Alts for All! Implementing Alternatives into Clients’ Portfolios

Oct 14th 2020
1:00pm - 3:00pm EST

About 67% of advisers say lack of understanding is one of the main reasons why they don't invest more heavily in alternatives. However, providing access to these complex investment strategies enables advisors to deliver more robust investment solutions to their clients and differentiate their product offerings in the increasingly competitive marketplace for financial advice. This session will help to address some of the complexities of dealing with alts. Topics under discussion include:

  • How can advisors gain access to alternative investments?
  • How can RIAs incorporate alternatives in client portfolios without stretching their back office?
  • Should every client consider including exposure to alternatives in an investment portfolio?
  • How can advisors explain the benefits of allocating to alternatives to their clients?
  • Understanding the liquidity constraints and other considerations in alternative investments

This webinar is two hours and scheduled 1:00 - 3:00 PM Eastern Time.


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For more information, please contact:

Kristen Oliveri

Director, RIA Institute


Naina Farukh

212 224 3388