Private Markets: A Playbook for Practice Success

    Three-Part Webinar Series

    October 19, 2023

    October 26, 2023

    November 2, 2023

     

     

     

    Webinar 1: October 19th | 12:30 p.m. - 1:30 p.m. ET

    Why advisors are seeking resources to explain alternatives to clients and how to have better conversations

    New research from Cerulli Associates in partnership with IWI and Invesco shows private markets grow in importance, advisors are looking to the exposures to reduce reliance on public markets perceived as less representative of holistic market performance.  Advisors are faced with a steep education hurdle for implementing alternative investments. In addition to understanding the products for their own sake, advisors must also be ready to explain the products to their clients in terms they will understand.

    In this session, experts from Cerulli and Invesco will discuss their recent research study on Private Markets and insights from Invesco’s language studies on the best ways to overcome communication traps and clearly communicate with clients about diversifying using real estate investment trusts (REITs) and other alternative investments. 

    Panelists:

    Daniil Shapiro, CFA®
     Cerulli Associates
     
    George Amidon,
    Senior Consultant,
    Invesco Global Consulting, Invesco 

     

     

    Webinar 2: October 26th | 12:30 p.m. - 1:30 p.m. ET

    Why advisors plan to make alternatives a bigger part of their portfolios and how to accomplish it

    New research from Cerulli Associates in partnership with IWI and Invesco shows the wealth management industry changes, your business has become more complex. Clients expect more from you, and with both equity and fixed-income markets declining in 2022, there is industry recognition of the need for greater diversification than that offered by traditional asset classes now perceived to be more correlated. Recent research from Cerulli and IWI found that most advisors recognize the opportunity in alternative investments and are planning to increase allocations to alternative investments as they seek to diversify client portfolios. 

    In this session, experts from Cerulli and Invesco will discuss key findings in the research, identify key challenges for incorporating private alternatives into portfolios and provide allocation guidance. 

    Panelists:.

    Daniil Shapiro, CFA®
     Cerulli Associates
    Danielle Singer,
    Head of NA/EMEA Client Solutions, Invesco

    Webinar 3: November 2nd | 12:30 p.m. - 1:30 p.m. ET

    How alternatives can help you stand out from your competitors and ways to incorporate into your practice

    New research from Cerulli Associates in partnership with IWI and Invesco shows that offering alternative investments such as private markets exposure can help advisors attract and retain high-net-worth clients. But building an alternatives practice does have its challenges.

    In this session, experts from Cerulli and Invesco will discuss how having a strong alternative investment offering may help enhance your business and some key ways on how you can articulate your wealth management process to clients. 

    Panelists:.

    Daniil Shapiro, CFA®
     Cerulli Associates
    Lisa Kueng,
    Managing Director Business Development, Invesco Global Consulting, Invesco

     

     

    Cost: Complimentary

    One CE credit will be awarded for each webinar attended. Pending approval, the following entities have accepted it for CE credit:

    Investments & Wealth Institute®

    Up to 3 CE credit hours for CIMA®, CPWA®, and RMA® certifications
    Audit-proof, Premier CE
    Uploaded to your certification record(s) within 2 weeks

     

    After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. The Zoom link will be the same for each Thrive Webinar. Please additionally register with Zoom to secure your spot in the webinars. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

    If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of each event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

    Speaker Biographies

    George is currently working with Invesco Global Consulting delivering keynote presentations, workshops and coaching. George is also a Managing Partner for JAM Consulting Group, Inc., a sales and management consulting firm. He is an integral member of a team of accomplished professionals that has worked to accelerate the performance of sales professionals and management teams for over 30 years. George brings over three decades of in-the-field experience as both a producer and senior sales executive. We believe his success at building, developing and transforming sales groups into more impactful sales teams is due to being able to see things from a salesperson’s perspective. George earned a BA in Economics from Boston College in Chestnut Hill, Massachusetts. He is an avid hockey fan and outdoor enthusiast. His wife, Susie, is an accomplished artist, and their son, Paul, is currently serving in the United States Air Force.                                     

    Lisa leads Invesco Global Consulting (IGC) in working to help the firm’s strategic partners elevate their businesses and expand their client relationships. She is also a member of the IGC Leadership Team, which focuses on creating programs designed to help financial professionals grow, keep and optimize their practices in a complex and competitive business environment. Lisa has developed many of IGC’s practice-building programs, including the “Your Prosperity Picture” workshop for women investors, “The New Retirementality” and “T.E.A.M. Dynamics.” She is coauthor of the book, Picture Your Prosperity: Smart Money Moves to Turn Your Vision into Reality.1 Lisa is a frequent speaker at industry events, and has delivered keynote presentations at hundreds of conferences. Her work has been cited by media outlets including Businessweek, The New York Times, NBC News Philadelphia, NPR’s Marketplace Weekend and Fund Marketing Alert. Before joining Invesco in 2010 when the firm combined with Van Kampen Investments, Lisa spent 12 years with Van Kampen’s Consulting Group (now IGC). Previously, she worked in advertising account management, most recently at DDB Worldwide. Lisa holds a BS in journalism with a concentration in speech communications from the University of Illinois,and she earned a Registered Corporate CoachTM designation in 2004.

    Lisa lives in downtown Chicago with her family. She serves on the Invesco Women’s Network Global Governance Committee and is a regular guest speaker at Loyola University Chicago, a board member for VOCEL and a volunteer coach for One Million Degrees. In her free time, she enjoys reading, entertaining and eating. To counteract the latter, she has recently started working out with a trainer.

    Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments. Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.

     

    Danielle Singer is Head of North America and EMEA Client Solutions for the Invesco Solutions team, which develops and manages asset allocation strategies and comprehensive portfolio solutions across institutional and private client channels. In this role, she and her team leverage Invesco’s fundamental, systematic, and alternative strategies to deliver precise, tailored outcomes to unique investor needs.

    Ms. Singer joined Invesco in 2014. Prior to her current role, she served in several capacities for the Fundamental Multi Asset team, including portfolio manager. Before joining the firm, she was a strategist and director of UBS’s Global Investment Solutions group, representing macroeconomic views and investment strategies to investors. She started her investment career in 2002 in financial services. Ms. 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. Ms. Singer holds the Series 7 and 66 registrations

     

     

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