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