Content Level: Intermediate
NAPFA Subject Area: C-Investments

With bond yields at all-time lows and equity valuations rich, investors are searching for opportunities to improve returns in what appears to be a low return environment looking forward. We believe private alternatives can provide return opportunities in excess of traditional stocks and bonds. Stephanie Lang will explain why adding alternatives to a portfolio can help your client reach their long-term return targets while adding additional diversification benefits to the portfolio.

1. What are alternative investments and why how do they work?
2. Why you should allocate a portion of clients’ portfolios to alternatives?
3. How do we access alternatives?
4. Current market opportunities in alternative Investments

Stephanie Lang