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Crypto, alternatives & beyond - Making sense of an [alternative] reality in 2023

Presented by

Kevin Reed - Morningstar, Donald Pogan - Luma Financial, Sarah Morton - MeetAmi, Michael Kell - iCapital

About this talk

Are you prepared for a key client to ask you if alternative investment options are right for them? According to the World Economic Forum, 10% of global GDP will assemble into cryptographic assets in the coming decade, encompassing a total value of $10 trillion. In other words, investors are constantly looking for new ways to increase returns and diversify assets in our ever-evolving world. Join us in the first of a series of webinars that walk through the ways you can bring true value to your clients and have deeper and more meaningful dialogue that leads to better outcomes and longer-term relationships. In this webinar, we will discuss the world of alternative investments like cryptographic assets, REITs, Structured Products and more. In this webinar, you will learn: • How to leverage the growing demand for alternative investments in your business. • Why truly understanding your client leads to better outcomes and growth. • How to utilize technology to be a thought leader in your field to alternative investments for portfolio diversification. • How Morningstar’s Expanded Investment Products can help you make hyper-personalize portfolios to increase returns & diversify assets.
Morningstar Research & Solutions

Morningstar Research & Solutions

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Morningstar Research & Solutions
Investment research and analysis for financial professionals. Unpack the latest investing trends. When you subscribe to the channel, you unlock unlimited access to tips on portfolio management, investment planning, business growth, and more.
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