Alternative Investments Webinar Series

July 12 • 2:00 pm ET/July 19 • 2:00 pm ET
Presents the highlights of the WMIQ Alternative Investments 2023 Benchmarking Study and where advisors and their clients are headed with alts. REGISTER

Sponsored by USCF, Teucrium, CNIC Funds, Caliber, Forum and AcreTrader

The Psychology of Custom Indexing

Tuesday, July 18 • 4:15 pm ET
Discover the hidden forces that drive investor behavior and the unique strategies employed in custom indexing to optimize portfolio performance. REGISTER

Sponsored by Orion

New Research: Investing in Seniors Housing Properties — Opportunities and Challenges

Thursday, July 20 • 1:00 pm ET
Reveals the results of the 2023 WMRE/NIC Investor Sentiment Survey, review the latest trends data, and revisits the investment thesis for this property sector. REGISTER

Sponsored by NIC

Ask the Experts: How Can I Help My Clients Build Lasting Legacies Through Charitable Giving?

Tuesday, July 25 • 11:00 am ET

Learn the charitable giving trends and issues wealth advisors need to know about now — and get answers to your pre-submitted questions on any charitable giving topics. SUBMIT QUESTIONS AND REGISTER

In partnership with Trusts & Estates

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