ART ZASKE
Chief
Investment Officer
Kevin Penner
Director
Client Service
A CLEARER LOOK AT ALTERNATIVE INVESTMENTS
Alternative investments are often discussed as a single asset class. In reality, they are a wide and often opaque category, with very different implications depending on how and when they are used.
In this episode of Unlocking, Parcion’s investment and advisory leaders step back from product talk and start with first principles. What qualifies as an alternative investment. Why these strategies exist. And when they can, and cannot, make sense within a thoughtfully constructed portfolio.
The conversation brings together the investment lens of Parcion’s Chief Investment Officer and the practical, client-facing perspective of the advisory team, grounding theory in real-world decision making for business owners navigating growth, liquidity, and what comes next.
Listen TO THE EPISODE
Explore a curated collection of audio moments—from interviews to soundscapes—designed to inform, inspire, and engage. Whether you're here to learn, reflect, or just enjoy, our audio selections offer something for every listener.
Go in depth with the whitepaper
Our white paper expands on the conversation from Unlocking, offering a first-principles framework for understanding alternative investments through the lens of a shared family office. Designed for business owners navigating growth, liquidity, and long-term decisions.
