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June 13, 2023
8:00AM - 9:15AM

FPA Central Ohio presents Including Alternative Assets in Portfolios in 2023

presented by Francis Chu, CFA

Fawcett Center

Including Alternative Assets in Portfolios in 2023

Tuesday, June 13, 2023

presented by

Francis M Chu, CFA

Including Alternative Assets in Portfolios in 2023 presentation

The presentation will begin with an introduction to alternative investments, what they are, and a history of alternative investments. Following that is a discussion on benefits of alternative investments and their compliment to traditional investment assets. Then a look at alternative investments in 2023 and why they are attractive now. Ending with a look at different types of alternative investments including private equity and secondaries, hedge funds, opportunistic, private credit, and private real estate with descriptions of each and examples.

Learning Objectives:

  1. How alternative assets are different from "traditional" assets
  2. Provide examples of alternative assets
  3. Why it makes sense to add alternative assets to clients' portfolios

Tuesday, June 13, The Fawcett Center, 2400 Olentangy River Road - Clinton Room


Featured Platinum Partner:

First Eagle

 

Thank you to our Annual Partners!

 

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 06/13/2023 08:00 AM 06/13/2023 09:15 AM false FPA Central Ohio presents Including Alternative Assets in Portfolios in 2023 Including Alternative Assets in Portfolios in 2023 Tuesday, June 13, 2023 presented by Francis M Chu, CFA Including Alternative Assets in Portfolios in 2023 presentation The presentation will begin with an introduction to alternative investments, what they are, and a history of alternative investments. Following that is a discussion on benefits of alternative investments and their compliment to traditional investment assets. Then a look at alternative investments in 2023 and why they are attractive now. Ending with a look at different types of alternative investments including private equity and secondaries, hedge funds, opportunistic, private credit, and private real estate with descriptions of each and examples. Learning Objectives: How alternative assets are different from "traditional" assets Provide examples of alternative assets Why it makes sense to add alternative assets to clients' portfolios Tuesday, June 13, The Fawcett Center, 2400 Olentangy River Road - Clinton Room Featured Platinum Partner:   Thank you to our Annual Partners!   Fawcett Center