Taking Private Investments to the Masses
July 10, 2024
Industry interest in private markets has reached a fever pitch as advisors express greater interest in illiquid allocations and managers add greater alternatives capabilities to their investment lineups.
During this session, Daniil Shapiro, CFA, provides insights into the structures and channels managers should consider for distribution to the masses, the types of exposures that wealth managers are looking for, and educational and technological resources needed to grow adoption. He uncovers:
• Key challenges asset managers face in developing and distributing alternatives
• Advisor demand for and adoption of alternative investments and Cerulli’s projections for growth
• Opportunities for strategic partnerships
• Upcoming product development
• The future of alternative investment products in retirement plans
Presented by:
Daniil Shapiro, CFA
Director
Bio →
Daniil Shapiro, CFA
Director
Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.
Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.
Full biography here.
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Strategic Consulting for Alternative Providers
As your go-to resource for alternative investments, Cerulli has the network, data, perspective, and subject matter expertise you need to build and grow marketshare.
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