Investment News Webcast “Demystifies” Liquid Alts for Advisors

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In September 17, 2014
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In a webcast presented by Investment News, Consuelo Mack interviewed Robert Jenkins, Managing Director/Global Head of Research for Lipper, Dr. Hossein Kazemi, Ph.D., CFA Senior Adviser to the CAIA Association’s Program, and Dennis Bowden Managing Director U.S. Research & Advisory at Strategic Insight. 

The interview discussion centers around understanding and differentiating different types of alternative strategies and how they can best address a client’s needs. The webcast content also includes information on how to construct a well-diversified portfolio using liquid alternatives and non-traditional investments, which types of alternatives can help to diversify a portfolio, and discussion on where alternative flows may go in the future.  Much of what is discussed in this video is applie in some of our models, including our Private Equity Model, Hedge Fund of Funds Model, Real Assets Model, and Endowment Collective Investment Fund for Retirement Plans.  You can view the presentation here, (users must create a registration account with InvestmentNews to view).