RetailAlts Annual Advisor & Broker-Dealer’s Forum 2013
May 22 - 23, 2013
Boston MA , USA
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.
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 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.
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?
Venue
Location: The Harvard Club of Boston
Whether it's a once-in-a-lifetime family occasion, the punctuation mark on a career milestone, the chance to listen to a brilliant scientist or scholar, or a game of squash, there's no place quite..
(617) 536.1260
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RetailAlts Annual Advisor & Broker-Dealer’s Forum May 22 - 23, 2013
