# Series 7 Exam Prep 35, Alternative Investments and Hedge Funds

Page: https://stenobird.com/podcast/open-exam-prep-7140559/series-7-exam-prep-35-alternative-investments-and-hedge-funds
Text version: https://stenobird.com/podcast/open-exam-prep-7140559/series-7-exam-prep-35-alternative-investments-and-hedge-funds.md
Podcast: [Open Exam Prep](https://stenobird.com/podcast/open-exam-prep-7140559)
Published: 2026-07-12T01:01:53+00:00
Episode link: https://open-exam-prep.captivate.fm/episode/series-7-exam-prep-35-alternative-investments-and-hedge-funds
Audio file: https://episodes.captivate.fm/episode/63f3c307-2efc-4842-a50f-4152da6a287b.mp3
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Duration seconds: 243

## Resource

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - The specific income and net worth thresholds that define accredited investors and qualified purchasers for the Series 7 exam. - How lock-up periods create liquidity risk in alternative investments and why this makes them unsuitable for investors with short-term needs. - The mechanics of the "two and twenty" fee structure in hedge funds and how it impacts suitability. - The high-risk strategies like leverage and short selling employed by hedge funds and their exam implications. - A mnemonic to quickly assess the suitability of alternative investments for a client based on their risk tolerance, sophistication, net worth, and time horizon. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep

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## Transcript

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