MMI NetMeeting - The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship

Monday, December 14 | MMI NetMeeting

Join us on Monday, December 14 at 1:00 PM ET for this MMI NetMeeting to explore the future of alternative investments and the importance of professionalism in the industry.

As we enter a new decade, rife with a global pandemic, the most violent bear market in history, and unprecedented uncertainty, alternative investments continue to be a polarizing topic. Yet, further growth in alternatives is expected. Based upon a robust CAIA Member study and various data sources, John Bowman of CAIA Association will lead a discussion with industry experts that will:

  • explore the meteoric rise, current state, and outlook for alternative investments;
  • take a deep dive into the growth drivers of the underlying industries and asset classes; and
  • outline a four-point call to action for the industry.

Introduction:
Arlen Oransky, SVP, Chief Membership Officer, MMI

Speaker and Moderator:
John L. Bowman, CFA, Senior Managing Director, CAIA Association

Panelists:
Jeremy Beal, Managing Director, Head of Alternative Investments, Wealth Management, Morgan Stanley
Tim Froehlich, Head of Alternative Investments and FA Directed Portfolio Analysis, Wells Fargo Advisors
Sheila Rapple, Managing Director, Global Head of Investor Services, Private Wealth Solutions, Blackstone

Duration: 
60 minutes (including time allocated for Q&A)

CE Credit:
Investments & Wealth Institute® has accepted MMI NetMeeting, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship, for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Note: 
This NetMeeting is closed to members of the media.

Please share this invitation with any colleagues at your firm who would be interested in attending.

We hope you can join us on December 14. This NetMeeting will be recorded. Even if you cannot attend live, please register so that we can notify you when the replay is available.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org