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60/40 Is Dead: The Case for Alternative Investments

Gain a better understanding of the different types and benefits of alternative investments.

Many investors are looking to diversify their portfolios and navigate away from the traditional asset classes, which are facing increased volatility and lower expected returns. However, alternative investments are perceived as intimidating to some as they can be misunderstood and misrepresented. This presentation will educate you on the different types and benefits of alternative investments with examples and data discussed by an industry expert. It will also offer the opportunity to gain crucial insights and knowledge to diversify your portfolio by challenging the traditional 60/40 portfolio and advocating for alternative investments.

64 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Introduction and Disclosures

Alternative Investments and 60/40 Discussion

  • Defining Alternative Investments
  • Defining 60/40
  • Discussion of the Problem With 60/40

Endowment Data

  • Endowment Model Depicting Data of Alternative Investments vs. Regular Forms of Equity
  • Endowment Performance
  • Growth of the Alts Market

New Investment Landscape and the Benefits of Alternative Investments

  • Why Are Alts Under Allocated
  • Benefits of Alternative Investments
  • Alts in the Current Environment

Questions and Answers

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on July 12, 2023.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Richard Hillson

Richard Hillson

Hillson Consulting LLC

  • Founder of Hillson Consulting
  • Previous CEO of Manhattan Investment Bank, Third Seven Capital
  • Recognized expert and speaker in the alternative investment world
  • Keynote speaker for industry conferences
  • Business school guest lecturer
  • Author of numerous articles and white papers
  • BA (hons) Law at the University of Nottingham
  • Can be contacted at [email protected]
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
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  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 410832
Published 2023
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