Accelerating demand for alternative assets by investors of all types is being met by a wide range of new and often customized investment solutions products and services.  Join Eva Xu, PhD, CFA, and Chestnut Advisor as she hosts a panel of alternative investing experts at some of the industry’s leading asset management firms:

Brandon Dees
Head of Alternative Investment Solutions
Morgan Stanley OCIO & Family Office

Jake Pflaum, CFA
Partner, Private Investments Team
American Century Investments

Kenneth Pitman CFA, CAIA
Principal, Alternative Investments Director
Mercer

This panel discussion, originally recorded as an Institute webinar on July 24th, 2024 covers:

• What types of alternatives solutions are available - and what are not yet available to investors today?
• What is the outlook for various alternative asset classes?
• How should investors using solutions think about and evaluate the all-in value proposition of alternatives investments:  risk/return, fees, liquidity, documentation, etc?

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This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product.