Interval Funds Offer a Range of Alternative Strategies that will Help Advisors Differentiate their Business

Daniil Shapiro, CFA, Director, Product Development at Cerulli, joined Kimberly Flynn, CFA, Managing Director of Alternative Investments at XA Investments for a discussion on interval funds and how they can be leveraged to help advisors differentiate. They review some of the fastest growing alternative investment products, as well as discuss how understanding and using alternative investments can help you attract high net worth clients.

In recent years, high net worth clients have benefited from asset growth and now have larger portfolios that may benefit from diversifying alternative investments. Many financial advisors worry about their best clients moving across the street to another advisor with a better alternative shelf. Alternatives help wealth managers retain existing high net worth clients.

Watch this webinar to hear more about how:

1. An appropriate suite of alternative investment product offerings help wealth managers differentiate their business from other advisors in town.
2. Alternative investment products include private funds, interval funds, non-traded REITs, non-traded BDCs, opportunity zones and a variety of other alternative product types.
3. Alternatives give wealth managers the opportunity to consolidate client assets and to advise on a larger portion of their existing client’s assets.

Register to watch on demand.

Watch Now 

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. For information about becoming a member, click here.