Overview

Alternative investments have evolved from niche portfolio diversifiers to an increasingly important component of modern wealth management. As access to private markets expands and client expectations evolve, wealth managers are rethinking how private equity, private credit, infrastructure, real assets and other alternative investments fit within long-term portfolio construction.

At the same time, advisers must balance the potential benefits of alternatives with practical considerations around liquidity, valuation, due diligence and client suitability.

This webinar brings together leading industry experts to explore how the role of alternative investments is changing, where opportunities may exist today, and how wealth managers can build thoughtful, resilient portfolios in an increasingly complex investment landscape.

Key Takeaways

By attending this webinar, participants will:

• Understand how the role of alternative investments in wealth portfolios is evolving.
• Explore the opportunities and challenges presented by private equity, private credit, infrastructure and other alternative asset classes
• Examine the practical considerations of incorporating alternatives into client portfolios, including liquidity, due diligence and suitability
• Learn how leading wealth managers are approaching portfolio construction in an environment of changing market dynamics
• Gain insights into where alternative investments may fit within long-term client portfolios over the coming decade

Date and Time

Speakers