MMI Webinar: The Past, Present, and Future of Alternative Investments in the Wealth Management Industry
November 13 , 2024
11:00 AM ET
Complimentary admission
Open to MMI members and non-members
Press prohibited
The MMI Webinar: The Past, Present, and Future of Alternative Investments in the Wealth Management Industry is being submitted to Investments & Wealth Institute® for CE credits for CIMA®, CPWA®, CIMC®, and RMA® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.
Overview
The battle to gather alternative investment assets from retail channels will continue to be an uphill one; however, for those that manage to combine attractive product with strong distribution the opportunity will be vast, as more than $1 trillion in capital is expected to be raised by illiquid exposures in the next five years.
In this MMI Webinar, explore the retail distribution landscape for alternative investments – including the vehicles managers are using to drive adoption – and gain insight into how strategic partnerships will impact the distribution of these products down market.
Join Cerulli Associates, Carlyle Group, and LPL for a one-hour discussion about:
- Product offerings and vehicle use by alternative asset managers
- The recent uptake of alternative investments by wealth managers and their clients
- The future impact of new vehicle use (i.e., ETFs, interval funds) on the distribution of alternatives down market
- Education barriers and strategies for successful awareness engagement
- The implications of newly formed strategic partnerships between alternatives providers and traditional managers
- Steps wealth managers can take to facilitate greater advisor use of alternatives
This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.
Introduction
Joan Lensing
Executive Vice President
Chief Programming Officer
MMI
Moderator
Bing Waldert
Managing Director
U.S. Wealth
Cerulli Associates
Panelists
Andrew Deck
Vice President
Alternative Investments
Strategy and Product Management
LPL Financial
Russell Lane
Managing Director
Head of Product Development
Global Wealth
The Carlyle Group
Daniil Shapiro
Director
Product Development
Cerulli Associates