Beyond Private Market Access: Five Hidden Operational Roadblocks to Alternative Investing SuccessBeyond Private Market Access: Five Hidden Operational Roadblocks to Alternative Investing Success

Historically, access to alternative investments and private markets has been a significant barrier for advisors interested in expanding their offerings to include alternatives allocations. 

But as alternative investing becomes more democratized, advisors are uncovering operational and administrative obstacles to successfully leveraging these asset classes in their clients’ portfolios. On November 17 at 2:00 PM ET, Brett Hillard, Chief Investment Officer, from GLASfunds will explore the operational challenges to alternative investing that advisors might not be expecting, including:

Find out how to anticipate and overcome existing barriers to efficient, scalable, and customizable alternative investing.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

Brett Hillard, CFA, CAIA

Chief Investment Officer, GLASfunds

Diana Britton - Host

Managing Editor, WealthManagement.com