MASTERCLASS: Liquid Alternatives - May 2019
Liquid alternative investments are funds that aim to provide investors with diversification as well as downside protection through alt investment strategies. The advantage is that they’re liquid and require lower minimum investments. In this Masterclass, 3 experts discuss Liquid Alternatives and how in a demanding investment environment, investors may be looking beyond the traditional investing and seek access in alternative investments. Kimberly Flynn, Managing Director of Alternative Investments at XA Investments Stan Sokolowski, Deputy Chief Investment Officer and Head of Portfolio Management at CIFC Asset Management Richard P. Talley, SVP of Business Development at UMB Fund Services
2019 Institutional Outlook
Dave Goodsell interviews Chief Market Strategist Dave Lafferty for his thoughts on key findings out of the Global Survey of Institutional Investors. Download the Survey
Natixis Investment Managers Global Survey of Institutional Investors
With market volatility making a comeback, what’s keeping institutional investors up at night?
IMPACT | Who Should Invest in Alternatives?
While alternatives have the connotation that they belong to the institutional investor space, Tony Davidow, Asset Allocation Strategist at the Schwab Center for Financial Research, explains why that shouldn’t be the case. Tony highlights some of the main talking points from his white paper on alternatives and explains why now is the best time to invest. Alternative Investments: A Goals-Based Framework
Evolution of Institutional Investing
Russell Mason, Founder & President of IMI. talks with Asset TV about how the industry landscape changed over the years. His focus is on the constant introduction of new products as well as the growth of consultants.