December 22, 2025By Andrew P. Grant, Brian Chang, CFA, CFP®, CMT® and Darnel J. Bentz

Beyond Stocks and Bonds: A Conversation on Alternative Investments

In this video, Andrew Grant, KAR Director of Manager Research, sits down with Senior Wealth Advisors Darnel Bentz and Brian Chang, CFA for a candid conversation about alternative investments—what they are, why they matter, and how to decide if they fit your strategy.

Key Highlights:

-0:48 – Evolution of alternatives at KAR

-6:28 – Inflation protection and passive income benefits

-10:23 – Growth areas: private equity and venture capital

-12:13 – AI-driven infrastructure investments

-13:42 – Liquidity considerations

Watch now to see if alternative investments could be the right addition to your portfolio.

Investments commonly known as “alternative investments” are not suitable for all investors, and “alternative investments” often have minimum eligibility requirements that must be met. Whether an investment in an “alternative investment” is suitable or appropriate for a particular investor will depend on several factors, including the investor’s risk tolerance, investment time horizon, and liquidity needs. Please consult with your advisor to better understand the risks of “alternative investments” before making such investments.

The information included in this content is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only and is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material. KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Data is obtained from systems believed by KAR to be reliable. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by KAR. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. KAR’s investment strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

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