The Past, Present, and Future of Alternative Investments in the Wealth Management Industry

November 13, 2024

The battle to gather alternative investment assets from retail channels will continue to be an uphill one; however, for those that manage to combine attractive product with strong distribution the opportunity will be vast, as more than $1 trillion in capital is expected to be raised by illiquid exposures in the next five years.

Explore the retail distribution landscape for alternative investments—including the vehicles managers use to drive adoption—and gain insight into how strategic partnerships will impact the distribution of these products down market.

Hear from Cerulli Associates, Carlyle Group, and LPL Financial as we discuss:

• Product offerings and vehicle use by alternative asset managers

• Recent uptake of alternative investments by wealth managers and their clients

• The future impact of new vehicle use (i.e., ETFs, interval funds) on the distribution of alternatives down market

• Education barriers and strategies for successful awareness engagement

• The implications of newly formed strategic partnerships between alternatives providers and traditional managers

• Steps wealth managers can take to facilitate greater advisor use of alternatives