Not Just About Your Portfolios: Opportunities and Challenges in Private Markets

Presented by
Daniil Shapiro, CFA^®, FRM, CIPM

^{Director, Product Development, Cerulli Associates}

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.