Inside the Advisor's Playbook: Portfolio Strategy with Jen DeSisto скачать в хорошем качестве

Inside the Advisor's Playbook: Portfolio Strategy with Jen DeSisto

Is your portfolio is truly diversified? In this episode of Peachtree Point of View, Peachtree Group CEO Greg Friedman sits down with Jen DeSisto, Chief Investment Officer at CW Advisors, for an honest conversation about modern portfolio construction. DeSisto reveals why the traditional stock and bond approach may no longer provide adequate diversification, with the number of publicly traded stocks cut in half over 20 years while the S&P 500 grows increasingly concentrated. She shares practical allocation frameworks based on investor profile, explains how to think about vehicle structures and liquidity, and discusses what makes certain alternative investments resonate with investors. The conversation covers everything from appropriate allocation percentages to the importance of tangible, understandable projects, offering a roadmap for building more resilient portfolios in 2026. Key Takeaways: Public market concentration has increased dramatically, with fewer investment opportunities available than two decades ago. Allocation to alternatives should range from 5-10% for accredited investors to 30-40% for qualified purchasers. Investors respond best to tangible projects they can understand, from real estate developments to infrastructure investments. Ready to explore how alternative investments fit into your portfolio strategy? Listen to the full Peachtree Point of View podcast episode for deeper insights on modern portfolio construction → https://www.peachtreegroup.com/podcast