Investments & Wealth Strategy Forum 2023 - New York City
Speaker & Session Information
Differentiating Your Practice Through Nontraditional Investments
Presented by Gregory Brousseau
Managing Director, Co-Head of Wealth Solutions, Macquarie Asset Management
November 29, 2023 2:30 - 3:20 p.m.
In this session, we will cover best practices for incorporating nontraditional investments as part of your clients’ overall portfolio allocations. We will share the good, bad and ugly about nontraditional investments through education and stories that will help position you to dispel myths and common misconceptions.
Learning Objectives:
Learn about the importance of education and communication in attracting high-net-worth clients
Understand how nontraditional investments can help add value and differentiate your business
Learn the role nontraditional investments can play in overall portfolio allocation
Greg Brousseau is co-head of Wealth Solutions at Macquarie Asset Management. Brousseau joined Macquarie Asset Management as part of Macquarie’s 2022 acquisition of Central Park Group, where he was co-chief executive officer and co-chief investment officer. Brousseau has more than 25 years of experience in alternative investments, including merger arbitrage and fund-of-funds portfolio management. Before co-founding Central Park Group, he served as co-head of UBS Financial Services Alternative Investment Group and was a member of the firm's operating committee. Before UBS, he spent 13 years at Oppenheimer & Co., leaving the firm as co-manager of its alternative investment department. Brousseau speaks regularly on topics and trends pertaining to the alternative investment industry and has been frequently quoted in media outlets including The Wall Street Journal. Since 1997, he has served as an executive board member of the Hole in the Wall Gang Camp, a children's charity located in Connecticut. He currently serves as chairman of the endowment committee.
