This tried and true formula may not be enough in the current environment, and Alts may provide the much needed lift advisors need.
The traditional 60-40 balanced portfolio has a long and storied history in the world of investing. However, in the current environment of low yields, elevated valuations within the equity market, double-digit inflation, and the many uncertainties around the ongoing COVID-19 pandemic, the wealth management industry is looking for new ways to diversify. Could alternative investments prove to be the solution? Do illiquid strategies like private real estate, private credit, cannabis lending and digital currencies have a place in client portfolios?
Join us at the RIA Institute as our panel of experts explore and debate some non-traditional opportunities that are available to bolster investment returns in the current environment.
Investments & Portfolio Construction
Michael W. Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors, LLC
Daniel S. Kern, CFA, CFP, Chief Investment Officer and Shareholder, TFC Financial Management, Inc.
Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors
Adam Phillips, CFA, CFP, Managing Director, Portfolio Strategy / Partner, EP Wealth Advisors
Eddie Phillips, Director of Private Investments, Heritage Wealth Advisors
Michael Ashley Schulman, CFA, Partner / Chief Investment Officer, Running Point Capital Advisors
Ronald J. Smolenski, Jr., CIMA, Managing Director of Research, Pitcairn
Scott Sorensen, CFA, Principal & Founder, Vigilant Capital Management
David Sterman, CFP, President and CEO, Huguenot Financial Planning
Practice Management and Culture
Michael Bisaro, AIF, President and CEO, StraightLine Group
Jeffrey J. Burney, Chief Strategy Officer, Crestone Capital
Jonathan Foster, President & CEO, Angeles Wealth Management
Carina Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management
Michelle Katzen, CFP, CDFA, Managing Director, HCR Wealth Advisors
Seán O'Dowd, CFA, Managing Director, Silvercrest Asset Management
Lauren Sigman CFP, Managing Director, Principal, Robertson Stephens
Debra Brennan Tagg, CFP, President, BFS Advisory Group
Natalia Tchetchoulina, Partner, Cerity Partners
Erin Voisin, CFP, EA, CDFA, ChFC, Managing Director – Wealth Management Services/ Partner, EP Wealth Advisors
Impact & Implementation
Toussaint Bailey, Chief Executive Officer, Enso Wealth Management
Steve Ellis, CFA, Founder and President, Colorado Capital Management
Jennifer Kenning, CEO & Co-Founder, Align Impact
Bud Sturmak, CO-CIO and Partner, Perigon Wealth Management