Alternatives are flooding the retail market – but do they really deliver on performance? Attend this enlightening event to find out how to make them work for you!
Financial Research Associates is pleased to announce the return of our RetailALTS SM 2nd Annual Advisor & Broker-Dealer’s Forum. We’ve brought this popular event to Boston with a new agenda that reflects the continued growth and development of retail alternative investments over the past year.
Through extensive research, we’ve developed an educational program specifically designed for advisors and broker/dealers looking to expand their alternative offerings. We’ll look at everything from the evolution of alternatives in the retail space to the distribution channels, performance, and strategies behind these investment options.
Our world-class speakers will lead you through the landscape of alternative investments available in the retail market so you can offer your clients a full range of investment options to meet their financial goals.
Topics at a Glance
- The Rise of Alternative Strategies and Asset Classes in the Retail Portfolio
- Advisor’s Guide to Accessing Alternatives
- The Evolution and Design of Liquid Alternative Mutual Funds
- Gaining Exposure to Alternatives with ETFs and ETNs
- Long/Short Equity Strategies
- Long/Short Debt Strategies
- Lower Volatility/Correlation Strategies
- Background Check - Due Diligence and Performance Measurement for Alternative Investments
- Trends in Asset Allocation – Positioning Alternatives within a Portfolio
- Achieving Diversification through Global Macro Strategies
- Profiling Illiquid Alternatives- Are They For Everyone?
- “Alternative” Alternatives- Gaining Steam?
Financial Research Associates is registered with the Certified Financial Planner Board of Standards, Inc. (CFP Board) as a sponsor of continuing education. The mission of the CFP Board is to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Continuing Education (CE) hours from programs registered with CFP Board are reported for certificants by Financial Research Associates. Financial Research Associates offers programs at an advanced level of continuing education. Although no prerequisite courses, experience, or advance preparation is required to participate in this program, prior knowledge of the program topic is required. For more information regarding Continuing Education requirements and certification, please contact our offices at 800-280-8440.
| Sessions |
Hours Granted |
| "Alternative" Alternatives - Gaining Steam? |
1 |
| Background Check - Due Diligence for Alternative Investments |
1 |
| Gaining Exposure to Alternatives with ETFs and ETNs |
1 |
| Part One - Risk Management Through Non-Correlated Strategies |
1 |
| Part Two - Risk Management Through Hedged Strategies |
1 |
| Profiling Illiquid Alternatives - Are They for Everyone? |
1 |
| The Advisor's Guide to Accessing Alternatives |
1 |
| The Evolution & Design of Liquid Alternative Mutual Funds |
1 |
| The Rise of Alternative Strategies & Asset Classes in the Retail Portfolio |
1 |
| Trends in Asset Allocation - Positioning Alternatives within a Portfolio |
1.5 |