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. 

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

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.

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. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

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

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.3 / 5

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