A new wave of private investment products is creating new opportunity for accredited investors. Hear from institutional fiduciaries, advisor practice experts, and product design professionals how you can, for the first time, practically deploy genuinely institutional caliber private portfolios into accredited investor and tax-exempt accounts.
Advisors to accredited investors have been challenged to build institutional caliber portfolios of private investments for many legal and practice management reasons. Now, a new wave of products aims to change that. Hear from institutional fiduciaries, advisor practice experts, and product design professionals as they explain the opportunity across various private markets asset classes; the risk/reward benefits they typically deliver; and how you can, for the first time, practically deploy genuinely institutional caliber private portfolios into accredited investor and tax-exempt accounts.
Moderator:
Bob Rice
Partner, Tangent Capital
Featured Speakers:
Mike Beattie
Managing Director, President, The Advisors' Inner Circle Fund, SEI
Marc Friedberg, CFA
Managing Director, Wilshire
Rachel Jacobs
Managing Director, Head of US Intermediary Distribution, Macquarie Asset Management
Athena Ole
Head of Private Funds, Nasdaq Private Market
Mark Perry, CFA
Managing Director, Wilshire
Jason Scwharz
Chief Operating Officer, Wilshire
Neil Siegel
Global Head of Marketing and Product, Macquarie Investment Management
Included Recordings
- Part 1: Private Asset Classes, Performance & Outlooks
- Part 2: Accredited Investor Product Evolution: Interval to Auction Funds
- Part 3: Impact on Client Portfolios & Implications for Your Practice
Premier Continuing Education (CE):
- 3 hours of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) upon completion of the full program but can take up to 24 hours to be reflected
- One year from the date purchased