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Building Better Portfolios with Alternative Investments

Session Speakers
Session Description

Why Attend
Find out how to evaluate the opportunities in alternative investments and implement them in client portfolios.

Session Details
Alternative investments have become more commonplace as they’ve moved from the exclusive domain of institutions and ultra-high-net-worth families to Main Street. As the bull market matures amid bouts of volatility, advisors are evaluating how to incorporate alternative strategies into client portfolios? In a panel discussion, three experts will delve into the challenges and opportunities, including:

  • Why now is a good time to allocate to alternatives
  • Distinguishing among the various types of strategies
  • How the best advisors are using alternatives
  • Evaluating the various structures
  • Fitting these strategies into a goals-based framework

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs, CPE-1.5 hrs
Education Session
1h 15m
Session Schedule