Description
In this session, we will challenge conventional wisdom about the role and use of alternative investments in retirement accounts. We will examine institutional allocations to alternatives and discuss recent regulatory developments regarding the inclusion of alternatives in defined contribution plans. We will use case studies to illustrate the impact of using alternatives in retirement accounts.
Learning Objectives
Advisors will gain a greater appreciation for the role and use of alternative investments.
Advisors will gain insights regarding how institutions have allocated capital.
Advisors will understand the differences in allocating during the accumulation and decumulation phases.