The Democratization of U.S. Alternative Investments
August 6, 2020
As traditional asset managers, hedge funds, and private equity firms increasingly target retail channels for alternative assets, myriad factors come into play.
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.
Summary
As traditional asset managers, hedge funds, and private equity firms increasingly target retail channels for alternative assets, myriad factors come into play. Firms need to assess the segment’s addressability, vehicle structures, distribution and organizational capabilities, and also prioritize product development and distribution efforts. Join Cerulli’s Daniil Shapiro, associate director of product development, for a 45-minute strategic overview of the state of U.S. Alternative Investments, based on 2020 research findings.
This presentation addresses:
- How managers are attaining alternative investment capabilities and distributing such products
- Successful liquid alternative product development and advisor demand
- Conversion zone structures (e.g., interval funds) and growth opportunities
- Challenges hedge funds & private equity firms are facing
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