Education Luncheon
Join us on Wednesday, December 3, 2025
MODERATOR: Raymond Bovich, CFA
PANELISTS: David A. Hyman, CFA & James Connors, CIMA, AIF
Representatives from Mercer, an investment consulting firm, and CAIS, an investment platform for independent financial advisors, will discuss the democratization of alternatives in the wealth management space & how wealth management firms can differentiate their businesses with an alternative investment program. The third annual CAIS-Mercer survey, “The State of Alternative Investments in Wealth Management 2024,” indicates a shift from traditional 60/40 portfolios to a more diversified portfolio that includes public equities, fixed income, and alternatives.
During the session, the presenters will review the findings:
- How access to alternative investments can help advisors meet client goals and objectives, attract new clients, and retain existing clients
- A comparison of alternative asset classes (private debt, real estate, private equity, hedge funds, and structured notes) and their potential to enhance returns
- Trends in alternative investing and anticipated growth over the next 12 months