Carlyle has invested across the Aerospace, Defense, Government and Industrial sectors for more than 35 years.
WEBINAR
Integrating Alternative Investments into your Practice
May 10, 2023 @ 2:00 pm - 3:00 pmDaniil Shapiro, CFA, Director, Product Development with Cerulli and Luke Schmidt, Senior Financial Analyst with Blue Vault, covered high level trends they’ve observed and discussed how advisors are integrating alts into their practice.
Moderator(s): Stacy Chitty
Presenter(s): Daniil Shapiro, Luke Schmidt
This webinar took place on May 10, featuring Daniil Shapiro, CFA, Director, Product Development with Cerulli and Luke Schmidt, Senior Financial Analyst with Blue Vault. They covered high level trends they’ve observed and discussed how advisors are integrating alts into their practice, including:
- How advisors are using a new wave of alternative investments offerings with greater liquidity
- Benefits and challenges of integrating alternative investments into your practice and why advisors are increasingly making the leap
- Review key alternative investments exposures to which advisors plan to allocate more
Register to watch now.
Please note: This webinar is restricted to the following groups: wealth advisors, broker dealers, and Blue Vault partners. The replay is available to Blue Vault subscribers and partners only. For information about becoming a subscriber, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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