The Allocators Edge: Alternative Investments & the Future of Diversification

When:  Apr 19, 2023 from 05:00 PM to 07:30 PM (CT)
Associated with  CFA Society Milwaukee

Phil Huber is the Chief Investment Officer for a multi-billion dollar wealth management firm and acts as your guide on a journey through the past, present, and future of alternative investments. In this groundbreaking tour de force, he provides detailed coverage across the spectrum of alternative assets: their risk and return characteristics, methods to gain exposure, and how to fit everything into a balanced portfolio.

The three parts of The Allocator's Edge address:

1. Why the future may present challenges for traditional portfolios; why the adoption of alternatives has remained elusive for many allocators; and why the case for alternatives is more compelling than ever thanks to financial evolution and innovation.

2. A comprehensive survey of the asset classes and strategies that comprise the vast universe of alternative investments.

3. How to build durable and resilient portfolios that harness alternative assets; and how to sharpen the client communication skills needed to establish proper expectations and make the unfamiliar familiar.

Join us to learn more as each attendee will receive a copy of Phil’s book -The Allocator’s Edge: A Modern Guide to Alternative Investments and the Future of Diversification.

To view Phil Huber's bio - click here!

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University Club
924 E Wells St
Milwaukee, WI 53202