Gain a better understanding of the different types and benefits of alternative investments.
Many investors are looking to diversify their portfolios and navigate away from the traditional asset classes, which are facing increased volatility and lower expected returns. However, alternative investments are perceived as intimidating to some as they can be misunderstood and misrepresented. This presentation will educate you on the different types and benefits of alternative investments with examples and data discussed by an industry expert. It will also offer the opportunity to gain crucial insights and knowledge to diversify your portfolio by challenging the traditional 60/40 portfolio and advocating for alternative investments.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Introduction and Disclosures
Alternative Investments and 60/40 Discussion
- Defining Alternative Investments
- Defining 60/40
- Discussion of the Problem With 60/40
Endowment Data
- Endowment Model Depicting Data of Alternative Investments vs. Regular Forms of Equity
- Endowment Performance
- Growth of the Alts Market
New Investment Landscape and the Benefits of Alternative Investments
- Why Are Alts Under Allocated
- Benefits of Alternative Investments
- Alts in the Current Environment
Questions and Answers
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 12, 2023.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Richard Hillson
Hillson Consulting LLC
- Founder of Hillson Consulting
- Previous CEO of Manhattan Investment Bank, Third Seven Capital
- Recognized expert and speaker in the alternative investment world
- Keynote speaker for industry conferences
- Business school guest lecturer
- Author of numerous articles and white papers
- BA (hons) Law at the University of Nottingham
- Can be contacted at [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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