Join us for a 1.5-hour summit (CE Credit eligible) that will equip financial advisors with advanced insights into the evolving landscape of alternative investments. With increasing advisor adoption and growing AUM in private markets, this event will explore how technology, data, and product innovation are transforming the way advisors allocate to private equity, private credit, hedge funds, real estate, crypto, and more.
Agenda:
SESSION 1 (30 min) 2:00 PM ET – Beyond the 60/40 Portfolio: How Alts are Reshaping Wealth Management
SESSION 2 (30 min) 2:30 PM ET – Unlocking Opportunity: The Case for Private Credit in Modern Portfolios
SESSION 3 (30 min) 3:00 PM ET – Tax Deferral Strategies for Real Estate
2:00 PM ET – Beyond the 60/40 Portfolio: How Alts are Reshaping Wealth Management
Explore the rise of alternative investments as the “third slice” in portfolio construction. How are top advisors integrating alts today to generate yield and reduce risk, and how does real estate typically fit within a broader alts allocation? Register Now.
Featured Speakers:
David Bodamer - Moderator
Executive Editor, Investments
WealthManagement.com
Michael C. Hudgins
Senior Managing Director, Research
Hines
SPONSORED BY:
SESSION 2 (30 min)
2:30 PM ET – Unlocking Opportunity: The Case for Private Credit in Modern Portfolios
Investors are looking beyond traditional asset classes for more resilient, outcome-oriented solutions. This 30-minute session explores how private credit can be used in portfolios to manage risk and enhance returns. Join us for a look at where and how these strategies can make a real difference. Register Now.
Featured Speakers:
David Bodamer - Moderator
Executive Editor, Investments
WealthManagement.com
Garrett D'Alessandro
CEO, Co-CIO
Sandro Wealth Management
Alex Wright
Partner, Global Wealth Strategist
Apollo Global Management
SPONSORED BY:
SESSION 3 (30 min)
3:00 PM ET – Tax Deferral Strategies for Real Estate
The 1031/721 exchange solution provides investors the opportunity to potentially exchange, on a tax-deferred basis, an active investment in real estate for a passive investment in an institutionally managed portfolio of high-quality, diversified commercial real estate.
During this session, our speakers will provide an update on the 1031/721 exchange requirements, discuss client scenarios for deferring taxes on appreciated real estate and give an overview of the key benefits and reasons to consider syndicated DST programs. Register Now.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits
have been applied for and are pending approval.
Not able to attend the live event?
Archived versions of webinars from WealthManagement.com are available
for viewing On Demand shortly after broadcast. Register todayand you will
receive an email with login instructions as soon as the replay is available.
POWERED BY
Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.
WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement
