WealthChat Presented by CGI

WealthChat Special – Alternative Products Going Mainstream


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We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future.
In this segment, Lubna speaks with Daniil Shapiro. Daniil is a Director for Product Development at Cerulli Associates. They discuss the prevalence of alternative assets and the market conditions that have allowed this to occur. They also discuss the innovation and democratization that have taken place in the alternatives market. Why have alternative products become so attractive? How can advisors effectively incorporate them into their models?
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WealthChat Presented by CGIBy CGI - Global Wealth and Capital Markets