Direct Investment Bootcamp

If your firm or advisors need a crash course in direct investments, consider our Direct Investment Bootcamp, a half day course in which we highlight the key characteristics of non-liquid investments, how to avoid regulatory purgatory, and how to start thinking about introducing alternatives to your platform and to your clients.

Our agenda is customized to each client and generally includes the following topics:

  • Introduction to Direct Investments

  • Understanding the differences between Direct Investments and liquid Alternative Investments

  • Taking a portfolio approach to investing in alternatives

  • Anatomy of an alternative investment

  • Integrating non-liquid investments into a fee-based practice

  • Best Practices: Introducing alternative investments to clients

  • Managing key regulatory issues

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We are here to assist. Contact us by phone or email.

 

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