RIA Lab: Fee-Based Alternative Investments

SEPTEMBER 22, 2022  |  11:00AM-1:30PM EST

Think you need a Series 7 to deliver a wide array of alternative investments to your clients?
Think again!

Join InvestmentNews on September 22nd for a live discussion on how RIAs can access alternative investments of all kinds. You'll hear from advisers who use alternatives extensively in their practice on how they're able to deliver these alternative investment strategies to their clients without having a Series 7. In today’s world of “fee-based everything,” alternatives have become more frictionless than ever. Private equity, private credit, private REITs, private everything – all available to  fee-based RIA advisers. We are not talking about the proliferation of “liquid alts” - we will be talking about “true” alternative investment opportunities all being made available to RIAs today.

May

19

Opening Remarks
11:00 AM - 11:05 AM

Featuring:

  • Jeff Benjamin, Senior Columnist, InvestmentNews
Fee-Based Everything: Alternative Investments
11:05 AM - 11:50 AM

Featuring:

  • Chuck Failla, Founder & CEO, Sovereign Financial Group
  • Travis Conlan, Regional Director, Hines Securities Inc
  • Devin Iafelice, Vice President of Private Markets - Capital Solutions Group, First Trust Portfolios
  • Abigail Rosen, CFP®, MS, Partner and Wealth Advisor, RegentAtlantic
Alternatives 101: Client Conversations and Due Diligence
11:50 AM - 12:35 PM

Featuring:

  • Zoë Brunson CFA, Chief Investment Strategist & SVP of Platform Investment Strategies, AssetMark
  • Tom McCarthy, SVP Sales Strategy, Assetmark
  • Eric Mueller, Director & Product Strategist, BlackRock
  • Kunal Shah, Managing Director and Co-Head of Research & Diligence, iCapital
FinTech Demos
12:35 PM - 1:05 PM

Learn about the latest offerings and updates from AdvisorEngine and Alkymi

FinTech Q&A
1:05 PM - 1:25 PM

Featuring:

  • Kathy Crowley, Senior Business Development Manager, AdvisorEngine
  • Patrick Vergara, Head of Product & COO, Alkymi
Closing Remarks
1:25 PM - 1:30 PM

Featuring:

  • Jeff Benjamin, Senior Columnist, InvestmentNews

Thank You to Our Sponsors

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For information on sponsorship opportunities, please contact:
Sabrina Straub  |  sstraub@investmentnews.com  |  646-437-7956

InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.*  

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