Alternatives: Think Beyond 60/40

In-Kind Sponsor: BlackRock

Incorporating Alternative Investments into client portfolios is an imperative based on the business rationale, the opportunity set, and the portfolio/capital markets implications. This will be a robust discussion on why exposure to private markets are critical but, as importantly, teach a framework on how to evaluate the different types of alternatives available in the marketplace.

Learning Objectives:

1. Understand the business and portfolio rational for incorporating alternatives into select client accounts
2. Learn how to overcome investor objections including recency and liquidity bias
3. Develop an implementation framework on how to evaluate the different types of alternatives, and source and size allocations to them