Alternative Investments: Why Invest in this Asset Class
Monday, December 12, 2022
2:00 PM – 3:00 PM PDT
Location: SCC: 606-609
CE: 1 CFP CE Credit(s)
Level of Complexity: Intermediate
The presentation will introduce participants to the history of Alternative Investments and provide a set of reasons to why investors should include this asset class in their portfolio. Various types of Alternative Investments are presented that include hedge funds, real estate, private equity, infrastructure, distressed debt, cryptocurrencies, art, derivates, NFTs. Additionally, participants will be shown a few facts about Alternative Investments, review performance numbers and discuss the due diligence process in the selection process.
Learning Objectives:
Identify which types of investments are included in the Alternative Investment asset class category.
Understand why Alternative Investments are important to portfolio diversification process.
Evaluate Alternative Investments risk and return measures within the Efficient Frontier landscape.
