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Wondering what’s on the other side of the #alternatives door 🚪 ? Our own Shannon Saccocia, CFA, CIMA® shared her thoughts on overcoming obstacles when implementing alternatives into your portfolio with CAIA Association in their new report “Crossing the Threshold: Mapping a Journey Towards Alternative Investments in Wealth Management.” Take an adventure into alternatives and read the full report in the post below!

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Big topic, big impact, big news! You're invited to an adventure inspired by classic hero narratives found in epic tales. We're excited to announce our new report “Crossing the Threshold: Mapping a Journey Towards Alternative Investments in Wealth Management.” https://bit.ly/4cqsifU Get the wisdom from CAlA and industry leaders as its being unveiled at ALTSNY right now! Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA Association Sandy Kaul, Franklin Templeton Fran Kinniry, CFA, Vanguard Sylvia S. Kwan, CFA, CAIA, Ellevest Shannon Saccocia, CFA, CIMA®, Neuberger Berman Private Wealth #CrossingtheThreshold #CAIA #investing #alternativeinvestments

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