WEBINAR

Integrating Alternative Investments into your Practice

May 10, 2023 @ 2:00 pm - 3:00 pm

Moderator(s): Stacy Chitty

Presenter(s): Daniil Shapiro, Luke Schmidt

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Integrating Alternative Investments into your Practice

May 10, 2023 @ 2:00 pm - 3:00 pm

This webinar took place on May 10, featuring Daniil Shapiro, CFA, Director, Product Development with Cerulli and Luke Schmidt, Senior Financial Analyst with Blue Vault. They covered high level trends they’ve observed and discussed how advisors are integrating alts into their practice, including:

How advisors are using a new wave of alternative investments offerings with greater liquidity
Benefits and challenges of integrating alternative investments into your practice and why advisors are increasingly making the leap
Review key alternative investments exposures to which advisors plan to allocate more

Watch on demand

Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay will be available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.

Details

Date: May 10, 2023
Time:
2:00 pm - 3:00 pm
Event Category: Webinars
Website: https://attendee.gotowebinar.com/register/2138912286072477023?source=Website

Organizer

Blue Vault
Phone 877-256-2304
Email info@bluevaultpartners.com

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Stacy Chitty

Managing Partner Blue Vault Moderator

Daniil Shapiro

Associate Director Cerulli Associates

Luke Schmidt

Senior Financial Analyst Blue Vault Presenter

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