Asset and Wealth Management
[Webinar] Beyond Traditional Assets: The Rise of Alternative Investments
Overview
Alternative investments including private equity, private credit, real estate, hedge funds and other non-traditional investments have seen tremendous growth in their share within the asset allocation of institutional and increasingly individual investors, driven by the search for diversification and higher returns amidst volatile public markets. Assets under management (AUM) of alternatives is expected to double to more than US$20 trillion by 2030.
This seminar provides insights on the growing sectors of private markets, the role of alternative investments in portfolios and how investors can incorporate them to complement their traditional portfolios especially during times of uncertainty.
Content
• Introduction to the different types of alternative investments and their latest trends
• Structural trends driving the tremendous growth of alternatives
• The role of alternative investments in investors’ portfolios and how they can improve resilience and/or improve risk-adjusted returns
• Potential risk factors associated with alternative investments and how they can be managed
Who should attend
Individual investors, investment advisors, asset managers, senior management such as Responsible officers, Managers-in-Charge, directors, wealth management staff and professionals working in the family offices sector, financial planners and consultants seeking to explore and incorporate alternative investments to their portfolios and anyone interested in learning about alternative investment opportunities and their impact on asset allocation strategies.
Speaker/Course Instructor
Today, Greg leverages his unique expertise at the intersection of finance and technology to empower all investors with greater access to expert advice and institutional-quality products at low, fair fees – leveraging technology to do this at scale.
Greg believes that the biggest asset an investor has is time, and is singularly focused on helping clients efficiently maximise their time to achieve financial wellness. An alignment of incentives by being fee-only, coupled with personalising and automating the wealth management process, provides every investor with the highest probability of success in reaching their wealth and life goals.
Greg has been awarded the “CEO of the Year” for the Singapore market at Asia Asset Management’s Best of the Best Awards 2023 for two consecutive years and sits on the World Economic Forum Global Retail Investor steering committee.