In this Alternative Allocations podcast episode, Tony and Brian discuss the evolution of investment investments such as private equity, private credit, real assets, and managed futures. They highlight the importance of these alternatives in diversifying portfolios, smoothing out market volatility, and generating higher returns, especially in more challenging investment environments. Brian also stresses the value of clear communication with clients to ensure they understand the purpose and benefits of these complex sstrategies, emphasizing the need to move beyond traditional 60/40 portfolios by incorporating alternative trategies.

Brian Ullsperger is a Managing Director at Andersen, advising approximately $2B in assets and 200 households. Brian has over 30 years of experience in the investment consulting industry. He focuses on providing investment consulting and wealth management services to high-net-worth individuals, families, foundations, and endowments. Before rejoining Andersen in early 2010, Brian was a founding partner of Capital Fiduciary Advisors. Prior to that, Brian was at Charles Schwab. During his career, Brian has provided a wide variety of client services, including private and institutional consulting, wealth management, retirement and estate planning, and insurance planning. Brian earned the Certified Investment Management Analyst (CIMA) advanced professional certification from the Investments & Wealth Institute (taught in conjunction with the Wharton School, University of Pennsylvania). Brian is a frequent speaker on investment and wealth management topics.

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Resources:

Brian Ullsperger | LinkedInAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn