Gain a better understanding of the different types and benefits of alternative investments.
Many investors are looking to diversify their portfolios and navigate away from the traditional asset classes, which are facing increased volatility and lower expected returns. However, alternative investments are perceived as intimidating to some as they can be misunderstood and misrepresented. This presentation will educate you on the different types and benefits of alternative investments with examples and data discussed by an industry expert. It will also offer the opportunity to gain crucial insights and knowledge to diversify your portfolio by challenging the traditional 60/40 portfolio and advocating for alternative investments.
Agenda
Introduction and Disclosures
Alternative Investments and 60/40 Discussion
- Defining Alternative Investments
- Defining 60/40
- Discussion of the Problem With 60/40
Endowment Data
- Endowment Model Depicting Data of Alternative Investments vs. Regular Forms of Equity
- Endowment Performance
- Growth of the Alts Market
New Investment Landscape and the Benefits of Alternative Investments
- Why Are Alts Under Allocated
- Benefits of Alternative Investments
- Alts in the Current Environment
Questions and Answers
Speakers
Richard Hillson,
Hillson Consulting LLC- Founder of Hillson Consulting
- Previous CEO of Manhattan Investment Bank, Third Seven Capital
- Recognized expert and speaker in the alternative investment world
- Keynote speaker for industry conferences
- Business school guest lecturer
- Author of numerous articles and white papers
- BA (hons) Law at the University of Nottingham
Who Should Attend
This live webinar is designed for wealth managers, investment brokers, financial planners, stock brokers, estate planners, presidents, vice presidents, CPAs, CFPs, and other financial executives.
