Not Just About Your Portfolios: Opportunities and Challenges in Private Markets
Presented by Danielle Singer, CFA®
Head of North America Client Solutions, Invesco
Session date and time April 30, 2023 3:00 - 5:30 p.m.
The Wealth Management industry is changing, and your business has become more complex. Clients are expecting more from you, highlighting the need to look beyond the traditional stock and bond portfolio to provide alternative sources of income. This presents challenges beyond just the critical question of how to incorporate alternative investments into their portfolios; you must also think about how alternatives fit into your practice and the words to use when talking to clients.
In this session, we will discuss:
Enhancing your business – How alternatives fit into your practice:A panel discussion with Invesco and Cerulli Associates on how incorporating alternative investments impacts advisors’ ability to manage and grow their practices.
Connecting with clients – Building Opportunities language study:Our research-based language studies that address the best ways to talk to clients about diversifying their portfolios with alternative investments like real estate investment trusts (REITs).
Optimizing your portfolio – Simplifying private markets:Key investment challenges associated with investing in private markets and allocation guidance for incorporating private alternatives into your portfolios.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Danielle Singer, CFA® Head of North America Client Solutions, Invesco
Danielle Singer is head of North America client solutions for the Invesco Investment Solutions team. In this role, she supports institutional clients in making asset allocation and portfolio construction decisions and provides multi-asset solutions tailored to client-specific investment needs. Singer joined Invesco in 2014. Before her current role, she served in several capacities for the United Kingdom-based multi-asset team and provided North American oversight. As portfolio manager for the team, she was responsible for idea generation, risk management and portfolio construction of a fundamental multi-asset strategy. Before joining the firm, she was with UBS for more than 10 years. Singer started at UBS in client relationship management before becoming a strategist and director of the firm’s multi-asset team, representing the team’s macroeconomic views and investment strategies to investors. She started her investment career in 2002 in financial services. Singer earned a BA degree from Middlebury College and an MBA from the University of Chicago with concentrations in analytic finance and econometrics. She is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of New York. Singer holds the Series 7 and 66 registrations.
