Trends with Benefits #131: Navigating Private Investments and Alternatives with Craig Robson

Craig Robson, Founding Principal and Managing Director at Regent Peak Wealth Advisors, discusses why investors are increasingly looking to alternative investments to diversify portfolios and reduce volatility. He explains how access to private markets has evolved, making it easier for investors to participate while highlighting trends such as private equity secondaries and the increasing institutional adoption of digital assets. He also shares his belief that financial advisors' responsibilities will expand in the future to include providing guidance on healthcare access.

Watch Video
Navigating Private Investments and Alternatives with Craig Robson

Show Notes:

02:09 Craig’s background

04:44 What are alternatives?

05:44 Why alternatives are important

08:30 The private investment market

10:20 Who are alternatives right for?

13:50 Identifying opportunities for each client

16:58 Interest in private investments

22:14 Digital assets in client portfolios

27:30 Business lessons from Craig

30:55 Long-term trend

35:16 Trend or fad

Trend or Fad

Listen for Craig’s take on private equity secondaries.

Follow Ed Lopez @thatEdLopez on X (Twitter).

You can listen and subscribe to this podcast on Apple Podcasts, Spotify, SoundCloud, and YouTube.