WEBINAR

Product Evolution – Innovation and the Shifting Landscape of Alternative Investments
September 24 @ 2:00 pm - 3:00 pm
Join Andrew Deck, Vice President of Alternative Investments at LPL Financial, for an engaging conversation on the future of alternative investments. Andrew will moderate a dynamic panel featuring:    •   Brian Murphy, Co-CIO & Portfolio Manager, First Trust    •   Anton Marinchik, Director of Business Development & Wealth…
Moderator/s: Andrew Deck
Speaker/s: Anton Marinchik, Brian Murphy, Denise Kramer

Join Andrew Deck, Vice President of Alternative Investments at LPL Financial, for an engaging conversation on the future of alternative investments.

Andrew will moderate a dynamic panel featuring:

   •   Brian Murphy, Co-CIO & Portfolio Manager, First Trust

   •   Anton Marinchik, Director of Business Development & Wealth Management Solutions, Monroe Capital

   •   Denise Kramer, Chief Operating Officer & Portfolio Manager at Alt REIT, Inland Real Estate Investment Corporation

Together, they’ll explore how innovation is reshaping the industry and where the investment landscape is headed. This is a timely discussion you won’t want to miss.

They’ll cover:

   •   Demand vs. suitability — delivering access while keeping risk and liquidity in check

   •   What’s next — tokenization, alts in UMA, and other innovations on the horizon

   •   Access & scale — PE in 401(k)s and target-date funds: game-changer or red flag?

   •   Systemic risk — how to grow private markets responsibly and avoid a repeat of the GFC

 

Register Now

 

Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and 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.

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.

Featured Speakers

Andrew Deck
VP, Head of Alternative Investments LPL Financial

Anton Marinchik
Director, Business Development – Wealth Management Solutions Monroe Capital LLC

Brian Murphy
Co-CIO, Portfolio Manager First Trust

Denise Kramer
Chief Operating Officer & Portfolio Manager at Alt REIT Inland Real Estate Investment Corporation

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