A very engaging and lively (to say the least) discussion of alternative fund structures yesterday at the Institutional Investor Alternatives Conference. It was great debating the pros and cons with Victoria Greene, CFA, Saumen Chattopadhyay, CFA®, CPA, FCA and Mark Gatto. A lot of great viewpoints on the democratization of alternatives downstream to high net worth individuals is real. Ultimately advisors talking with clients need to understand both the investment merits and operational implications for the client (liquidity, mark-to-market), and make sure that clients understand them too.
G Squared Private Wealth's CIO, Victoria Greene, CFA, was an invited panelist to Institutional Investor's Alternatives in Wealth Management Forum. She was able to share her expertise and learn from other industry experts on the topic of Alternative Investments. #alts #wealthmanagement #PartneredIndependence George Georgiades Brandi Ring-Cooper Tanner Vroman, CFP® Jennifer Juergens, J.D. Janet Syptak
