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#ALTSNY: Our first panel of the day explored the future of wealth management with a new report on alternative investments. Led by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, they shared key strategies to increase high-net-worth clients' allocations. The average high-net-worth client allocates 5-7% to alternative investments, yet many remain at zero. Increasing these allocations demands a shift in portfolio construction, practice management, client communication, and expectation setting. What are the right questions? How can we enhance the client experience and move past zero? Sylvia S. Kwan, CFA, CAIA of Ellevest, Shannon Saccocia, CFA, CIMA®, of Neuberger Berman Private Wealth, and Ariel Finegold, CFA, of Vanguard discussed. CAIA Association, CFA Society New York, Markets Group, William J. Kelly, CAIA, John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Paul Hamann Katie Merch-Chammon Debra Haym Karly Congero Hema Ezhil Nicole Lopez Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Jennifer Hughey Giancarlo Sanchez Ureña Courtney McQuade Camille Cross

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