Alternative Investments: The Investments That Are No Longer Optional

Alternative Investments: The Investments That Are No Longer Optional

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In the past ten years, meeting a client’s investment goals was fairly easy with annual equity returns of 10% and a raging bond market.

 An advisor could create a 60/40 portfolio for a client, set it and forget it. Those days are gone.


Now advisors are dealing with an investment environment where investment-grade bonds are returning 2% and domestic equities’ ten-year expected return is only 6%. How can clients’ investment goals be met in the new world of slower growth and lower yield without taking on excessive risk? The answer lies in the use of alternative investments.

This webinar will assist advisors in understanding the role of these unique investments in portfolios, as well as how the current economic uncertainty is impacting each asset class.

In "Alternative Investments: The Investments That Are No Longer Optional" by Michelle Connell, you will:

  1. Learn about each type of alternative investment, including private equity, venture capital, private debt, hedge funds, and real assets;
  2. Gain an understanding of the advantages and risks of each type of alternative investment;
  3. Discover how the use of these investments can assist clients in meeting their goals and objectives;
  4. Obtain guidance on how to determine client suitability, proper allocation, and monitor performance;
  5. Acquire an understanding of the due diligence process of these investments.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Michelle Connell, CFA, owner of Portia Capital Management, LLC

Michelle Connell, CFA

 

Meet Michelle Connell, CFA, Retirement Speaker on Alternative Investments for Retirement Plan Fiduciaries

Retirement planning experience

Michelle Connell, CFA, owns Portia Capital Management, LLC, a registered Investment Advisory firm specializing in the investments of foundations, charities and high net worth individuals. Portia Capital Management is the only investment management firm in the Dallas-Fort Worth area to be owned by a female CFA charter holder — an important resource in a world where 60% of women retire in poverty. Michelle’s expertise is backed by more than 20 years of financial experience in management positions with large investment boutiques and private banks.

Retirement planning thought leadership and expertise

Michelle has also differentiated herself as an educator. She taught as an adjunct finance professor at University of Texas at Dallas for five years, where she was named one of the country’s highest-rated finance professors. Michelle has also taught the CFA Review in Texas for ten years. She works with her students and clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. She also founded “Portia’s Children,” through which up to 10 percent of her company’s profits are donated to the North Texas Charity, Educational First Steps.

Invest in Your Retirement Expertise.

1 hr CFP®, CRC®, and other CE Credit Reporting

We are a CE Sponsor with the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

Retirement CE Sponsor with the CFP Board of Standards

Do you need more than three hours of CE?

Then become a Subscriber!  Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.

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We help you be sure you’re comfortable navigating our on-demand system. Just contact customer service by email anytime or by phone at 847.686.0440 x105 during eastern time regular business hours.

Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.

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