Details
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:
- 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
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