Dr. Alyce Su — Wall Street CIO Alternative Investment Guide

Dr. Alyce Su - Wall Street CIO Alternative Investment Guide is the definitive guide for sophisticated investors navigating the complex world of alternatives. Covering everything from private equity, venture capital, real assets, and private credit to structured products, hybrids, and emerging strategies like cryptocurrency and carbon markets, this book provides actionable insights to: Build high-performing, diversified alternatives portfolios Leverage private and public market strategies for asymmetric returns Navigate regulatory, technological, and ESG-driven changes Integrate emerging assets and hybrid structures to maximize risk-adjusted performance Whether you are managing $1M in tactical allocations or $100M+ in institutional portfolios, this book equips you with practical frameworks, case studies, and forward-looking strategies to generate returns, protect capital, and stay ahead of the market.
Perfect for family offices, institutional investors, wealth managers, and alternative investment professionals. Chapter 1 - The New Capital Markets RealityChapter 2 - Institutional Portfolio Construction: Building Endowment-Grade PortfoliosChapter 3 - The Regulatory & Structural Framework of Alternative Investing (Accreditation, LP/GP Structures, Fund Mechanics, Waterfalls, Carried Interest, and Legal Architecture)Chapter 4 - Private Equity Deep Dive: LBO Mechanics, Value Creation Engineering, and Return ModelingChapter 5 - Venture Capital Strategy: Power Laws, Portfolio Math, and Asymmetric ReturnsChapter 6 - Secondary Markets & Pre-IPO Investing: Liquidity Engineering, Discount Capture, and Valuation Risk in Private MarketsChapter 7 - Hedge Fund Archetypes: Long/Short, Global Macro, Event-Driven, and Quantitative StrategiesChapter 8 - Managed Futures & Commodities: Trend Following, Inflation Hedging, and Crisis AlphaChapter 9 - Structured Products & Derivative Income: Yield Engineering, Options Strategies, and Private Credit StructuresChapter 10 - Commercial Real Estate at Scale: Core, Value-Add, Opportunistic, and Institutional Real Asset StrategyChapter 11 - Infrastructure & Energy Assets: Essential Services, Inflation Protection, and Long-Duration YieldChapter 12 - Private Credit & Direct Lending: Risk-Adjusted Yield, Covenant Structures, and Illiquidity PremiumChapter 13 - Portfolio Construction & Risk Management Across Alternatives: Diversification, Correlation, Stress Testing, and Tail RiskChapter 14 - Private Equity & Venture Capital: Growth, Control, and Illiquidity PremiumsChapter 15 - Hedge Funds & Managed Futures: Absolute Return, Diversification, and Crisis AlphaChapter 16 - Private Equity Secondaries & Co-Investments: Liquidity, Efficiency, and Strategic AccessChapter 17 - Real Assets & Real Estate Investing: Inflation Protection, Yield, and Long-Term GrowthChapter 18 - Private Credit & Direct Lending: Yield, Illiquidity Premium, and Diversified Fixed-Income AlternativesChapter 19 - Structured Products & Hybrid Alternatives: Tailored Risk, Custom Yield, and Market FlexibilityChapter 20 - Emerging Alternative Strategies: Innovation, Opportunity, and Frontier Market ExposureChapter 21 - Portfolio Construction & Integrated Alternatives Strategy: Building a Diversified, Risk-Managed Alternative Investment PortfolioChapter 22 - Trends, Innovations & the Future of Alternative Investments: Navigating the Next Decade of Opportunities and Disruption