Alex Chaloff

Alex Chaloff

Head of Alternative Asset Strategies

14 Years at AB
25 Years of experience

Alex Chaloff is Head of Alternative Asset Strategies at Bernstein. He was named a National Managing Director in 2017. He is also a Senior Investment Strategist and a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. Prior to joining Bernstein in 2005, he was a managing director at Wilshire Associates, serving on the firm’s investment committee. At Wilshire, Alex structured the investment programs of Fortune 500 companies and developed the portfolio construction for multiple mutual fund complexes, serving as Chief Financial Officer for several fund families. Prior to that, he worked in fund accounting operations at a Global Custodian in Boston. Alex earned a BA in government and politics from the University of Maryland, College Park, and an MBA with a concentration in finance from the Marshall School of Business at the University of Southern California.

Don’t Fear Illiquidity (Embrace It!)

Don’t Fear Illiquidity (Embrace It!)

by Alexander Chaloff
Illiquid alternatives are investments that are not easily traded or exchanged and where investors do not have access to their capital for years. In fact, some alternatives hold investors’ capital for as long as a decade. That’s one of the reasons some investors shy away from them. The long lock-up worries investors, especially when the markets turn down. But is that fear justified? In a word: No. Illiquidity should not be feared—for three reasons.

Alternatives, Asset Allocation


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