Cracking the Code: Making Sense of Alternative Investments

Thursday April 26 | 4:00pm-5:00pm ET

InvestmentNews Research estimates that $150 billion in alternative assets could be added to client portfolios among independent advisers over the next three years. Roughly 85% of all clients are now expressing interest in learning more about alternative strategies.

With this much interest, and more technology platforms eyeing this attractive market, what can advisers do to separate the wheat from the chafe? Learn how alternative investing could re-shape your practice and boost your value proposition.
Our speakers will discuss:
  • How alternatives have evolved in light of the Labor Department’s fiduciary
  • Portfolio designs that offer growth, income or risk management 
  • Using nontraditional investment strategies to attract new clients and keeping existing ones happy
  • New products to help advisers stay ahead of the curve

Accepted for 1 CE Credit by the CFP Board. Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.


Panelists
 
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Tom Daley
Managing Director, Custody Services
Millennium Trust Company
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Eddie Sempek
Chief Innovation Officer
Orion Advisor Services
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Kevin White
Head of Research and Strategy for the Americas, Alternatives
DWS


Moderator
     
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Frederick P. Gabriel Jr.
Editor
InvestmentNews

Sponsored by:
                                                                                                                      

 

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