Alternatives Conference: Reducing a portfolio's volatility is key, panelists say

By JKEPHART
INVESTING RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

By Bruce Kelly
INVESTING ALTERNATIVES OCT 02, 2013
Advisor Group cuts ties with popular REIT sponsor

Advisor Group ends its selling agreement with nontraded REIT sponsor Cole Holdings, citing a $127M self-payment as a major factor.

By Bruce Kelly
INVESTING ALTERNATIVES OCT 01, 2013
The great correlation: Is it finally over?

By JKEPHART
INVESTING ALTERNATIVES SEP 29, 2013
Alt gestalt: Greater allocation key

By Jeff Benjamin
INVESTING ALTERNATIVES SEP 25, 2013
Advisers must distinguish between registered and unregistered alts

Panelists at <i>IN</i> Alternatives Conference say advisers must do extra due diligence on liquid alternatives.

By Jeff Benjamin
INVESTING ALTERNATIVES SEP 25, 2013
Schorsch to close ARC V, bidding adieu to net-lease real estate deals

Currently hot, net lease sector could cool off quickly if interest rates rise.

By Bruce Kelly
INVESTING ALTERNATIVES SEP 25, 2013
Schorsch strikes again with deal to acquire a nontraded REIT in his empire

REIT king holding fourth &quot;liquidity event&quot; in two years for one of his nontraded REITs, pushing his enterprise's pro-forma value up near $10 billion.

By Bruce Kelly