2022 was a challenging year, as a combination of rising rates, inflation, and geopolitical uncertainty sent both traditional equities and fixed income tumbling. The vulnerabilities of the 60-40 portfolio were laid bare, and now investors are looking to manage risks in their portfolios with a dose of alternatives exposure.
But the search for answers raises more important questions. What types of alternative investments are out there? What’s under the hood? What tailwinds and headwinds could impact their performance? How do they stack up against traditional securities? And how can advisors use them – responsibly – to build the future of balanced portfolios?
Join us for an interactive roundtable discussion with Marc-Andre Lewis, EVP, & Head of Investment Management, CI Global Asset Management, Travis Forman, Senior Vice President, Harbourfront Wealth Management, Robert Anton, President & Founding Partner, Next Edge Capital, and Dennis Mitchell, CEO & CIO, Starlight Capital to discover where the opportunities lie, the role alternatives can play in your portfolio, and the outlook for 2023.
Register now for this AdvisorConnect Roundtable to put your most pressing questions to this team of industry thought leaders and understand the hows, whys, and wherefores of these non-public investment instruments.
This webinar is approved with 1.00 CE credit from Advocis.
Register here to discover latest insights on Alternative Investments.
https://tinyurl.com/KMIAltInvestments
For enquiries, please contact samantha.paradero@keymedia.com
Duration
1 hour 30 minutes
Price
Free
Language
English
OPEN TO
Everyone
Dial-in Number
Please register for this Webinar to view the dial-in info.
Dennis Mitchell joined Starlight Capital in March 2018 as Chief Executive Officer and Chief Investment Officer. He has over 20 years of experience in the investment industry and has held executive positions with Sprott Asset Management, serving as...
Senior Vice President | Harbourfront Wealth Management
Travis Forman is a Portfolio Manager at Strategic Private Wealth Counsel - Harbourfront Wealth Management which has been named one of the fastest-growing wealth management practices in terms of AUM % growth for two years running. Travis holds 25...
Robert Anton is the President and founding partner of Next Edge Capital. Robert has been active in the financial services industry for over 30 years, beginning his career as an Investment Advisor. Prior to the formation of Next Edge Capital via a...
EVP, & Head of Investment Management | CI Global Asset Management
As Head of Investment Management, Mr. Lewis leads a team of more than 100 investment professionals at CI Global Asset Management and oversees the continued development of the firm’s integrated global investment platform. Mr. Lewis has over 20...