Description
This is an invitation-only, two-day due diligence event during which financial professionals from various RBI and RIA firms will hear about the Alternative capabilities of Franklin Templeton, focusing on Private Real Estate, Private Credit, Secondaries, Private Equity asset classes. Sessions will dive deep into key topics that are relevant to the industry at this time. This event will feature investment managers from Clarion Partners, Lexington Partners, and Benefit Street partners. In addition, overviews of key topics such as macro fundamentals and “Building Better Portfolios with Alternatives” will be discussed.
Learning Objectives
• Describe the differences between public and private real estate
• Outlook and “house view” for private real estate --- looking ahead
• Discussion around adding private real estate to mixed asset portfolio (improvement to risk adjusted return)
• Examine how adding alternatives can increase growth and income, reduce volatility, and hedge the impact of inflation
• Overall impact of alternatives on a portfolio