The Challenges Ahead: Moving from Awareness to Education to Adoption
March 13th, 2013 | Thomson Reuters | Carnegie Room
3 Times Square| New York, NY
Projected in an exclusive MMI member survey to grow by 14%–16% per year over the next five years, liquid alternative investments represent a significant educational challenge for financial advisors and a massive one for their clients. A flood of new alternative products have entered the marketplace over the last few years, but the industry’s assimilation process has been haltingly slow. This one-day executive forum brings together leaders from the advisory solutions and alternative investments communities to explore why this is the case and what is being done now—and what must be done going forward—to move toward broader adoption and use of alternatives and a full realization of the opportunities they represent.
Join us on March 13 to hear panels of industry experts offer views on the path ahead from distinct perspectives:
- Industry Data Update: The Competitive Landscape
- The Institutional Marketplace: What Strategies are Next?
- Liquid versus Illiquid: What are the Implications?
- The View from the Wirehouses: Education is Mission Critical
- The Bank, Regional and Independent Perspective: Keeping up with Rapidly Evolving Products
- The Advisor Challenge: Getting the Client on Board—Moving from Awareness to Acceptance and Use
Who should attend
- Distributors presently offering or considering alternative investments as part of their asset allocation solutions
- Alternatives providers looking to expand the distribution of their offerings
- Asset management firms considering how best to extend their offerings to include alternatives
To encourage an interactive program, attendance at this invitation-only event will be limited to 100 registrants. Press will NOT be attending this event.
