June 13, 2023
8:00AM - 9:15AM
FPA Central Ohio presents Including Alternative Assets in Portfolios in 2023
presented by Francis Chu, CFA
Including Alternative Assets in Portfolios in 2023
Tuesday, June 13, 2023
Francis M Chu, CFA
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.
- 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
7:45am - 8:00am - Registration/Breakfast served
8:00am - 8:15am - FPA Business/featured Sponsor
Featured Platinum Partner:
8:15am - 9:15am - Program (complete attendance for CE credit is required)
(be sure to click on the pass and print to bring to meeting)
FPA Members - $30
Student Members - No charge!
Season Pass Holders - No charge!
Non-members/Guests* - $50
Student Non-members** - $30
*First Time Guests - No charge (one-time registration only, after that you must pay the non-member price). If you have ever registered for an FPA Central Ohio meeting before, you will be charged $50.
**Student Nonmembers - May attend up to 2 programs for free, after that the cost is $25. Your charge will be deleted, if you are on your 1st or 2nd visit, so please contact email@example.com to complete a comp registration. Once paid, you cannot be refunded. Please bring valid student ID to meeting.
We have applied for1 hour of CFP CE from the CFP Board and have been granted 1 hour of Ohio Insurance CE. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!
Please register by NOON on June 7, we cannot guarantee availability after that date. Cancellations accepted up until NOON on June 7, after that no refunds or credits will be given.
Thank you to our Annual Partners!