Events Calendar

Manage PermissionsManage Permissions
|
Export Event

Title

Downtown Event: Alternative Investments and Their Role in a Portfolio

Event Description

​​Alternative investments, which have been used by large institutions and endowments for quite some time, have become more mainstream in recent years. Not only are they more popular among individual investors, but there are also more products available, making investing in alternatives possible for a much broader universe of investors. 

Given their non-traditional approach and their ability to invest in areas and ways traditional investments cannot, they have the potential to improve the overall risk-return characteristics of a portfolio. As such, a modest allocation to alternatives may be prudent for more investors than previously was the case. However, the non-traditional approach and structure of these investments bring with them unique risks of which investors must be aware.

Join us on the campus of Drexel University for another informative panel discussion on the use of alternative investments in portfolio construction.

We are pleased to have the following professionals join the panel:

Lara S. Coviello, CFA
Executive Director, FS Investments

Amy M. Miller
Investment Manager, Drexel University

Andrew Werner, CAIA
Senior Product Specialist, CBRE Global Investors

 
 
 
Drexel University Students:  Free of charge

Click here to register.

Thank you to Drexel University for hosting the event:


 ​

Speaker

 

Event Type

Society

Education Topic

 

Start Time

1/23/2019 5:00 PM

End Time

1/23/2019 7:00 PM

Event City

Philadelphia

Event State/Province

PA

Location Info

LeBow Hall
Drexel University
3220 Market Street
Philadelphia, PA​

CE Credits

N/A

Member Price

$25

Non-Member Price

$40

Candidate Price

$25

Registration

Click here to register.

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 12/11/2018 4:16 PM by pconners@cfaphil.org
Last modified at 12/31/2018 11:41 AM by pconners@cfaphil.org