E351 - Current & Critical - Gilbert Bong, Equalizing Equity - How to gain access to non-traditional asset classes
“These institutional funds that tend to be high quality, potentially lower volatility, higher return funds are out of reach for individuals as a result of minimum thresholds that they need to invest in order to access them directly.”
If you’re an entrepreneur whose business is your retirement plan, don’t miss this episode. Gilbert reminds us that if the majority of your net worth is tied to your business, there needs to be foresight on diversifying, since diversification is one of the key tools that an investor has at their disposal in order to maintain a similar return profile, but dramatically lower the risk. He also touches on the need to provide greater access and equality in equity, as many asset classes are still reserved for large institutions or high net-worth individuals.