Access our extensive Multimedia Library to watch PAST webcast recordings and gain valuable insights!
Click here to explore more.
Our live InfoSeries webcasts will boost your expertise on the latest industry growth areas and share insights into the CAIA exams. Featuring CAIA and industry experts, these brief, interactive sessions will encourage and answer your questions. Find out more and join one today.
Check each region for those scheduled in your preferred time zone.
Access our extensive Multimedia Library to watch PAST webcast recordings and gain valuable insights!
Click here to explore more.
Description: A handful of institutional investors have broken the mold when it comes to asset allocation and portfolio construction across public and private markets. By re-imagining the investment process, the role certain asset classes and strategies fit into a portfolio, many have unlocked an attractive return stream relative to other institutions. We captured some of these examples in a recent report, Innovation Unleased: The Rise of the Total Portfolio Approach, and a common question has been - how might these tenants apply in wealth management? Please join us for this engaging presentation which will last approximately 1 hour with an introduction to the Total Portfolio Approach, panel discussion and questions answered.
Panelists: Carlin Calcaterra, Managing Director, Ares Wealth Management Solutions, Tony Davidow, Senior Alternative Investment Strategist, Franklin Templeton, Patrick McGowan, Managing Director, Head of Alternative Investments and Manager Research, Sanctuary Wealth, Shana Sissel, CAIA, Founder and CEO, Banrion Capital Management, and moderated by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™.
Description: A handful of institutional investors have broken the mold when it comes to asset allocation and portfolio construction across public and private markets. By re-imagining the investment process, the role certain asset classes and strategies fit into a portfolio, many have unlocked an attractive return stream relative to other institutions. We captured some of these examples in a recent report, Innovation Unleased: The Rise of the Total Portfolio Approach, and a common question has been - how might these tenants apply in wealth management? Please join us for this engaging presentation which will last approximately 1 hour with an introduction to the Total Portfolio Approach, panel discussion and questions answered.
Panelists: Carlin Calcaterra, Managing Director, Ares Wealth Management Solutions, Tony Davidow, Senior Alternative Investment Strategist, Franklin Templeton, Patrick McGowan, Managing Director, Head of Alternative Investments and Manager Research, Sanctuary Wealth, Shana Sissel, CAIA, Founder and CEO, Banrion Capital Management, and moderated by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™.
©2024 Chartered Alternative Investment Analyst Association®