Description
As advisors consider allocating to alternatives in their client portfolios, this presentation highlights the key considerations on how to invest in the asset class. HNW and UHNW investors are increasing their allocations to alternatives as more vehicle types and investment strategies become more available to them. This practitioner’s session details how different alternative investments strategies may help HNW and UHNW investors meet certain investment objectives and delivers practical, advisor-centric information on how to access alts.
Learning Objectives
1) Learn about the return and risk profiles of different alternative investment strategies
2) Identify tactics for how to allocate to alternatives to meet specific client objectives
3) Learn about advisor specific avenues to allocate to alternatives