Key Takeaways
- • Investment Week and Brookfield will host a webinar on 4 November from 12-1pm on how alternatives investing is evolving and what it means for wealth managers and their clients.
- • Timothy Chiang, senior vice president and client portfolio specialist at Brookfield's Alts Institute, will present insights from the group's proprietary Alts Implementation Survey.
- • The session frames wealth manager conversations as shifting from why to invest in alternatives toward how alternatives should fit within a portfolio.
- • Topics include expanding access, generational wealth transfer, the growing influence of female investors, and portfolio construction in an increasingly concentrated public market.
Summary
Investment Week will partner with Brookfield to host a webinar on 4 November from 12-1pm focused on the next phase of alternatives adoption among wealth managers and their clients. According to the event description, conversations between wealth managers and clients have moved beyond whether to allocate to alternatives and now center on how these assets should fit within a portfolio.
Timothy Chiang, senior vice president and client portfolio specialist at Brookfield's Alts Institute, is scheduled to share findings from the Alts Institute's proprietary Alts Implementation Survey. Brookfield's Alts Institute describes itself as a global platform delivering research, insights and education on alternative investing. The session draws on perspectives from wealth managers and investors and will examine how client discussions are evolving from education and awareness toward portfolio construction and implementation.
The webinar will also consider the backdrop of concentrated public markets and changing approaches to traditional diversification, as well as expanding access to alternatives, generational wealth transfer, and changing investor expectations. Attendees are promised research-based guidance on integrating alternative investments into client portfolios, insight into global adoption trends, and new tools and resources to support client conversations.
Timothy Chiang, senior vice president and client portfolio specialist at Brookfield's Alts Institute, is scheduled to share findings from the Alts Institute's proprietary Alts Implementation Survey. Brookfield's Alts Institute describes itself as a global platform delivering research, insights and education on alternative investing. The session draws on perspectives from wealth managers and investors and will examine how client discussions are evolving from education and awareness toward portfolio construction and implementation.
The webinar will also consider the backdrop of concentrated public markets and changing approaches to traditional diversification, as well as expanding access to alternatives, generational wealth transfer, and changing investor expectations. Attendees are promised research-based guidance on integrating alternative investments into client portfolios, insight into global adoption trends, and new tools and resources to support client conversations.
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