Earn CE Credits: Join us today to uncover the 5 hidden operational roadblocks in alternative investing.
| | | Beyond Private Market Access: Five Hidden Operational Roadblocks to Alternative Investing Success |
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| | DATE:
Friday
November 17, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Historically, access to alternative investments and private markets has been a significant barrier for advisors interested in expanding their offerings to include alternatives allocations. But as alternative investing becomes more democratized, advisors are uncovering operational and administrative obstacles to successfully leveraging these asset classes in their clients’ portfolios.
On November 17 at 2:00 PM ET, Brett Hillard, Chief Investment Officer, from GLASfunds will explore the operational challenges to alternative investing that advisors might not be expecting, including:
Transparency into investment status Access to performance reporting statements Ongoing portfolio diversification at scale Tax reporting documents
Find out how to anticipate and overcome existing barriers to efficient, scalable, and customizable alternative investing. |
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CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | Brett Hillard, CFA, CAIA Chief Investment Officer GLASfunds |
| | | Diana Britton - Host Managing Editor WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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