In our first installment of Partner Perspectives, Madeleine Sinclair, Head of Distribution, North America, sits down with Eric Gerster, Chief Investment Strategist at AlphaCore Wealth Advisory, to discuss the evolution of alternatives and what they can offer for client portfolios. Learn more here: https://hubs.li/Q02wG9qV0
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Advisor Insights Video discussions with our advisors Go behind the scenes with Janet Acheatel, Jeremy Kovacevich, and Brooke Warner as they discuss various investment and planning related topics such as Diversification with Private Equity. Diversification with Private Equity: https://hubs.ly/Q02j1rCt0
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Considering alternatives? You'll want to listen to Vice President & Portfolio Manager Richard Lee, as he discusses how alternatives are now becoming core investments and over the long term they will become a critical component of an investor's portfolio. Listen now. #DynamicFunds #InvestwithAdvice
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Read Director of Investments Ryan Trabant's insights regarding recent market developments and key takeaways for investors. https://lnkd.in/ggqDW36a #LandmarkWealthManagementGroup #Landmark #MarketCommentary #KeyTakeaways To learn more about Landmark Wealth Management Group (“Landmark”) and read conditions and disclosures, visit https://lnkd.in/gTCnXsH2
Monthly Market Commentary - May 2024
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🔹 Capital Strategies Partners, A.V., S.A. (CSP) has appointed Tom Cartwright to its sales and client services team for the UK and Ireland, Investment Week can reveal. Discover the latest in People Moves shaping the investment world – click here for insights and updates: http://ow.ly/38Ae104Tg5v #peoplemoves #investmentinsights #investmentnews #investmentweek
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Next week brings a great educational webinar with NexPoint’s Brian Sanborn leading an in-depth conversation with Petra Capital Properties’ Brad Watt, Founder and CEO and Luke Lofman, President & Chief Investment Officer. During this conversation, the group will discuss how to create more effective real estate portfolios with better outcomes, aligning real estate fundamentals with personal investment objectives, and the importance of prioritizing fundamental investment strategy with 1031 tax deferral. Register today to join us Wednesday, February 28, 2024 at 2:00 pm EST: https://lnkd.in/eC9N7yPH #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser
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Witan’s Investment Director, James Hart, recently delivered a live presentation for Investor Meet Company. During this insightful session, James discusses Witan’s strategy, portfolio and performance, and provides his outlook for the Trust over the coming months. Watch the presentation here https://lnkd.in/e7Ma_tm2 Please note that past performance is not a guide to future performance. Your capital is at risk.
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Read the latest issue of Beyond 60/40 where we highlight alternative investments research and insights from industry leaders, including Wellington Management, Blue Owl Capital, The Carlyle Group, and Hamilton Lane. https://lnkd.in/e8jfS5MT
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Tomorrow, October 24, at 12:00 p.m. ET, Resolute Investment Managers is hosting a live webinar with American Beacon Advisors sub-advisor AHL Partners LLP (Man AHL) of Man Group on “An Alternative Approach to Diversification.” This interactive discussion will examine an alternative way advisors might help reshape their client portfolios in response to disappointing and volatile returns from traditional assets. Register here: https://ow.ly/JZZp50PT3So
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“We are trying to close that gap between the average billionaire and the individual investor.” Robert Picard, head of alternative investments at Hightower Advisors discusses the changes in private investing that are making it simpler for RIAs to access private markets for their clients. Watch the full video here: https://lnkd.in/eZWipb4v Learn more: https://lnkd.in/g3BPwH8S #wealthmanagement #privatemarkets
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