Understanding Alternative Investments

Stephen Todd Walker is presently a Managing Director at Oppenheimer and Co., Inc. Mr. Walker works with many CEOs of large publicly traded companies as well as entrepreneurs from privately held growth companies. His clients include Forbes 400 members as well as some of the most affluent families around the world. He was named to The Philadelphia Business Journal's 'Forty Under 40,' which honors the top young entrepreneurs in the Philadelphia area. On February 9, 2009, Mr. Walker was named by Barron's as one of 'The Top 1,000 Advisers' in the United States and was also named as one of the top 25 'Wealth Advisers' in The Philadelphia Business Journal 2009 Book of Lists.

• Introduction: That Was Then, This is Now 1. Does the Universe Move in Waves? 2. Not All Financial Advisors Are Created Equal 3. Access to Alternative Investments and Competitive Advantages 4. Knowledge Really is Power 5. The Changing Financial Landscape 6. I Hate To Say, It But I Told You So 7. The Market and Alternative Investments 8. Diversification is Not Limited 9. The 'Smart Money' Is Global 10. Are All Hedge Funds Evil or Are They Really Angels in Disguise? 11. The Fools Gold or the Real Deal? 12. Venture Capital is Back 13. Asset Allocation and Alternative Investments 14. Modern Portfolio Allocation 15. There is Nothing to Fear Except Fear Itself 16. Devising Portfolios with Alternative Investments and Comparables 17. Alternative Investments Over the Past 20 Years 18. The Asset Allocation Process and Sample Portfolios