But what aspects of the endowment models translate well to the retail environment, and what doesnt translate? How can advisors perform adequate due diligence? What about liquidity risk and tax issues?
This one-hour webinar will address advisors concerns and share best practices for incorporating alternative investments into clients portfolios.
Tina Hurley, Retirement Solutions Individual Markets
Investment Management Consultants Association® (IMCA® delivers the premier investment consulting and wealth management credentials and world-class education. IMCA's Certified Investment Management Analysts® (CIMA®) certification is specifically for financial professionals who want to attain a level of competence as an advanced investment advisor. The Certified Private Wealth Advisor® (CPWA®) is for wealth managers working primarily with high-net-worth clients.